Moody Nolan, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Moody Nolan, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Moody Nolan, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Moody Nolan, Inc. under EIN 31-1256984 and plan number 001. The latest loaded filing year is 2023. The filing reports 392 participants and $32,765,732 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moody Nolan, Inc.
- EIN
- 31-1256984
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 392
- End-of-year plan assets
- $32,765,732
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 392 | H, C | 20241015164425NAL0030382625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,765,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,765,732
- Net assets (BOY)
- $26,469,876
Income & contributions
- Employer contributions
- $782,589
- Participant contributions
- $2,595,308
- Total contributions
- $3,864,069
- Total income / additions
- $8,480,517
Expenses & distributions
- Benefits paid
- $2,151,236
- Administrative expenses
- $33,425
- Total expenses
- $2,184,661
- Net increase / (decrease)
- $6,295,856
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $47,040 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $22,366 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,261 | not reported in the loaded dataset | 2023 |
| Money Concepts | INVESTMENT ADVISOR | $16,221 | not reported in the loaded dataset | 2023 |
| Rea & Associates Inc | CONTRACT ADMIN | $11,059 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Moody Nolan, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Rbc Capital Markets LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Money Concepts — Schedule C compensation
- Rea & Associates Inc — Schedule C compensation