Owens, Moskowitz And Associates, Inc., Certified Public Accountants Profit Sharing 401(K) Plan — Form 5500 plan (Owens, Moskowitz And Associates, Inc., Certified Public Accountants)
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, Owens, Moskowitz And Associates, Inc., Certified Public Accountants Profit Sharing 401(K) Plan is a benefit plan reported by Owens, Moskowitz And Associates, Inc., Certified Public Accountants under EIN 33-0244756 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $3,390,197 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Owens, Moskowitz And Associates, Inc., Certified Public Accountants
- EIN
- 33-0244756
- Plan number
- 001
- Plan type
- 3
- Location
- Laguna Niguel, CA
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $3,390,197
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20250207170602NAL0006724451001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,390,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,390,197
- Net assets (BOY)
- $2,845,069
Income & contributions
- Employer contributions
- $49,804
- Participant contributions
- $19,363
- Total income / additions
- $558,011
Expenses & distributions
- Total expenses
- $12,883
- Net increase / (decrease)
- $545,128
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.