Plan5500

The Mosser Group Employee Savings Plan And Trust — Form 5500 plan (Wmog, 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, The Mosser Group Employee Savings Plan And Trust is a benefit plan reported by Wmog, Inc. under EIN 34-1133357 and plan number 003. The latest loaded filing year is 2023. The filing reports 151 participants and $16,814,482 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wmog, Inc.
EIN
34-1133357
Plan number
003
Plan type
2
Location
Fremont, OH
Latest filing year
2023
Participants
151
End-of-year plan assets
$16,814,482

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20241002113332NAL0017085202001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,814,482
Total liabilities (EOY)
$0
Net assets (EOY)
$16,814,482
Net assets (BOY)
$14,683,281

Income & contributions

Participant contributions
$664,144
Total contributions
$664,144
Total income / additions
$3,467,332

Expenses & distributions

Benefits paid
$1,794,230
Administrative expenses
$44,791
Total expenses
$1,839,021
Net increase / (decrease)
$1,628,311

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchINVESTMENT ADVISORY$30,455not reported in the loaded dataset2023
Transamerica Financial Life InsuranRECORDKEEPER$14,336$02023

Related Form 5500 pages