Mossberg & Company, Inc. Employees' Profit Sharing Plan And Trust — Form 5500 plan (Mossberg & Company, 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, Mossberg & Company, Inc. Employees' Profit Sharing Plan And Trust is a benefit plan reported by Mossberg & Company, Inc. under EIN 35-0531750 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $12,823,012 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mossberg & Company, Inc.
EIN
35-0531750
Plan number
001
Plan type
2
Location
South Bend, IN
Latest filing year
2023
Participants
149
End-of-year plan assets
$12,823,012

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20241015105348NAL0016182227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,823,012
Total liabilities (EOY)
$175
Net assets (EOY)
$12,822,837
Net assets (BOY)
$12,814,419

Income & contributions

Participant contributions
$174,018
Total contributions
$174,018
Total income / additions
$1,509,933

Expenses & distributions

Benefits paid
$1,436,503
Administrative expenses
$65,012
Total expenses
$1,501,515
Net increase / (decrease)
$8,418

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
1st Source BankTRUSTEE$59,012not reported in the loaded dataset2023
Kruggel Lawton CpasAUDITOR$6,000not reported in the loaded dataset2023

Related Form 5500 pages