R.T. Moore Co. Inc. 401(K) Profit Sharing Plan — Form 5500 plan (R.T. Moore Co. 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, R.T. Moore Co. Inc. 401(K) Profit Sharing Plan is a benefit plan reported by R.T. Moore Co. Inc. under EIN 35-0964856 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,017 participants and $19,519,501 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R.T. Moore Co. Inc.
EIN
35-0964856
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
1,017
End-of-year plan assets
$19,519,501

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,017H, C20240918135346NAL0001736435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,519,501
Total liabilities (EOY)
$0
Net assets (EOY)
$19,519,501
Net assets (BOY)
$14,707,812

Income & contributions

Employer contributions
$1,045,240
Participant contributions
$2,425,455
Total contributions
$3,489,144
Total income / additions
$6,236,665

Expenses & distributions

Benefits paid
$1,264,195
Administrative expenses
$158,439
Total expenses
$1,424,976
Net increase / (decrease)
$4,811,689

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$125,494$42023
Shepherd Financial InvestmentNONE$32,945not reported in the loaded dataset2023

Related Form 5500 pages