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, Mowery & Schoenfeld, LLC 401(K) Plan is a benefit plan reported by Mowery & Schoenfeld, LLC under EIN 36-4111140 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $17,709,318 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,709,318
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,709,318
- Net assets (BOY)
- $13,590,803
Income & contributions
- Employer contributions
- $567,627
- Participant contributions
- $1,235,065
- Total contributions
- $2,105,040
- Total income / additions
- $4,733,962
Expenses & distributions
- Benefits paid
- $562,203
- Administrative expenses
- $53,244
- Total expenses
- $615,447
- Net increase / (decrease)
- $4,118,515