Plan5500

Moceri Management Co. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Moceri Management Co.)

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, Moceri Management Co. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Moceri Management Co. under EIN 38-6175411 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $1,110,990 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Moceri Management Co.
EIN
38-6175411
Plan number
001
Plan type
2
Location
Auburn Hills, MI
Latest filing year
2023
Participants
296
End-of-year plan assets
$1,110,990

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023296H, C20241004100346NAL0019434896001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,110,990
Total liabilities (EOY)
$0
Net assets (EOY)
$1,110,990
Net assets (BOY)
$827,493

Income & contributions

Employer contributions
$0
Participant contributions
$322,937
Total contributions
$322,937
Total income / additions
$464,636

Expenses & distributions

Benefits paid
$152,531
Administrative expenses
$28,608
Total expenses
$181,139
Net increase / (decrease)
$283,497

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial LifeRECORDKEEPER$16,496$02023
Map Retirement Usa, LLCRECORDKEEPER$8,475$282023
Merrill Lynch Life Agency, Inc.INVESTMENT ADVISORY$3,638not reported in the loaded dataset2023

Related Form 5500 pages