Moss & Barnett Profit Sharing And 401(K) Plan — Form 5500 plan (Moss & Barnett, A Professional Association)
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, Moss & Barnett Profit Sharing And 401(K) Plan is a benefit plan reported by Moss & Barnett, A Professional Association under EIN 41-0943845 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $133,586,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moss & Barnett, A Professional Association
- EIN
- 41-0943845
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $133,586,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20241014164232NAL0015310707002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $133,586,058
- Net assets (EOY)
- $133,586,058
- Net assets (BOY)
- $116,797,150
Income & contributions
- Employer contributions
- $3,428,547
- Participant contributions
- $1,380,154
- Total contributions
- $5,458,488
- Total income / additions
- $23,684,040
Expenses & distributions
- Benefits paid
- $6,867,446
- Administrative expenses
- $23,763
- Total expenses
- $6,895,132
- Net increase / (decrease)
- $16,788,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Waypoint Capital Advisors LLC | NONE | $11,500 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Life Ins Comp | NONE | $8,349 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $7,308 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $5,906 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $167 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Moss & Barnett, A Professional Association
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Waypoint Capital Advisors LLC — Schedule C compensation
- Northwestern Mutual Life Ins Comp — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation