Mosford, Barthel & Co., Plc. Employee Savings Plan — Form 5500 plan (Mosford, Barthel & Co., Plc)
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, Mosford, Barthel & Co., Plc. Employee Savings Plan is a benefit plan reported by Mosford, Barthel & Co., Plc under EIN 41-1767630 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $3,370,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mosford, Barthel & Co., Plc
- EIN
- 41-1767630
- Plan number
- 001
- Plan type
- 2
- Location
- Monticello, MN
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $3,370,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20241002170200NAL0004237235002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,370,176
- Net assets (EOY)
- $3,370,176
- Net assets (BOY)
- $2,715,865
Income & contributions
- Employer contributions
- $5,771
- Participant contributions
- $105,454
- Total income / additions
- $654,311
Expenses & distributions
- Net increase / (decrease)
- $654,311
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.