Moore & Giles 401(K) Profit Sharing P&T — Form 5500 plan (Moore & Giles)
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, Moore & Giles 401(K) Profit Sharing P&T is a benefit plan reported by Moore & Giles under EIN 54-0308644 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $15,126,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moore & Giles
- EIN
- 54-0308644
- Plan number
- 001
- Plan type
- 2
- Location
- Forest, VA
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $15,126,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H | 20241015143231NAL0016633139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,126,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,126,308
- Net assets (BOY)
- $11,861,775
Income & contributions
- Employer contributions
- $368,043
- Participant contributions
- $601,196
- Total contributions
- $1,025,961
- Total income / additions
- $3,536,878
Expenses & distributions
- Benefits paid
- $198,723
- Administrative expenses
- $61,764
- Total expenses
- $272,345
- Net increase / (decrease)
- $3,264,533
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.