Moore & Van Allen Pllc 401(K) Profit Sharing Plan — Form 5500 plan (Moore & Van Allen Pllc)
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 & Van Allen Pllc 401(K) Profit Sharing Plan is a benefit plan reported by Moore & Van Allen Pllc under EIN 56-0559307 and plan number 002. The latest loaded filing year is 2023. The filing reports 920 participants and $364,222,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moore & Van Allen Pllc
- EIN
- 56-0559307
- Plan number
- 002
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 920
- End-of-year plan assets
- $364,222,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 920 | H, C | 20240916140020NAL0001550209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $364,222,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $364,222,307
- Net assets (BOY)
- $315,643,680
Income & contributions
- Employer contributions
- $8,958,084
- Participant contributions
- $9,121,496
- Total contributions
- $18,705,518
- Total income / additions
- $71,365,063
Expenses & distributions
- Benefits paid
- $22,416,054
- Administrative expenses
- $370,382
- Total expenses
- $22,786,436
- Net increase / (decrease)
- $48,578,627
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | ADVISOR | $135,591 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $129,584 | $0 | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $86,081 | $0 | 2023 |
| Greerwalker Llp | AUDITOR | $19,126 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Moore & Van Allen Pllc
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Capfinancial Partners, LLC — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Greerwalker Llp — Schedule C compensation