Moore & Van Allen Pension 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 Pension Plan is a benefit plan reported by Moore & Van Allen Pllc under EIN 56-0559307 and plan number 003. The latest loaded filing year is 2023. The filing reports 196 participants and $49,935,046 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
- 003
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $49,935,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20240702163310NAL0003770739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,935,046
- Net assets (EOY)
- $49,935,046
- Net assets (BOY)
- $51,909,854
Income & contributions
- Employer contributions
- $5,553,041
- Total contributions
- $5,553,041
- Total income / additions
- $9,655,935
Expenses & distributions
- Benefits paid
- $11,486,388
- Administrative expenses
- $144,355
- Total expenses
- $11,630,743
- Net increase / (decrease)
- -$1,974,808
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of America Merrill Lynch | not reported in the loaded dataset | $97,682 | not reported in the loaded dataset | 2023 |
| Columbia Management | not reported in the loaded dataset | $46,674 | not reported in the loaded dataset | 2023 |
| Pimco Total Return Instl | not reported in the loaded dataset | $0 | $30,366 | 2023 |
| Pimco High Yield Instl | not reported in the loaded dataset | not reported in the loaded dataset | $14,890 | 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
- Bank Of America Merrill Lynch — Schedule C compensation
- Columbia Management — Schedule C compensation
- Pimco Total Return Instl — Schedule C compensation
- Pimco High Yield Instl — Schedule C compensation