W.B. Moore Company Of Charlotte 401(K) Plan — Form 5500 plan (W.B. Moore Company Of Charlotte, Inc.)
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, W.B. Moore Company Of Charlotte 401(K) Plan is a benefit plan reported by W.B. Moore Company Of Charlotte, Inc. under EIN 56-1818115 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $7,836,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W.B. Moore Company Of Charlotte, Inc.
- EIN
- 56-1818115
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $7,836,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20241014112907NAL0045797552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,836,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,836,281
- Net assets (BOY)
- $6,888,273
Income & contributions
- Employer contributions
- $268,933
- Participant contributions
- $471,541
- Total contributions
- $740,883
- Total income / additions
- $1,873,013
Expenses & distributions
- Benefits paid
- $912,256
- Administrative expenses
- $11,869
- Total expenses
- $925,005
- Net increase / (decrease)
- $948,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trinity Pension Group, LLC | CONTRACT ADMIN | $7,994 | $7,278 | 2023 |
| Linsco/Private Ledger Corp | BROKER/ADVISOR | $0 | $11,775 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $8,333 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $2,335 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for W.B. Moore Company Of Charlotte, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Trinity Pension Group, LLC — Schedule C compensation
- Linsco/Private Ledger Corp — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation