Momar Incorporated Retirement Plan And Trust — Form 5500 plan (Momar Incorporated)
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, Momar Incorporated Retirement Plan And Trust is a benefit plan reported by Momar Incorporated under EIN 58-0524461 and plan number 002. The latest loaded filing year is 2023. The filing reports 382 participants and $29,334,362 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Momar Incorporated
- EIN
- 58-0524461
- Plan number
- 002
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 382
- End-of-year plan assets
- $29,334,362
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 382 | H, C | 20251006091816NAL0008541234001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,334,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,334,362
- Net assets (BOY)
- $24,798,730
Income & contributions
- Employer contributions
- $295,982
- Participant contributions
- $1,336,974
- Total contributions
- $1,656,557
- Total income / additions
- $7,414,982
Expenses & distributions
- Benefits paid
- $2,659,419
- Administrative expenses
- $219,931
- Total expenses
- $2,879,350
- Net increase / (decrease)
- $4,535,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rockefeller Capital Management | INV MANAGER | $171,823 | not reported in the loaded dataset | 2023 |
| Futureplan An Ascensus Company | TPA | $29,233 | not reported in the loaded dataset | 2023 |
| Howard Moore & Mcduffie Pc | AUDITOR | $17,600 | not reported in the loaded dataset | 2023 |