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, James Moore & Co., P.L. 401(K) Retirement Plan is a benefit plan reported by James Moore & Co., P.L. under EIN 59-3204548 and plan number 001. The latest loaded filing year is 2023. The filing reports 332 participants and $44,300,100 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,300,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,300,100
- Net assets (BOY)
- $38,916,181
Income & contributions
- Employer contributions
- $1,581,731
- Participant contributions
- $1,879,509
- Total contributions
- $3,688,919
- Total income / additions
- $13,459,260
Expenses & distributions
- Benefits paid
- $7,953,033
- Administrative expenses
- $122,308
- Total expenses
- $8,075,341
- Net increase / (decrease)
- $5,383,919