Mosser Companies 401(K) Plan — Form 5500 plan (Mosser Companies, 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, Mosser Companies 401(K) Plan is a benefit plan reported by Mosser Companies, Inc under EIN 65-1211978 and plan number 001. The latest loaded filing year is 2023. The filing reports 411 participants and $2,687,741 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mosser Companies, Inc
EIN
65-1211978
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
411
End-of-year plan assets
$2,687,741

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023411H, C20241015175559NAL0030557249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,687,741
Total liabilities (EOY)
$0
Net assets (EOY)
$2,687,741
Net assets (BOY)
$2,296,380

Income & contributions

Participant contributions
$378,508
Total contributions
$378,508
Total income / additions
$746,607

Expenses & distributions

Benefits paid
$275,797
Administrative expenses
$18,151
Total expenses
$355,246
Net increase / (decrease)
$391,361

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Felice Retirement ServicesINVESTMENT/FINANCIAL ADVI$11,891$02023
Adp, Inc.RECORD KEEPER$6,259$02023

Related Form 5500 pages