Mosher & Ellis Financial Planning, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mosher Financial Advisors, LLC)
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, Mosher & Ellis Financial Planning, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mosher Financial Advisors, LLC under EIN 82-3054990 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $10,893,573 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mosher Financial Advisors, LLC
- EIN
- 82-3054990
- Plan number
- 001
- Plan type
- 2
- Location
- Lafayette, CA
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $10,893,573
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240719130613NAL0007192945001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,893,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,893,573
- Net assets (BOY)
- $9,026,298
Income & contributions
- Employer contributions
- $140,842
- Participant contributions
- $92,700
- Total income / additions
- $2,138,871
Expenses & distributions
- Benefits paid
- $243,616
- Total expenses
- $271,596
- Net increase / (decrease)
- $1,867,275
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.