Mobius Consulting, LLC 401(K) P/S Plan — Form 5500 plan (Mobius Consulting, 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, Mobius Consulting, LLC 401(K) P/S Plan is a benefit plan reported by Mobius Consulting, LLC under EIN 90-0587882 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $10,030,732 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mobius Consulting, LLC
EIN
90-0587882
Plan number
001
Plan type
2
Location
Alexandria, VA
Latest filing year
2023
Participants
247
End-of-year plan assets
$10,030,732

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023247H, C20241015162204NAL0029089697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,030,732
Total liabilities (EOY)
$0
Net assets (EOY)
$10,030,732
Net assets (BOY)
$7,344,230

Income & contributions

Employer contributions
$528,470
Participant contributions
$1,242,804
Total contributions
$1,883,347
Total income / additions
$3,309,684

Expenses & distributions

Benefits paid
$587,027
Administrative expenses
$36,155
Total expenses
$623,182
Net increase / (decrease)
$2,686,502

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sharebuilder Advisors, LLCINVESTMENT MANAGER$26,445not reported in the loaded dataset2023
Ascensus LLCNONE$6,467$1,4672023
PaiTPA$1,980not reported in the loaded dataset2023

Related Form 5500 pages