Moore Excavation Inc. Retirement Plan — Form 5500 plan (Moore Excavation, 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, Moore Excavation Inc. Retirement Plan is a benefit plan reported by Moore Excavation, Inc. under EIN 93-0583943 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $11,331,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moore Excavation, Inc.
- EIN
- 93-0583943
- Plan number
- 001
- Plan type
- 2
- Location
- Fairview, OR
- Latest filing year
- 2023
- Participants
- 287
- End-of-year plan assets
- $11,331,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 287 | H, C | 20241004100920NAL0005610099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,331,029
- Total liabilities (EOY)
- $190,890
- Net assets (EOY)
- $11,140,139
- Net assets (BOY)
- $8,242,120
Income & contributions
- Employer contributions
- $95,021
- Participant contributions
- $585,324
- Total contributions
- $701,082
- Total income / additions
- $3,657,774
Expenses & distributions
- Benefits paid
- $474,099
- Administrative expenses
- $89,801
- Total expenses
- $759,755
- Net increase / (decrease)
- $2,898,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sloy, Dahl & Holst, Inc | NONE | $49,799 | not reported in the loaded dataset | 2023 |
| Aldrich Cpas And Advisors Llp | NONE | $18,750 | $331 | 2023 |
| The Retirement Plan Company, LLC | NONE | $15,101 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $6,151 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Moore Excavation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Fairview, OR
- Sloy, Dahl & Holst, Inc — Schedule C compensation
- Aldrich Cpas And Advisors Llp — Schedule C compensation
- The Retirement Plan Company, LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation