Ankrom Moisan Architects 401(K) Plan — Form 5500 plan (Ankrom Moisan Architects, 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, Ankrom Moisan Architects 401(K) Plan is a benefit plan reported by Ankrom Moisan Architects, Inc. under EIN 93-1014387 and plan number 001. The latest loaded filing year is 2023. The filing reports 369 participants and $31,276,615 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ankrom Moisan Architects, Inc.
EIN
93-1014387
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
369
End-of-year plan assets
$31,276,615

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023369H, C20241014110053NAL0025989297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,276,615
Total liabilities (EOY)
$0
Net assets (EOY)
$31,276,615
Net assets (BOY)
$24,729,303

Income & contributions

Employer contributions
$0
Participant contributions
$1,997,529
Total contributions
$2,052,884
Total income / additions
$8,160,027

Expenses & distributions

Benefits paid
$1,799,124
Administrative expenses
$31,411
Total expenses
$1,830,535
Net increase / (decrease)
$6,329,492

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nationwide Trust CompanyRECORDKEEPER$32,751$27,0872023
Commonwealth Financial NetworkINVESTMENT ADVISOR$28,612not reported in the loaded dataset2023

Related Form 5500 pages