Moca 401(K) Plan — Form 5500 plan (The Museum Of Contemporary Art)

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, Moca 401(K) Plan is a benefit plan reported by The Museum Of Contemporary Art under EIN 95-3433820 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $5,358,076 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Museum Of Contemporary Art
EIN
95-3433820
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
232
End-of-year plan assets
$5,358,076

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20241009124248NAL0019185217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,358,076
Total liabilities (EOY)
$0
Net assets (EOY)
$5,358,076
Net assets (BOY)
$4,819,011

Income & contributions

Participant contributions
$447,315
Total contributions
$571,461
Total income / additions
$1,224,041

Expenses & distributions

Benefits paid
$630,291
Administrative expenses
$54,685
Total expenses
$684,976
Net increase / (decrease)
$539,065

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement Solutions,RECORDKEEPER$19,528$02023
Wells Fargo Clearing Services, LLCINVESTMENT ADVISORY- PLA$12,231not reported in the loaded dataset2023
The Museum Of Comtemporary ArtPLAN SPONSOR$8,200not reported in the loaded dataset2023
Futureplan By AscensusRECORDKEEPERT PA$7,947$152023
Green Hasson JanksAUDIT$6,800not reported in the loaded dataset2023

Related Form 5500 pages