Plan5500

Mocean Retirement Plan — Form 5500 plan (Mocean, 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, Mocean Retirement Plan is a benefit plan reported by Mocean, LLC under EIN 95-4785612 and plan number 003. The latest loaded filing year is 2023. The filing reports 270 participants and $22,445,716 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mocean, LLC
EIN
95-4785612
Plan number
003
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
270
End-of-year plan assets
$22,445,716

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023270H, C20241204130014NAL0005711504001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,445,716
Total liabilities (EOY)
$0
Net assets (EOY)
$22,445,716
Net assets (BOY)
$18,922,812

Income & contributions

Employer contributions
$271,330
Participant contributions
$1,466,524
Total contributions
$2,016,338
Total income / additions
$5,399,683

Expenses & distributions

Benefits paid
$1,797,792
Administrative expenses
$78,987
Total expenses
$1,876,779
Net increase / (decrease)
$3,522,904

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$79,014$02023
Actuarial Benefits CorpOTHER SERVICES$0$23,6402023
Accelerate RetirementINVESTMENT ADVISORY$0$16,8552023
Resources Investment AdvisorsINVESTMENT ADVISORY$0$13,1502023
Morningstar Investment MgmtINV ADV PARTICIPANTS$0$02023

Related Form 5500 pages