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Original filing (PDF)20250513072009NAL0040082674001
ROBERT J. MOSES, ESQ.
Form 5500-SF
FILING_RECEIVED
ROBERT J. MOSES DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 6.9 mo
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 6.9 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT J. MOSES, ESQ..
Plan sponsor
Name
ROBERT J. MOSES, ESQ.
EIN
02-0363430
Address
ONE AMHERST OFFICE PARK · BOX 9 · AMHERST, NH · 03031
Phone
(603) 673-5260
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-12-01
Tax period
2023-11-30
Filed
2025-05-13
Pension benefit codes
1A · Pay-related DB formula
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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