Original filing (PDF)20250731120136NAL0007027696001

MOSES AND SCHREIBER, LLP

Name: MOSES AND SCHREIBER, LLP — MOSES AND SCHREIBER, LLP 401K P/S PLAN, Form 5500 (2023)
Creator: MOSES AND SCHREIBER, LLP

Form 5500-SF

FILING_RECEIVED

MOSES AND SCHREIBER, LLP 401K P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOSES AND SCHREIBER, LLP.

Plan sponsor

Name

MOSES AND SCHREIBER, LLP

EIN

13-1971216

Address

ONE HUNTINGTON QUADRANGLE · SUITE 4S05 · MELVILLE, NY · 11747

Phone

(516) 352-7700

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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