Original filing (PDF)20230608110712NAL0020638563001

MOFFITT FAN CORPORATION

Name: MOFFITT FAN CORPORATION — MOFFITT FAN CORPORATION 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: MOFFITT FAN CORPORATION

Form 5500-SF

FILING_RECEIVED

MOFFITT FAN CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOFFITT FAN CORPORATION.

Plan sponsor

Name

MOFFITT FAN CORPORATION

EIN

16-1447317

Address

1351 13TH AVENUE SOUTH, SUITE 130 · JACKSONVILLE BEACH, FL · 32250

Phone

(904) 241-9944

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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