Original filing (PDF)20250202132505NAL0005433569001

MOSSBERG & COMPANY, INC.

Name: MOSSBERG & COMPANY, INC. — MOSSBERG & COMPANY, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: MOSSBERG & COMPANY, INC.

Form 5500

FILING_RECEIVED

MOSSBERG & COMPANY, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOSSBERG & COMPANY, INC..

Plan sponsor

Name

MOSSBERG & COMPANY, INC.

EIN

35-0531750

Address

301 EAST SAMPLE STREET · SOUTH BEND, IN · 466013547

Phone

(574) 289-9253

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
1ST SOURCE BANK	—	SOUTH BEND, IN	TRUSTEE	$48K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
KRUGGEL LAWTON CPAS	35-1307701	—	AUDITOR	$18K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.