· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MOSE LEVY COMPANY, INC. — MOSE LEVY COMPANY, INC PROFIT SHARING TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260217093157NAL0007181251001
MOSE LEVY COMPANY, INC.
Form 5500-SF
FILING_RECEIVED
MOSE LEVY COMPANY, INC PROFIT SHARING TRUST
Defined-contribution retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MOSE LEVY COMPANY, INC.
.
Find decision makers
Plan sponsor
Name
MOSE LEVY COMPANY, INC.
EIN
42-0984521
Address
421 N. IOWA AVENUE · WASHINGTON, IA · 52353
Phone
(319) 653-6678
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2026-02-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
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 providers
Related plans
Similar-size Wholesale Trade plans
INTERNATIONAL MOLD STEEL, INC.
INTERNATIONAL MOLD STEEL, INC. 401(K) PROFIT SHARING PLAN
$1.6M · 21 participants
MCCARTY & SONS, INC.
MCCARTY & SONS, INC. PROFIT SHARING RETIREMENT PLAN
$1.7M · 10 participants
RAPID CONN INC
RAPID CONN 401(K) PLAN
$1.7M · 9 participants
H.M.B. STEEL, INC.
H.M.B. STEEL, INC. 401(K) P/S PLAN
$1.6M · 5 participants
INTERNATIONAL METAL SUPPLY, LLC
INTERNATIONAL METAL SUPPLY, LLC 401(K) PLAN
$1.6M · 8 participants
100
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.
MARKHAM METALS, INC.
MARKHAM METALS, INC. 401(K) PLAN
$1.7M · 10 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
