How big is Moving Forward's plan?

Moving Forward's plan reported $259K in assets and 6 participants for 2024.

Original filing (PDF)20250318154009NAL0001835635001

Moving Forward

Name: Moving Forward — Moving Forward 403(b) DC Plan, Form 5500 (2024)
Creator: Moving Forward
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moving Forward 403(b) DC Plan

403(b) retirement plan · Moving Forward's Moving Forward 403(b) DC Plan held $259K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$259K

Net assets (EOY)

$259K

People on this filing

Dana Burgess signed Moving Forward's 2024 Form 5500 as plan administrator.

Dana Burgess — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Moving Forward's EIN is 52-2021448.

EIN 52-2021448

Plan number 001

Plan year 2024

ACK ID 20250318154009NAL0001835635001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moving Forward from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moving Forward's plan includes 403(b) custodial accounts, a 403(b) annuity.

Decision-maker contacts

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

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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