Original filing (PDF)20240923162538NAL0011709617001

MOSS-KELLEY, INC

Name: MOSS-KELLEY, INC — MOSS-KELLEY, INC CASH BALANCE RETIREMENT PLAN, Form 5500 (2023)
Creator: MOSS-KELLEY, INC

Form 5500-SF

FILING_RECEIVED

MOSS-KELLEY, INC CASH BALANCE RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

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 MOSS-KELLEY, INC.

Plan sponsor

Name

MOSS-KELLEY, INC

EIN

58-1592657

Address

7284 WEST PALMETTO PARK ROAD · SUITE 304 · BOCA RATON, FL · 33433

Phone

(407) 805-0063

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-06-01

Tax period

2024-05-31

Filed

2024-09-23

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

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