· 2022–2024 · DOL EFAST2

MOSS-Kelley, Inc. — MOSS-Kelley, Inc. Cash Balance, Form 5500 (2023)

Original filing (PDF)20240923162538NAL0011709617001

MOSS-Kelley, Inc.

Form 5500-SF

FILING_RECEIVED

MOSS-Kelley, Inc. Cash Balance Retirement Plan

Defined-benefit pension plan · MOSS-Kelley, Inc.'s MOSS-Kelley, Inc. Cash Balance Retirement Plan held $5.8M in plan assets for 7 participants in 2023.

Active participants

7

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

MOSS-KELLEY, INC

EIN

58-1592657all filings

Address

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

Phone

(407) 805-0063

Industry

Utilities

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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