· 2022–2024 · DOL EFAST2

BURT MOSS & Associates, Inc. — BURT MOSS &, Form 5500 (2024)

Original filing (PDF)20250728062432NAL0000574307001

BURT MOSS & Associates, Inc.

Form 5500-SF

FILING_RECEIVED

BURT MOSS & Associates, Inc. 401(k) Plan

401(k) retirement plan · BURT MOSS & Associates, Inc.'s BURT MOSS & Associates, Inc. 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 BURT MOSS & ASSOCIATES, INC..

Plan sponsor

Name

BURT MOSS & ASSOCIATES, INC.

EIN

59-2359405all filings

Address

2860 NE 19TH STREET · POMPANO BEACH, FL · 33062

Phone

(561) 391-5020

Industry

Finance & Insurance

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

2025-07-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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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