Original filing (PDF)20241004101557NAL0011296881001

MOSS, KRUSICK & ASSOCIATES, LLC

Name: MOSS, KRUSICK & ASSOCIATES, LLC — MOSS, KRUSICK & ASSOCIATES, LLC 401(K) PLAN, Form 5500 (2023)
Creator: MOSS, KRUSICK & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

MOSS, KRUSICK & ASSOCIATES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

107

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOSS, KRUSICK & ASSOCIATES, LLC.

Plan sponsor

Name

MOSS, KRUSICK & ASSOCIATES, LLC

EIN

59-3017072

Address

501 S. NEW YORK AVENUE · SUITE 100 · WINTER PARK, FL · 327894293

Phone

(407) 644-5811

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-04

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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