Original filing (PDF)20250603082105NAL0007096179001

MOSS BOLLINGER, LLP

Name: MOSS BOLLINGER, LLP — MOSS BOLLINGER, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MOSS BOLLINGER, LLP

Form 5500-SF

FILING_RECEIVED

MOSS BOLLINGER, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$272K

Net assets (EOY)

$272K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

MOSS BOLLINGER, LLP

EIN

81-2961674

Address

15300 VENTURA BLVD · SUITE 207 · SHERMAN OAKS, CA · 91403

Phone

(310) 982-2984

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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