Retirement plan

THE MOSSER GROUP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Name: WMOG, INC. - THE MOSSER GROUP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST (2023) Form 5500
Creator: WMOG, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE MOSSER GROUP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, WMOG, INC.

WMOG, INC.EIN 34-1133357Plan #002PY 2023

122 S. WILSON AVENUE, DRAWER D - FREMONT, OH 43420419-334-3801quarrylakes.comLinkedIn51-200 employeesconstruction

Other plans on this EIN

1 filing

#003Retirement-$16.8M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$24.3M

+7.6% from 2022

Total participants

123

+5.1% from 2022

Average account balance

$198,807

+3.2% from 2022

Annual return

5.10%

+3.57 pp from 2022

Benchmarks

See 3,251 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort3,251 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$26.07M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$209K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

125

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

86.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.26M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+5.24%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$28

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2O2I2K2Q3H

Plan features

2I
Stock bonus
Stock bonus plan.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$35 / participant

Investment mgmt$4K100.0%

% of EOY assets

0.016%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WILLIAM VAUGHAN COMPANY
Auditor EIN: 341145015
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$198,807

$76,696+159.2%

$96,538+105.9%

$71,529+177.9%

Participation rate

99.1%

66.6%+32.5pp

74.3%+24.7pp

67.9%+31.1pp

Annual return

5.10%

48.32%-43.2pp

35.74%-30.6pp

28.97%-23.9pp

Employer contribution / active EE

$11,536

$3,032+280.5%

$3,740+208.4%

$2,590+345.4%

Participant deferral / active EE

$3,770-100.0%

$4,880-100.0%

$4,291-100.0%

Admin fee / account holder

$31

$2,030-98.5%

$6,737-99.5%

$1,588-98.0%

THE MOSSER GROUP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE MOSSER GROUP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion