401(k)
2023 plan-year 401(k) DOL Form 5500

Moore & Giles 401(k) Profit Sharing P&t

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Moore & Giles · Virginia · Other Services

What the 2023 filing shows

Moore & Giles 401(k) Profit Sharing P&t holds $15M for 113 participants — about $133,861 per participant, up 27.5% over the 2023 plan year.

$15M
total plan assets (2023 EOY)
113
covered participants
$133,861
avg assets per participant
+27.5%
assets growth YoY
Total Assets (2023)
$15M
Participants
113
State
Industry
Other Services

What the Filing Says About Moore & Giles 401(k) Profit Sharing P&t

Moore & Giles 401(k) Profit Sharing P&t is a 401(k) retirement plan sponsored by Moore & Giles, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 113 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 540308644, and the plan has been effective since 1976-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $12M at the beginning of 2023 to $15M at year-end — a gain of 27.5%. Net assets (after liabilities) closed the year at $15M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$12M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$3M
Plan Type401(k)
Employer EIN540308644
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moore & Giles)

Year Plans Participants Total Assets
2022 1 113 $12M
2023 1 113 $15M
2024 1 117 $18M

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Frequently Asked Questions

How much money is in the Moore & Giles 401(k) Profit Sharing P&t?
As of the 2023 Form 5500 filing, Moore & Giles 401(k) Profit Sharing P&t holds $15M in total assets with 113 participants. It is sponsored by Moore & Giles.
What type of plan is Moore & Giles 401(k) Profit Sharing P&t?
Moore & Giles 401(k) Profit Sharing P&t is a 401(k) plan. It has been effective since 1976-01-01. The plan is filed with the U.S. Department of Labor under EIN 540308644.
Who sponsors the Moore & Giles 401(k) Profit Sharing P&t?
Moore & Giles 401(k) Profit Sharing P&t is sponsored by Moore & Giles, located in Virginia. The sponsor's EIN is 540308644 and the plan operates in the Other Services industry.
How did Moore & Giles 401(k) Profit Sharing P&t perform in 2023?
Moore & Giles 401(k) Profit Sharing P&t grew by 27.5% during 2023, moving from $12M to $15M in total assets. Net income was $3M.
Where can I find official filings for Moore & Giles 401(k) Profit Sharing P&t?
Official Form 5500 filings for Moore & Giles 401(k) Profit Sharing P&t are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540308644 or plan name at efast.dol.gov.
How does Moore & Giles 401(k) Profit Sharing P&t compare to other plans?
You can compare Moore & Giles 401(k) Profit Sharing P&t against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 540308644.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.