Half Moon Advisors, LLC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Half Moon Advisors, LLC
  • Sponsor EIN: 134038740
  • Sponsor Address: PO BOX 3366, LANTANA, FL, 33465
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$53,529$0
20231$2.6M$78,760$27,250
20222$2.1M$6,397$24,750

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