OpenERISA

Moseley Investment Management, INC.

Bradenton, FL, 34205

EIN 65-0195103
Plans
2
Total participants
60
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523120
Plan sponsors in FloridaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF003Moseley Investments Management, INC. Retirement Plan5
2024Form 5500-SF004Moseley Investment Management, INC. Cash Balance Plan5
2023Form 5500-SF003Moseley Investments Management, INC. Retirement Plan7
2023Form 5500-SF004Moseley Investment Management, INC. Cash Balance Plan7
2022Form 5500-SF003Moseley Investments Management, INC. Retirement Plan7
2022Form 5500-SF004Moseley Investment Management, INC. Cash Balance Plan6
2021Form 5500-SF003Moseley Investments Management, INC. Retirement Plan6
2021Form 5500-SF004Moseley Investment Management, INC. Cash Balance Plan6
2020Form 5500-SF003Moseley Investments Management, INC. Retirement Plan5
2020Form 5500-SF004Moseley Investment Management, INC. Cash Balance Plan6

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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