Plan5500

Momentous Institute — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Momentous Institute (EIN 75-1855620) is a plan sponsor located in Dallas, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
75-1855620
Location
Dallas, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Momentous Institute

  • 2 loaded plans hold $20.7M in reported assets.
  • The largest, Momentous Institute Tda Retirement Plan, holds 60% of this company's reported plan assets.
  • Plans cover 345 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.7MSummed across loaded plans$20,685,782
Total reported assets$20.7M$20,685,782
Total reported participants345
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.7M total assets
Net assets$20.7MLiabilities$0
Contributions & income
Employer contributions$508.5K
Participant contributions$1.2M
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.2M
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets60%Momentous Institute Tda Retirement Plan
Participants per plan173Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Momentous Institute Tda Retirement Plan$12.3M
    Plan #002 · 185 participants · 2023
  2. 2
    Momentous Institute Retirement Plan$8.4M
    Plan #001 · 160 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Momentous Institute. Open one for its full reported snapshot.

  1. 2023
    Momentous Institute Retirement Plan160 participants · 2Sch HSch C
    View filing →
  2. 2023
    Momentous Institute Tda Retirement Plan185 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Momentous Institute report on Form 5500?
Momentous Institute (EIN 75-1855620) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Momentous Institute?
The Employer Identification Number (EIN) reported for Momentous Institute is 75-1855620.
What is the latest Form 5500 filing year for Momentous Institute?
The latest loaded Form 5500 filing year for Momentous Institute is 2023.

Related Form 5500 pages