2023 Form 5500 filing — Mission Road Ministries 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009115447NAL0019125809001) for Mission Road Ministries 401(K) Plan, reported by Mission Road Ministries under EIN 74-2958552 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009115447NAL0019125809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mission Road Ministries
- EIN
- 74-2958552
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,683,865
- Total liabilities (EOY)
- $13,126
- Net assets (EOY)
- $4,670,739
- Employer contributions
- $177,000
- Participant contributions
- $292,619
- Total income / additions
- $1,152,775
- Benefits paid
- $471,504
- Administrative expenses
- $25,827
- Total expenses
- $497,331
- Net increase / (decrease)
- $655,444
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bok Financial Asset Mgmt, Inc | NONE | $25,827 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $4,565 |