2023 Form 5500 filing — Mori Associates, Inc. 401(K) Plan And Trust
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 20241010153757NAL0040692210001) for Mori Associates, Inc. 401(K) Plan And Trust, reported by Mori Associates, Inc. under EIN 52-1937913 and plan number 001. It reports 615 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010153757NAL0040692210001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mori Associates, Inc.
- EIN
- 52-1937913
- Plan number
- 001
- Location
- North Bethesda, MD
- Participants
- 615
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,754,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,754,593
- Employer contributions
- $1,078,350
- Participant contributions
- $3,173,621
- Total income / additions
- $9,969,982
- Benefits paid
- $6,413,290
- Administrative expenses
- $28,987
- Total expenses
- $6,445,689
- Net increase / (decrease)
- $3,524,293
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nylife Securities Inc | ADVISOR | $0 | $126,372 |
| Fidelity Investments Institutional | RECORDKEEPER | $28,987 | $0 |