2023 Form 5500 filing — Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity 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 20250106114425NAL0013019008001) for Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan, reported by The Moorings, Incorporated under EIN 59-1834357 and plan number 001. It reports 1,087 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250106114425NAL0013019008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Moorings, Incorporated
- EIN
- 59-1834357
- Plan number
- 001
- Location
- Naples, FL
- Participants
- 1,087
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,306,341
- Net assets (EOY)
- $39,306,341
- Employer contributions
- $1,245,224
- Participant contributions
- $2,315,151
- Total income / additions
- $8,325,570
- Benefits paid
- $1,903,313
- Administrative expenses
- $90,628
- Total expenses
- $1,993,941
- Net increase / (decrease)
- $6,331,629
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $160,161 | not reported in the loaded dataset |
| Raymond James Financial | ADVISOR | $29,049 | not reported in the loaded dataset |