2023 Form 5500 filing — Eisenhower Center 401(K) Plan & 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 20250814095356NAL0005343123001) for Eisenhower Center 401(K) Plan & Trust, reported by Moriah Incorporated Dba Eisenhower Center under EIN 38-3118088 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250814095356NAL0005343123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moriah Incorporated Dba Eisenhower Center
- EIN
- 38-3118088
- Plan number
- 001
- Location
- Ann Arbor, MI
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,361,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,361,187
- Participant contributions
- $346,941
- Total income / additions
- $1,475,540
- Benefits paid
- $1,027,175
- Administrative expenses
- $31,857
- Total expenses
- $1,059,032
- Net increase / (decrease)
- $416,508
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISOR | $26,250 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |