Plain-English plan 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, Mori Associates, Inc. 401(K) Plan And Trust is a benefit plan reported by Mori Associates, Inc. under EIN 52-1937913 and plan number 001. The latest loaded filing year is 2023. The filing reports 615 participants and $31,754,593 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,754,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,754,593
- Net assets (BOY)
- $28,230,300
Income & contributions
- Employer contributions
- $1,078,350
- Participant contributions
- $3,173,621
- Total contributions
- $4,977,850
- Total income / additions
- $9,969,982
Expenses & distributions
- Benefits paid
- $6,413,290
- Administrative expenses
- $28,987
- Total expenses
- $6,445,689
- Net increase / (decrease)
- $3,524,293