Moroch Holdings, Inc. 401(K) Savings Plan — Form 5500 plan (Moroch Holdings, Inc.)

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, Moroch Holdings, Inc. 401(K) Savings Plan is a benefit plan reported by Moroch Holdings, Inc. under EIN 75-1785464 and plan number 001. The latest loaded filing year is 2023. The filing reports 427 participants and $29,422,749 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Moroch Holdings, Inc.
EIN
75-1785464
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
427
End-of-year plan assets
$29,422,749

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023427H, C20240730161234NAL0012032147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,422,749
Total liabilities (EOY)
$0
Net assets (EOY)
$29,422,749
Net assets (BOY)
$24,988,983

Income & contributions

Employer contributions
$497,963
Participant contributions
$2,281,557
Total contributions
$2,966,828
Total income / additions
$7,423,682

Expenses & distributions

Benefits paid
$2,925,077
Administrative expenses
$64,839
Total expenses
$2,989,916
Net increase / (decrease)
$4,433,766

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Visionpoint Advisory GroupADVISOR$42,505not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$22,334$02023

Related Form 5500 pages