2023 Form 5500 filing — Peoples Mortgage 401k 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 20240812164434NAL0005576867001) for Peoples Mortgage 401k Plan, reported by Moria Development Dba Peoples Mortgage under EIN 86-0431588 and plan number 001. It reports 465 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812164434NAL0005576867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moria Development Dba Peoples Mortgage
- EIN
- 86-0431588
- Plan number
- 001
- Location
- Tempe, AZ
- Participants
- 465
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,714,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,714,842
- Employer contributions
- $142,854
- Participant contributions
- $1,125,382
- Total income / additions
- $3,373,843
- Benefits paid
- $3,512,993
- Administrative expenses
- $41,144
- Total expenses
- $3,554,137
- Net increase / (decrease)
- -$180,294
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Norton James Retirement Services | CONTRACT ADMIN | $15,645 | not reported in the loaded dataset |
| Lincoln Investment Planning LLC | ADVISOR | $11,250 | not reported in the loaded dataset |
| Kimberlin Company, Pllc | AUDITOR | $8,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $6,166 | not reported in the loaded dataset |