2023 Form 5500 filing — Moravian Academy 403(B) Dc 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 20241011121015NAL0010901251002) for Moravian Academy 403(B) Dc Plan, reported by Moravian Academy under EIN 24-0829838 and plan number 001. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011121015NAL0010901251002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moravian Academy
- EIN
- 24-0829838
- Plan number
- 001
- Location
- Bethlehem, PA
- Participants
- 431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,789,402
- Net assets (EOY)
- $42,789,402
- Employer contributions
- $958,554
- Participant contributions
- $844,254
- Total income / additions
- $7,283,996
- Benefits paid
- $2,200,231
- Administrative expenses
- $57,705
- Total expenses
- $2,257,936
- Net increase / (decrease)
- $5,026,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Henderson Brothers Ret Plan Serv | not reported in the loaded dataset | $44,453 | not reported in the loaded dataset |
| Campbell, Rappold & Yurasits Llp | not reported in the loaded dataset | $10,800 | not reported in the loaded dataset |