2023 Form 5500 filing — Mora Retirement 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 20241219150834NAL0003239235001) for Mora Retirement Plan, reported by Mississippi Organ Recovery Agency Inc. under EIN 58-2032232 and plan number 002. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219150834NAL0003239235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mississippi Organ Recovery Agency Inc.
- EIN
- 58-2032232
- Plan number
- 002
- Location
- Flowood, MS
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,712,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,712,469
- Employer contributions
- $556,784
- Participant contributions
- $377,256
- Total income / additions
- $2,369,502
- Benefits paid
- $679,657
- Administrative expenses
- $52,168
- Total expenses
- $731,825
- Net increase / (decrease)
- $1,637,677
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pinnacle Wealth | ADVISOR | $29,974 | not reported in the loaded dataset |
| Oneamerica Retirement Services | RECORDKEEPER | $22,194 | $0 |
| Matrix Trust Company | TRUSTEE | $0 | $0 |