Moravian Academy 403(B) Dc Plan — Form 5500 plan (Moravian Academy)
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, Moravian Academy 403(B) Dc Plan is a benefit plan reported by Moravian Academy under EIN 24-0829838 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $42,789,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moravian Academy
- EIN
- 24-0829838
- Plan number
- 001
- Plan type
- 2
- Location
- Bethlehem, PA
- Latest filing year
- 2023
- Participants
- 431
- End-of-year plan assets
- $42,789,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20241011121015NAL0010901251002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,789,402
- Net assets (EOY)
- $42,789,402
- Net assets (BOY)
- $30,792,804
Income & contributions
- Employer contributions
- $958,554
- Participant contributions
- $844,254
- Total contributions
- $1,858,840
- Total income / additions
- $7,283,996
Expenses & distributions
- Benefits paid
- $2,200,231
- Administrative expenses
- $57,705
- Total expenses
- $2,257,936
- Net increase / (decrease)
- $5,026,060
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Henderson Brothers Ret Plan Serv | not reported in the loaded dataset | $44,453 | not reported in the loaded dataset | 2023 |
| Campbell, Rappold & Yurasits Llp | not reported in the loaded dataset | $10,800 | not reported in the loaded dataset | 2023 |