Eisenhower Center 401(K) Plan & Trust — Form 5500 plan (Moriah Incorporated Dba Eisenhower Center)
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, Eisenhower Center 401(K) Plan & Trust is a benefit plan reported by Moriah Incorporated Dba Eisenhower Center under EIN 38-3118088 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $5,361,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moriah Incorporated Dba Eisenhower Center
- EIN
- 38-3118088
- Plan number
- 001
- Plan type
- 2
- Location
- Ann Arbor, MI
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $5,361,187
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20250814095356NAL0005343123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,361,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,361,187
- Net assets (BOY)
- $4,944,679
Income & contributions
- Participant contributions
- $346,941
- Total contributions
- $402,732
- Total income / additions
- $1,475,540
Expenses & distributions
- Benefits paid
- $1,027,175
- Administrative expenses
- $31,857
- Total expenses
- $1,059,032
- Net increase / (decrease)
- $416,508
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISOR | $26,250 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |