Moriah Incorporated Employee Stock Ownership Plan — Form 5500 plan (Moriah Incorporated)

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, Moriah Incorporated Employee Stock Ownership Plan is a benefit plan reported by Moriah Incorporated under EIN 38-3118088 and plan number 002. The latest loaded filing year is 2023. The filing reports 342 participants and $17,847,157 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.9MPlan net assets, end of year$13,857,871
Participants342Covered participants reported
Assets / participant$52.2KComputed: assets ÷ participants$52,185 (computed)
Provider compensationNone reported
Plan sponsor
Moriah Incorporated
EIN
38-3118088
Plan number
002
Plan type
2
Location
Ann Arbor, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023342H20250715161159NAL0001458195001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$17.8M total assets
Net assets$13.9MLiabilities$4M
Money in vs. money out
Total income / additions$9.4M
Total expenses$2.4M
Benefits paid / distributions$2.2M
Contributions
Employer$883.5K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$17,847,157
Total liabilities (EOY)
$3,989,286
Net assets (EOY)
$13,857,871
Net assets (BOY)
$6,907,701

Income & contributions

Employer contributions
$883,510
Total contributions
$883,510
Total income / additions
$9,383,448

Expenses & distributions

Benefits paid
$2,176,574
Administrative expenses
$0
Total expenses
$2,433,278
Net increase / (decrease)
$6,950,170
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income23%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages