Mora Retirement Plan — Form 5500 plan (Mississippi Organ Recovery Agency Inc.)
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, Mora Retirement Plan is a benefit plan reported by Mississippi Organ Recovery Agency Inc. under EIN 58-2032232 and plan number 002. The latest loaded filing year is 2023. The filing reports 128 participants and $9,712,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mississippi Organ Recovery Agency Inc.
- EIN
- 58-2032232
- Plan number
- 002
- Plan type
- 2
- Location
- Flowood, MS
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $9,712,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20241219150834NAL0003239235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,712,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,712,469
- Net assets (BOY)
- $8,074,792
Income & contributions
- Employer contributions
- $556,784
- Participant contributions
- $377,256
- Total contributions
- $934,040
- Total income / additions
- $2,369,502
Expenses & distributions
- Benefits paid
- $679,657
- Administrative expenses
- $52,168
- Total expenses
- $731,825
- Net increase / (decrease)
- $1,637,677
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pinnacle Wealth | ADVISOR | $29,974 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services | RECORDKEEPER | $22,194 | $0 | 2023 |
| Matrix Trust Company | TRUSTEE | $0 | $0 | 2023 |