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, Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan is a benefit plan reported by The Moorings, Incorporated under EIN 59-1834357 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,087 participants and $39,306,341 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,306,341
- Net assets (EOY)
- $39,306,341
- Net assets (BOY)
- $32,974,712
Income & contributions
- Employer contributions
- $1,245,224
- Participant contributions
- $2,315,151
- Total contributions
- $3,724,434
- Total income / additions
- $8,325,570
Expenses & distributions
- Benefits paid
- $1,903,313
- Administrative expenses
- $90,628
- Total expenses
- $1,993,941
- Net increase / (decrease)
- $6,331,629