Mission Road Ministries 401(K) Plan — Form 5500 plan (Mission Road Ministries)
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, Mission Road Ministries 401(K) Plan is a benefit plan reported by Mission Road Ministries under EIN 74-2958552 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $4,683,865 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mission Road Ministries
- EIN
- 74-2958552
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $4,683,865
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241009115447NAL0019125809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,683,865
- Total liabilities (EOY)
- $13,126
- Net assets (EOY)
- $4,670,739
- Net assets (BOY)
- $4,015,295
Income & contributions
- Employer contributions
- $177,000
- Participant contributions
- $292,619
- Total contributions
- $469,619
- Total income / additions
- $1,152,775
Expenses & distributions
- Benefits paid
- $471,504
- Administrative expenses
- $25,827
- Total expenses
- $497,331
- Net increase / (decrease)
- $655,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bok Financial Asset Mgmt, Inc | NONE | $25,827 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $4,565 | 2023 |