Peoples Mortgage 401k Plan — Form 5500 plan (Moria Development Dba Peoples Mortgage)
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, Peoples Mortgage 401k Plan is a benefit plan reported by Moria Development Dba Peoples Mortgage under EIN 86-0431588 and plan number 001. The latest loaded filing year is 2023. The filing reports 465 participants and $16,714,842 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moria Development Dba Peoples Mortgage
- EIN
- 86-0431588
- Plan number
- 001
- Plan type
- 2
- Location
- Tempe, AZ
- Latest filing year
- 2023
- Participants
- 465
- End-of-year plan assets
- $16,714,842
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 465 | H, C | 20240812164434NAL0005576867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,714,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,714,842
- Net assets (BOY)
- $16,895,136
Income & contributions
- Employer contributions
- $142,854
- Participant contributions
- $1,125,382
- Total contributions
- $1,274,039
- Total income / additions
- $3,373,843
Expenses & distributions
- Benefits paid
- $3,512,993
- Administrative expenses
- $41,144
- Total expenses
- $3,554,137
- Net increase / (decrease)
- -$180,294
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Norton James Retirement Services | CONTRACT ADMIN | $15,645 | not reported in the loaded dataset | 2023 |
| Lincoln Investment Planning LLC | ADVISOR | $11,250 | not reported in the loaded dataset | 2023 |
| Kimberlin Company, Pllc | AUDITOR | $8,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,166 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Moria Development Dba Peoples Mortgage
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tempe, AZ
- Norton James Retirement Services — Schedule C compensation
- Lincoln Investment Planning LLC — Schedule C compensation
- Kimberlin Company, Pllc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation