Gordon And Betty Moore Foundation 401(K) Plan — Form 5500 plan (Gordon E. And Betty I. Moore Foundation)
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, Gordon And Betty Moore Foundation 401(K) Plan is a benefit plan reported by Gordon E. And Betty I. Moore Foundation under EIN 94-3397785 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $64,365,784 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gordon E. And Betty I. Moore Foundation
- EIN
- 94-3397785
- Plan number
- 001
- Plan type
- 2
- Location
- Palo Alto, CA
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $64,365,784
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20240730154256NAL0012001219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,365,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,365,784
- Net assets (BOY)
- $50,760,923
Income & contributions
- Employer contributions
- $1,958,726
- Participant contributions
- $2,030,686
- Total contributions
- $4,655,584
- Total income / additions
- $15,763,142
Expenses & distributions
- Benefits paid
- $2,147,885
- Administrative expenses
- $10,396
- Total expenses
- $2,158,281
- Net increase / (decrease)
- $13,604,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $10,546 | $0 | 2023 |