The Maof 403(B) Plan — Form 5500 plan (Mexican American Opportunity 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, The Maof 403(B) Plan is a benefit plan reported by Mexican American Opportunity Foundation under EIN 95-2594166 and plan number 001. The latest loaded filing year is 2023. The filing reports 899 participants and $23,789,254 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mexican American Opportunity Foundation
- EIN
- 95-2594166
- Plan number
- 001
- Plan type
- 2
- Location
- Montebello, CA
- Latest filing year
- 2023
- Participants
- 899
- End-of-year plan assets
- $23,789,254
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 899 | H, C | 20250414165237NAL0000928627005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,789,254
- Net assets (EOY)
- $23,789,254
- Net assets (BOY)
- $21,227,572
Income & contributions
- Employer contributions
- $1,110,542
- Participant contributions
- $1,490,692
- Total contributions
- $2,667,012
- Total income / additions
- $4,666,369
Expenses & distributions
- Benefits paid
- $2,045,499
- Administrative expenses
- $59,188
- Total expenses
- $2,104,687
- Net increase / (decrease)
- $2,561,682
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Sec. Corp. LLC | RECORDKEEPER | $28,920 | $0 | 2023 |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $4,820 | $0 | 2023 |