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TAX DEFERRED ANNUITY PLAN OF MORIAH FUND, INCORPORATED 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF MORIAH FUND, INCORPORATED
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF MORIAH FUND, INCORPORATED Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MORIAH FUND, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:MORIAH FUND, INCORPORATED
Employer identification number (EIN):311129589
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF MORIAH FUND, INCORPORATED

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RYAN ALEXANDER2023-10-16
0012021-01-01RYAN ALEXANDER2022-10-17
0012020-01-01RYAN ALEXANDER2021-06-14
0012019-01-01RYAN ALEXANDER2020-09-25
0012018-01-01RYAN ALEXANDER2019-07-15
0012017-01-01RYAN ALEXANDER2018-06-20 RYAN ALEXANDER2018-06-20
0012016-01-01STEPHANIE HAGOPIAN2017-04-05
0012015-01-01STEPHANIE HAGOPIAN2016-07-28
0012014-01-01BARBARA SCHRIEFER2015-10-06
0012013-01-01BARBARA SCHRIEFER2014-07-22 BARBARA SCHRIEFER2014-07-22
0012012-01-01BARBARA SCHRIEFER2013-06-26 BARBARA SCHRIEFER2013-06-26
0012011-01-01BARBARA SCHRIEFER2012-06-05
0012010-01-01BARBARA SCHRIEFER2011-09-19
0012008-01-01MARITZA MONTERO

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF MORIAH FUND, INCORPORATED

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF MORIAH FUND, INCORPORATED

Measure Date Value
2008: TAX DEFERRED ANNUITY PLAN OF MORIAH FUND, INCORPORATED 2008 401k membership
Total participants, beginning-of-year2008-01-018
Total number of active participants reported on line 7a of the Form 55002008-01-010
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-010
Number of participants with account balances2008-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF MORIAH FUND, INCORPORATED

2008: TAX DEFERRED ANNUITY PLAN OF MORIAH FUND, INCORPORATED 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingYes
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

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