Mooring Financial Corporation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mooring Financial Corporation
  • Sponsor EIN: 521495982
  • Sponsor Address: 45150 RUSSELL BRANCH PKWY STE 102, ASHBURN, VA, 201472902
  • Plan Type: 401(k)
  • Total Participants: 19
  • Total Assets: $6.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202419$6.9M$102,893$170,678
202319$5.8M$92,985$154,446
202221$4.9M$87,641$143,193

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