Plan5500

R L Morgan Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, R L Morgan Company (EIN 38-2567152) is a plan sponsor located in Flushing, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-2567152
Location
Flushing, MI
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.6MSummed across loaded plans$3,568,640
Total reported assets$3.6M$3,568,640
Total reported participants256
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets
Net assets$3.6MLiabilities$0
Contributions & income
Employer contributions$135K
Participant contributions$171.8K
Total income / additions$831.3K
Expenses & distributions
Benefits paid / distributions$233.6K
Total expenses$289.3K
Net increase / (decrease)$542K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%R L Morgan Company Profit Sharing Plan
Participants per plan256Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    R L Morgan Company Profit Sharing Plan$3.6M
    Plan #001 · 256 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for R L Morgan Company
YearPlanParticipantsSchedulesFiling
2023R L Morgan Company Profit Sharing Plan256H, C20241015083258NAL0055208066001

Related Form 5500 pages