2023 Form 5500 filing — Dw Morgan LLC 401(K) Profit Sharing & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240515141342NAL0021785315001) for Dw Morgan LLC 401(K) Profit Sharing & Trust, reported by Dw Morgan LLC under EIN 20-5896948 and plan number 001. It reports 59 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240515141342NAL0021785315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dw Morgan LLC
- EIN
- 20-5896948
- Plan number
- 001
- Location
- Carson City, NV
- Participants
- 59
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,677,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,677,398
- Employer contributions
- $172,749
- Participant contributions
- $374,642
- Total income / additions
- $1,482,309
- Benefits paid
- $408,985
- Administrative expenses
- $28,338
- Total expenses
- $437,323
- Net increase / (decrease)
- $1,044,986
- Schedule source
- Schedule I