2023 Form 5500 filing — Morehouse Instrument Company Employee Benefit Plan

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 20240524105134NAL0006396193001) for Morehouse Instrument Company Employee Benefit Plan, reported by Morehouse Instrument Company under EIN 23-0890670 and plan number 501. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$70.7KReported net assets-$70,710
Participants31
Provider compensation$23.2K5 Schedule C row(s)$23,168
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240524105134NAL0006396193001
Plan sponsor
Morehouse Instrument Company
EIN
23-0890670
Plan number
501
Location
York, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$110.8K total assets
Net assets-$70.7KLiabilities$181.6K
Money in vs. money out
Total income / additions$221.8K
Total expenses$277.1K
Benefits paid / distributions$179.9K
Contributions
Employer$186.8K
Participant$34.6K
Full reported line items
Total assets (EOY)
$110,843
Total liabilities (EOY)
$181,553
Net assets (EOY)
-$70,710
Employer contributions
$186,790
Participant contributions
$34,614
Total income / additions
$221,846
Benefits paid
$179,926
Administrative expenses
$1,980
Total expenses
$277,052
Net increase / (decrease)
-$55,206
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER · Direct $10K
  2. 2
    BROKER · Direct $8.1K
  3. 3
    CARRIER · Direct $2K
  4. 4
    PATIENT ADVOCATE · Direct $1.8K
  5. 5
    Innovu$1.3K
    BROKER · Direct $1.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240524105134NAL0006396193001 cover?
It is the 2023 Form 5500 filing for Morehouse Instrument Company Employee Benefit Plan, reported by Morehouse Instrument Company (EIN 23-0890670).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages