2023 Form 5500 filing — The Morey Corporation 401(K) Profit Sharing 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 20240925094622NAL0028711010001) for The Morey Corporation 401(K) Profit Sharing Plan, reported by The Morey Corporation under EIN 36-2211715 and plan number 001. It reports 362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925094622NAL0028711010001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Morey Corporation
- EIN
- 36-2211715
- Plan number
- 001
- Location
- Woodridge, IL
- Participants
- 362
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,076,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,076,868
- Employer contributions
- $78,022
- Participant contributions
- $959,648
- Total income / additions
- $4,742,816
- Benefits paid
- $10,235,888
- Administrative expenses
- $91,239
- Total expenses
- $10,327,127
- Net increase / (decrease)
- -$5,584,311
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,410 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $40,828 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |