2023 Form 5500 filing — Morley Builders Employee Savings 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 20241001125453NAL0013970658001) for Morley Builders Employee Savings Plan, reported by Morley Builders, Inc. under EIN 95-3920697 and plan number 002. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$32.5MReported net assets$32,538,215
Participants220
Provider compensation$127.8K3 Schedule C row(s)$127,752
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001125453NAL0013970658001
- Plan sponsor
- Morley Builders, Inc.
- EIN
- 95-3920697
- Plan number
- 002
- Location
- Santa Monica, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$32.5M total assets
Net assets$32.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $32,538,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,538,215
- Participant contributions
- $1,585,258
- Total income / additions
- $8,213,342
- Benefits paid
- $3,726,952
- Administrative expenses
- $97,752
- Total expenses
- $3,824,704
- Net increase / (decrease)
- $4,388,638
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $82,004 | $0 |
| Wells Fargo Advisors Financial Netw | INVESTMENT ADVISORY | $0 | $30,000 |
| Moss Adams | ACCOUNTANT | $15,748 | not reported in the loaded dataset |