2023 Form 5500 filing — Morling & Company 401(K) 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 20241013152922NAL0014131267001) for Morling & Company 401(K) Plan, reported by Morling & Company under EIN 94-2989774 and plan number 001. It reports 30 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241013152922NAL0014131267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morling & Company
- EIN
- 94-2989774
- Plan number
- 001
- Location
- Novato, CA
- Participants
- 30
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,742,246
- Net assets (EOY)
- $18,742,246
- Employer contributions
- $257,831
- Participant contributions
- $274,910
- Total income / additions
- $2,341,595
- Benefits paid
- $269,977
- Total expenses
- $269,977
- Net increase / (decrease)
- $2,071,618
- Schedule source
- Schedule I