2023 Form 5500 filing — Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership 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 20241014102201NAL0027014433001) for Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan, reported by Morrow Insurance Agency, Inc. under EIN 56-0330600 and plan number 002. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$17.1MReported net assets$17,149,398
Participants42
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241014102201NAL0027014433001
- Plan sponsor
- Morrow Insurance Agency, Inc.
- EIN
- 56-0330600
- Plan number
- 002
- Location
- Hendersonville, NC
- Received date
- not reported in the loaded dataset
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)$17.2M total assets
Net assets$17.1MLiabilities$8.6K
Full reported line items
- Total assets (EOY)
- $17,157,956
- Total liabilities (EOY)
- $8,558
- Net assets (EOY)
- $17,149,398
- Employer contributions
- $1,035,679
- Participant contributions
- $232,977
- Total income / additions
- $3,151,865
- Benefits paid
- $1,466,996
- Administrative expenses
- $28,197
- Total expenses
- $1,509,222
- Net increase / (decrease)
- $1,642,643