2023 Form 5500 filing — R L Morgan Company 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 20241015083258NAL0055208066001) for R L Morgan Company Profit Sharing Plan, reported by R L Morgan Company under EIN 38-2567152 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083258NAL0055208066001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R L Morgan Company
- EIN
- 38-2567152
- Plan number
- 001
- Location
- Flushing, MI
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,568,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,568,640
- Employer contributions
- $135,000
- Participant contributions
- $171,838
- Total income / additions
- $831,320
- Benefits paid
- $233,619
- Administrative expenses
- $39,632
- Total expenses
- $289,275
- Net increase / (decrease)
- $542,045
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, Inc. | TPA | $16,823 | not reported in the loaded dataset |
| Taylor & Morgan Asset Management | ADVISOR | $12,506 | not reported in the loaded dataset |
| Grant, Millman & Johnson, P.C. | ACCOUNTANT | $9,000 | not reported in the loaded dataset |