2023 Form 5500 filing — Morris Group, Inc. 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 20241015122321NAL0029613441001) for Morris Group, Inc. 401(K) Plan, reported by Morris Group, Inc. under EIN 06-0610609 and plan number 003. It reports 1,087 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)$127.6MReported net assets$127,649,168
Participants1.1K1,087
Provider compensation$100.6K2 Schedule C row(s)$100,563
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015122321NAL0029613441001
Plan sponsor
Morris Group, Inc.
EIN
06-0610609
Plan number
003
Location
Windsor, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$127.6M total assets
Net assets$127.6MLiabilities$0
Money in vs. money out
Total income / additions$33.4M
Total expenses$10.1M
Benefits paid / distributions$10M
Contributions
Employer$3.9M
Participant$8.7M
Full reported line items
Total assets (EOY)
$127,649,168
Total liabilities (EOY)
$0
Net assets (EOY)
$127,649,168
Employer contributions
$3,905,656
Participant contributions
$8,725,522
Total income / additions
$33,407,621
Benefits paid
$10,027,326
Administrative expenses
$100,563
Total expenses
$10,127,889
Net increase / (decrease)
$23,279,732
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $66.6K · Indirect $0
  2. 2
    ADVISOR · Direct $34K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015122321NAL0029613441001 cover?
It is the 2023 Form 5500 filing for Morris Group, Inc. 401(K) Plan, reported by Morris Group, Inc. (EIN 06-0610609).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages