2023 Form 5500 filing — J.O. Mory, Inc. Employee Savings And Protection 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 20241015134342NAL0014743363001) for J.O. Mory, Inc. Employee Savings And Protection Plan, reported by J.O. Mory, Inc. under EIN 35-0893547 and plan number 002. It reports 150 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)$6.9MReported net assets$6,912,738
Participants150
Provider compensation$65.7K4 Schedule C row(s)$65,704
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015134342NAL0014743363001
- Plan sponsor
- J.O. Mory, Inc.
- EIN
- 35-0893547
- Plan number
- 002
- Location
- South Milford, IN
- 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)$6.9M total assets
Net assets$6.9MLiabilities$5.2K
Full reported line items
- Total assets (EOY)
- $6,917,967
- Total liabilities (EOY)
- $5,229
- Net assets (EOY)
- $6,912,738
- Employer contributions
- $117,649
- Participant contributions
- $350,286
- Total income / additions
- $1,379,265
- Benefits paid
- $247,701
- Administrative expenses
- $59,495
- Total expenses
- $307,196
- Net increase / (decrease)
- $1,072,069
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | INVESTMENT ADVISOR | $31,052 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $24,437 | $0 |
| Retirement Plan Concepts & Svcs Inc | CONTRACT ADMIN | $1,550 | $6,210 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $2,455 | not reported in the loaded dataset |