2023 Form 5500 filing — Morgan Foods Retiree Medical 401(K) Savings 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 20241015164341NAL0050508416001) for Morgan Foods Retiree Medical 401(K) Savings Plan, reported by Morgan Foods, Inc. under EIN 35-0852905 and plan number 005. It reports 676 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)$10.6MReported net assets$10,606,051
Participants676
Provider compensation$33.7K2 Schedule C row(s)$33,695
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015164341NAL0050508416001
- Plan sponsor
- Morgan Foods, Inc.
- EIN
- 35-0852905
- Plan number
- 005
- Location
- Austin, 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)$10.6M total assets
Net assets$10.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,606,051
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,606,051
- Employer contributions
- $334,234
- Participant contributions
- $1,067,021
- Total income / additions
- $2,509,835
- Benefits paid
- $612,841
- Administrative expenses
- $34,590
- Total expenses
- $647,431
- Net increase / (decrease)
- $1,862,404
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER/BOOKKEEPER | $31,460 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,235 | $0 |