2023 Form 5500 filing — Christopher Morgan, LLC 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 20241223070302NAL0018898130001) for Christopher Morgan, LLC 401(K) Savings Plan, reported by Christopher Morgan, LLC under EIN 39-1986515 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223070302NAL0018898130001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Christopher Morgan, LLC
- EIN
- 39-1986515
- Plan number
- 001
- Location
- New Berlin, WI
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,501,941
- Net assets (EOY)
- $7,501,941
- Employer contributions
- $169,415
- Participant contributions
- $295,296
- Total income / additions
- $1,497,727
- Benefits paid
- $127,686
- Administrative expenses
- $55,414
- Total expenses
- $189,105
- Net increase / (decrease)
- $1,308,622
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $32,006 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $19,617 | $0 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $3,282 | $6,507 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,184 | $0 |