2023 Form 5500 filing — Morgan & Morgan P A 401(K) Profit Sharing Plan And Trust
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 20250205073024NAL0004567427001) for Morgan & Morgan P A 401(K) Profit Sharing Plan And Trust, reported by Morgan & Morgan P A under EIN 59-2920684 and plan number 001. It reports 4,243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250205073024NAL0004567427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morgan & Morgan P A
- EIN
- 59-2920684
- Plan number
- 001
- Location
- Orlando, FL
- Participants
- 4,243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $156,529,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $156,529,407
- Employer contributions
- $3,909,948
- Participant contributions
- $21,045,406
- Total income / additions
- $48,760,527
- Benefits paid
- $11,062,271
- Administrative expenses
- $316,392
- Total expenses
- $11,378,663
- Net increase / (decrease)
- $37,381,864
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc | RECORDKEEPER | $119,943 | not reported in the loaded dataset |
| Sfg Retirement Plan Consulting LLC | ADVISOR | $70,000 | not reported in the loaded dataset |
| 401k Generation Inc | ADVISOR | $37,244 | not reported in the loaded dataset |
| 401k Generation | CONTRACT ADMINISTRATOR | $36,759 | not reported in the loaded dataset |