2023 Form 5500 filing — Retirement Savings Plan For Employees Of Morrison Child And Family Services
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 20250603163545NAL0018564880001) for Retirement Savings Plan For Employees Of Morrison Child And Family Services, reported by Morrison Child And Family Services under EIN 93-0354176 and plan number 001. It reports 479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250603163545NAL0018564880001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morrison Child And Family Services
- EIN
- 93-0354176
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,518,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,518,878
- Employer contributions
- $78,921
- Participant contributions
- $640,740
- Total income / additions
- $1,518,990
- Benefits paid
- $728,434
- Administrative expenses
- $46,373
- Total expenses
- $781,894
- Net increase / (decrease)
- $737,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,306 | $0 |
| Northwest Capital Management, Inc D | INVESTMENT ADVISOR | $16,392 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,675 | not reported in the loaded dataset |