2023 Form 5500 filing — Morse Group, Pllc Employee 401k 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 20250721133143NAL0000705715001) for Morse Group, Pllc Employee 401k Trust, reported by Morse Group, Pllc under EIN 82-2202636 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250721133143NAL0000705715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morse Group, Pllc
- EIN
- 82-2202636
- Plan number
- 001
- Location
- Southfield, MI
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,945,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,945,009
- Employer contributions
- $161,503
- Participant contributions
- $958,243
- Total income / additions
- $3,191,374
- Benefits paid
- $593,710
- Administrative expenses
- $61,301
- Total expenses
- $655,404
- Net increase / (decrease)
- $2,535,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $61,301 | $0 |
| Hantz Agency LLC | BROKER/ADVISER | $0 | $22,305 |