The John F Murphy Homes, Inc. Tax Sheltered Annuity Plan — Form 5500 plan (The John F Murphy Homes, Inc.)

Plain-English plan 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, The John F Murphy Homes, Inc. Tax Sheltered Annuity Plan is a benefit plan reported by The John F Murphy Homes, Inc. under EIN 01-0355896 and plan number 001. The latest loaded filing year is 2023. The filing reports 960 participants and $7,944,410 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The John F Murphy Homes, Inc.
EIN
01-0355896
Plan number
001
Plan type
2
Location
Auburn, ME
Latest filing year
2023
Participants
960
End-of-year plan assets
$7,944,410

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023960H, C20241014090729NAL0043941632001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,944,410
Total liabilities (EOY)
$0
Net assets (EOY)
$7,944,410
Net assets (BOY)
$6,056,176

Income & contributions

Employer contributions
$250,000
Participant contributions
$851,972
Total contributions
$1,202,229
Total income / additions
$2,075,552

Expenses & distributions

Benefits paid
$151,550
Administrative expenses
$14,031
Total expenses
$187,318
Net increase / (decrease)
$1,888,234

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$14,193$02023

Related Form 5500 pages