Morrison Mahoney Llp Profit Sharing - 401(K) Plan — Form 5500 plan (Morrison Mahoney Llp)
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, Morrison Mahoney Llp Profit Sharing - 401(K) Plan is a benefit plan reported by Morrison Mahoney Llp under EIN 04-2262762 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $80,888,197 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morrison Mahoney Llp
- EIN
- 04-2262762
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 344
- End-of-year plan assets
- $80,888,197
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 344 | H, C | 20240824060505NAL0004128099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,888,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,888,197
- Net assets (BOY)
- $74,013,043
Income & contributions
- Employer contributions
- $1,248,555
- Participant contributions
- $1,867,690
- Total contributions
- $3,151,583
- Total income / additions
- $18,163,795
Expenses & distributions
- Benefits paid
- $11,864,122
- Administrative expenses
- $1,688
- Total expenses
- $11,865,810
- Net increase / (decrease)
- $6,297,985
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rockland Trust | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$19,782 | $0 | 2023 |