Plan5500

Morrison Mahoney Llp Associate 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 Associate 401(K) Plan is a benefit plan reported by Morrison Mahoney Llp under EIN 04-2262762 and plan number 002. The latest loaded filing year is 2023. The filing reports 230 participants and $25,749,746 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$25.7MPlan net assets, end of year$25,749,746
Participants230Covered participants reported
Assets / participant$112KComputed: assets ÷ participants$111,955 (computed)
Provider compensation$3611 Schedule C provider row(s)
Plan sponsor
Morrison Mahoney Llp
EIN
04-2262762
Plan number
002
Plan type
2
Location
Boston, MA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    230 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$25.7M total assets
Net assets$25.7MLiabilities$0
Money in vs. money out
Total income / additions$7.3M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$575.9K
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$25,749,746
Total liabilities (EOY)
$0
Net assets (EOY)
$25,749,746
Net assets (BOY)
$20,024,848

Income & contributions

Employer contributions
$575,888
Participant contributions
$1,462,417
Total contributions
$2,705,152
Total income / additions
$7,313,405

Expenses & distributions

Benefits paid
$1,010,850
Administrative expenses
$488
Total expenses
$1,011,338
Net increase / (decrease)
$6,302,067
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income14%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$361
    RECORDKEEPER · Direct $361 · Indirect $0

Related Form 5500 pages