Morrison Cohen Retirement And Savings Plan — Form 5500 plan (Morrison Cohen 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 Cohen Retirement And Savings Plan is a benefit plan reported by Morrison Cohen Llp under EIN 13-3205994 and plan number 002. The latest loaded filing year is 2023. The filing reports 225 participants and $112,661,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morrison Cohen Llp
- EIN
- 13-3205994
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $112,661,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241011163529NAL0022345345002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $112,661,262
- Net assets (EOY)
- $112,661,262
- Net assets (BOY)
- $94,292,350
Income & contributions
- Employer contributions
- $2,833,495
- Participant contributions
- $2,981,623
- Total contributions
- $6,027,419
- Total income / additions
- $24,747,112
Expenses & distributions
- Benefits paid
- $6,207,110
- Administrative expenses
- $132,783
- Total expenses
- $6,378,200
- Net increase / (decrease)
- $18,368,912
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $48,063 | not reported in the loaded dataset | 2023 |
| Anchin Block Anchin Llp | NONE | $32,800 | not reported in the loaded dataset | 2023 |
| Dm Dipiero Family Trust Fbo Dm | NONE | $25,960 | not reported in the loaded dataset | 2023 |
| Newport Capital Group, LLC | NONE | $25,960 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $731 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morrison Cohen Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Anchin Block Anchin Llp — Schedule C compensation
- Dm Dipiero Family Trust Fbo Dm — Schedule C compensation
- Newport Capital Group, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation