Morrow, Tompkins, Trueblood & Lefevre, LLC 401(K) Plan — Form 5500 plan (Morrow, Tompkins, Trueblood & Lefevre, LLC)
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, Morrow, Tompkins, Trueblood & Lefevre, LLC 401(K) Plan is a benefit plan reported by Morrow, Tompkins, Trueblood & Lefevre, LLC under EIN 20-4831454 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $1,058,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morrow, Tompkins, Trueblood & Lefevre, LLC
- EIN
- 20-4831454
- Plan number
- 001
- Plan type
- 2
- Location
- Norristown, PA
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $1,058,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240528111704NAL0021563586001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,058,819
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,058,819
- Net assets (BOY)
- $1,439,020
Income & contributions
- Employer contributions
- $8,757
- Participant contributions
- $59,914
- Total income / additions
- $229,518
Expenses & distributions
- Benefits paid
- $609,719
- Administrative expenses
- $0
- Total expenses
- $609,719
- Net increase / (decrease)
- -$380,201
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.