Morris Black And Sons, Inc. Employee Benefit Plan — Form 5500 plan (Morris Black & Sons, 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, Morris Black And Sons, Inc. Employee Benefit Plan is a benefit plan reported by Morris Black & Sons, Inc. under EIN 23-0412925 and plan number 501. The latest loaded filing year is 2023. The filing reports 46 participants and $47,849 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morris Black & Sons, Inc.
EIN
23-0412925
Plan number
501
Plan type
2
Location
Allentown, PA
Latest filing year
2023
Participants
46
End-of-year plan assets
$47,849

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202346I, C20240528103429NAL0021484674001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$47,849
Total liabilities (EOY)
$82,610
Net assets (EOY)
-$34,761
Net assets (BOY)
-$72,401

Income & contributions

Employer contributions
$377,036
Participant contributions
$192,734
Total income / additions
$594,377

Expenses & distributions

Benefits paid
$314,430
Administrative expenses
$3,585
Total expenses
$556,737
Net increase / (decrease)
$37,640

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bsi Corporate Benefits, LLCBROKER$26,021not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$10,003not reported in the loaded dataset2023
Hy Holdings IncBROKER$4,921not reported in the loaded dataset2023
Highmark Blue Shield (Central)ADMIN$3,585not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,562not reported in the loaded dataset2023
InnovuBROKER$2,032not reported in the loaded dataset2023

Related Form 5500 pages