Plan5500

James D. Morrissey, Inc. 401(K) Plan — Form 5500 plan (James D. Morrissey, 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, James D. Morrissey, Inc. 401(K) Plan is a benefit plan reported by James D. Morrissey, Inc. under EIN 23-1268801 and plan number 002. The latest loaded filing year is 2023. The filing reports 335 participants and $21,271,310 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
James D. Morrissey, Inc.
EIN
23-1268801
Plan number
002
Plan type
3
Location
Philadelphia, PA
Latest filing year
2023
Participants
335
End-of-year plan assets
$21,271,310

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023335H, C20241009121314NAL0009179379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,271,310
Total liabilities (EOY)
$14,150
Net assets (EOY)
$21,257,160
Net assets (BOY)
$17,267,260

Income & contributions

Employer contributions
$961,877
Participant contributions
$1,030,613
Total contributions
$2,242,502
Total income / additions
$5,510,742

Expenses & distributions

Benefits paid
$1,461,879
Administrative expenses
$58,963
Total expenses
$1,520,842
Net increase / (decrease)
$3,989,900

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialINVESTMENT ADVISOR$34,248not reported in the loaded dataset2023
N.A. Falcone & Associates, Inc.CONTRACT ADMIN$26,735not reported in the loaded dataset2023
Capital Group Retirement Plan SvcsRECORDKEEPER$2,872$02023

Related Form 5500 pages