James D. Morrissey, Inc. Et Al. Defined Benefit Pension 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. Et Al. Defined Benefit Pension Plan is a benefit plan reported by James D. Morrissey, Inc. under EIN 23-1268801 and plan number 050. The latest loaded filing year is 2023. The filing reports 252 participants and $22,235,318 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
050
Plan type
3
Location
Philadelphia, PA
Latest filing year
2023
Participants
252
End-of-year plan assets
$22,235,318

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023252H, C20240923131246NAL0020481520001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,235,318
Total liabilities (EOY)
$97,740
Net assets (EOY)
$22,137,578
Net assets (BOY)
$20,038,519

Income & contributions

Total contributions
$0
Total income / additions
$3,361,347

Expenses & distributions

Benefits paid
$1,192,012
Administrative expenses
$70,276
Total expenses
$1,262,288
Net increase / (decrease)
$2,099,059

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilmington Trust Fiduciary ServicesNONE$90,496$02023

Related Form 5500 pages