Morefield Communications, Inc. Retirement Savings Plan — Form 5500 plan (Morefield, Communications, 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, Morefield Communications, Inc. Retirement Savings Plan is a benefit plan reported by Morefield, Communications, Inc. under EIN 23-1575558 and plan number 001. The latest loaded filing year is 2023. The filing reports 105 participants and $20,879,564 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morefield, Communications, Inc.
- EIN
- 23-1575558
- Plan number
- 001
- Plan type
- 2
- Location
- Camp Hill, PA
- Latest filing year
- 2023
- Participants
- 105
- End-of-year plan assets
- $20,879,564
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 105 | H, C | 20240726061150NAL0025885008001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,879,564
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,879,564
- Net assets (BOY)
- $18,050,581
Income & contributions
- Employer contributions
- $327,391
- Participant contributions
- $697,115
- Total contributions
- $1,154,481
- Total income / additions
- $4,568,588
Expenses & distributions
- Benefits paid
- $1,714,627
- Administrative expenses
- $24,978
- Total expenses
- $1,739,605
- Net increase / (decrease)
- $2,828,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,428 | $0 | 2023 |
| Cambridge Investment Research Advis | INVESTMENT ADVISORY | $0 | $22,338 | 2023 |
| Pa Retirement Solutions, Inc. | TPA | $2,550 | $9,282 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morefield, Communications, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Camp Hill, PA
- Principal Life Insurance Company — Schedule C compensation
- Cambridge Investment Research Advis — Schedule C compensation
- Pa Retirement Solutions, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation