Plan5500

The Morse Group, Inc. 401(K) Deferred Compensation Plan — Form 5500 plan (The Morse Group, 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, The Morse Group, Inc. 401(K) Deferred Compensation Plan is a benefit plan reported by The Morse Group, Inc. under EIN 26-1086212 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $24,531,957 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Morse Group, Inc.
EIN
26-1086212
Plan number
001
Plan type
2
Location
Freeport, IL
Latest filing year
2023
Participants
245
End-of-year plan assets
$24,531,957

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023245H, C20240814085700NAL0006693235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,531,957
Total liabilities (EOY)
$0
Net assets (EOY)
$24,531,957
Net assets (BOY)
$22,376,895

Income & contributions

Employer contributions
$662,963
Participant contributions
$1,359,193
Total contributions
$2,069,578
Total income / additions
$5,557,839

Expenses & distributions

Benefits paid
$3,319,899
Administrative expenses
$82,878
Total expenses
$3,402,777
Net increase / (decrease)
$2,155,062

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wipfli, LlpRECORDKEEPER$42,846not reported in the loaded dataset2023
Creative Planning, LLCINVESTMENT ADVISOR$40,031not reported in the loaded dataset2023

Related Form 5500 pages