Morton Capital 401(K) Plan — Form 5500 plan (Morton Capital Management, LLC)
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, Morton Capital 401(K) Plan is a benefit plan reported by Morton Capital Management, LLC under EIN 30-0798181 and plan number 001. The latest loaded filing year is 2023. The filing reports 60 participants and $3,766,019 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morton Capital Management, LLC
- EIN
- 30-0798181
- Plan number
- 001
- Plan type
- 2
- Location
- Agoura Hills, CA
- Latest filing year
- 2023
- Participants
- 60
- End-of-year plan assets
- $3,766,019
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 60 | I | 20240531101925NAL0023417296001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,766,019
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,766,019
- Net assets (BOY)
- $2,740,566
Income & contributions
- Employer contributions
- $65,425
- Participant contributions
- $544,240
- Total income / additions
- $1,208,876
Expenses & distributions
- Benefits paid
- $172,601
- Administrative expenses
- $10,822
- Total expenses
- $183,423
- Net increase / (decrease)
- $1,025,453
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.