J.O. Mory, Inc. Employee Savings And Protection Plan — Form 5500 plan (J.O. Mory, 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, J.O. Mory, Inc. Employee Savings And Protection Plan is a benefit plan reported by J.O. Mory, Inc. under EIN 35-0893547 and plan number 002. The latest loaded filing year is 2023. The filing reports 150 participants and $6,917,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.O. Mory, Inc.
- EIN
- 35-0893547
- Plan number
- 002
- Plan type
- 2
- Location
- South Milford, IN
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $6,917,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241015134342NAL0014743363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,917,967
- Total liabilities (EOY)
- $5,229
- Net assets (EOY)
- $6,912,738
- Net assets (BOY)
- $5,840,669
Income & contributions
- Employer contributions
- $117,649
- Participant contributions
- $350,286
- Total contributions
- $469,552
- Total income / additions
- $1,379,265
Expenses & distributions
- Benefits paid
- $247,701
- Administrative expenses
- $59,495
- Total expenses
- $307,196
- Net increase / (decrease)
- $1,072,069
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | INVESTMENT ADVISOR | $31,052 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $24,437 | $0 | 2023 |
| Retirement Plan Concepts & Svcs Inc | CONTRACT ADMIN | $1,550 | $6,210 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $2,455 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J.O. Mory, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in South Milford, IN
- Lpl Financial LLC — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Retirement Plan Concepts & Svcs Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation