The Morey Corporation 401(K) Profit Sharing Plan — Form 5500 plan (The Morey Corporation)
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 Morey Corporation 401(K) Profit Sharing Plan is a benefit plan reported by The Morey Corporation under EIN 36-2211715 and plan number 001. The latest loaded filing year is 2023. The filing reports 362 participants and $23,076,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Morey Corporation
- EIN
- 36-2211715
- Plan number
- 001
- Plan type
- 2
- Location
- Woodridge, IL
- Latest filing year
- 2023
- Participants
- 362
- End-of-year plan assets
- $23,076,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 362 | H, C | 20240925094622NAL0028711010001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,076,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,076,868
- Net assets (BOY)
- $28,661,179
Income & contributions
- Employer contributions
- $78,022
- Participant contributions
- $959,648
- Total contributions
- $1,276,082
- Total income / additions
- $4,742,816
Expenses & distributions
- Benefits paid
- $10,235,888
- Administrative expenses
- $91,239
- Total expenses
- $10,327,127
- Net increase / (decrease)
- -$5,584,311
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,410 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $40,828 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Morey Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Woodridge, IL
- Principal Life Insurance Company — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation