R L Morgan Company Profit Sharing Plan — Form 5500 plan (R L Morgan Company)
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, R L Morgan Company Profit Sharing Plan is a benefit plan reported by R L Morgan Company under EIN 38-2567152 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $3,568,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R L Morgan Company
- EIN
- 38-2567152
- Plan number
- 001
- Plan type
- 2
- Location
- Flushing, MI
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $3,568,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20241015083258NAL0055208066001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,568,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,568,640
- Net assets (BOY)
- $3,026,595
Income & contributions
- Employer contributions
- $135,000
- Participant contributions
- $171,838
- Total contributions
- $306,838
- Total income / additions
- $831,320
Expenses & distributions
- Benefits paid
- $233,619
- Administrative expenses
- $39,632
- Total expenses
- $289,275
- Net increase / (decrease)
- $542,045
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Benefits Group, Inc. | TPA | $16,823 | not reported in the loaded dataset | 2023 |
| Taylor & Morgan Asset Management | ADVISOR | $12,506 | not reported in the loaded dataset | 2023 |
| Grant, Millman & Johnson, P.C. | ACCOUNTANT | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R L Morgan Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Flushing, MI
- Sentinel Benefits Group, Inc. — Schedule C compensation
- Taylor & Morgan Asset Management — Schedule C compensation
- Grant, Millman & Johnson, P.C. — Schedule C compensation