Morrow Memorial Home For The Aged 401(K) & Profit Sharing Plan — Form 5500 plan (Morrow Memorial Home)
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, Morrow Memorial Home For The Aged 401(K) & Profit Sharing Plan is a benefit plan reported by Morrow Memorial Home under EIN 39-0832605 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $4,096,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morrow Memorial Home
- EIN
- 39-0832605
- Plan number
- 001
- Plan type
- 2
- Location
- Sparta, WI
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $4,096,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241009121136NAL0010589171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,096,474
- Net assets (EOY)
- $4,096,474
- Net assets (BOY)
- $3,453,138
Income & contributions
- Employer contributions
- $186,788
- Participant contributions
- $215,549
- Total contributions
- $407,811
- Total income / additions
- $978,741
Expenses & distributions
- Benefits paid
- $293,541
- Administrative expenses
- $40,977
- Total expenses
- $335,405
- Net increase / (decrease)
- $643,336
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $1,375 | $0 | 2023 |