Christopher Morgan, LLC 401(K) Savings Plan — Form 5500 plan (Christopher Morgan, 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, Christopher Morgan, LLC 401(K) Savings Plan is a benefit plan reported by Christopher Morgan, LLC under EIN 39-1986515 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $7,501,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Christopher Morgan, LLC
- EIN
- 39-1986515
- Plan number
- 001
- Plan type
- 3
- Location
- New Berlin, WI
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $7,501,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20241223070302NAL0018898130001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,501,941
- Net assets (EOY)
- $7,501,941
- Net assets (BOY)
- $6,193,319
Income & contributions
- Employer contributions
- $169,415
- Participant contributions
- $295,296
- Total contributions
- $467,853
- Total income / additions
- $1,497,727
Expenses & distributions
- Benefits paid
- $127,686
- Administrative expenses
- $55,414
- Total expenses
- $189,105
- Net increase / (decrease)
- $1,308,622
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $32,006 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $19,617 | $0 | 2023 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $3,282 | $6,507 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,184 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Christopher Morgan, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in New Berlin, WI
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Blue Chip Retirement Plans, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation