Morrissey Hospitality Companies, Inc. 401(K) Retirement Plan — Form 5500 plan (Morrissey Hospitality Companies, 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, Morrissey Hospitality Companies, Inc. 401(K) Retirement Plan is a benefit plan reported by Morrissey Hospitality Companies, Inc. under EIN 41-1790932 and plan number 001. The latest loaded filing year is 2023. The filing reports 928 participants and $10,128,936 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morrissey Hospitality Companies, Inc.
EIN
41-1790932
Plan number
001
Plan type
2
Location
St Paul, MN
Latest filing year
2023
Participants
928
End-of-year plan assets
$10,128,936

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023928H, C20241009083010NAL0018030641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,128,936
Total liabilities (EOY)
$0
Net assets (EOY)
$10,128,936
Net assets (BOY)
$9,251,034

Income & contributions

Employer contributions
$376,298
Participant contributions
$724,027
Total contributions
$1,156,577
Total income / additions
$2,615,948

Expenses & distributions

Benefits paid
$1,657,101
Administrative expenses
$80,945
Total expenses
$1,738,046
Net increase / (decrease)
$877,902

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$55,852$02023
Merrill Lynch Retirement & BenefitNONE$14,092not reported in the loaded dataset2023
Boyum & BarenscheerNONE$11,000not reported in the loaded dataset2023

Related Form 5500 pages