Plan5500

Morgan-Keller, Inc. 401(K) Plan — Form 5500 plan (Morgan-Keller, 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, Morgan-Keller, Inc. 401(K) Plan is a benefit plan reported by Morgan-Keller, Inc. under EIN 52-0741857 and plan number 003. The latest loaded filing year is 2023. The filing reports 360 participants and $20,410,306 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morgan-Keller, Inc.
EIN
52-0741857
Plan number
003
Plan type
2
Location
Frederick, MD
Latest filing year
2023
Participants
360
End-of-year plan assets
$20,410,306

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023360H, C20241002131219NAL0004813875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,410,306
Total liabilities (EOY)
$0
Net assets (EOY)
$20,410,306
Net assets (BOY)
$16,679,165

Income & contributions

Employer contributions
$366,761
Participant contributions
$1,434,233
Total contributions
$1,890,610
Total income / additions
$4,854,651

Expenses & distributions

Benefits paid
$1,059,483
Administrative expenses
$64,027
Total expenses
$1,123,510
Net increase / (decrease)
$3,731,141

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Trust Company LLCRECORDKEEPER$33,213$02023
Lpl Financial LLCREGISTERED INV ADVISORY$24,000$02023

Related Form 5500 pages