Morris & Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Morris & Associates, 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, Morris & Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Morris & Associates, Inc. under EIN 56-0509681 and plan number 002. The latest loaded filing year is 2023. The filing reports 159 participants and $26,342,770 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morris & Associates, Inc.
- EIN
- 56-0509681
- Plan number
- 002
- Plan type
- 2
- Location
- Garner, NC
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $26,342,770
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H | 20250811124651NAL0010079680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,342,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,342,770
- Net assets (BOY)
- $17,171,766
Income & contributions
- Employer contributions
- $1,362,954
- Total contributions
- $1,362,954
- Total income / additions
- $10,698,510
Expenses & distributions
- Benefits paid
- $1,527,506
- Administrative expenses
- $0
- Total expenses
- $1,527,506
- Net increase / (decrease)
- $9,171,004
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.