Morris College 403(B) Defined Contribution Plan — Form 5500 plan (Morris College)
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 College 403(B) Defined Contribution Plan is a benefit plan reported by Morris College under EIN 57-6000734 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $18,595,761 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morris College
- EIN
- 57-6000734
- Plan number
- 001
- Plan type
- 2
- Location
- Sumter, SC
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $18,595,761
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H | 20250501154306NAL0002404659002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,595,761
- Net assets (EOY)
- $18,595,761
- Net assets (BOY)
- $17,743,092
Income & contributions
- Employer contributions
- $181,876
- Participant contributions
- $233,466
- Total contributions
- $415,342
- Total income / additions
- $2,184,905
Expenses & distributions
- Benefits paid
- $1,332,236
- Total expenses
- $1,332,236
- Net increase / (decrease)
- $852,669
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.