Morris College 403(B) Tax Deferred Annuity 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) Tax Deferred Annuity Plan is a benefit plan reported by Morris College under EIN 57-6000734 and plan number 002. The latest loaded filing year is 2023. The filing reports 104 participants and $4,080,924 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morris College
- EIN
- 57-6000734
- Plan number
- 002
- Plan type
- 2
- Location
- Sumter, SC
- Latest filing year
- 2023
- Participants
- 104
- End-of-year plan assets
- $4,080,924
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 104 | H | 20250501154306NAL0002404659003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,080,924
- Net assets (EOY)
- $4,080,924
- Net assets (BOY)
- $3,680,196
Income & contributions
- Participant contributions
- $51,976
- Total contributions
- $51,976
- Total income / additions
- $523,475
Expenses & distributions
- Benefits paid
- $122,747
- Total expenses
- $122,747
- Net increase / (decrease)
- $400,728
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.