C.A. Murren & Sons Company, Inc. Employee Savings Trust — Form 5500 plan (C.A. Murren & Sons Company, 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, C.A. Murren & Sons Company, Inc. Employee Savings Trust is a benefit plan reported by C.A. Murren & Sons Company, Inc. under EIN 58-2047805 and plan number 001. The latest loaded filing year is 2023. The filing reports 331 participants and $4,627,468 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C.A. Murren & Sons Company, Inc.
EIN
58-2047805
Plan number
001
Plan type
2
Location
Grayson, GA
Latest filing year
2023
Participants
331
End-of-year plan assets
$4,627,468

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023331H, C20241009120936NAL0010587171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,627,468
Total liabilities (EOY)
$0
Net assets (EOY)
$4,627,468
Net assets (BOY)
$3,633,232

Income & contributions

Employer contributions
$316,045
Participant contributions
$567,492
Total contributions
$899,815
Total income / additions
$1,596,487

Expenses & distributions

Benefits paid
$569,309
Administrative expenses
$32,942
Total expenses
$602,251
Net increase / (decrease)
$994,236

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Waverly Advisors, LLCRIA$32,942$02023

Related Form 5500 pages