Morris & Bressler, P.S.C. Profit Sharing Plan — Form 5500 plan (Morris & Bressler, P.S.C.)
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 & Bressler, P.S.C. Profit Sharing Plan is a benefit plan reported by Morris & Bressler, P.S.C. under EIN 61-0923411 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $2,816,743 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morris & Bressler, P.S.C.
- EIN
- 61-0923411
- Plan number
- 001
- Plan type
- 2
- Location
- Florence, KY
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $2,816,743
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240625083940NAL0014808082001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,816,743
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,816,743
- Net assets (BOY)
- $2,841,720
Income & contributions
- Employer contributions
- $71,690
- Participant contributions
- $0
- Total income / additions
- $509,990
Expenses & distributions
- Benefits paid
- $522,785
- Administrative expenses
- $12,182
- Total expenses
- $534,967
- Net increase / (decrease)
- -$24,977
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.