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, Morgan White Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Morgan White Group, Inc. under EIN 64-0848633 and plan number 003. The latest loaded filing year is 2023. The filing reports 340 participants and $17,323,323 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,323,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,323,323
- Net assets (BOY)
- $14,491,281
Income & contributions
- Employer contributions
- $869,258
- Participant contributions
- $1,250,106
- Total contributions
- $2,149,976
- Total income / additions
- $4,460,335
Expenses & distributions
- Benefits paid
- $1,553,688
- Administrative expenses
- $74,605
- Total expenses
- $1,628,293
- Net increase / (decrease)
- $2,832,042