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 & Dickson Co., LLC 401(K) Plan is a benefit plan reported by Morris & Dickson Co., LLC under EIN 72-0266645 and plan number 001. The latest loaded filing year is 2023. The filing reports 629 participants and $69,503,918 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,503,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,503,918
- Net assets (BOY)
- $62,184,078
Income & contributions
- Employer contributions
- $1,283,019
- Participant contributions
- $2,339,854
- Total contributions
- $3,882,672
- Total income / additions
- $13,922,715
Expenses & distributions
- Benefits paid
- $6,495,491
- Administrative expenses
- $107,384
- Total expenses
- $6,602,875
- Net increase / (decrease)
- $7,319,840