Morguard Management Company Inc. 401k Plan — Form 5500 plan (Morguard Management 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, Morguard Management Company Inc. 401k Plan is a benefit plan reported by Morguard Management Company Inc under EIN 72-1061630 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $11,883,566 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morguard Management Company Inc
- EIN
- 72-1061630
- Plan number
- 001
- Plan type
- 2
- Location
- Pompano Beach, FL
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $11,883,566
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241028050420NAL0003315473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,883,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,883,566
- Net assets (BOY)
- $10,428,248
Income & contributions
- Employer contributions
- $404,829
- Participant contributions
- $815,104
- Total contributions
- $1,847,237
- Total income / additions
- $3,542,988
Expenses & distributions
- Benefits paid
- $2,067,619
- Administrative expenses
- $3,406
- Total expenses
- $2,087,670
- Net increase / (decrease)
- $1,455,318
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $3,405 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |