Plan5500

Morrison-Maierle, Inc. 401(K) Plan — Form 5500 plan (Morrison-Maierle, 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, Morrison-Maierle, Inc. 401(K) Plan is a benefit plan reported by Morrison-Maierle, Inc. under EIN 81-0217149 and plan number 002. The latest loaded filing year is 2023. The filing reports 448 participants and $61,610,464 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morrison-Maierle, Inc.
EIN
81-0217149
Plan number
002
Plan type
2
Location
Helena, MT
Latest filing year
2023
Participants
448
End-of-year plan assets
$61,610,464

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023448H, C20241008141456NAL0017765313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,610,464
Total liabilities (EOY)
$0
Net assets (EOY)
$61,610,464
Net assets (BOY)
$49,880,875

Income & contributions

Employer contributions
$984,913
Participant contributions
$2,983,288
Total contributions
$4,640,060
Total income / additions
$14,489,655

Expenses & distributions

Benefits paid
$2,638,427
Administrative expenses
$105,397
Total expenses
$2,760,066
Net increase / (decrease)
$11,729,589

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$105,302$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages