Morse Group, Pllc Employee 401k Trust — Form 5500 plan (Morse Group, Pllc)

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, Morse Group, Pllc Employee 401k Trust is a benefit plan reported by Morse Group, Pllc under EIN 82-2202636 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $12,945,009 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morse Group, Pllc
EIN
82-2202636
Plan number
001
Plan type
2
Location
Southfield, MI
Latest filing year
2023
Participants
182
End-of-year plan assets
$12,945,009

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023182H, C20250721133143NAL0000705715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,945,009
Total liabilities (EOY)
$0
Net assets (EOY)
$12,945,009
Net assets (BOY)
$10,409,039

Income & contributions

Employer contributions
$161,503
Participant contributions
$958,243
Total contributions
$1,125,931
Total income / additions
$3,191,374

Expenses & distributions

Benefits paid
$593,710
Administrative expenses
$61,301
Total expenses
$655,404
Net increase / (decrease)
$2,535,970

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$61,301$02023
Hantz Agency LLCBROKER/ADVISER$0$22,3052023

Related Form 5500 pages