Morrison, Ekre & Bart Management Services, Inc. 401(K) Plan — Form 5500 plan (Morrison, Ekre & Bart Management Services, 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, Ekre & Bart Management Services, Inc. 401(K) Plan is a benefit plan reported by Morrison, Ekre & Bart Management Services, Inc. under EIN 86-0845708 and plan number 001. The latest loaded filing year is 2023. The filing reports 722 participants and $8,476,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morrison, Ekre & Bart Management Services, Inc.
- EIN
- 86-0845708
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 722
- End-of-year plan assets
- $8,476,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 722 | H, C | 20240925134452NAL0029226194001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,476,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,476,017
- Net assets (BOY)
- $6,579,546
Income & contributions
- Employer contributions
- $346,026
- Participant contributions
- $931,521
- Total contributions
- $1,448,025
- Total income / additions
- $2,394,286
Expenses & distributions
- Benefits paid
- $410,154
- Administrative expenses
- $78,787
- Total expenses
- $497,815
- Net increase / (decrease)
- $1,896,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bayntree Wealth Advisors, LLC | INVESTMENT ADVISOR | $22,251 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | THIRD PARTY ADMINISTRATO | $18,117 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $4,330 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morrison, Ekre & Bart Management Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Bayntree Wealth Advisors, LLC — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation