Morrow Equipment Company L. L. C. Savings Plan — Form 5500 plan (Morrow Equipment Company L.L.C.)
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, Morrow Equipment Company L. L. C. Savings Plan is a benefit plan reported by Morrow Equipment Company L.L.C. under EIN 93-1126215 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $37,784,310 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morrow Equipment Company L.L.C.
- EIN
- 93-1126215
- Plan number
- 001
- Plan type
- 2
- Location
- Salem, OR
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $37,784,310
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20241219184841NAL0002965875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,784,310
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,784,310
- Net assets (BOY)
- $35,376,546
Income & contributions
- Employer contributions
- $418,910
- Participant contributions
- $1,357,983
- Total contributions
- $1,776,893
- Total income / additions
- $6,791,379
Expenses & distributions
- Benefits paid
- $4,376,367
- Administrative expenses
- $6,590
- Total expenses
- $4,383,615
- Net increase / (decrease)
- $2,407,764
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors | SERVICE PROVIDER | $0 | $195,589 | 2023 |
| American United Life Insurance Co | SERVICE PROVIDER | $2,884 | $22,749 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $3,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morrow Equipment Company L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Salem, OR
- Onedigital Investment Advisors — Schedule C compensation
- American United Life Insurance Co — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation