Morling & Company 401(K) Plan — Form 5500 plan (Morling & Company)
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, Morling & Company 401(K) Plan is a benefit plan reported by Morling & Company under EIN 94-2989774 and plan number 001. The latest loaded filing year is 2023. The filing reports 30 participants and $18,742,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morling & Company
- EIN
- 94-2989774
- Plan number
- 001
- Plan type
- 2
- Location
- Novato, CA
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $18,742,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I | 20241013152922NAL0014131267001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $18,742,246
- Net assets (EOY)
- $18,742,246
- Net assets (BOY)
- $16,670,628
Income & contributions
- Employer contributions
- $257,831
- Participant contributions
- $274,910
- Total income / additions
- $2,341,595
Expenses & distributions
- Benefits paid
- $269,977
- Total expenses
- $269,977
- Net increase / (decrease)
- $2,071,618
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.