Morrow Meadows Corporation 401(K) Plan — Form 5500 plan (Morrow Meadows Corporation)
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 Meadows Corporation 401(K) Plan is a benefit plan reported by Morrow Meadows Corporation under EIN 95-2313206 and plan number 003. The latest loaded filing year is 2023. The filing reports 477 participants and $84,517,633 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morrow Meadows Corporation
- EIN
- 95-2313206
- Plan number
- 003
- Plan type
- 2
- Location
- City Of Industry, CA
- Latest filing year
- 2023
- Participants
- 477
- End-of-year plan assets
- $84,517,633
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 477 | H, C | 20250808151201NAL0002684515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,517,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,517,633
- Net assets (BOY)
- $69,770,191
Income & contributions
- Employer contributions
- $1,340,716
- Participant contributions
- $3,693,672
- Total contributions
- $5,673,087
- Total income / additions
- $23,292,700
Expenses & distributions
- Benefits paid
- $8,374,128
- Administrative expenses
- $171,220
- Total expenses
- $8,545,258
- Net increase / (decrease)
- $14,747,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial, LLC | INVESTMENT ADVISOR | $89,760 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $49,767 | $0 | 2023 |
| Windes Inc | AUDITOR | $17,300 | not reported in the loaded dataset | 2023 |
| Cortnie Hodder Investent LLC | INVESTMENT ADVISOR | $7,405 | not reported in the loaded dataset | 2023 |
| Hodder Investments LLC | INVESTMENT ADVISOR | $6,988 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morrow Meadows Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in City Of Industry, CA
- Lpl Financial, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Windes Inc — Schedule C compensation
- Cortnie Hodder Investent LLC — Schedule C compensation
- Hodder Investments LLC — Schedule C compensation