Plan5500

Morley Builders Employee Savings Plan — Form 5500 plan (Morley Builders, 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, Morley Builders Employee Savings Plan is a benefit plan reported by Morley Builders, Inc. under EIN 95-3920697 and plan number 002. The latest loaded filing year is 2023. The filing reports 220 participants and $32,538,215 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morley Builders, Inc.
EIN
95-3920697
Plan number
002
Plan type
2
Location
Santa Monica, CA
Latest filing year
2023
Participants
220
End-of-year plan assets
$32,538,215

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20241001125453NAL0013970658001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,538,215
Total liabilities (EOY)
$0
Net assets (EOY)
$32,538,215
Net assets (BOY)
$28,149,577

Income & contributions

Participant contributions
$1,585,258
Total contributions
$2,154,743
Total income / additions
$8,213,342

Expenses & distributions

Benefits paid
$3,726,952
Administrative expenses
$97,752
Total expenses
$3,824,704
Net increase / (decrease)
$4,388,638

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$82,004$02023
Wells Fargo Advisors Financial NetwINVESTMENT ADVISORY$0$30,0002023
Moss AdamsACCOUNTANT$15,748not reported in the loaded dataset2023

Related Form 5500 pages