Morris & Wells Wealth Management — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Morris & Wells Wealth Management is reported as a service provider on 4 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $387,849 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $387,849
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $387,849
- Filings
- 4
- Plan sponsors
- 3
- Plans
- 4
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| St. Marys Hospital Of St. Marys County, Inc. | MD | 1 | $220,967 |
| Atlantic Anesthesia, Inc. | VA | 2 | $125,330 |
| Houff Transfer, Inc. | VA | 1 | $41,552 |
State footprint
Plans reporting Morris & Wells Wealth Management are sponsored in VA (3), MD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| St. Marys Hospital Of St. Marys County, Inc. | St. Marys Hospital Of St. Marys County Pension Plan And Trust | 2023 | $220,967 | not reported in the loaded dataset |
| Atlantic Anesthesia, Inc. | Atlantic Anesthesia, Inc. Profit Sharing Plan | 2023 | $79,476 | not reported in the loaded dataset |
| Atlantic Anesthesia, Inc. | Atlantic Anesthesia, Inc. 401(K) Plan | 2023 | $45,854 | not reported in the loaded dataset |
| Houff Transfer, Inc. | Retirement Plan For Houff Transfer, Inc. | 2023 | $41,552 | not reported in the loaded dataset |
Related Form 5500 pages
- St. Marys Hospital Of St. Marys County Pension Plan And Trust (plan 001)
- St. Marys Hospital Of St. Marys County, Inc. — all reported plans
- Atlantic Anesthesia, Inc. Profit Sharing Plan (plan 004)
- Atlantic Anesthesia, Inc. — all reported plans
- Atlantic Anesthesia, Inc. 401(K) Plan (plan 003)
- Retirement Plan For Houff Transfer, Inc. (plan 001)
- Houff Transfer, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources