Plan5500

Morgridge Institute For Research, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Morgridge Institute For Research, Inc. (EIN 20-8325570) is a plan sponsor located in Madison, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-8325570
Location
Madison, WI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Morgridge Institute For Research, Inc.

  • 2 loaded plans hold $23.8M in reported assets.
  • The largest, Morgridge Institute For Research 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 332 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.8MSummed across loaded plans$23,826,632
Total reported assets$23.8M$23,826,632
Total reported participants332
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.8M total assets
Net assets$23.8MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$1.1M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$711.8K
Total expenses$713.3K
Net increase / (decrease)$4.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Morgridge Institute For Research 401(K) Plan
Participants per plan166Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Morgridge Institute For Research 401(K) Plan$23.8M
    Plan #002 · 225 participants · 2023
  2. 2
    Morgridge Institute For Research, Inc. Wrap Plannot reported in the loaded dataset
    Plan #501 · 107 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Morgridge Institute For Research, Inc.. Open one for its full reported snapshot.

  1. 2023
    Morgridge Institute For Research, Inc. Wrap Plan107 participants · 2No schedules
    View filing →
  2. 2023
    Morgridge Institute For Research 401(K) Plan225 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Morgridge Institute For Research, Inc. report on Form 5500?
Morgridge Institute For Research, Inc. (EIN 20-8325570) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Morgridge Institute For Research, Inc.?
The Employer Identification Number (EIN) reported for Morgridge Institute For Research, Inc. is 20-8325570.
What is the latest Form 5500 filing year for Morgridge Institute For Research, Inc.?
The latest loaded Form 5500 filing year for Morgridge Institute For Research, Inc. is 2023.

Related Form 5500 pages