Plan5500

James D. Morrissey, 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, James D. Morrissey, Inc. (EIN 23-1268801) is a plan sponsor located in Philadelphia, PA with 3 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
23-1268801
Location
Philadelphia, PA
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.4MSummed across loaded plans$43,394,738
Total reported assets$43.5M$43,506,628
Total reported participants846
Total reported liabilities$111.9K$111,890

Reported net position

Reported assets = net assets + liabilities (summed)$43.5M total assets
Net assets$43.4MLiabilities$111.9K
Contributions & income
Employer contributions$961.9K
Participant contributions$1M
Total income / additions$8.9M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.8M
Net increase / (decrease)$6.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets51%James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan
Participants per plan282Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan$22.2M
    Plan #050 · 252 participants · 2023
  2. 2
    James D. Morrissey, Inc. 401(K) Plan$21.3M
    Plan #002 · 335 participants · 2023
  3. 3
    James D. Morrissey, Inc. Et Al Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 259 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for James D. Morrissey, Inc.
YearPlanParticipantsSchedulesFiling
2023James D. Morrissey, Inc. Et Al Employee Benefit Plan259—20240717114013NAL0002461411001
2023James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan252H, C20240923131246NAL0020481520001
2023James D. Morrissey, Inc. 401(K) Plan335H, C20241009121314NAL0009179379001

Related Form 5500 pages