Plan5500

J.O. Mory, 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, J.O. Mory, Inc. (EIN 35-0893547) is a plan sponsor located in South Milford, IN 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
35-0893547
Location
South Milford, IN
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.9MSummed across loaded plans$6,912,738
Total reported assets$6.9M$6,917,967
Total reported participants150
Total reported liabilities$5.2K$5,229

Reported net position

Reported assets = net assets + liabilities (summed)$6.9M total assets
Net assets$6.9MLiabilities$5.2K
Contributions & income
Employer contributions$117.6K
Participant contributions$350.3K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$247.7K
Total expenses$307.2K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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%J.O. Mory, Inc. Employee Savings And Protection Plan
Participants per plan150Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    J.O. Mory, Inc. Employee Savings And Protection Plan$6.9M
    Plan #002 · 150 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for J.O. Mory, Inc.
YearPlanParticipantsSchedulesFiling
2023J.O. Mory, Inc. Employee Savings And Protection Plan150H, C20241015134342NAL0014743363001

Related Form 5500 pages