Plan5500

S. A. Morman And Company — 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, S. A. Morman And Company (EIN 38-1606089) is a plan sponsor located in Grand Rapids, MI 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
38-1606089
Location
Grand Rapids, MI
Loaded plans
1
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 S. A. Morman And Company

  • 1 loaded plans hold $8.1M in reported assets.
  • The largest, S. A. Morman & Company Profit Sharing 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 97 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.1MSummed across loaded plans$8,111,981
Total reported assets$8.1M$8,111,981
Total reported participants97
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.1M total assets
Net assets$8.1MLiabilities$0
Contributions & income
Employer contributions$56K
Participant contributions$439.2K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$4.5M
Total expenses$4.5M
Net increase / (decrease)-$2.4M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%S. A. Morman & Company Profit Sharing 401(K) Plan
Participants per plan97Average 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
    S. A. Morman & Company Profit Sharing 401(K) Plan$8.1M
    Plan #002 · 97 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 S. A. Morman And Company. Open one for its full reported snapshot.

  1. 2023
    S. A. Morman & Company Profit Sharing 401(K) Plan97 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does S. A. Morman And Company report on Form 5500?
S. A. Morman And Company (EIN 38-1606089) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for S. A. Morman And Company?
The Employer Identification Number (EIN) reported for S. A. Morman And Company is 38-1606089.
What is the latest Form 5500 filing year for S. A. Morman And Company?
The latest loaded Form 5500 filing year for S. A. Morman And Company is 2023.

Related Form 5500 pages