How many benefit plans does Morris James Llp report on Form 5500?

Morris James Llp (EIN 51-0023480) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Morris James Llp?

The Employer Identification Number (EIN) reported for Morris James Llp is 51-0023480.

What is the latest Form 5500 filing year for Morris James Llp?

The latest loaded Form 5500 filing year for Morris James Llp is 2023.

Morris James Llp — 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, Morris James Llp (EIN 51-0023480) is a plan sponsor located in Wilmington, DE with 2 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: 51-0023480
Location: Wilmington, DE
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $60,989,130
Total reported net assets (EOY): $60,989,130

Contributions & income

Employer contributions: $1,639,055
Participant contributions: $1,605,470
Total income / additions: $11,884,878

Expenses & distributions

Benefits paid / distributions: $4,685,778
Total expenses: $4,810,520
Net increase / (decrease): $7,074,358

Coverage

Total reported participants: 338
Plans with financial statements: 1
Plans with provider compensation: 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.

Largest loaded plans by reported assets

Morris James Llp plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Morris James Llp Retirement Plan	001	210	$60,989,130	2023
Morris James Group Health Plan	501	128	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Morris James Llp
Year	Plan	Participants	Schedules	Filing
2023	Morris James Llp Retirement Plan	210	H, C	20240730152219NAL0034693296001
2023	Morris James Group Health Plan	128	—	20250425163604NAL0008966705001