2023 Form 5500 filing — Morton Capital 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240531101925NAL0023417296001) for Morton Capital 401(K) Plan, reported by Morton Capital Management, LLC under EIN 30-0798181 and plan number 001. It reports 60 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240531101925NAL0023417296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morton Capital Management, LLC
- EIN
- 30-0798181
- Plan number
- 001
- Location
- Agoura Hills, CA
- Participants
- 60
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,766,019
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,766,019
- Employer contributions
- $65,425
- Participant contributions
- $544,240
- Total income / additions
- $1,208,876
- Benefits paid
- $172,601
- Administrative expenses
- $10,822
- Total expenses
- $183,423
- Net increase / (decrease)
- $1,025,453
- Schedule source
- Schedule I