2023 Form 5500 filing — The Morganti Group, Inc. 401(K) Profit Sharing 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 20240625123854NAL0004603907001) for The Morganti Group, Inc. 401(K) Profit Sharing Plan, reported by The Morganti Group, Inc. under EIN 06-1149260 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.2MReported net assets$9,214,366

Participants136

Provider compensation$42.6K2 Schedule C row(s)$42,620

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240625123854NAL0004603907001
Plan sponsor: The Morganti Group, Inc.
EIN: 06-1149260
Plan number: 001
Location: Danbury, CT
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.2M total assets

Net assets$9.2MLiabilities$6.7K

Money in vs. money out

Total income / additions$2.3M

Total expenses$899.9K

Benefits paid / distributions$823.2K

Contributions

Employer$223.5K

Participant$620.9K

Full reported line items

Total assets (EOY): $9,221,058
Total liabilities (EOY): $6,692
Net assets (EOY): $9,214,366
Employer contributions: $223,501
Participant contributions: $620,859
Total income / additions: $2,280,051
Benefits paid: $823,216
Administrative expenses: $42,620
Total expenses: $899,926
Net increase / (decrease): $1,380,125

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$22.2K
RECORDKEEPER · Direct $22.2K · Indirect $0
2
Janney Montgomery Scott LLC$20.4K
ADVISOR · Direct $20.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240625123854NAL0004603907001 cover?: It is the 2023 Form 5500 filing for The Morganti Group, Inc. 401(K) Profit Sharing Plan, reported by The Morganti Group, Inc. (EIN 06-1149260).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).