2023 Form 5500 filing — Morris James Llp Retirement 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 20240730152219NAL0034693296001) for Morris James Llp Retirement Plan, reported by Morris James Llp under EIN 51-0023480 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730152219NAL0034693296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morris James Llp
- EIN
- 51-0023480
- Plan number
- 001
- Location
- Wilmington, DE
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,989,130
- Net assets (EOY)
- $60,989,130
- Employer contributions
- $1,639,055
- Participant contributions
- $1,605,470
- Total income / additions
- $11,884,878
- Benefits paid
- $4,685,778
- Administrative expenses
- $124,742
- Total expenses
- $4,810,520
- Net increase / (decrease)
- $7,074,358
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Inv Research Inc | INVESTMENT ADVISOR | $59,806 | not reported in the loaded dataset |
| Heritage Administrative Services | TPA | $38,044 | not reported in the loaded dataset |
| Vanguard Group Inc. | CONTRACT ADMINISTRATOR | $28,242 | not reported in the loaded dataset |