2023 Form 5500 filing — Morrison Mahoney Llp Profit Sharing - 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 20240824060505NAL0004128099001) for Morrison Mahoney Llp Profit Sharing - 401(K) Plan, reported by Morrison Mahoney Llp under EIN 04-2262762 and plan number 001. It reports 344 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240824060505NAL0004128099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morrison Mahoney Llp
- EIN
- 04-2262762
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 344
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,888,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,888,197
- Employer contributions
- $1,248,555
- Participant contributions
- $1,867,690
- Total income / additions
- $18,163,795
- Benefits paid
- $11,864,122
- Administrative expenses
- $1,688
- Total expenses
- $11,865,810
- Net increase / (decrease)
- $6,297,985
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rockland Trust | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$19,782 | $0 |