2023 Form 5500 filing — James D. Morrissey, Inc. Et Al. Defined Benefit Pension 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 20240923131246NAL0020481520001) for James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan, reported by James D. Morrissey, Inc. under EIN 23-1268801 and plan number 050. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$22.1MReported net assets$22,137,578
Participants252
Provider compensation$90.5K1 Schedule C row(s)$90,496
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240923131246NAL0020481520001
- Plan sponsor
- James D. Morrissey, Inc.
- EIN
- 23-1268801
- Plan number
- 050
- Location
- Philadelphia, PA
- Received date
- not reported in the loaded dataset
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)$22.2M total assets
Net assets$22.1MLiabilities$97.7K
Full reported line items
- Total assets (EOY)
- $22,235,318
- Total liabilities (EOY)
- $97,740
- Net assets (EOY)
- $22,137,578
- Total income / additions
- $3,361,347
- Benefits paid
- $1,192,012
- Administrative expenses
- $70,276
- Total expenses
- $1,262,288
- Net increase / (decrease)
- $2,099,059
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilmington Trust Fiduciary Services | NONE | $90,496 | $0 |