2023 Form 5500 filing — Morrison, Ekre & Bart Management Services, Inc. 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 20240925134452NAL0029226194001) for Morrison, Ekre & Bart Management Services, Inc. 401(K) Plan, reported by Morrison, Ekre & Bart Management Services, Inc. under EIN 86-0845708 and plan number 001. It reports 722 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925134452NAL0029226194001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morrison, Ekre & Bart Management Services, Inc.
- EIN
- 86-0845708
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 722
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,476,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,476,017
- Employer contributions
- $346,026
- Participant contributions
- $931,521
- Total income / additions
- $2,394,286
- Benefits paid
- $410,154
- Administrative expenses
- $78,787
- Total expenses
- $497,815
- Net increase / (decrease)
- $1,896,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bayntree Wealth Advisors, LLC | INVESTMENT ADVISOR | $22,251 | not reported in the loaded dataset |
| Futureplan By Ascensus | THIRD PARTY ADMINISTRATO | $18,117 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $4,330 | $0 |