2023 Form 5500 filing — C.A. Murren & Sons Company, Inc. Employee Savings Trust
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 20241009120936NAL0010587171001) for C.A. Murren & Sons Company, Inc. Employee Savings Trust, reported by C.A. Murren & Sons Company, Inc. under EIN 58-2047805 and plan number 001. It reports 331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009120936NAL0010587171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C.A. Murren & Sons Company, Inc.
- EIN
- 58-2047805
- Plan number
- 001
- Location
- Grayson, GA
- Participants
- 331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,627,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,627,468
- Employer contributions
- $316,045
- Participant contributions
- $567,492
- Total income / additions
- $1,596,487
- Benefits paid
- $569,309
- Administrative expenses
- $32,942
- Total expenses
- $602,251
- Net increase / (decrease)
- $994,236
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Waverly Advisors, LLC | RIA | $32,942 | $0 |