2023 Form 5500 filing — Morgan Properties 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 20241010003345NAL0019346401001) for Morgan Properties 401(K) Plan, reported by Morgan Properties Payroll Svcs under EIN 23-2852119 and plan number 001. It reports 2,499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$63.2MReported net assets$63,208,230
Participants2.5K2,499
Provider compensation$220.4K3 Schedule C row(s)$220,360
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010003345NAL0019346401001
Plan sponsor
Morgan Properties Payroll Svcs
EIN
23-2852119
Plan number
001
Location
Conshohoken, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$63.2M total assets
Net assets$63.2MLiabilities$0
Money in vs. money out
Total income / additions$21.4M
Total expenses$5.7M
Benefits paid / distributions$5.4M
Contributions
Employer$2.9M
Participant$8M
Full reported line items
Total assets (EOY)
$63,208,230
Total liabilities (EOY)
$0
Net assets (EOY)
$63,208,230
Employer contributions
$2,899,281
Participant contributions
$7,997,426
Total income / additions
$21,387,038
Benefits paid
$5,395,032
Administrative expenses
$220,361
Total expenses
$5,731,286
Net increase / (decrease)
$15,655,752
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Adp, Inc.$203.7K
    RECORD KEEPER · Direct $203.7K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $16.7K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010003345NAL0019346401001 cover?
It is the 2023 Form 5500 filing for Morgan Properties 401(K) Plan, reported by Morgan Properties Payroll Svcs (EIN 23-2852119).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages