2023 Form 5500 filing — Morcon Inc 401(K) Profit Sharing Plan And 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 20241011091406NAL0012315619001) for Morcon Inc 401(K) Profit Sharing Plan And Trust, reported by Morcon, Inc under EIN 30-0796296 and plan number 001. It reports 143 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)$3.1MReported net assets$3,109,563
Participants143
Provider compensation$11.8K3 Schedule C row(s)$11,830
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011091406NAL0012315619001
Plan sponsor
Morcon, Inc
EIN
30-0796296
Plan number
001
Location
Eagle Bridge, NY
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)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$939.9K
Total expenses$267.9K
Benefits paid / distributions$254.5K
Contributions
Employer$172K
Participant$305.3K
Full reported line items
Total assets (EOY)
$3,109,563
Total liabilities (EOY)
$0
Net assets (EOY)
$3,109,563
Employer contributions
$171,956
Participant contributions
$305,319
Total income / additions
$939,906
Benefits paid
$254,464
Administrative expenses
$11,832
Total expenses
$267,876
Net increase / (decrease)
$672,030
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $7.2K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $4.6K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011091406NAL0012315619001 cover?
It is the 2023 Form 5500 filing for Morcon Inc 401(K) Profit Sharing Plan And Trust, reported by Morcon, Inc (EIN 30-0796296).
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