2023 Form 5500 filing — Morrison Cohen Retirement And Savings 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 20241011163529NAL0022345345002) for Morrison Cohen Retirement And Savings Plan, reported by Morrison Cohen Llp under EIN 13-3205994 and plan number 002. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011163529NAL0022345345002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morrison Cohen Llp
- EIN
- 13-3205994
- Plan number
- 002
- Location
- New York, NY
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $112,661,262
- Net assets (EOY)
- $112,661,262
- Employer contributions
- $2,833,495
- Participant contributions
- $2,981,623
- Total income / additions
- $24,747,112
- Benefits paid
- $6,207,110
- Administrative expenses
- $132,783
- Total expenses
- $6,378,200
- Net increase / (decrease)
- $18,368,912
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $48,063 | not reported in the loaded dataset |
| Anchin Block Anchin Llp | NONE | $32,800 | not reported in the loaded dataset |
| Dm Dipiero Family Trust Fbo Dm | NONE | $25,960 | not reported in the loaded dataset |
| Newport Capital Group, LLC | NONE | $25,960 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $731 | $0 |