2023 Form 5500 filing — R L Morgan Company Profit Sharing 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 20241015083258NAL0055208066001) for R L Morgan Company Profit Sharing Plan, reported by R L Morgan Company under EIN 38-2567152 and plan number 001. It reports 256 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)$3.6MReported net assets$3,568,640
Participants256
Provider compensation$38.3K3 Schedule C row(s)$38,329
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015083258NAL0055208066001
- Plan sponsor
- R L Morgan Company
- EIN
- 38-2567152
- Plan number
- 001
- Location
- Flushing, MI
- Received date
- not reported in the loaded dataset
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)$3.6M total assets
Net assets$3.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,568,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,568,640
- Employer contributions
- $135,000
- Participant contributions
- $171,838
- Total income / additions
- $831,320
- Benefits paid
- $233,619
- Administrative expenses
- $39,632
- Total expenses
- $289,275
- Net increase / (decrease)
- $542,045
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, Inc. | TPA | $16,823 | not reported in the loaded dataset |
| Taylor & Morgan Asset Management | ADVISOR | $12,506 | not reported in the loaded dataset |
| Grant, Millman & Johnson, P.C. | ACCOUNTANT | $9,000 | not reported in the loaded dataset |