2023 Form 5500 filing — Morton Salt 401(K) 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 20241015083825NAL0015997443001) for Morton Salt 401(K) Savings Plan, reported by Morton Investment Company LLC under EIN 90-0475845 and plan number 001. It reports 3,289 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)$336.5MReported net assets$336,452,028
Participants3.3K3,289
Provider compensation$226.8K2 Schedule C row(s)$226,823
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015083825NAL0015997443001
- Plan sponsor
- Morton Investment Company LLC
- EIN
- 90-0475845
- Plan number
- 001
- Location
- Chicago, IL
- 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)$336.5M total assets
Net assets$336.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $336,452,028
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $336,452,028
- Employer contributions
- $8,070,068
- Participant contributions
- $13,433,618
- Total income / additions
- $72,185,312
- Benefits paid
- $44,351,307
- Administrative expenses
- $228,323
- Total expenses
- $44,579,630
- Net increase / (decrease)
- $27,605,682
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | RECORDKEEPER | $196,823 | $0 |
| Mma Securities | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |