2023 Form 5500 filing — Morgan White Group, Inc. 401(K) 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 20241015140649NAL0028702561001) for Morgan White Group, Inc. 401(K) Profit Sharing Plan, reported by Morgan White Group, Inc. under EIN 64-0848633 and plan number 003. It reports 340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140649NAL0028702561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morgan White Group, Inc.
- EIN
- 64-0848633
- Plan number
- 003
- Location
- Jackson, MS
- Participants
- 340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,323,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,323,323
- Employer contributions
- $869,258
- Participant contributions
- $1,250,106
- Total income / additions
- $4,460,335
- Benefits paid
- $1,553,688
- Administrative expenses
- $74,605
- Total expenses
- $1,628,293
- Net increase / (decrease)
- $2,832,042
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ballew Advisors | INVESTMENT ADVISORS | $53,500 | not reported in the loaded dataset |
| Mwg Retirement Plan Services | RECORDKEEPER | $21,105 | $0 |