2023 Form 5500 filing — Morris Bean & Company Ret Plan For Hourly Bargaining Unit Employees
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 20241204150100NAL0002420035001) for Morris Bean & Company Ret Plan For Hourly Bargaining Unit Employees, reported by Morris Bean & Company under EIN 31-0510640 and plan number 004. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241204150100NAL0002420035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morris Bean & Company
- EIN
- 31-0510640
- Plan number
- 004
- Location
- Yellow Springs, OH
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,460,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,460,550
- Employer contributions
- $0
- Total income / additions
- $450,365
- Benefits paid
- $245,481
- Administrative expenses
- $25,435
- Total expenses
- $270,916
- Net increase / (decrease)
- $179,449
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clark, Schaefer, Hackett & Co | AUDITOR | $10,000 | not reported in the loaded dataset |
| Us Bank | TRUSTEE | $9,510 | $0 |
| Jhbenefits Ltd | ACTUARY | $5,925 | not reported in the loaded dataset |