2023 Form 5500 filing — Morrow Equipment Company L. L. C. 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 20241219184841NAL0002965875001) for Morrow Equipment Company L. L. C. Savings Plan, reported by Morrow Equipment Company L.L.C. under EIN 93-1126215 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219184841NAL0002965875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morrow Equipment Company L.L.C.
- EIN
- 93-1126215
- Plan number
- 001
- Location
- Salem, OR
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,784,310
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,784,310
- Employer contributions
- $418,910
- Participant contributions
- $1,357,983
- Total income / additions
- $6,791,379
- Benefits paid
- $4,376,367
- Administrative expenses
- $6,590
- Total expenses
- $4,383,615
- Net increase / (decrease)
- $2,407,764
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors | SERVICE PROVIDER | $0 | $195,589 |
| American United Life Insurance Co | SERVICE PROVIDER | $2,884 | $22,749 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $3,600 | not reported in the loaded dataset |