Plan5500

Murphy Family Ventures, LLC 401(K) Plan — Form 5500 plan (Murphy Family Ventures, LLC)

Plain-English plan 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, Murphy Family Ventures, LLC 401(K) Plan is a benefit plan reported by Murphy Family Ventures, LLC under EIN 03-0542650 and plan number 001. The latest loaded filing year is 2023. The filing reports 864 participants and $29,072,793 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Murphy Family Ventures, LLC
EIN
03-0542650
Plan number
001
Plan type
2
Location
Wallace, NC
Latest filing year
2023
Participants
864
End-of-year plan assets
$29,072,793

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023864H, C20241011073605NAL0043558770001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,072,793
Total liabilities (EOY)
$0
Net assets (EOY)
$29,072,793
Net assets (BOY)
$24,870,853

Income & contributions

Employer contributions
$448,698
Participant contributions
$1,177,471
Total contributions
$1,626,169
Total income / additions
$5,525,513

Expenses & distributions

Benefits paid
$1,130,714
Administrative expenses
$93,204
Total expenses
$1,323,573
Net increase / (decrease)
$4,201,940

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$50,905$02023
Lincoln Financial GroupOTHER SERVICES$32,000not reported in the loaded dataset2023
Franklin Street AdvisorsADVISOR$6,726not reported in the loaded dataset2023

Related Form 5500 pages