Scott I. Morrison, Opt, P.C. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Scott I. Morrison, Opt, P.C.)
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, Scott I. Morrison, Opt, P.C. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Scott I. Morrison, Opt, P.C. under EIN 14-1753666 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $1,679,061 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scott I. Morrison, Opt, P.C.
- EIN
- 14-1753666
- Plan number
- 001
- Plan type
- 2
- Location
- New Paltz, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240722110010NAL0010314097001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,679,061
- Net assets (EOY)
- $1,679,061
- Net assets (BOY)
- $1,481,056
Income & contributions
- Employer contributions
- $1,950
- Participant contributions
- $60,000
- Total income / additions
- $269,432
Expenses & distributions
- Benefits paid
- $71,402
- Total expenses
- $71,427
- Net increase / (decrease)
- $198,005
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.