Dw Morgan LLC 401(K) Profit Sharing & Trust — Form 5500 plan (Dw Morgan 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, Dw Morgan LLC 401(K) Profit Sharing & Trust is a benefit plan reported by Dw Morgan LLC under EIN 20-5896948 and plan number 001. The latest loaded filing year is 2023. The filing reports 59 participants and $6,677,398 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dw Morgan LLC
- EIN
- 20-5896948
- Plan number
- 001
- Plan type
- 2
- Location
- Carson City, NV
- Latest filing year
- 2023
- Participants
- 59
- End-of-year plan assets
- $6,677,398
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 59 | I | 20240515141342NAL0021785315001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,677,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,677,398
- Net assets (BOY)
- $5,632,412
Income & contributions
- Employer contributions
- $172,749
- Participant contributions
- $374,642
- Total income / additions
- $1,482,309
Expenses & distributions
- Benefits paid
- $408,985
- Administrative expenses
- $28,338
- Total expenses
- $437,323
- Net increase / (decrease)
- $1,044,986
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.