James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan — Form 5500 plan (James D. Morrissey, Inc.)
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, James D. Morrissey, Inc. Et Al. Defined Benefit Pension Plan is a benefit plan reported by James D. Morrissey, Inc. under EIN 23-1268801 and plan number 050. The latest loaded filing year is 2023. The filing reports 252 participants and $22,235,318 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$22.1MPlan net assets, end of year$22,137,578
Participants252Covered participants reported
Assets / participant$88.2KComputed: assets ÷ participants$88,235 (computed)
Provider compensation$90.5K1 Schedule C provider row(s)$90,496
- Plan sponsor
- James D. Morrissey, Inc.
- EIN
- 23-1268801
- Plan number
- 050
- Plan type
- 3
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20240923131246NAL0020481520001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$22.2M total assets
Net assets$22.1MLiabilities$97.7K
Full reported line items
Net assets
- Total assets (EOY)
- $22,235,318
- Total liabilities (EOY)
- $97,740
- Net assets (EOY)
- $22,137,578
- Net assets (BOY)
- $20,038,519
Income & contributions
- Total contributions
- $0
- Total income / additions
- $3,361,347
Expenses & distributions
- Benefits paid
- $1,192,012
- Administrative expenses
- $70,276
- Total expenses
- $1,262,288
- Net increase / (decrease)
- $2,099,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilmington Trust Fiduciary Services | NONE | $90,496 | $0 | 2023 |