Morgan Engineering Systems, Inc. 401(K) Plan — Form 5500 plan (Morgan Engineering Systems, 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, Morgan Engineering Systems, Inc. 401(K) Plan is a benefit plan reported by Morgan Engineering Systems, Inc. under EIN 27-2137101 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $12,164,905 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morgan Engineering Systems, Inc.
- EIN
- 27-2137101
- Plan number
- 002
- Plan type
- 2
- Location
- Alliance, OH
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $12,164,905
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20240910154053NAL0011961186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,164,905
- Net assets (EOY)
- $12,164,905
- Net assets (BOY)
- $8,898,997
Income & contributions
- Employer contributions
- $420,954
- Participant contributions
- $949,955
- Total contributions
- $2,540,737
- Total income / additions
- $4,156,066
Expenses & distributions
- Benefits paid
- $845,669
- Administrative expenses
- $44,489
- Total expenses
- $890,158
- Net increase / (decrease)
- $3,265,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Huntington National Bank | NONE | $22,353 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $22,137 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $21 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morgan Engineering Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Alliance, OH
- The Huntington National Bank — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation