Plan5500

Morris Bean & Company Ret Plan For Hourly Bargaining Unit Employees — Form 5500 plan (Morris Bean & Company)

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, Morris Bean & Company Ret Plan For Hourly Bargaining Unit Employees is a benefit plan reported by Morris Bean & Company under EIN 31-0510640 and plan number 004. The latest loaded filing year is 2023. The filing reports 163 participants and $3,460,550 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morris Bean & Company
EIN
31-0510640
Plan number
004
Plan type
2
Location
Yellow Springs, OH
Latest filing year
2023
Participants
163
End-of-year plan assets
$3,460,550

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241204150100NAL0002420035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,460,550
Total liabilities (EOY)
$0
Net assets (EOY)
$3,460,550
Net assets (BOY)
$3,281,101

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$450,365

Expenses & distributions

Benefits paid
$245,481
Administrative expenses
$25,435
Total expenses
$270,916
Net increase / (decrease)
$179,449

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Clark, Schaefer, Hackett & CoAUDITOR$10,000not reported in the loaded dataset2023
Us BankTRUSTEE$9,510$02023
Jhbenefits LtdACTUARY$5,925not reported in the loaded dataset2023

Related Form 5500 pages