Morris Furniture Co., Inc. Revised Profit Sharing Plan — Form 5500 plan (Morris Furniture Co., 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, Morris Furniture Co., Inc. Revised Profit Sharing Plan is a benefit plan reported by Morris Furniture Co., Inc. under EIN 31-0624222 and plan number 001. The latest loaded filing year is 2023. The filing reports 497 participants and $9,680,697 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morris Furniture Co., Inc.
EIN
31-0624222
Plan number
001
Plan type
2
Location
Fairborn, OH
Latest filing year
2023
Participants
497
End-of-year plan assets
$9,680,697

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023497H, C20241015121025NAL0016336547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,680,697
Total liabilities (EOY)
$0
Net assets (EOY)
$9,680,697
Net assets (BOY)
$8,847,516

Income & contributions

Employer contributions
$209,988
Participant contributions
$691,091
Total contributions
$1,015,602
Total income / additions
$2,300,978

Expenses & distributions

Benefits paid
$1,415,986
Administrative expenses
$51,811
Total expenses
$1,467,797
Net increase / (decrease)
$833,181

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Duvall & Associates, Inc.AUDITOR$25,000not reported in the loaded dataset2023
Dynamic Pension Services, Inc.TPA$19,361not reported in the loaded dataset2023
Dynamic Pension Services, Inc.TPA$0$4,3662023

Related Form 5500 pages