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 Foods Retiree Medical 401(K) Savings Plan is a benefit plan reported by Morgan Foods, Inc. under EIN 35-0852905 and plan number 005. The latest loaded filing year is 2023. The filing reports 676 participants and $10,606,051 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,606,051
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,606,051
- Net assets (BOY)
- $8,883,373
Income & contributions
- Employer contributions
- $334,234
- Participant contributions
- $1,067,021
- Total contributions
- $1,401,255
- Total income / additions
- $2,509,835
Expenses & distributions
- Benefits paid
- $612,841
- Administrative expenses
- $34,590
- Total expenses
- $647,431
- Net increase / (decrease)
- $1,862,404