J.O. Mory, Inc. Employee Savings And Protection Plan — Form 5500 plan (J.O. Mory, 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, J.O. Mory, Inc. Employee Savings And Protection Plan is a benefit plan reported by J.O. Mory, Inc. under EIN 35-0893547 and plan number 002. The latest loaded filing year is 2023. The filing reports 150 participants and $6,917,967 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.9MPlan net assets, end of year$6,912,738
Participants150Covered participants reported
Assets / participant$46.1KComputed: assets ÷ participants$46,120 (computed)
Provider compensation$65.7K4 Schedule C provider row(s)$65,704
- Plan sponsor
- J.O. Mory, Inc.
- EIN
- 35-0893547
- Plan number
- 002
- Plan type
- 2
- Location
- South Milford, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241015134342NAL0014743363001 |
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)$6.9M total assets
Net assets$6.9MLiabilities$5.2K
Full reported line items
Net assets
- Total assets (EOY)
- $6,917,967
- Total liabilities (EOY)
- $5,229
- Net assets (EOY)
- $6,912,738
- Net assets (BOY)
- $5,840,669
Income & contributions
- Employer contributions
- $117,649
- Participant contributions
- $350,286
- Total contributions
- $469,552
- Total income / additions
- $1,379,265
Expenses & distributions
- Benefits paid
- $247,701
- Administrative expenses
- $59,495
- Total expenses
- $307,196
- Net increase / (decrease)
- $1,072,069
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
25%75%
Employer 25%Participant 75%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | INVESTMENT ADVISOR | $31,052 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $24,437 | $0 | 2023 |
| Retirement Plan Concepts & Svcs Inc | CONTRACT ADMIN | $1,550 | $6,210 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $2,455 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J.O. Mory, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in South Milford, IN
- Lpl Financial LLC — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Retirement Plan Concepts & Svcs Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation