Morley And Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Morley And Associates, 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, Morley And Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Morley And Associates, Inc. under EIN 35-1383930 and plan number 001. The latest loaded filing year is 2023. The filing reports 32 participants and $3,137,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morley And Associates, Inc.
- EIN
- 35-1383930
- Plan number
- 001
- Plan type
- 2
- Location
- Newburgh, IN
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $3,137,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20241010110029NAL0039814482001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,137,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,137,424
- Net assets (BOY)
- $2,420,718
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $206,862
- Total income / additions
- $732,989
Expenses & distributions
- Benefits paid
- $16,127
- Administrative expenses
- $156
- Total expenses
- $16,283
- Net increase / (decrease)
- $716,706
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.