Plan5500

Morgan Services, Inc. Savings Plus Plan — Form 5500 plan (Morgan Services, 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, Morgan Services, Inc. Savings Plus Plan is a benefit plan reported by Morgan Services, Inc. under EIN 36-2904675 and plan number 040. The latest loaded filing year is 2023. The filing reports 753 participants and $28,738,442 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$28.7MPlan net assets, end of year$28,738,442
Participants753Covered participants reported
Assets / participant$38.2KComputed: assets ÷ participants$38,165 (computed)
Provider compensation$59.2K1 Schedule C provider row(s)$59,230
Plan sponsor
Morgan Services, Inc.
EIN
36-2904675
Plan number
040
Plan type
2
Location
Chicago, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    753 participants · 2Sch HSch C
    View filing →
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)$28.7M total assets
Net assets$28.7MLiabilities$0
Money in vs. money out
Total income / additions$9.7M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$763.6K
Participant$768.7K
Full reported line items

Net assets

Total assets (EOY)
$28,738,442
Total liabilities (EOY)
$0
Net assets (EOY)
$28,738,442
Net assets (BOY)
$20,245,355

Income & contributions

Employer contributions
$763,585
Participant contributions
$768,701
Total contributions
$6,074,361
Total income / additions
$9,716,045

Expenses & distributions

Benefits paid
$1,140,740
Administrative expenses
$59,309
Total expenses
$1,222,958
Net increase / (decrease)
$8,493,087
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.

Contribution share (employer vs. participant)
Employer 50%Participant 50%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$59.2K
    CONTRACT ADMINISTRATOR · Direct $59.2K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Morgan Services, Inc. Savings Plus Plan?
Morgan Services, Inc. Savings Plus Plan is reported as sponsored by Morgan Services, Inc. (EIN 36-2904675, plan number 040) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Morgan Services, Inc. Savings Plus Plan?
The latest Form 5500 filing year loaded for Morgan Services, Inc. Savings Plus Plan is 2023.
How many participants does Morgan Services, Inc. Savings Plus Plan report?
Morgan Services, Inc. Savings Plus Plan reports 753 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Morgan Services, Inc. Savings Plus Plan?
Morgan Services, Inc. Savings Plus Plan reports $28,738,442 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages