Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan — Form 5500 plan (Morton Buildings, 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, Morton Buildings, Inc. Leveraged Employee Stock Ownership Plan is a benefit plan reported by Morton Buildings, Inc. under EIN 37-0347310 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,004 participants and $307,640,147 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morton Buildings, Inc.
EIN
37-0347310
Plan number
002
Plan type
2
Location
Morton, IL
Latest filing year
2023
Participants
2,004
End-of-year plan assets
$307,640,147

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,004H20241011143356NAL0044002370001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$307,640,147
Total liabilities (EOY)
$116,516,915
Net assets (EOY)
$191,123,232
Net assets (BOY)
$66,426,029

Income & contributions

Employer contributions
$11,551,122
Total contributions
$11,551,122
Total income / additions
$130,267,296

Expenses & distributions

Benefits paid
$1,990,158
Administrative expenses
$0
Total expenses
$5,570,093
Net increase / (decrease)
$124,697,203

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages