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 Companies, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Morley Companies, Inc. under EIN 38-2687736 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,164 participants and $40,389,454 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,389,454
- Total liabilities (EOY)
- $62,105
- Net assets (EOY)
- $40,327,349
- Net assets (BOY)
- $33,217,718
Income & contributions
- Employer contributions
- $846,271
- Participant contributions
- $2,547,313
- Total contributions
- $3,538,436
- Total income / additions
- $9,446,460
Expenses & distributions
- Benefits paid
- $2,311,434
- Administrative expenses
- $25,395
- Total expenses
- $2,336,829
- Net increase / (decrease)
- $7,109,631