Plan5500

Morton Industries 401(K) Plan — Form 5500 plan (Morton Industries, LLC)

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 Industries 401(K) Plan is a benefit plan reported by Morton Industries, LLC under EIN 45-2766972 and plan number 002. The latest loaded filing year is 2023. The filing reports 728 participants and $20,051,683 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morton Industries, LLC
EIN
45-2766972
Plan number
002
Plan type
2
Location
Morton, IL
Latest filing year
2023
Participants
728
End-of-year plan assets
$20,051,683

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023728H, C20241009163106NAL0018749617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,051,683
Total liabilities (EOY)
$0
Net assets (EOY)
$20,051,683
Net assets (BOY)
$16,718,126

Income & contributions

Employer contributions
$610,954
Participant contributions
$1,136,227
Total contributions
$1,921,852
Total income / additions
$4,798,828

Expenses & distributions

Benefits paid
$1,390,494
Administrative expenses
$74,777
Total expenses
$1,465,271
Net increase / (decrease)
$3,333,557

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$74,777$02023
Lpl Financial LLC - RpcpINVESTMENT ADVISORY$0$34,5702023

Related Form 5500 pages