Morrie'S 401(K) Plan — Form 5500 plan (Fph Morrie'S 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, Morrie'S 401(K) Plan is a benefit plan reported by Fph Morrie'S LLC under EIN 47-5308569 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,467 participants and $44,360,882 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fph Morrie'S LLC
EIN
47-5308569
Plan number
001
Plan type
2
Location
Minnetonka, MN
Latest filing year
2023
Participants
1,467
End-of-year plan assets
$44,360,882

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,467H, C20241015131215NAL0029743889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,360,882
Total liabilities (EOY)
$25,382
Net assets (EOY)
$44,335,500
Net assets (BOY)
$35,965,702

Income & contributions

Employer contributions
$2,124,706
Participant contributions
$4,630,047
Total contributions
$8,952,241
Total income / additions
$14,377,403

Expenses & distributions

Benefits paid
$5,837,310
Administrative expenses
$152,318
Total expenses
$6,007,605
Net increase / (decrease)
$8,369,798

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$152,168$02023
Rbc Capital Markets, LLCINVESTMENT ADVISOR$0$62,7532023
Tax Sheltered Compensation IncOTHER SERVICES$150$14,7802023

Related Form 5500 pages