Morris James Llp Retirement Plan — Form 5500 plan (Morris James Llp)
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, Morris James Llp Retirement Plan is a benefit plan reported by Morris James Llp under EIN 51-0023480 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $60,989,130 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morris James Llp
- EIN
- 51-0023480
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $60,989,130
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20240730152219NAL0034693296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,989,130
- Net assets (EOY)
- $60,989,130
- Net assets (BOY)
- $53,914,772
Income & contributions
- Employer contributions
- $1,639,055
- Participant contributions
- $1,605,470
- Total contributions
- $3,670,143
- Total income / additions
- $11,884,878
Expenses & distributions
- Benefits paid
- $4,685,778
- Administrative expenses
- $124,742
- Total expenses
- $4,810,520
- Net increase / (decrease)
- $7,074,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Inv Research Inc | INVESTMENT ADVISOR | $59,806 | not reported in the loaded dataset | 2023 |
| Heritage Administrative Services | TPA | $38,044 | not reported in the loaded dataset | 2023 |
| Vanguard Group Inc. | CONTRACT ADMINISTRATOR | $28,242 | not reported in the loaded dataset | 2023 |