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, Morgan-Keller, Inc. 401(K) Plan is a benefit plan reported by Morgan-Keller, Inc. under EIN 52-0741857 and plan number 003. The latest loaded filing year is 2023. The filing reports 360 participants and $20,410,306 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,410,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,410,306
- Net assets (BOY)
- $16,679,165
Income & contributions
- Employer contributions
- $366,761
- Participant contributions
- $1,434,233
- Total contributions
- $1,890,610
- Total income / additions
- $4,854,651
Expenses & distributions
- Benefits paid
- $1,059,483
- Administrative expenses
- $64,027
- Total expenses
- $1,123,510
- Net increase / (decrease)
- $3,731,141