Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan — Form 5500 plan (Morrow Insurance Agency, Inc.)
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, Morrow Insurance Agency, Inc. Employee Savings & Stock Ownership Plan is a benefit plan reported by Morrow Insurance Agency, Inc. under EIN 56-0330600 and plan number 002. The latest loaded filing year is 2023. The filing reports 42 participants and $17,157,956 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morrow Insurance Agency, Inc.
- EIN
- 56-0330600
- Plan number
- 002
- Plan type
- 2
- Location
- Hendersonville, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42 | I | 20241014102201NAL0027014433001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $17,157,956
- Total liabilities (EOY)
- $8,558
- Net assets (EOY)
- $17,149,398
- Net assets (BOY)
- $15,506,755
Income & contributions
- Employer contributions
- $1,035,679
- Participant contributions
- $232,977
- Total income / additions
- $3,151,865
Expenses & distributions
- Benefits paid
- $1,466,996
- Administrative expenses
- $28,197
- Total expenses
- $1,509,222
- Net increase / (decrease)
- $1,642,643
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.