Morris Bank 401(K) And Employee Stock Ownership Plan — Form 5500 plan (Morris Bank)
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 Bank 401(K) And Employee Stock Ownership Plan is a benefit plan reported by Morris Bank under EIN 58-0806683 and plan number 003. The latest loaded filing year is 2023. The filing reports 274 participants and $28,962,387 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morris Bank
- EIN
- 58-0806683
- Plan number
- 003
- Plan type
- 2
- Location
- Dublin, GA
- Latest filing year
- 2023
- Participants
- 274
- End-of-year plan assets
- $28,962,387
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 274 | H | 20250501123128NAL0002035491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,962,387
- Total liabilities (EOY)
- $4,269
- Net assets (EOY)
- $28,958,118
- Net assets (BOY)
- $26,671,041
Income & contributions
- Employer contributions
- $680,028
- Participant contributions
- $835,679
- Total contributions
- $1,642,056
- Total income / additions
- $3,609,584
Expenses & distributions
- Benefits paid
- $1,318,915
- Administrative expenses
- $3,592
- Total expenses
- $1,322,507
- Net increase / (decrease)
- $2,287,077
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.