Morse Operations, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Morse Operations 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, Morse Operations, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Morse Operations Inc. under EIN 59-0558323 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,115 participants and $82,773,839 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morse Operations Inc.
EIN
59-0558323
Plan number
001
Plan type
2
Location
Delray Beach, FL
Latest filing year
2023
Participants
2,115
End-of-year plan assets
$82,773,839

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,115H, C20241010161822NAL0021426273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$82,773,839
Total liabilities (EOY)
$0
Net assets (EOY)
$82,773,839
Net assets (BOY)
$62,050,015

Income & contributions

Employer contributions
$1,655,121
Participant contributions
$10,378,572
Total contributions
$15,899,411
Total income / additions
$28,394,947

Expenses & distributions

Benefits paid
$7,397,509
Administrative expenses
$226,194
Total expenses
$7,671,123
Net increase / (decrease)
$20,723,824

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$197,338$02023
Capfinancial PartnerCONSULTANT$23,456not reported in the loaded dataset2023
Crowe LlpACCOUNTANT/AUDITOR$5,400not reported in the loaded dataset2023

Related Form 5500 pages