Morgan & Morgan P A 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Morgan & Morgan P A)
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 & Morgan P A 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Morgan & Morgan P A under EIN 59-2920684 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,243 participants and $156,529,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morgan & Morgan P A
- EIN
- 59-2920684
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 4,243
- End-of-year plan assets
- $156,529,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,243 | H, C | 20250205073024NAL0004567427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $156,529,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $156,529,407
- Net assets (BOY)
- $119,147,543
Income & contributions
- Employer contributions
- $3,909,948
- Participant contributions
- $21,045,406
- Total contributions
- $27,398,200
- Total income / additions
- $48,760,527
Expenses & distributions
- Benefits paid
- $11,062,271
- Administrative expenses
- $316,392
- Total expenses
- $11,378,663
- Net increase / (decrease)
- $37,381,864
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc | RECORDKEEPER | $119,943 | not reported in the loaded dataset | 2023 |
| Sfg Retirement Plan Consulting LLC | ADVISOR | $70,000 | not reported in the loaded dataset | 2023 |
| 401k Generation Inc | ADVISOR | $37,244 | not reported in the loaded dataset | 2023 |
| 401k Generation | CONTRACT ADMINISTRATOR | $36,759 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morgan & Morgan P A
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Paychex, Inc — Schedule C compensation
- Sfg Retirement Plan Consulting LLC — Schedule C compensation
- 401k Generation Inc — Schedule C compensation
- 401k Generation — Schedule C compensation