Morgan, Trevathan & Gunn, Inc. Profit Sharing Plan — Form 5500 plan (Morgan, Trevathan & Gunn, 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, Morgan, Trevathan & Gunn, Inc. Profit Sharing Plan is a benefit plan reported by Morgan, Trevathan & Gunn, Inc. under EIN 61-0412002 and plan number 001. The latest loaded filing year is 2023. The filing reports 33 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morgan, Trevathan & Gunn, Inc.
- EIN
- 61-0412002
- Plan number
- 001
- Plan type
- 2
- Location
- Benton, KY
- Latest filing year
- 2023
- Participants
- 33
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33 | I | 20240325093814NAL0005459043001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $3,594,238
Income & contributions
- Employer contributions
- $80,440
- Participant contributions
- $150,040
- Total income / additions
- $418,212
Expenses & distributions
- Benefits paid
- $4,010,705
- Administrative expenses
- $1,745
- Total expenses
- $4,012,450
- Net increase / (decrease)
- -$3,594,238
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.