Morristown Drivers Service, Inc. 401(K) Plan — Form 5500 plan (Morristown Drivers Service, 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, Morristown Drivers Service, Inc. 401(K) Plan is a benefit plan reported by Morristown Drivers Service, Inc. under EIN 62-1156959 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $1,117,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morristown Drivers Service, Inc.
- EIN
- 62-1156959
- Plan number
- 001
- Plan type
- 2
- Location
- Morristown, TN
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $1,117,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20240903154911NAL0009284387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,117,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,117,484
- Net assets (BOY)
- $676,442
Income & contributions
- Employer contributions
- $126,126
- Participant contributions
- $304,200
- Total contributions
- $432,197
- Total income / additions
- $540,592
Expenses & distributions
- Benefits paid
- $74,626
- Administrative expenses
- $24,924
- Total expenses
- $99,550
- Net increase / (decrease)
- $441,042
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurnace Company | RECORDKEEPER | $11,540 | $0 | 2023 |
| Erisa Services, Inc. | RECORDKEEPER | $8,498 | $21 | 2023 |
| Silver Oaks Securities, Inc. | INVEST ADV PLAN | $4,210 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | INVEST ADV PLAN | $675 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morristown Drivers Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Morristown, TN
- Transamerica Life Insurnace Company — Schedule C compensation
- Erisa Services, Inc. — Schedule C compensation
- Silver Oaks Securities, Inc. — Schedule C compensation
- Creative Planning LLC — Schedule C compensation