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, Morrison-Maierle, Inc. Employee Stock Ownership Plan is a benefit plan reported by Morrison-Maierle, Inc. under EIN 81-0217149 and plan number 003. The latest loaded filing year is 2023. The filing reports 334 participants and $73,232,679 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,232,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,232,679
- Net assets (BOY)
- $65,173,097
Income & contributions
- Employer contributions
- $4,500,000
- Total contributions
- $4,500,000
- Total income / additions
- $11,516,626
Expenses & distributions
- Benefits paid
- $3,424,409
- Administrative expenses
- $32,635
- Total expenses
- $3,457,044
- Net increase / (decrease)
- $8,059,582