Morgan Asphalt Inc. 401(K) Retirement Plan — Form 5500 plan (Morgan Asphalt, 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 Asphalt Inc. 401(K) Retirement Plan is a benefit plan reported by Morgan Asphalt, Inc. under EIN 87-0556185 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $4,375,318 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morgan Asphalt, Inc.
- EIN
- 87-0556185
- Plan number
- 001
- Plan type
- 2
- Location
- Magna, UT
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $4,375,318
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241014175036NAL0028021217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,375,318
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,375,318
- Net assets (BOY)
- $4,137,625
Income & contributions
- Employer contributions
- $262,033
- Participant contributions
- $332,076
- Total contributions
- $610,960
- Total income / additions
- $1,230,446
Expenses & distributions
- Benefits paid
- $896,934
- Administrative expenses
- $24,535
- Total expenses
- $992,753
- Net increase / (decrease)
- $237,693
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Townsquare Capital Inc | INVESTMENT ADVISOR | $9,212 | not reported in the loaded dataset | 2023 |
| Ascent Retirement Advisors LLC | INVESTMENT ADVISOR | $8,841 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,289 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $193 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morgan Asphalt, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Magna, UT
- Townsquare Capital Inc — Schedule C compensation
- Ascent Retirement Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation