Morton Salt 401(K) Savings Plan — Form 5500 plan (Morton Investment Company LLC)

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, Morton Salt 401(K) Savings Plan is a benefit plan reported by Morton Investment Company LLC under EIN 90-0475845 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,289 participants and $336,452,028 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morton Investment Company LLC
EIN
90-0475845
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
3,289
End-of-year plan assets
$336,452,028

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,289H, C20241015083825NAL0015997443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$336,452,028
Total liabilities (EOY)
$0
Net assets (EOY)
$336,452,028
Net assets (BOY)
$308,846,346

Income & contributions

Employer contributions
$8,070,068
Participant contributions
$13,433,618
Total contributions
$22,912,417
Total income / additions
$72,185,312

Expenses & distributions

Benefits paid
$44,351,307
Administrative expenses
$228,323
Total expenses
$44,579,630
Net increase / (decrease)
$27,605,682

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncRECORDKEEPER$196,823$02023
Mma SecuritiesINVESTMENT ADVISOR$30,000not reported in the loaded dataset2023

Related Form 5500 pages