Retirement Savings Plan For Employees Of Morrison Child And Family Services — Form 5500 plan (Morrison Child And Family Services)
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, Retirement Savings Plan For Employees Of Morrison Child And Family Services is a benefit plan reported by Morrison Child And Family Services under EIN 93-0354176 and plan number 001. The latest loaded filing year is 2023. The filing reports 479 participants and $6,518,878 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.5MPlan net assets, end of year$6,518,878
Participants479Covered participants reported
Assets / participant$13.6KComputed: assets ÷ participants$13,609 (computed)
Provider compensation$46.4K3 Schedule C provider row(s)$46,373
- Plan sponsor
- Morrison Child And Family Services
- EIN
- 93-0354176
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 479 | H, C | 20250603163545NAL0018564880001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.5M total assets
Net assets$6.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,518,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,518,878
- Net assets (BOY)
- $5,781,782
Income & contributions
- Employer contributions
- $78,921
- Participant contributions
- $640,740
- Total contributions
- $758,897
- Total income / additions
- $1,518,990
Expenses & distributions
- Benefits paid
- $728,434
- Administrative expenses
- $46,373
- Total expenses
- $781,894
- Net increase / (decrease)
- $737,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,306 | $0 | 2023 |
| Northwest Capital Management, Inc D | INVESTMENT ADVISOR | $16,392 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,675 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morrison Child And Family Services
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Empower Annuity Insurance Company O — Schedule C compensation
- Northwest Capital Management, Inc D — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation