Morning Star Company 401(K) Profit Sharing Plan — Form 5500 plan (Morning Star Company)
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, Morning Star Company 401(K) Profit Sharing Plan is a benefit plan reported by Morning Star Company under EIN 94-2421552 and plan number 003. The latest loaded filing year is 2023. The filing reports 671 participants and $76,207,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morning Star Company
- EIN
- 94-2421552
- Plan number
- 003
- Plan type
- 2
- Location
- Woodland, CA
- Latest filing year
- 2023
- Participants
- 671
- End-of-year plan assets
- $76,207,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 671 | H, C | 20240920151811NAL0003024019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,207,161
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,207,161
- Net assets (BOY)
- $62,749,493
Income & contributions
- Employer contributions
- $1,562,904
- Participant contributions
- $3,380,360
- Total contributions
- $5,030,833
- Total income / additions
- $16,158,524
Expenses & distributions
- Benefits paid
- $2,614,822
- Administrative expenses
- $86,034
- Total expenses
- $2,700,856
- Net increase / (decrease)
- $13,457,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $89,755 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |