Morgan Thomas Cavanaugh Vmd In 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Morgan Thomas Cavanaugh Vmd In)
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 Thomas Cavanaugh Vmd In 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Morgan Thomas Cavanaugh Vmd In under EIN 95-3563974 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $4,394,886 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morgan Thomas Cavanaugh Vmd In
- EIN
- 95-3563974
- Plan number
- 001
- Plan type
- 2
- Location
- Studio City, CA
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $4,394,886
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241015112939NAL0014490803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,394,886
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,394,886
- Net assets (BOY)
- $3,613,283
Income & contributions
- Employer contributions
- $223,651
- Participant contributions
- $354,252
- Total contributions
- $577,903
- Total income / additions
- $1,106,310
Expenses & distributions
- Benefits paid
- $291,623
- Administrative expenses
- $33,084
- Total expenses
- $324,707
- Net increase / (decrease)
- $781,603
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | ADVISOR | $18,117 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $14,073 | not reported in the loaded dataset | 2023 |