Morrison Hershfield Corporation 401(K) Plan — Form 5500 plan (Morrison Hershfield Corporation)
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, Morrison Hershfield Corporation 401(K) Plan is a benefit plan reported by Morrison Hershfield Corporation under EIN 98-0160972 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $28,380,091 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morrison Hershfield Corporation
- EIN
- 98-0160972
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $28,380,091
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20241003142349NAL0020776210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,380,091
- Net assets (EOY)
- $28,380,091
- Net assets (BOY)
- $23,224,181
Income & contributions
- Employer contributions
- $490,546
- Participant contributions
- $1,594,705
- Total contributions
- $2,493,650
- Total income / additions
- $7,032,205
Expenses & distributions
- Benefits paid
- $1,806,782
- Administrative expenses
- $69,513
- Total expenses
- $1,876,295
- Net increase / (decrease)
- $5,155,910
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of America | NONE | $38,788 | not reported in the loaded dataset | 2023 |
| Carr, Riggs & Ingram, LLC | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Transamerica | RECORDKEEPER | $8,333 | $0 | 2023 |
| Pension Financial Services Inc | not reported in the loaded dataset | $3,075 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morrison Hershfield Corporation
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Bank Of America — Schedule C compensation
- Carr, Riggs & Ingram, LLC — Schedule C compensation
- Transamerica — Schedule C compensation
- Pension Financial Services Inc — Schedule C compensation