Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan: Login, Facts & Contact Information
Morrison, Ekre & Bart Management Services, Inc. 401(k) Login
247 former Morrison, Ekre & Bart Management Services, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $2.20 million went into the plan in contributions, $513,056 of it from the employer (23%).
- $1.99 million was paid out to participants.
- Investment and other income added $1.50 million.
- Administrative expenses were $152,342, about $265 per account.
How the Morrison, Ekre & Bart Management Services, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 419 | $5.36 million | $189,578 | $222,507 |
| 2020 | 500 | $6.27 million | $240,232 | $617,004 |
| 2021 | 515 | $7.37 million | $257,798 | $495,637 |
| 2022 | 642 | $6.58 million | $321,165 | $853,654 |
| 2023 | 722 | $8.48 million | $346,026 | $410,154 |
| 2024 | 1,194 | $14.6 million | $513,056 | $1.99 million |
Morrison, Ekre & Bart Management Services, Inc. 401(k) Contact Information
Questions about the Morrison, Ekre & Bart Management Services, Inc. 401(k)
Does Morrison, Ekre & Bart Management Services, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $513,056, 23% of all contributions.
Does the Morrison, Ekre & Bart Management Services, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Morrison, Ekre & Bart Management Services, Inc 401(k) plan?
1,194 participants at the start of plan year 2024, 951 of them active employees, and 247 former employees who still had money in the plan.
What is the average 401(k) balance at Morrison, Ekre & Bart Management Services, Inc?
About $25,404 per account: $14.6 million in plan assets across 574 accounts with a balance at the end of plan year 2024.
Who manages the Morrison, Ekre & Bart Management Services, Inc 401(k) accounts?
Ascensus (listed on the filing as FUTUREPLAN BY ASCENSUS) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Morrison, Ekre & Bart Management Services, Inc. How do I access my 401(k)?
Your account stays with Ascensus after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.