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JONATHAN B. MORRIS PENSION PLAN 401k Plan overview

Plan NameJONATHAN B. MORRIS PENSION PLAN
Plan identification number 001

JONATHAN B. MORRIS PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

JONATHAN B. MORRIS has sponsored the creation of one or more 401k plans.

Company Name:JONATHAN B. MORRIS
Employer identification number (EIN):134042791
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONATHAN B. MORRIS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01JONATHAN MORRIS2022-08-04 JONATHAN MORRIS2022-08-04

Plan Statistics for JONATHAN B. MORRIS PENSION PLAN

401k plan membership statisitcs for JONATHAN B. MORRIS PENSION PLAN

Measure Date Value
2021: JONATHAN B. MORRIS PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,711,585
Acturial value of plan assets2021-12-311,711,585
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-311,433,757
Number of active participants2021-12-311
Total funding liabilities for active participants2021-12-311,433,757
Total participant count2021-12-311
Total funding target for all participants2021-12-311,433,757
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31272,973
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3150,983
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31221,990
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31241,370
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010

Financial Data on JONATHAN B. MORRIS PENSION PLAN

Measure Date Value
2021 : JONATHAN B. MORRIS PENSION PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$124,553
Expenses. Total of all expenses incurred2021-12-31$1,836,138
Benefits paid (including direct rollovers)2021-12-31$1,836,138
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$1,711,585
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$124,553
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-1,711,585
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,711,585
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0

Form 5500 Responses for JONATHAN B. MORRIS PENSION PLAN

2021: JONATHAN B. MORRIS PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

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