401k Plan data: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST plan

SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

SCOTT I. MORRISON, OPT, PC has sponsored the creation of one or more 401k plans.

Company Name: SCOTT I. MORRISON, OPT, PC

Employer identification number (EIN): 141753666

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 LUDWIG BACH
001 2017-01-01 LUDWIG BACH
001 2016-01-01 LUDWIG BACH
001 2015-01-01 LUDWIG BACH
001 2014-01-01 LUDWIG BACH
001 2013-01-01 LUDWIG BACH
001 2012-01-01 LUDWIG BACH
001 2011-01-01 LUDWIG BACH
001 2010-01-01 LUDWIG BACH
001 2009-01-01 LUDWIG BACH

Plan Statistics for SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 9
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 11
Number of participants with account balances 2022-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 10
Number of participants with account balances 2020-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 15
Number of participants with account balances 2019-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 15
Number of participants with account balances 2018-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 13
Number of participants with account balances 2017-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 10
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	9
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	11
Number of participants with account balances	2022-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	10
Number of participants with account balances	2020-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	15
Number of participants with account balances	2019-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	15
Number of participants with account balances	2018-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	13
Number of participants with account balances	2017-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	10
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-187,725
Expenses. Total of all expenses incurred	2022-12-31	$28,895
Benefits paid (including direct rollovers)	2022-12-31	$28,820
Total plan assets at end of year	2022-12-31	$1,481,056
Total plan assets at beginning of year	2022-12-31	$1,697,676
Value of fidelity bond covering the plan	2022-12-31	$170,000
Total contributions received or receivable from participants	2022-12-31	$57,285
Other income received	2022-12-31	$-259,556
Net income (gross income less expenses)	2022-12-31	$-216,620
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,481,056
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,697,676
Total contributions received or receivable from employer(s)	2022-12-31	$14,546
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$75
2021 : SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$247,140
Expenses. Total of all expenses incurred	2021-12-31	$1,580
Benefits paid (including direct rollovers)	2021-12-31	$1,555
Total plan assets at end of year	2021-12-31	$1,697,676
Total plan assets at beginning of year	2021-12-31	$1,452,116
Value of fidelity bond covering the plan	2021-12-31	$170,000
Total contributions received or receivable from participants	2021-12-31	$51,477
Other income received	2021-12-31	$184,592
Net income (gross income less expenses)	2021-12-31	$245,560
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,697,676
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,452,116
Total contributions received or receivable from employer(s)	2021-12-31	$11,071
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$25
2020 : SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$238,945
Expenses. Total of all expenses incurred	2020-12-31	$241,395
Benefits paid (including direct rollovers)	2020-12-31	$241,195
Total plan assets at end of year	2020-12-31	$1,452,116
Total plan assets at beginning of year	2020-12-31	$1,454,566
Value of fidelity bond covering the plan	2020-12-31	$150,000
Total contributions received or receivable from participants	2020-12-31	$55,090
Other income received	2020-12-31	$176,743
Net income (gross income less expenses)	2020-12-31	$-2,450
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,452,116
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,454,566
Total contributions received or receivable from employer(s)	2020-12-31	$7,112
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$200
2019 : SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$304,637
Expenses. Total of all expenses incurred	2019-12-31	$1,547
Benefits paid (including direct rollovers)	2019-12-31	$1,497
Total plan assets at end of year	2019-12-31	$1,454,566
Total plan assets at beginning of year	2019-12-31	$1,151,476
Value of fidelity bond covering the plan	2019-12-31	$150,000
Total contributions received or receivable from participants	2019-12-31	$76,090
Other income received	2019-12-31	$216,730
Net income (gross income less expenses)	2019-12-31	$303,090
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,454,566
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,151,476
Total contributions received or receivable from employer(s)	2019-12-31	$11,817
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$50
2018 : SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$34,024
Expenses. Total of all expenses incurred	2018-12-31	$922
Benefits paid (including direct rollovers)	2018-12-31	$897
Total plan assets at end of year	2018-12-31	$1,151,476
Total plan assets at beginning of year	2018-12-31	$1,118,374
Value of fidelity bond covering the plan	2018-12-31	$120,000
Total contributions received or receivable from participants	2018-12-31	$78,420
Other income received	2018-12-31	$-56,236
Net income (gross income less expenses)	2018-12-31	$33,102
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,151,476
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,118,374
Total contributions received or receivable from employer(s)	2018-12-31	$11,840
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$25
2017 : SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$227,502
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,118,374
Total plan assets at beginning of year	2017-12-31	$890,872
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$69,164
Other income received	2017-12-31	$148,303
Net income (gross income less expenses)	2017-12-31	$227,502
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,118,374
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$890,872
Total contributions received or receivable from employer(s)	2017-12-31	$10,035
2016 : SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$118,449
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$890,872
Total plan assets at beginning of year	2016-12-31	$772,423
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$56,807
Other income received	2016-12-31	$52,042
Net income (gross income less expenses)	2016-12-31	$118,449
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$890,872
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$772,423
Total contributions received or receivable from employer(s)	2016-12-31	$9,600
2015 : SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$64,111
Expenses. Total of all expenses incurred	2015-12-31	$137
Benefits paid (including direct rollovers)	2015-12-31	$137
Total plan assets at end of year	2015-12-31	$772,423
Total plan assets at beginning of year	2015-12-31	$708,449
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$59,245
Other income received	2015-12-31	$-5,411
Net income (gross income less expenses)	2015-12-31	$63,974
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$772,423
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$708,449
Total contributions received or receivable from employer(s)	2015-12-31	$10,277
2014 : SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$103,991
Expenses. Total of all expenses incurred	2014-12-31	$39,593
Benefits paid (including direct rollovers)	2014-12-31	$39,593
Total plan assets at end of year	2014-12-31	$708,449
Total plan assets at beginning of year	2014-12-31	$644,051
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$55,110
Contributions received from other sources (not participants or employers)	2014-12-31	$363
Other income received	2014-12-31	$39,255
Net income (gross income less expenses)	2014-12-31	$64,398
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$708,449
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$644,051
Total contributions received or receivable from employer(s)	2014-12-31	$9,263
2013 : SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$169,207
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$644,051
Total plan assets at beginning of year	2013-12-31	$474,844
Total contributions received or receivable from participants	2013-12-31	$43,032
Other income received	2013-12-31	$114,776
Net income (gross income less expenses)	2013-12-31	$169,207
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$644,051
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$474,844
Total contributions received or receivable from employer(s)	2013-12-31	$11,399
2012 : SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$96,378
Expenses. Total of all expenses incurred	2012-12-31	$9,136
Benefits paid (including direct rollovers)	2012-12-31	$9,136
Total plan assets at end of year	2012-12-31	$474,844
Total plan assets at beginning of year	2012-12-31	$387,602
Total contributions received or receivable from participants	2012-12-31	$44,508
Other income received	2012-12-31	$40,606
Net income (gross income less expenses)	2012-12-31	$87,242
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$474,844
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$387,602
Total contributions received or receivable from employer(s)	2012-12-31	$11,264
2011 : SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$57,793
Expenses. Total of all expenses incurred	2011-12-31	$12,501
Benefits paid (including direct rollovers)	2011-12-31	$12,501
Total plan assets at end of year	2011-12-31	$387,602
Total plan assets at beginning of year	2011-12-31	$342,310
Total contributions received or receivable from participants	2011-12-31	$54,173
Other income received	2011-12-31	$-9,566
Net income (gross income less expenses)	2011-12-31	$45,292
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$387,602
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$342,310
Total contributions received or receivable from employer(s)	2011-12-31	$13,186
2010 : SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$78,001
Total plan assets at end of year	2010-12-31	$342,310
Total plan assets at beginning of year	2010-12-31	$264,309
Total contributions received or receivable from participants	2010-12-31	$38,442
Other income received	2010-12-31	$30,218
Net income (gross income less expenses)	2010-12-31	$78,001
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$342,310
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$264,309
Total contributions received or receivable from employer(s)	2010-12-31	$9,341

Form 5500 Responses for SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

2022: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SCOTT I. MORRISON, OPT, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SCOTT I. MORRISON, OPT, PC
Employer identification number (EIN):	141753666
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists