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JAMES D. MORRISSEY, INC. 401(K) PLAN 401k Plan overview

Plan NameJAMES D. MORRISSEY, INC. 401(K) PLAN
Plan identification number 002

JAMES D. MORRISSEY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JAMES D. MORRISSEY, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES D. MORRISSEY, INC.
Employer identification number (EIN):231268801
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES D. MORRISSEY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ALICE MEEHAN2024-09-17 ALICE MEEHAN2024-09-17
0022022-01-01ALICE MEEHAN2023-10-02 ALICE MEEHAN2023-10-02
0022021-01-01ALICE MEEHAN2022-10-13 ALICE MEEHAN2022-10-13
0022020-01-01ALICE MEEHAN2021-10-13 ALICE MEEHAN2021-10-13
0022019-01-01ALICE MEEHAN2020-10-14 ALICE MEEHAN2020-10-14
0022018-01-01ALICE MEEHAN2019-10-15
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01ALICE MEEHAN
0022013-01-01ALICE MEEHAN
0022012-01-01ALICE MEEHAN
0022011-01-01ALICE MEEHAN
0022009-01-01ALICE MEEHAN

Plan Statistics for JAMES D. MORRISSEY, INC. 401(K) PLAN

401k plan membership statisitcs for JAMES D. MORRISSEY, INC. 401(K) PLAN

Measure Date Value
2023: JAMES D. MORRISSEY, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01335
Total number of active participants reported on line 7a of the Form 55002023-01-01232
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0189
Total of all active and inactive participants2023-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01324
Number of participants with account balances2023-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: JAMES D. MORRISSEY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01316
Total number of active participants reported on line 7a of the Form 55002022-01-01222
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0187
Total of all active and inactive participants2022-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01312
Number of participants with account balances2022-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: JAMES D. MORRISSEY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01310
Total number of active participants reported on line 7a of the Form 55002021-01-01223
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0181
Total of all active and inactive participants2021-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01306
Number of participants with account balances2021-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: JAMES D. MORRISSEY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01293
Total number of active participants reported on line 7a of the Form 55002020-01-01224
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0179
Total of all active and inactive participants2020-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01304
Number of participants with account balances2020-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: JAMES D. MORRISSEY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01244
Total number of active participants reported on line 7a of the Form 55002019-01-01227
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01284
Number of participants with account balances2019-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: JAMES D. MORRISSEY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01212
Total number of active participants reported on line 7a of the Form 55002018-01-01176
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01220
Number of participants with account balances2018-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: JAMES D. MORRISSEY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01199
Total number of active participants reported on line 7a of the Form 55002017-01-01167
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01207
Number of participants with account balances2017-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: JAMES D. MORRISSEY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01186
Total number of active participants reported on line 7a of the Form 55002016-01-01169
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01196
Number of participants with account balances2016-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: JAMES D. MORRISSEY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01158
Total number of active participants reported on line 7a of the Form 55002015-01-01141
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01167
Number of participants with account balances2015-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: JAMES D. MORRISSEY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01152
Total number of active participants reported on line 7a of the Form 55002014-01-01127
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01145
Number of participants with account balances2014-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: JAMES D. MORRISSEY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01137
Total number of active participants reported on line 7a of the Form 55002013-01-01127
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01146
Number of participants with account balances2013-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: JAMES D. MORRISSEY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01130
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01136
Number of participants with account balances2012-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES D. MORRISSEY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01139
Total number of active participants reported on line 7a of the Form 55002011-01-01107
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01129
Number of participants with account balances2011-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JAMES D. MORRISSEY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01148
Total number of active participants reported on line 7a of the Form 55002009-01-01122
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01139
Number of participants with account balances2009-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JAMES D. MORRISSEY, INC. 401(K) PLAN

Measure Date Value
2023 : JAMES D. MORRISSEY, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$14,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$17,560
Total income from all sources (including contributions)2023-12-31$5,510,742
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,520,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,461,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,242,502
Value of total assets at end of year2023-12-31$21,271,310
Value of total assets at beginning of year2023-12-31$17,284,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$58,963
Total interest from all sources2023-12-31$24,339
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$816,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$816,975
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,030,613
Participant contributions at end of year2023-12-31$388,728
Participant contributions at beginning of year2023-12-31$382,682
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$250,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$14,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$17,560
Other income not declared elsewhere2023-12-31$-2,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,989,900
Value of net assets at end of year (total assets less liabilities)2023-12-31$21,257,160
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$17,267,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$20,288,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$16,353,229
Interest on participant loans2023-12-31$24,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,429,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$961,877
Employer contributions (assets) at end of year2023-12-31$594,003
Employer contributions (assets) at beginning of year2023-12-31$548,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,461,879
Contract administrator fees2023-12-31$20,017
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KREISCHER MILLER
Accountancy firm EIN2023-12-31231980475
2022 : JAMES D. MORRISSEY, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$19,630
Total income from all sources (including contributions)2022-12-31$-1,439,254
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$647,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$608,302
Value of total corrective distributions2022-12-31$3,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,878,688
Value of total assets at end of year2022-12-31$17,284,820
Value of total assets at beginning of year2022-12-31$19,373,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,901
Total interest from all sources2022-12-31$17,825
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$755,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$755,834
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$971,161
Participant contributions at end of year2022-12-31$382,682
Participant contributions at beginning of year2022-12-31$299,819
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$17,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$19,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,086,869
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,267,260
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,354,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,353,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,555,510
Interest on participant loans2022-12-31$17,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,091,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$907,527
Employer contributions (assets) at end of year2022-12-31$548,909
Employer contributions (assets) at beginning of year2022-12-31$518,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$608,302
Contract administrator fees2022-12-31$35,901
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KREISCHER MILLER
Accountancy firm EIN2022-12-31231980475
2021 : JAMES D. MORRISSEY, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,630
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$560
Total income from all sources (including contributions)2021-12-31$4,419,342
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$633,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$609,465
Value of total corrective distributions2021-12-31$66
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,822,976
Value of total assets at end of year2021-12-31$19,373,759
Value of total assets at beginning of year2021-12-31$15,568,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,528
Total interest from all sources2021-12-31$11,658
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,092,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,092,781
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$937,099
Participant contributions at end of year2021-12-31$299,819
Participant contributions at beginning of year2021-12-31$150,508
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$32,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$19,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$560
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,786,283
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,354,129
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,567,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,555,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,939,644
Interest on participant loans2021-12-31$11,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,491,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$853,450
Employer contributions (assets) at end of year2021-12-31$518,430
Employer contributions (assets) at beginning of year2021-12-31$478,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$609,465
Contract administrator fees2021-12-31$23,528
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KREISCHER MILLER
Accountancy firm EIN2021-12-31231980475
2020 : JAMES D. MORRISSEY, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,240
Total income from all sources (including contributions)2020-12-31$3,877,724
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$973,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$933,600
Value of total corrective distributions2020-12-31$3,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,650,331
Value of total assets at end of year2020-12-31$15,568,406
Value of total assets at beginning of year2020-12-31$12,678,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,708
Total interest from all sources2020-12-31$8,346
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$520,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$520,634
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$859,478
Participant contributions at end of year2020-12-31$150,508
Participant contributions at beginning of year2020-12-31$160,537
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$14,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,904,078
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,567,846
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,663,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,939,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,074,053
Interest earned on other investments2020-12-31$8,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,698,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$782,487
Employer contributions (assets) at end of year2020-12-31$478,254
Employer contributions (assets) at beginning of year2020-12-31$443,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$933,600
Contract administrator fees2020-12-31$36,708
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KREISCHER MILLER
Accountancy firm EIN2020-12-31231980475
2019 : JAMES D. MORRISSEY, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$775,077
Total transfer of assets to this plan2019-12-31$775,077
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,240
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,415,991
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$599,612
Total of all expenses incurred2019-12-31$599,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$593,166
Value of total corrective distributions2019-12-31$3,541
Value of total corrective distributions2019-12-31$3,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,423,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,423,699
Value of total assets at end of year2019-12-31$12,678,008
Value of total assets at end of year2019-12-31$12,678,008
Value of total assets at beginning of year2019-12-31$9,072,312
Value of total assets at beginning of year2019-12-31$9,072,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,905
Total interest from all sources2019-12-31$6,236
Total interest from all sources2019-12-31$6,236
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$568,147
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$568,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$568,147
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$568,147
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$692,040
Contributions received from participants2019-12-31$692,040
Participant contributions at end of year2019-12-31$160,537
Participant contributions at end of year2019-12-31$160,537
Participant contributions at beginning of year2019-12-31$68,801
Participant contributions at beginning of year2019-12-31$68,801
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,554
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$14,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$14,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,417,909
Other income not declared elsewhere2019-12-31$1,417,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,816,379
Value of net income/loss2019-12-31$2,816,379
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,663,768
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,663,768
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,072,312
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,072,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,074,053
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,074,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,684,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,684,390
Interest on participant loans2019-12-31$6,236
Interest on participant loans2019-12-31$6,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$708,105
Contributions received in cash from employer2019-12-31$708,105
Employer contributions (assets) at end of year2019-12-31$443,418
Employer contributions (assets) at end of year2019-12-31$443,418
Employer contributions (assets) at beginning of year2019-12-31$319,121
Employer contributions (assets) at beginning of year2019-12-31$319,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$593,166
Contract administrator fees2019-12-31$2,905
Contract administrator fees2019-12-31$2,905
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KREISCHER MILLER
Accountancy firm name2019-12-31KREISCHER MILLER
Accountancy firm EIN2019-12-31231980475
Accountancy firm EIN2019-12-31231980475
2018 : JAMES D. MORRISSEY, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$403,014
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$255,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$252,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$785,523
Value of total assets at end of year2018-12-31$9,072,312
Value of total assets at beginning of year2018-12-31$8,924,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,696
Total interest from all sources2018-12-31$3,962
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$588,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$588,973
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$466,402
Participant contributions at end of year2018-12-31$68,801
Participant contributions at beginning of year2018-12-31$78,559
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-975,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$147,944
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,072,312
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,924,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,684,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,577,531
Interest on participant loans2018-12-31$3,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$319,121
Employer contributions (assets) at end of year2018-12-31$319,121
Employer contributions (assets) at beginning of year2018-12-31$268,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$252,374
Contract administrator fees2018-12-31$2,696
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KREISCHER MILLER
Accountancy firm EIN2018-12-31231980475
2017 : JAMES D. MORRISSEY, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,940,828
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$270,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$269,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$688,176
Value of total assets at end of year2017-12-31$8,924,368
Value of total assets at beginning of year2017-12-31$7,254,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,229
Total interest from all sources2017-12-31$4,703
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$404,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$404,028
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$419,898
Participant contributions at end of year2017-12-31$78,559
Participant contributions at beginning of year2017-12-31$105,354
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$843,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,669,999
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,924,368
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,254,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,577,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,906,856
Interest on participant loans2017-12-31$4,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$268,278
Employer contributions (assets) at end of year2017-12-31$268,278
Employer contributions (assets) at beginning of year2017-12-31$242,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$269,600
Contract administrator fees2017-12-31$1,229
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KREISCHER MILLER
Accountancy firm EIN2017-12-31231980475
2016 : JAMES D. MORRISSEY, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,279,212
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$302,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$290,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$767,796
Value of total assets at end of year2016-12-31$7,254,369
Value of total assets at beginning of year2016-12-31$6,277,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,657
Total interest from all sources2016-12-31$3,618
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$268,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$268,753
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$387,580
Participant contributions at end of year2016-12-31$105,354
Participant contributions at beginning of year2016-12-31$43,752
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$138,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$239,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$976,907
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,254,369
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,277,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,906,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,050,340
Interest on participant loans2016-12-31$3,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$242,159
Employer contributions (assets) at end of year2016-12-31$242,159
Employer contributions (assets) at beginning of year2016-12-31$183,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$290,648
Contract administrator fees2016-12-31$11,657
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KREISCHER MILLER
Accountancy firm EIN2016-12-31231980475
2015 : JAMES D. MORRISSEY, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$578,044
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$330,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$329,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$538,554
Value of total assets at end of year2015-12-31$6,277,462
Value of total assets at beginning of year2015-12-31$6,029,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$388
Total interest from all sources2015-12-31$1,269
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$329,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$329,946
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$327,409
Participant contributions at end of year2015-12-31$43,752
Participant contributions at beginning of year2015-12-31$21,832
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$27,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$247,860
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,277,462
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,029,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,050,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,878,313
Interest on participant loans2015-12-31$1,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-291,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$183,370
Employer contributions (assets) at end of year2015-12-31$183,370
Employer contributions (assets) at beginning of year2015-12-31$129,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$329,796
Contract administrator fees2015-12-31$388
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KREISCHER MILLER
Accountancy firm EIN2015-12-31231980475
2014 : JAMES D. MORRISSEY, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$876,458
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$600,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$600,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$435,558
Value of total assets at end of year2014-12-31$6,029,602
Value of total assets at beginning of year2014-12-31$5,753,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$306
Total interest from all sources2014-12-31$1,661
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$379,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$379,699
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$306,022
Participant contributions at end of year2014-12-31$21,832
Participant contributions at beginning of year2014-12-31$51,827
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$79
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$276,036
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,029,602
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,753,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,878,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,622,326
Income. Interest from loans (other than to participants)2014-12-31$1,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$59,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$129,457
Employer contributions (assets) at end of year2014-12-31$129,457
Employer contributions (assets) at beginning of year2014-12-31$79,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$600,116
Contract administrator fees2014-12-31$306
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KREISCHER MILLER
Accountancy firm EIN2014-12-31231980475
2013 : JAMES D. MORRISSEY, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,584,664
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$518,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$514,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$586,576
Value of total assets at end of year2013-12-31$5,753,566
Value of total assets at beginning of year2013-12-31$4,687,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,045
Total interest from all sources2013-12-31$3,426
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$213,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$213,220
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$276,397
Participant contributions at end of year2013-12-31$51,827
Participant contributions at beginning of year2013-12-31$74,451
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$230,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,065,928
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,753,566
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,687,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,622,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,591,625
Income. Interest from loans (other than to participants)2013-12-31$3,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$781,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$79,413
Employer contributions (assets) at end of year2013-12-31$79,413
Employer contributions (assets) at beginning of year2013-12-31$21,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$514,691
Contract administrator fees2013-12-31$4,045
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KREISCHER MILLER
Accountancy firm EIN2013-12-31231980475
2012 : JAMES D. MORRISSEY, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,167
Total income from all sources (including contributions)2012-12-31$807,877
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$780,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$778,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$287,508
Value of total assets at end of year2012-12-31$4,687,638
Value of total assets at beginning of year2012-12-31$4,661,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,550
Total interest from all sources2012-12-31$3,769
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$77,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$77,904
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$265,946
Participant contributions at end of year2012-12-31$74,451
Participant contributions at beginning of year2012-12-31$75,169
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,167
Other income not declared elsewhere2012-12-31$3,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$27,456
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,687,638
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,660,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,591,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,585,941
Interest on participant loans2012-12-31$3,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$435,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$21,562
Employer contributions (assets) at end of year2012-12-31$21,562
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$778,871
Contract administrator fees2012-12-31$1,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KREISCHER MILLER
Accountancy firm EIN2012-12-31231980475
2011 : JAMES D. MORRISSEY, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,167
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$400,743
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$483,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$482,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$281,739
Value of total assets at end of year2011-12-31$4,661,349
Value of total assets at beginning of year2011-12-31$4,742,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$85
Total interest from all sources2011-12-31$4,426
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$93,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$93,819
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$281,739
Participant contributions at end of year2011-12-31$75,169
Participant contributions at beginning of year2011-12-31$94,890
Participant contributions at end of year2011-12-31$239
Participant contributions at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,167
Other income not declared elsewhere2011-12-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-82,278
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,660,182
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,742,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,585,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,647,570
Income. Interest from loans (other than to participants)2011-12-31$4,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$20,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$482,936
Contract administrator fees2011-12-31$85
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KREISCHER MILLER
Accountancy firm EIN2011-12-31231980475
2010 : JAMES D. MORRISSEY, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$307
Total income from all sources (including contributions)2010-12-31$720,135
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$106,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$105,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$308,940
Value of total assets at end of year2010-12-31$4,742,460
Value of total assets at beginning of year2010-12-31$4,129,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,223
Total interest from all sources2010-12-31$3,739
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$98,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$98,839
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$308,940
Participant contributions at end of year2010-12-31$94,890
Participant contributions at beginning of year2010-12-31$40,299
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$71,810
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$613,247
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,742,460
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,129,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,647,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,017,411
Interest on participant loans2010-12-31$3,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$308,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$105,665
Contract administrator fees2010-12-31$1,223
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KREISCHER MILLER
Accountancy firm EIN2010-12-31231980475
2009 : JAMES D. MORRISSEY, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JAMES D. MORRISSEY, INC. 401(K) PLAN

2023: JAMES D. MORRISSEY, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JAMES D. MORRISSEY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES D. MORRISSEY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
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
2020: JAMES D. MORRISSEY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES D. MORRISSEY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES D. MORRISSEY, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES D. MORRISSEY, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES D. MORRISSEY, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES D. MORRISSEY, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES D. MORRISSEY, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES D. MORRISSEY, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES D. MORRISSEY, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES D. MORRISSEY, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES D. MORRISSEY, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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