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| Plan Name | WENDY R MORGAN PROFIT SHARING PLAN & TRUST |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE LAW FIRM OF WENDY R MORGAN LTD |
| Employer identification number (EIN): | 263915476 |
| NAIC Classification: | 811490 |
| NAIC Description: | Other Personal and Household Goods Repair and Maintenance |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2011-01-01 | WENDY MORGAN | |||
| 002 | 2009-01-01 | WENDY MORGAN |
| Measure | Date | Value |
|---|---|---|
| 2011: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| 2009: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Total participants | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|---|---|
| 2011 : WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $30 |
| Total plan assets at end of year | 2011-12-31 | $30,105 |
| Total plan assets at beginning of year | 2011-12-31 | $30,075 |
| Other income received | 2011-12-31 | $30 |
| Net income (gross income less expenses) | 2011-12-31 | $30 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $30,105 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $30,075 |
| 2010 : WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $55 |
| Total plan assets at end of year | 2010-12-31 | $30,075 |
| Total plan assets at beginning of year | 2010-12-31 | $30,020 |
| Other income received | 2010-12-31 | $55 |
| Net income (gross income less expenses) | 2010-12-31 | $55 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $30,075 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $30,020 |
| 2011: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2011 form 5500 responses | ||
|---|---|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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