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ROBERT L. MORRIS & CO., PC PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT L. MORRIS & CO., PC PROFIT SHARING PLAN
Plan identification number 001

ROBERT L. MORRIS & CO., PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

ROBERT L. MORRIS & CO.,PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT L. MORRIS & CO.,PC
Employer identification number (EIN):351815148
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. MORRIS & CO., PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01ROBERT L MORRIS2015-05-28 ROBERT L MORRIS2015-05-28
0012013-01-01ROBERT L MORRIS2014-07-07 ROBERT L MORRIS2014-07-07
0012012-01-01ROBERT L MORRIS2013-06-20 ROBERT L MORRIS2013-06-20
0012011-01-01ROBERT L MORRIS2012-06-21
0012010-01-01ROBERT L MORRIS2011-06-14
0012009-01-01ROBERT L MORRIS

Plan Statistics for ROBERT L. MORRIS & CO., PC PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT L. MORRIS & CO., PC PROFIT SHARING PLAN

Measure Date Value
2009: ROBERT L. MORRIS & CO., PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012

Form 5500 Responses for ROBERT L. MORRIS & CO., PC PROFIT SHARING PLAN

2009: ROBERT L. MORRIS & CO., PC PROFIT SHARING 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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