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| Plan Name | MORRISON & MORRISON, P.C. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | MORRISON & MORRISON, P.C. |
| Employer identification number (EIN): | 363048830 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | ||||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | JOSEPH MORRISON | 2013-06-21 | JOSEPH MORRISON | 2013-06-21 |
| 001 | 2011-01-01 | JOSEPH MORRISON | 2012-06-28 | JOSEPH MORRISON | 2012-06-28 |
| 001 | 2010-01-01 | DONALD MORRISON | DONALD MORRISON | 2011-07-05 | |
| 001 | 2009-01-01 | JOSEPH MORRISON | JOSEPH MORRISON | 2010-07-26 |
| Measure | Date | Value |
|---|---|---|
| 2010: MORRISON & MORRISON, P.C. PROFIT SHARING PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 5 |
| Total participants | 2010-01-01 | 5 |
| Number of participants with account balances | 2010-01-01 | 5 |
| 2009: MORRISON & MORRISON, P.C. PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|---|---|
| 2010 : MORRISON & MORRISON, P.C. PROFIT SHARING PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $81,426 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,648 |
| Total plan assets at end of year | 2010-12-31 | $389,337 |
| Total plan assets at beginning of year | 2010-12-31 | $309,559 |
| Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $19,620 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $7,503 |
| Other income received | 2010-12-31 | $38,177 |
| Net income (gross income less expenses) | 2010-12-31 | $79,778 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $389,337 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $309,559 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $16,126 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,648 |
| 2010: MORRISON & MORRISON, P.C. PROFIT SHARING PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MORRISON & MORRISON, P.C. PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||
| Policy contract number | 98123 | ||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||
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