401k Plan data: LEE A. MORRILL PROFIT SHARING PLAN plan

LEE A. MORRILL PROFIT SHARING PLAN 401k Plan overview

Plan Name	LEE A. MORRILL PROFIT SHARING PLAN
Plan identification number	001

LEE A. MORRILL PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan covering Self-Employed individuals. 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.

401k Sponsoring company profile

LEE A. MORRILL has sponsored the creation of one or more 401k plans.

Company Name: LEE A. MORRILL

Employer identification number (EIN): 371288088

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE A. MORRILL PROFIT SHARING PLAN

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 LEE A. MORRILL
001 2017-01-01 LEE A. MORRILL
001 2016-01-01 LEE A. MORRILL
001 2015-01-01 LEE A. MORRILL
001 2014-01-01 LEE A. MORRILL
001 2013-01-01 LEE A. MORRILL
001 2012-01-01 LEE A. MORRILL
001 2011-01-01 LEE A MORRILL
001 2009-01-01 LEE A MORRILL

Plan Statistics for LEE A. MORRILL PROFIT SHARING PLAN

401k plan membership statisitcs for LEE A. MORRILL PROFIT SHARING PLAN

Measure Date Value
2022: LEE A. MORRILL PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 1
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 0
2021: LEE A. MORRILL PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 2
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 1
2020: LEE A. MORRILL PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 3
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 2
2019: LEE A. MORRILL PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Total of all active and inactive participants 2019-01-01 3
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
2018: LEE A. MORRILL PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Total of all active and inactive participants 2018-01-01 3
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
2017: LEE A. MORRILL PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Total of all active and inactive participants 2017-01-01 3
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
2016: LEE A. MORRILL PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
2015: LEE A. MORRILL PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
2014: LEE A. MORRILL PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
2013: LEE A. MORRILL PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
2012: LEE A. MORRILL PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
2011: LEE A. MORRILL PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
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: LEE A. MORRILL PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2

Measure	Date	Value
2022: LEE A. MORRILL PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	1
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	0
2021: LEE A. MORRILL PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	2
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	1
2020: LEE A. MORRILL PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	3
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	2
2019: LEE A. MORRILL PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Total of all active and inactive participants	2019-01-01	3
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
2018: LEE A. MORRILL PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Total of all active and inactive participants	2018-01-01	3
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
2017: LEE A. MORRILL PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Total of all active and inactive participants	2017-01-01	3
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
2016: LEE A. MORRILL PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
2015: LEE A. MORRILL PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
2014: LEE A. MORRILL PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
2013: LEE A. MORRILL PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
2012: LEE A. MORRILL PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
2011: LEE A. MORRILL PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
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: LEE A. MORRILL PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2

Financial Data on LEE A. MORRILL PROFIT SHARING PLAN

Measure	Date	Value
2022 : LEE A. MORRILL PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-115,965
Expenses. Total of all expenses incurred	2022-12-31	$716,503
Benefits paid (including direct rollovers)	2022-12-31	$716,503
Total plan assets at end of year	2022-12-31	$0
Total plan assets at beginning of year	2022-12-31	$832,468
Other income received	2022-12-31	$-115,965
Net income (gross income less expenses)	2022-12-31	$-832,468
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$832,468
2021 : LEE A. MORRILL PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$207,178
Expenses. Total of all expenses incurred	2021-12-31	$35,419
Benefits paid (including direct rollovers)	2021-12-31	$35,419
Total plan assets at end of year	2021-12-31	$832,468
Total plan assets at beginning of year	2021-12-31	$660,709
Other income received	2021-12-31	$170,178
Net income (gross income less expenses)	2021-12-31	$171,759
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$832,468
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$660,709
Total contributions received or receivable from employer(s)	2021-12-31	$37,000
2020 : LEE A. MORRILL PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$54,311
Expenses. Total of all expenses incurred	2020-12-31	$25,391
Benefits paid (including direct rollovers)	2020-12-31	$25,391
Total plan assets at end of year	2020-12-31	$660,709
Total plan assets at beginning of year	2020-12-31	$631,789
Other income received	2020-12-31	$44,711
Net income (gross income less expenses)	2020-12-31	$28,920
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$660,709
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$631,789
Total contributions received or receivable from employer(s)	2020-12-31	$9,600
2019 : LEE A. MORRILL PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$145,393
Total plan assets at end of year	2019-12-31	$631,789
Total plan assets at beginning of year	2019-12-31	$486,396
Other income received	2019-12-31	$135,793
Net income (gross income less expenses)	2019-12-31	$145,393
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$631,789
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$486,396
Total contributions received or receivable from employer(s)	2019-12-31	$9,600
2018 : LEE A. MORRILL PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-14,114
Total plan assets at end of year	2018-12-31	$486,396
Total plan assets at beginning of year	2018-12-31	$500,510
Other income received	2018-12-31	$-25,451
Net income (gross income less expenses)	2018-12-31	$-14,114
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$486,396
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$500,510
Total contributions received or receivable from employer(s)	2018-12-31	$11,337
2017 : LEE A. MORRILL PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$50,084
Total plan assets at end of year	2017-12-31	$500,510
Total plan assets at beginning of year	2017-12-31	$450,426
Other income received	2017-12-31	$40,484
Net income (gross income less expenses)	2017-12-31	$50,084
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$500,510
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$450,426
Total contributions received or receivable from employer(s)	2017-12-31	$9,600
2016 : LEE A. MORRILL PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$23,184
Total plan assets at end of year	2016-12-31	$450,426
Total plan assets at beginning of year	2016-12-31	$427,242
Other income received	2016-12-31	$2,584
Net income (gross income less expenses)	2016-12-31	$23,184
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$450,426
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$427,242
Total contributions received or receivable from employer(s)	2016-12-31	$20,600
2015 : LEE A. MORRILL PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$11,517
Total plan assets at end of year	2015-12-31	$427,242
Total plan assets at beginning of year	2015-12-31	$415,725
Other income received	2015-12-31	$-9,083
Net income (gross income less expenses)	2015-12-31	$11,517
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$427,242
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$415,725
Total contributions received or receivable from employer(s)	2015-12-31	$20,600
2014 : LEE A. MORRILL PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$34,441
Total plan assets at end of year	2014-12-31	$415,725
Total plan assets at beginning of year	2014-12-31	$381,284
Other income received	2014-12-31	$13,841
Net income (gross income less expenses)	2014-12-31	$34,441
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$415,725
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$381,284
Total contributions received or receivable from employer(s)	2014-12-31	$20,600
2013 : LEE A. MORRILL PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$44,617
Total plan assets at end of year	2013-12-31	$381,284
Total plan assets at beginning of year	2013-12-31	$336,667
Other income received	2013-12-31	$23,617
Net income (gross income less expenses)	2013-12-31	$44,617
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$381,284
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$336,667
Total contributions received or receivable from employer(s)	2013-12-31	$21,000
2012 : LEE A. MORRILL PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$28,741
Total plan assets at end of year	2012-12-31	$336,667
Total plan assets at beginning of year	2012-12-31	$307,926
Other income received	2012-12-31	$9,141
Net income (gross income less expenses)	2012-12-31	$28,741
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$336,667
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$307,926
Total contributions received or receivable from employer(s)	2012-12-31	$19,600
2011 : LEE A. MORRILL PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$40,697
Total plan assets at end of year	2011-12-31	$307,926
Total plan assets at beginning of year	2011-12-31	$267,229
Other income received	2011-12-31	$21,097
Net income (gross income less expenses)	2011-12-31	$40,697
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$307,926
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$267,229
Total contributions received or receivable from employer(s)	2011-12-31	$19,600
2010 : LEE A. MORRILL PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$45,712
Expenses. Total of all expenses incurred	2010-12-31	$1,446
Benefits paid (including direct rollovers)	2010-12-31	$1,446
Total plan assets at end of year	2010-12-31	$267,229
Total plan assets at beginning of year	2010-12-31	$222,963
Other income received	2010-12-31	$27,112
Net income (gross income less expenses)	2010-12-31	$44,266
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$267,229
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$222,963
Total contributions received or receivable from employer(s)	2010-12-31	$18,600

Form 5500 Responses for LEE A. MORRILL PROFIT SHARING PLAN

2022: LEE A. MORRILL PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LEE A. MORRILL PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LEE A. MORRILL PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LEE A. MORRILL PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEE A. MORRILL PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEE A. MORRILL PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEE A. MORRILL PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEE A. MORRILL PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEE A. MORRILL PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEE A. MORRILL PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LEE A. MORRILL PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEE A. MORRILL PROFIT SHARING PLAN 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: LEE A. MORRILL PROFIT SHARING PLAN 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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Company Name:	LEE A. MORRILL
Employer identification number (EIN):	371288088
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages