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JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K PLAN 401k Plan overview

Plan NameJOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K PLAN
Plan identification number 001

JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K 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).
  • 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.

401k Sponsoring company profile

JOHN C. MORRIS & ASSOCIATES, CPA, LLC has sponsored the creation of one or more 401k plans.

Company Name:JOHN C. MORRIS & ASSOCIATES, CPA, LLC
Employer identification number (EIN):371344478
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01JOHN MORRIS JOHN MORRIS2013-10-14
0012011-01-01JOHN MORRIS
0012010-01-01JOHN MORRIS
0012009-01-01JOHN MORRIS

Plan Statistics for JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K PLAN

401k plan membership statisitcs for JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K PLAN

Measure Date Value
2012: JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
2011: JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2010: JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-016
Total of all active and inactive participants2010-01-016
Total participants2010-01-016
Number of participants with account balances2010-01-016
2009: JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-016
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K PLAN

Measure Date Value
2012 : JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$9,078
Expenses. Total of all expenses incurred2012-12-31$568,130
Benefits paid (including direct rollovers)2012-12-31$568,130
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$559,052
Total contributions received or receivable from participants2012-12-31$240
Other income received2012-12-31$8,838
Net income (gross income less expenses)2012-12-31$-559,052
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$559,052
2011 : JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$52,184
Expenses. Total of all expenses incurred2011-12-31$34,678
Benefits paid (including direct rollovers)2011-12-31$34,678
Total plan assets at end of year2011-12-31$559,052
Total plan assets at beginning of year2011-12-31$541,546
Total contributions received or receivable from participants2011-12-31$27,041
Other income received2011-12-31$8,990
Net income (gross income less expenses)2011-12-31$17,506
Net plan assets at end of year (total assets less liabilities)2011-12-31$559,052
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$541,546
Total contributions received or receivable from employer(s)2011-12-31$16,153
2010 : JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$71,490
Total plan assets at end of year2010-12-31$541,546
Total plan assets at beginning of year2010-12-31$470,056
Total contributions received or receivable from participants2010-12-31$16,068
Other income received2010-12-31$27,257
Net income (gross income less expenses)2010-12-31$71,490
Net plan assets at end of year (total assets less liabilities)2010-12-31$541,546
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$470,056
Total contributions received or receivable from employer(s)2010-12-31$28,165

Form 5500 Responses for JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K PLAN

2012: JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K 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 filingYes
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: JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K 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
2010: JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHN C. MORRIS & ASSOCIATES, CPA, LLC 401K 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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