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R L MORGAN COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan NameR L MORGAN COMPANY PROFIT SHARING PLAN
Plan identification number 001

R L MORGAN COMPANY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

R L MORGAN COMPANY has sponsored the creation of one or more 401k plans.

Company Name:R L MORGAN COMPANY
Employer identification number (EIN):382567152
NAIC Classification:444130
NAIC Description:Hardware Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R L MORGAN COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT L. MORGAN2024-10-15
0012022-01-01ROBERT L. MORGAN2023-09-27
0012021-01-01ROBERT L. MORGAN2021-10-17
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT L. MORGAN
0012016-01-01ROBERT L. MORGAN
0012015-01-01ROBERT L. MORGAN
0012014-01-01ROBERT L. MORGAN
0012013-01-01ROBERT L. MORGAN
0012012-01-01ROBERT L. MORGAN
0012011-01-01ROBERT L. MORGAN
0012009-01-01ROBERT L. MORGAN

Plan Statistics for R L MORGAN COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for R L MORGAN COMPANY PROFIT SHARING PLAN

Measure Date Value
2023: R L MORGAN COMPANY PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01256
Total number of active participants reported on line 7a of the Form 55002023-01-01213
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-0142
Total of all active and inactive participants2023-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01259
Number of participants with account balances2023-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0114
2022: R L MORGAN COMPANY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01209
Total number of active participants reported on line 7a of the Form 55002022-01-01175
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01218
Number of participants with account balances2022-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: R L MORGAN COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01181
Total number of active participants reported on line 7a of the Form 55002021-01-01159
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0138
Total of all active and inactive participants2021-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01200
Number of participants with account balances2021-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: R L MORGAN COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01167
Total number of active participants reported on line 7a of the Form 55002020-01-01156
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01162
Number of participants with account balances2020-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: R L MORGAN COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01162
Total number of active participants reported on line 7a of the Form 55002019-01-01146
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01157
Number of participants with account balances2019-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: R L MORGAN COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01158
Total number of active participants reported on line 7a of the Form 55002018-01-01133
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01153
Number of participants with account balances2018-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: R L MORGAN COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01152
Total number of active participants reported on line 7a of the Form 55002017-01-01138
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01145
Number of participants with account balances2017-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: R L MORGAN COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01161
Total number of active participants reported on line 7a of the Form 55002016-01-01125
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01137
Number of participants with account balances2016-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: R L MORGAN COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01152
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01156
Number of participants with account balances2015-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: R L MORGAN COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01150
Total number of active participants reported on line 7a of the Form 55002014-01-01131
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01149
Number of participants with account balances2014-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: R L MORGAN COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01144
Total number of active participants reported on line 7a of the Form 55002013-01-01135
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01148
Number of participants with account balances2013-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: R L MORGAN COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01183
Total number of active participants reported on line 7a of the Form 55002012-01-01131
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01141
Number of participants with account balances2012-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: R L MORGAN COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01188
Total number of active participants reported on line 7a of the Form 55002011-01-01157
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01183
Number of participants with account balances2011-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: R L MORGAN COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01183
Total number of active participants reported on line 7a of the Form 55002009-01-01146
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01180
Total participants2009-01-01180
Number of participants with account balances2009-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on R L MORGAN COMPANY PROFIT SHARING PLAN

Measure Date Value
2023 : R L MORGAN COMPANY PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$831,320
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$289,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$233,619
Value of total corrective distributions2023-12-31$16,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$306,838
Value of total assets at end of year2023-12-31$3,568,640
Value of total assets at beginning of year2023-12-31$3,026,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$39,632
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$74,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$74,762
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$370,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$171,838
Other income not declared elsewhere2023-12-31$97
Administrative expenses (other) incurred2023-12-31$1
Total non interest bearing cash at end of year2023-12-31$37
Total non interest bearing cash at beginning of year2023-12-31$31
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$542,045
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,568,640
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,026,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$12,506
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,408,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$2,852,035
Value of interest in common/collective trusts at end of year2023-12-31$24,691
Value of interest in common/collective trusts at beginning of year2023-12-31$24,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$449,076
Net investment gain or loss from common/collective trusts2023-12-31$547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$135,000
Employer contributions (assets) at end of year2023-12-31$135,000
Employer contributions (assets) at beginning of year2023-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$233,619
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GRANT, MILLMAN & JOHNSON, P.C.
Accountancy firm EIN2023-12-31382555519
2022 : R L MORGAN COMPANY PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-333,775
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$300,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$233,829
Value of total corrective distributions2022-12-31$15,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$311,036
Value of total assets at end of year2022-12-31$3,026,595
Value of total assets at beginning of year2022-12-31$3,661,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,855
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$72,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$72,469
Administrative expenses professional fees incurred2022-12-31$26,894
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$370,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$161,036
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$200
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$199
Other income not declared elsewhere2022-12-31$97
Total non interest bearing cash at end of year2022-12-31$31
Total non interest bearing cash at beginning of year2022-12-31$50,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-634,660
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,026,595
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,661,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$24,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,852,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,527,607
Value of interest in common/collective trusts at end of year2022-12-31$24,529
Value of interest in common/collective trusts at beginning of year2022-12-31$20,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-717,663
Net investment gain or loss from common/collective trusts2022-12-31$286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$150,000
Employer contributions (assets) at end of year2022-12-31$150,000
Employer contributions (assets) at beginning of year2022-12-31$62,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$233,829
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT, MILLMAN & JOHNSON, P.C.
Accountancy firm EIN2022-12-31382555519
2021 : R L MORGAN COMPANY PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$785,139
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$206,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$157,512
Value of total corrective distributions2021-12-31$12,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$337,429
Value of total assets at end of year2021-12-31$3,661,255
Value of total assets at beginning of year2021-12-31$3,082,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,350
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$226,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$226,415
Administrative expenses professional fees incurred2021-12-31$23,688
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$137,229
Participant contributions at end of year2021-12-31$200
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$200
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$54,794
Other income not declared elsewhere2021-12-31$111
Total non interest bearing cash at end of year2021-12-31$50,028
Total non interest bearing cash at beginning of year2021-12-31$50,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$578,713
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,661,255
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,082,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$12,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,527,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,956,591
Value of interest in common/collective trusts at end of year2021-12-31$20,683
Value of interest in common/collective trusts at beginning of year2021-12-31$21,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$220,932
Net investment gain or loss from common/collective trusts2021-12-31$252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$200,000
Employer contributions (assets) at end of year2021-12-31$62,538
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$157,512
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT, MILLMAN & JOHNSON, P.C.
Accountancy firm EIN2021-12-31382555519
2020 : R L MORGAN COMPANY PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,002
Total income from all sources (including contributions)2020-12-31$593,398
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$44,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$24,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$127,666
Value of total assets at end of year2020-12-31$3,082,542
Value of total assets at beginning of year2020-12-31$2,534,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,293
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$72,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$72,019
Administrative expenses professional fees incurred2020-12-31$13,060
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$115,614
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$10,737
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,052
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$54,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$12,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,002
Other income not declared elsewhere2020-12-31$12,117
Total non interest bearing cash at end of year2020-12-31$50,015
Total non interest bearing cash at beginning of year2020-12-31$4,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$548,872
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,082,542
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,533,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$7,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,956,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,445,625
Value of interest in common/collective trusts at end of year2020-12-31$21,142
Value of interest in common/collective trusts at beginning of year2020-12-31$20,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$381,267
Net investment gain or loss from common/collective trusts2020-12-31$329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$10,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$40,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$24,233
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANT, MILLMAN & JOHNSON, P.C.
Accountancy firm EIN2020-12-31382555519
2019 : R L MORGAN COMPANY PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$629,806
Total income from all sources (including contributions)2019-12-31$629,806
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$78,558
Total of all expenses incurred2019-12-31$78,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$49,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$49,426
Value of total corrective distributions2019-12-31$1,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$161,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$161,425
Value of total assets at end of year2019-12-31$2,522,134
Value of total assets at end of year2019-12-31$2,522,134
Value of total assets at beginning of year2019-12-31$1,970,886
Value of total assets at beginning of year2019-12-31$1,970,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,132
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$62,859
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$62,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$62,859
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$62,859
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$81,425
Contributions received from participants2019-12-31$81,425
Participant contributions at end of year2019-12-31$10,737
Participant contributions at end of year2019-12-31$10,737
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,538
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$12,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$4,839
Total non interest bearing cash at end of year2019-12-31$4,839
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$551,248
Value of net income/loss2019-12-31$551,248
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,522,134
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,522,134
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,970,886
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,970,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$29,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,466,558
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,466,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,970,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,970,886
Value of interest in common/collective trusts at end of year2019-12-31$20,933
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$405,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$405,522
Net investment gain or loss from common/collective trusts2019-12-31$370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$80,000
Contributions received in cash from employer2019-12-31$80,000
Employer contributions (assets) at end of year2019-12-31$40,000
Employer contributions (assets) at end of year2019-12-31$40,000
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$49,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$49,426
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK SCHAEFER HACKETT & CO.
Accountancy firm name2019-12-31CLARK SCHAEFER HACKETT & CO.
Accountancy firm EIN2019-12-31310800053
Accountancy firm EIN2019-12-31310800053
2018 : R L MORGAN COMPANY PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-17,478
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$71,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$43,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$117,346
Value of total assets at end of year2018-12-31$1,970,886
Value of total assets at beginning of year2018-12-31$2,059,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,718
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$39,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$39,253
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$65,214
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-88,831
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,970,886
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,059,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$27,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,970,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,059,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-174,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$35,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$43,635
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK SCHAEFER HACKETT & CO.
Accountancy firm EIN2018-12-31310800053
2017 : R L MORGAN COMPANY PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$478,712
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$109,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$78,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$192,434
Value of total assets at end of year2017-12-31$2,059,717
Value of total assets at beginning of year2017-12-31$1,690,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,874
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$29,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$29,621
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$46,794
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$115,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$368,910
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,059,717
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,690,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$30,874
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,059,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,690,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$256,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$78,928
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LAYTON & RICHARDSON, PC
Accountancy firm EIN2017-12-31382024865
2016 : R L MORGAN COMPANY PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$210,571
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$118,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$92,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$41,980
Value of total assets at end of year2016-12-31$1,690,807
Value of total assets at beginning of year2016-12-31$1,598,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,400
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$27,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$27,869
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$41,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$92,401
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,690,807
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,598,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$25,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,690,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,598,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$140,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$92,770
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LAYTON & RICHARDSON, PC
Accountancy firm EIN2016-12-31382024865
2015 : R L MORGAN COMPANY PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$29,648
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$124,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$107,113
Value of total corrective distributions2015-12-31$100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$38,717
Value of total assets at end of year2015-12-31$1,598,406
Value of total assets at beginning of year2015-12-31$1,693,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,284
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$24,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$24,038
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$38,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-94,849
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,598,406
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,693,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$17,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,598,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,673,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-33,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$20,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$107,113
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LAYTON & RICHARDSON, PC
Accountancy firm EIN2015-12-31382024865
2014 : R L MORGAN COMPANY PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$175,392
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$160,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$136,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$49,069
Value of total assets at end of year2014-12-31$1,693,255
Value of total assets at beginning of year2014-12-31$1,678,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,642
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$61,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$61,316
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$29,069
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$14,699
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,693,255
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,678,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$24,642
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,673,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,678,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$65,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$20,000
Employer contributions (assets) at end of year2014-12-31$20,000
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$136,051
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LAYTON & RICHARDSON, PC
Accountancy firm EIN2014-12-31382024865
2013 : R L MORGAN COMPANY PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$358,101
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$87,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$66,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$63,643
Value of total assets at end of year2013-12-31$1,718,556
Value of total assets at beginning of year2013-12-31$1,447,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,579
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$52,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$52,030
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$23,643
Participant contributions at end of year2013-12-31$25
Participant contributions at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$270,580
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,718,556
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,447,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,678,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,422,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$242,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$40,000
Employer contributions (assets) at end of year2013-12-31$40,000
Employer contributions (assets) at beginning of year2013-12-31$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$66,942
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LAYTON & RICHARDSON, PC
Accountancy firm EIN2013-12-31382024865
2012 : R L MORGAN COMPANY PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$236,960
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$213,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$186,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$49,987
Value of total assets at end of year2012-12-31$1,447,976
Value of total assets at beginning of year2012-12-31$1,424,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,223
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$45,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$45,272
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$24,987
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$3,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$23,879
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,447,976
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,424,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$26,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,422,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,420,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$141,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$25,000
Employer contributions (assets) at end of year2012-12-31$25,000
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$186,858
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LAYTON & RICHARDSON, PC
Accountancy firm EIN2012-12-31382024865
2011 : R L MORGAN COMPANY PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$-63,893
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$27,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$27,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$32,296
Value of total assets at end of year2011-12-31$1,424,097
Value of total assets at beginning of year2011-12-31$1,515,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$49,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$49,004
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$32,296
Participant contributions at end of year2011-12-31$3,934
Participant contributions at beginning of year2011-12-31$2,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-91,416
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,424,097
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,515,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,420,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,512,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-145,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$27,508
Contract administrator fees2011-12-31$15
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LAYTON & RICHARDSON, PC
Accountancy firm EIN2011-12-31382024865
2009 : R L MORGAN COMPANY PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for R L MORGAN COMPANY PROFIT SHARING PLAN

2023: R L MORGAN COMPANY PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: R L MORGAN COMPANY PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: R L MORGAN COMPANY PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: R L MORGAN COMPANY PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: R L MORGAN COMPANY PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: R L MORGAN COMPANY PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: R L MORGAN COMPANY PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: R L MORGAN COMPANY PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: R L MORGAN COMPANY PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: R L MORGAN COMPANY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: R L MORGAN COMPANY PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: R L MORGAN COMPANY PROFIT SHARING 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 filingNo
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: R L MORGAN COMPANY PROFIT SHARING 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
2009: R L MORGAN COMPANY 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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