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MORTON LAW, PLLC 401(K) PLAN 401k Plan overview

Plan NameMORTON LAW, PLLC 401(K) PLAN
Plan identification number 001

MORTON LAW, PLLC 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

MORTON LAW, PLLC has sponsored the creation of one or more 401k plans.

Company Name:MORTON LAW, PLLC
Employer identification number (EIN):452531843
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about MORTON LAW, PLLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2016-11-09
Company Identification Number: 0802586378
Legal Registered Office Address: PO BOX 100187

FORT WORTH
United States of America (USA)
76185

More information about MORTON LAW, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORTON LAW, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01THERESA L. VALLIANT
0012014-01-01THERESA L. VALLIANT JASON A. MORTON2015-06-16

Plan Statistics for MORTON LAW, PLLC 401(K) PLAN

401k plan membership statisitcs for MORTON LAW, PLLC 401(K) PLAN

Measure Date Value
2015: MORTON LAW, PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MORTON LAW, PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on MORTON LAW, PLLC 401(K) PLAN

Measure Date Value
2015 : MORTON LAW, PLLC 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$5,629
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$7,973
Total plan assets at beginning of year2015-12-31$2,344
Total contributions received or receivable from participants2015-12-31$3,204
Other income received2015-12-31$-202
Net income (gross income less expenses)2015-12-31$5,629
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,973
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,344
Total contributions received or receivable from employer(s)2015-12-31$2,627
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MORTON LAW, PLLC 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$2,344
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$2,344
Total plan assets at beginning of year2014-12-31$0
Total contributions received or receivable from participants2014-12-31$1,460
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$59
Net income (gross income less expenses)2014-12-31$2,344
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,344
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$825
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0

Form 5500 Responses for MORTON LAW, PLLC 401(K) PLAN

2015: MORTON LAW, PLLC 401(K) 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: MORTON LAW, PLLC 401(K) 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

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