401k Plan data: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN plan

LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN
Plan identification number	001

LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEE AND MORSE has sponsored the creation of one or more 401k plans.

Company Name: LEE AND MORSE

Employer identification number (EIN): 611403349

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01 UYANGA BATJARGAL
001 2017-01-01 UYANGA BATJARGAL
001 2016-01-01 UYANGA BATJARGAL
001 2015-01-01 EUGENE M. LEE EUGENE M. LEE 2016-06-06
001 2014-01-01 UYANGA BATJARGAL UYANGA BATJARGAL 2015-05-15
001 2013-01-01 NICOLE EISENSTAT
001 2012-01-01 EUGENE LEE EUGENE LEE 2013-10-15
001 2011-01-01 HEATHER HARRIS
001 2010-01-01 EUGENE LEE
001 2009-01-01 EUGENE LEE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01	UYANGA BATJARGAL
001	2017-01-01	UYANGA BATJARGAL
001	2016-01-01	UYANGA BATJARGAL
001	2015-01-01	EUGENE M. LEE	EUGENE M. LEE	2016-06-06
001	2014-01-01	UYANGA BATJARGAL	UYANGA BATJARGAL	2015-05-15
001	2013-01-01	NICOLE EISENSTAT
001	2012-01-01	EUGENE LEE	EUGENE LEE	2013-10-15
001	2011-01-01	HEATHER HARRIS
001	2010-01-01	EUGENE LEE
001	2009-01-01	EUGENE LEE

Plan Statistics for LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2020: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 14
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 20
Number of participants with account balances 2019-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 21
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 27
Number of participants with account balances 2018-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 18
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 24
Number of participants with account balances 2017-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 18
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 23
Number of participants with account balances 2016-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 24
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 28
Number of participants with account balances 2015-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 23
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 27
Number of participants with account balances 2014-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 28
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 32
Number of participants with account balances 2013-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 21
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 25
Number of participants with account balances 2012-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 22
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 24
Number of participants with account balances 2011-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 15
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 16
Number of participants with account balances 2010-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	14
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	20
Number of participants with account balances	2019-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	21
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	27
Number of participants with account balances	2018-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	18
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	24
Number of participants with account balances	2017-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	18
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	23
Number of participants with account balances	2016-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	24
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	28
Number of participants with account balances	2015-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	23
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	27
Number of participants with account balances	2014-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	28
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	32
Number of participants with account balances	2013-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	21
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	25
Number of participants with account balances	2012-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	22
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	24
Number of participants with account balances	2011-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	15
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	16
Number of participants with account balances	2010-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2020 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-03-31	$-2,268,823
Total plan liabilities at end of year	2020-03-31	$0
Total plan liabilities at beginning of year	2020-03-31	$0
Total income from all sources	2020-03-31	$-435,582
Expenses. Total of all expenses incurred	2020-03-31	$999,974
Benefits paid (including direct rollovers)	2020-03-31	$999,737
Total plan assets at end of year	2020-03-31	$0
Total plan assets at beginning of year	2020-03-31	$3,704,379
Value of fidelity bond covering the plan	2020-03-31	$50,000
Total contributions received or receivable from participants	2020-03-31	$0
Expenses. Other expenses not covered elsewhere	2020-03-31	$0
Contributions received from other sources (not participants or employers)	2020-03-31	$0
Other income received	2020-03-31	$-435,582
Noncash contributions received	2020-03-31	$0
Net income (gross income less expenses)	2020-03-31	$-1,435,556
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$3,704,379
Total contributions received or receivable from employer(s)	2020-03-31	$0
Value of certain deemed distributions of participant loans	2020-03-31	$0
Value of corrective distributions	2020-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-03-31	$237
2019 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$822,218
Expenses. Total of all expenses incurred	2019-12-31	$112,175
Benefits paid (including direct rollovers)	2019-12-31	$111,295
Total plan assets at end of year	2019-12-31	$3,704,379
Total plan assets at beginning of year	2019-12-31	$2,994,336
Value of fidelity bond covering the plan	2019-12-31	$50,000
Total contributions received or receivable from participants	2019-12-31	$175,940
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$570,296
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$710,043
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,704,379
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,994,336
Assets. Value of participant loans	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$75,982
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$880
2018 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$110,554
Expenses. Total of all expenses incurred	2018-12-31	$76,773
Benefits paid (including direct rollovers)	2018-12-31	$75,853
Total plan assets at end of year	2018-12-31	$2,994,336
Total plan assets at beginning of year	2018-12-31	$2,960,555
Value of fidelity bond covering the plan	2018-12-31	$50,000
Total contributions received or receivable from participants	2018-12-31	$209,328
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-193,858
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$33,781
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,994,336
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,960,555
Assets. Value of participant loans	2018-12-31	$311
Total contributions received or receivable from employer(s)	2018-12-31	$95,084
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$920
2017 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$720,031
Expenses. Total of all expenses incurred	2017-12-31	$41,428
Benefits paid (including direct rollovers)	2017-12-31	$40,558
Total plan assets at end of year	2017-12-31	$2,960,555
Total plan assets at beginning of year	2017-12-31	$2,281,952
Value of fidelity bond covering the plan	2017-12-31	$50,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$199,415
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$431,020
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$678,603
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,960,555
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,281,952
Assets. Value of participant loans	2017-12-31	$913
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$89,596
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$870
2016 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$424,459
Expenses. Total of all expenses incurred	2016-12-31	$123,206
Benefits paid (including direct rollovers)	2016-12-31	$122,311
Total plan assets at end of year	2016-12-31	$2,281,952
Total plan assets at beginning of year	2016-12-31	$1,980,699
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$193,464
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$143,081
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$301,253
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,281,952
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,980,699
Assets. Value of participant loans	2016-12-31	$1,544
Total contributions received or receivable from employer(s)	2016-12-31	$87,914
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$895
2015 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$231,956
Expenses. Total of all expenses incurred	2015-12-31	$750
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,980,699
Total plan assets at beginning of year	2015-12-31	$1,749,493
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$167,756
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-9,372
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$231,206
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,980,699
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,749,493
Assets. Value of participant loans	2015-12-31	$2,169
Total contributions received or receivable from employer(s)	2015-12-31	$73,572
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$750
2014 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$309,342
Expenses. Total of all expenses incurred	2014-12-31	$31,853
Benefits paid (including direct rollovers)	2014-12-31	$30,998
Total plan assets at end of year	2014-12-31	$1,749,493
Total plan assets at beginning of year	2014-12-31	$1,472,004
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$150,967
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$93,725
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$277,489
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,749,493
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,472,004
Assets. Value of participant loans	2014-12-31	$2,716
Total contributions received or receivable from employer(s)	2014-12-31	$64,650
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$855
2013 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$432,944
Expenses. Total of all expenses incurred	2013-12-31	$161,779
Benefits paid (including direct rollovers)	2013-12-31	$160,994
Total plan assets at end of year	2013-12-31	$1,472,004
Total plan assets at beginning of year	2013-12-31	$1,200,839
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$135,965
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$238,316
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$271,165
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,472,004
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,200,839
Total contributions received or receivable from employer(s)	2013-12-31	$58,663
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$785
2012 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$355,690
Expenses. Total of all expenses incurred	2012-12-31	$110,039
Benefits paid (including direct rollovers)	2012-12-31	$109,384
Total plan assets at end of year	2012-12-31	$1,200,839
Total plan assets at beginning of year	2012-12-31	$955,188
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$157,889
Other income received	2012-12-31	$137,304
Net income (gross income less expenses)	2012-12-31	$245,651
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,200,839
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$955,188
Total contributions received or receivable from employer(s)	2012-12-31	$60,497
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$174,193
Expenses. Total of all expenses incurred	2011-12-31	$560
Total plan assets at end of year	2011-12-31	$955,188
Total plan assets at beginning of year	2011-12-31	$781,555
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$154,074
Other income received	2011-12-31	$-39,298
Net income (gross income less expenses)	2011-12-31	$173,633
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$955,188
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$781,555
Total contributions received or receivable from employer(s)	2011-12-31	$59,417
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$560
2010 : LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$261,291
Expenses. Total of all expenses incurred	2010-12-31	$480
Total plan assets at end of year	2010-12-31	$781,555
Total plan assets at beginning of year	2010-12-31	$520,744
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$119,522
Other income received	2010-12-31	$94,550
Net income (gross income less expenses)	2010-12-31	$260,811
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$781,555
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$520,744
Total contributions received or receivable from employer(s)	2010-12-31	$47,219
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$480

Form 5500 Responses for LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN

2020: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LEE & MORSE, P.C. 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LEE AND MORSE
Employer identification number (EIN):	611403349
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers