401k Plan data: MORGAN AND THORBURG INC. 401(K) PLAN plan

MORGAN AND THORBURG INC. 401(K) PLAN 401k Plan overview

Plan Name	MORGAN AND THORBURG INC. 401(K) PLAN
Plan identification number	001

MORGAN AND THORBURG INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

MORGAN & THORNBURG INC. has sponsored the creation of one or more 401k plans.

Company Name: MORGAN & THORNBURG INC.

Employer identification number (EIN): 620973887

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORGAN AND THORBURG INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-11-01
001 2021-11-01
001 2020-11-01
001 2019-11-01
001 2018-11-01
001 2017-11-01
001 2016-11-01 WES THORNBURG WES THORNBURG 2018-05-24
001 2015-11-01
001 2014-11-01
001 2013-11-01
001 2012-11-01 WES THORNBURG WES THORNBURG 2014-05-01
001 2011-11-01 KIM DANG - AS PRACTITIONER
001 2010-11-01 KIM DANG - AS PRACTITIONER
001 2009-11-01 KIM DANG AS PRACTITIONER

Plan Statistics for MORGAN AND THORBURG INC. 401(K) PLAN

401k plan membership statisitcs for MORGAN AND THORBURG INC. 401(K) PLAN

Measure Date Value
2022: MORGAN AND THORBURG INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-11-01 20
Total number of active participants reported on line 7a of the Form 5500 2022-11-01 15
Number of retired or separated participants receiving benefits 2022-11-01 0
Number of other retired or separated participants entitled to future benefits 2022-11-01 5
Total of all active and inactive participants 2022-11-01 20
Total participants 2022-11-01 20
Number of participants with account balances 2022-11-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-11-01 0
2021: MORGAN AND THORBURG INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-11-01 20
Total number of active participants reported on line 7a of the Form 5500 2021-11-01 17
Number of retired or separated participants receiving benefits 2021-11-01 0
Number of other retired or separated participants entitled to future benefits 2021-11-01 3
Total of all active and inactive participants 2021-11-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-11-01 0
Total participants 2021-11-01 20
Number of participants with account balances 2021-11-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-11-01 0
2020: MORGAN AND THORBURG INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-11-01 20
Total number of active participants reported on line 7a of the Form 5500 2020-11-01 18
Number of retired or separated participants receiving benefits 2020-11-01 0
Number of other retired or separated participants entitled to future benefits 2020-11-01 2
Total of all active and inactive participants 2020-11-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-11-01 0
Total participants 2020-11-01 20
Number of participants with account balances 2020-11-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-11-01 0
2019: MORGAN AND THORBURG INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-11-01 21
Total number of active participants reported on line 7a of the Form 5500 2019-11-01 18
Number of retired or separated participants receiving benefits 2019-11-01 0
Number of other retired or separated participants entitled to future benefits 2019-11-01 2
Total of all active and inactive participants 2019-11-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-11-01 0
Total participants 2019-11-01 20
Number of participants with account balances 2019-11-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-11-01 0
2018: MORGAN AND THORBURG INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-11-01 20
Total number of active participants reported on line 7a of the Form 5500 2018-11-01 18
Number of retired or separated participants receiving benefits 2018-11-01 0
Number of other retired or separated participants entitled to future benefits 2018-11-01 3
Total of all active and inactive participants 2018-11-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-11-01 0
Total participants 2018-11-01 21
Number of participants with account balances 2018-11-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-11-01 0
2017: MORGAN AND THORBURG INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-11-01 32
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 19
Number of retired or separated participants receiving benefits 2017-11-01 0
Number of other retired or separated participants entitled to future benefits 2017-11-01 1
Total of all active and inactive participants 2017-11-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-11-01 0
Total participants 2017-11-01 20
Number of participants with account balances 2017-11-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-11-01 0
2016: MORGAN AND THORBURG INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-11-01 36
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 18
Number of retired or separated participants receiving benefits 2016-11-01 0
Number of other retired or separated participants entitled to future benefits 2016-11-01 13
Total of all active and inactive participants 2016-11-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-11-01 0
Total participants 2016-11-01 31
Number of participants with account balances 2016-11-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-11-01 0
2013: MORGAN AND THORBURG INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 36
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 24
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 10
Total of all active and inactive participants 2013-11-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 34
Number of participants with account balances 2013-11-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: MORGAN AND THORBURG INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 35
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 25
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 10
Total of all active and inactive participants 2012-11-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 35
Number of participants with account balances 2012-11-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 1
2011: MORGAN AND THORBURG INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 32
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 25
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 8
Total of all active and inactive participants 2011-11-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 33
Number of participants with account balances 2011-11-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2010: MORGAN AND THORBURG INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-11-01 29
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 24
Number of retired or separated participants receiving benefits 2010-11-01 0
Number of other retired or separated participants entitled to future benefits 2010-11-01 7
Total of all active and inactive participants 2010-11-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-11-01 0
Total participants 2010-11-01 31
Number of participants with account balances 2010-11-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-11-01 1
2009: MORGAN AND THORBURG INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 26
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 24
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 5
Total of all active and inactive participants 2009-11-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 29
Number of participants with account balances 2009-11-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 1

Measure	Date	Value
2022: MORGAN AND THORBURG INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-11-01	20
Total number of active participants reported on line 7a of the Form 5500	2022-11-01	15
Number of retired or separated participants receiving benefits	2022-11-01	0
Number of other retired or separated participants entitled to future benefits	2022-11-01	5
Total of all active and inactive participants	2022-11-01	20
Total participants	2022-11-01	20
Number of participants with account balances	2022-11-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-11-01	0
2021: MORGAN AND THORBURG INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-11-01	20
Total number of active participants reported on line 7a of the Form 5500	2021-11-01	17
Number of retired or separated participants receiving benefits	2021-11-01	0
Number of other retired or separated participants entitled to future benefits	2021-11-01	3
Total of all active and inactive participants	2021-11-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-11-01	0
Total participants	2021-11-01	20
Number of participants with account balances	2021-11-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-11-01	0
2020: MORGAN AND THORBURG INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-11-01	20
Total number of active participants reported on line 7a of the Form 5500	2020-11-01	18
Number of retired or separated participants receiving benefits	2020-11-01	0
Number of other retired or separated participants entitled to future benefits	2020-11-01	2
Total of all active and inactive participants	2020-11-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-11-01	0
Total participants	2020-11-01	20
Number of participants with account balances	2020-11-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-11-01	0
2019: MORGAN AND THORBURG INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-11-01	21
Total number of active participants reported on line 7a of the Form 5500	2019-11-01	18
Number of retired or separated participants receiving benefits	2019-11-01	0
Number of other retired or separated participants entitled to future benefits	2019-11-01	2
Total of all active and inactive participants	2019-11-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-11-01	0
Total participants	2019-11-01	20
Number of participants with account balances	2019-11-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-11-01	0
2018: MORGAN AND THORBURG INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-11-01	20
Total number of active participants reported on line 7a of the Form 5500	2018-11-01	18
Number of retired or separated participants receiving benefits	2018-11-01	0
Number of other retired or separated participants entitled to future benefits	2018-11-01	3
Total of all active and inactive participants	2018-11-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-11-01	0
Total participants	2018-11-01	21
Number of participants with account balances	2018-11-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-11-01	0
2017: MORGAN AND THORBURG INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-11-01	32
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	19
Number of retired or separated participants receiving benefits	2017-11-01	0
Number of other retired or separated participants entitled to future benefits	2017-11-01	1
Total of all active and inactive participants	2017-11-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-11-01	0
Total participants	2017-11-01	20
Number of participants with account balances	2017-11-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-11-01	0
2016: MORGAN AND THORBURG INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-11-01	36
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	18
Number of retired or separated participants receiving benefits	2016-11-01	0
Number of other retired or separated participants entitled to future benefits	2016-11-01	13
Total of all active and inactive participants	2016-11-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-11-01	0
Total participants	2016-11-01	31
Number of participants with account balances	2016-11-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-11-01	0
2013: MORGAN AND THORBURG INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	36
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	24
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	10
Total of all active and inactive participants	2013-11-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	34
Number of participants with account balances	2013-11-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: MORGAN AND THORBURG INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	35
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	25
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	10
Total of all active and inactive participants	2012-11-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	35
Number of participants with account balances	2012-11-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	1
2011: MORGAN AND THORBURG INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	32
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	25
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	8
Total of all active and inactive participants	2011-11-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	33
Number of participants with account balances	2011-11-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2010: MORGAN AND THORBURG INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-11-01	29
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	24
Number of retired or separated participants receiving benefits	2010-11-01	0
Number of other retired or separated participants entitled to future benefits	2010-11-01	7
Total of all active and inactive participants	2010-11-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-11-01	0
Total participants	2010-11-01	31
Number of participants with account balances	2010-11-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-11-01	1
2009: MORGAN AND THORBURG INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	26
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	24
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	5
Total of all active and inactive participants	2009-11-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	29
Number of participants with account balances	2009-11-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	1

Financial Data on MORGAN AND THORBURG INC. 401(K) PLAN

Measure	Date	Value
2023 : MORGAN AND THORBURG INC. 401(K) PLAN 2023 401k financial data
Total plan liabilities at beginning of year	2023-10-31	$0
Total income from all sources	2023-10-31	$176,262
Expenses. Total of all expenses incurred	2023-10-31	$1,283,769
Benefits paid (including direct rollovers)	2023-10-31	$1,279,384
Total plan assets at end of year	2023-10-31	$1,100,451
Total plan assets at beginning of year	2023-10-31	$2,207,958
Value of fidelity bond covering the plan	2023-10-31	$650,000
Total contributions received or receivable from participants	2023-10-31	$4,414
Other income received	2023-10-31	$27,110
Net income (gross income less expenses)	2023-10-31	$-1,107,507
Net plan assets at end of year (total assets less liabilities)	2023-10-31	$1,100,451
Net plan assets at beginning of year (total assets less liabilities)	2023-10-31	$2,207,958
Assets. Value of participant loans	2023-10-31	$95,985
Assets. Value of real-estate (other than employer real property)	2023-10-31	$0
Total contributions received or receivable from employer(s)	2023-10-31	$144,738
Value of certain deemed distributions of participant loans	2023-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-10-31	$4,385
2022 : MORGAN AND THORBURG INC. 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-10-31	$0
Total plan liabilities at beginning of year	2022-10-31	$0
Total income from all sources	2022-10-31	$-58,874
Expenses. Total of all expenses incurred	2022-10-31	$127,458
Benefits paid (including direct rollovers)	2022-10-31	$85,785
Total plan assets at end of year	2022-10-31	$2,207,958
Total plan assets at beginning of year	2022-10-31	$2,394,290
Value of fidelity bond covering the plan	2022-10-31	$650,000
Total contributions received or receivable from participants	2022-10-31	$520
Other income received	2022-10-31	$-145,700
Net income (gross income less expenses)	2022-10-31	$-186,332
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$2,207,958
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$2,394,290
Assets. Value of participant loans	2022-10-31	$139,593
Assets. Value of real-estate (other than employer real property)	2022-10-31	$509,851
Total contributions received or receivable from employer(s)	2022-10-31	$86,306
Expenses. Administrative service providers (salaries,fees and commissions)	2022-10-31	$41,673
2021 : MORGAN AND THORBURG INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-10-31	$0
Total plan liabilities at end of year	2021-10-31	$0
Total plan liabilities at beginning of year	2021-10-31	$0
Total income from all sources	2021-10-31	$-35,811
Expenses. Total of all expenses incurred	2021-10-31	$8,120
Benefits paid (including direct rollovers)	2021-10-31	$3,000
Total plan assets at end of year	2021-10-31	$2,394,290
Total plan assets at beginning of year	2021-10-31	$2,438,221
Value of fidelity bond covering the plan	2021-10-31	$650,000
Total contributions received or receivable from participants	2021-10-31	$520
Contributions received from other sources (not participants or employers)	2021-10-31	$360
Other income received	2021-10-31	$-75,272
Noncash contributions received	2021-10-31	$0
Net income (gross income less expenses)	2021-10-31	$-43,931
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$2,394,290
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$2,438,221
Assets. Value of participant loans	2021-10-31	$82,211
Assets. Value of real-estate (other than employer real property)	2021-10-31	$555,000
Total contributions received or receivable from employer(s)	2021-10-31	$38,581
Expenses. Administrative service providers (salaries,fees and commissions)	2021-10-31	$5,120
2020 : MORGAN AND THORBURG INC. 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-10-31	$0
Total plan liabilities at beginning of year	2020-10-31	$0
Total income from all sources	2020-10-31	$138,596
Expenses. Total of all expenses incurred	2020-10-31	$683,477
Benefits paid (including direct rollovers)	2020-10-31	$679,402
Total plan assets at end of year	2020-10-31	$2,438,221
Total plan assets at beginning of year	2020-10-31	$2,983,102
Value of fidelity bond covering the plan	2020-10-31	$650,000
Total contributions received or receivable from participants	2020-10-31	$540
Contributions received from other sources (not participants or employers)	2020-10-31	$1,075
Other income received	2020-10-31	$104,691
Net income (gross income less expenses)	2020-10-31	$-544,881
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$2,438,221
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$2,983,102
Assets. Value of participant loans	2020-10-31	$92,881
Assets. Value of real-estate (other than employer real property)	2020-10-31	$575,000
Total contributions received or receivable from employer(s)	2020-10-31	$32,290
Expenses. Administrative service providers (salaries,fees and commissions)	2020-10-31	$4,075
2019 : MORGAN AND THORBURG INC. 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-10-31	$0
Total plan liabilities at beginning of year	2019-10-31	$0
Total income from all sources	2019-10-31	$364,568
Expenses. Total of all expenses incurred	2019-10-31	$356,352
Benefits paid (including direct rollovers)	2019-10-31	$351,500
Total plan assets at end of year	2019-10-31	$2,983,102
Total plan assets at beginning of year	2019-10-31	$2,974,886
Value of fidelity bond covering the plan	2019-10-31	$650,000
Total contributions received or receivable from participants	2019-10-31	$520
Other income received	2019-10-31	$313,108
Net income (gross income less expenses)	2019-10-31	$8,216
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$2,983,102
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$2,974,886
Assets. Value of participant loans	2019-10-31	$66,500
Assets. Value of real-estate (other than employer real property)	2019-10-31	$485,000
Total contributions received or receivable from employer(s)	2019-10-31	$50,940
Expenses. Administrative service providers (salaries,fees and commissions)	2019-10-31	$4,852
2017 : MORGAN AND THORBURG INC. 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-10-31	$0
Total plan liabilities at beginning of year	2017-10-31	$0
Total income from all sources	2017-10-31	$17,871
Expenses. Total of all expenses incurred	2017-10-31	$2,418,611
Benefits paid (including direct rollovers)	2017-10-31	$2,413,509
Total plan assets at end of year	2017-10-31	$3,396,492
Total plan assets at beginning of year	2017-10-31	$5,797,232
Value of fidelity bond covering the plan	2017-10-31	$650,000
Total contributions received or receivable from participants	2017-10-31	$8,692
Other income received	2017-10-31	$-23,888
Net income (gross income less expenses)	2017-10-31	$-2,400,740
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$3,396,492
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$5,797,232
Assets. Value of participant loans	2017-10-31	$109,321
Assets. Value of real-estate (other than employer real property)	2017-10-31	$415,000
Total contributions received or receivable from employer(s)	2017-10-31	$33,067
Expenses. Administrative service providers (salaries,fees and commissions)	2017-10-31	$5,102
2014 : MORGAN AND THORBURG INC. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-10-31	$322,194
Expenses. Total of all expenses incurred	2014-10-31	$87,049
Benefits paid (including direct rollovers)	2014-10-31	$82,519
Total plan assets at end of year	2014-10-31	$6,064,391
Total plan assets at beginning of year	2014-10-31	$5,829,246
Value of fidelity bond covering the plan	2014-10-31	$500,000
Total contributions received or receivable from participants	2014-10-31	$18,728
Expenses. Other expenses not covered elsewhere	2014-10-31	$0
Contributions received from other sources (not participants or employers)	2014-10-31	$0
Other income received	2014-10-31	$239,305
Net income (gross income less expenses)	2014-10-31	$235,145
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$6,064,391
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$5,829,246
Assets. Value of participant loans	2014-10-31	$24,024
Assets. Value of real-estate (other than employer real property)	2014-10-31	$422,000
Total contributions received or receivable from employer(s)	2014-10-31	$64,161
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-31	$4,530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-10-31	$0
2013 : MORGAN AND THORBURG INC. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-10-31	$174,883
Expenses. Total of all expenses incurred	2013-10-31	$36,892
Benefits paid (including direct rollovers)	2013-10-31	$36,892
Total plan assets at end of year	2013-10-31	$5,829,246
Total plan assets at beginning of year	2013-10-31	$5,691,255
Value of fidelity bond covering the plan	2013-10-31	$500,000
Total contributions received or receivable from participants	2013-10-31	$18,928
Expenses. Other expenses not covered elsewhere	2013-10-31	$0
Contributions received from other sources (not participants or employers)	2013-10-31	$0
Other income received	2013-10-31	$107,430
Net income (gross income less expenses)	2013-10-31	$137,991
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$5,829,246
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$5,691,255
Assets. Value of participant loans	2013-10-31	$17,500
Assets. Value of real-estate (other than employer real property)	2013-10-31	$400,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-10-31	$436
Total contributions received or receivable from employer(s)	2013-10-31	$48,525
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$0
2012 : MORGAN AND THORBURG INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-10-31	$126,439
Expenses. Total of all expenses incurred	2012-10-31	$0
Total plan assets at end of year	2012-10-31	$5,691,255
Total plan assets at beginning of year	2012-10-31	$5,564,816
Value of fidelity bond covering the plan	2012-10-31	$500,000
Total contributions received or receivable from participants	2012-10-31	$18,928
Expenses. Other expenses not covered elsewhere	2012-10-31	$0
Contributions received from other sources (not participants or employers)	2012-10-31	$0
Other income received	2012-10-31	$57,985
Net income (gross income less expenses)	2012-10-31	$126,439
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$5,691,255
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$5,564,816
Assets. Value of real-estate (other than employer real property)	2012-10-31	$415,000
Total contributions received or receivable from employer(s)	2012-10-31	$49,526
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$0
2011 : MORGAN AND THORBURG INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-10-31	$143,429
Expenses. Total of all expenses incurred	2011-10-31	$0
Total plan assets at end of year	2011-10-31	$5,564,816
Total plan assets at beginning of year	2011-10-31	$5,421,387
Value of fidelity bond covering the plan	2011-10-31	$500,000
Total contributions received or receivable from participants	2011-10-31	$15,647
Contributions received from other sources (not participants or employers)	2011-10-31	$0
Other income received	2011-10-31	$79,101
Net income (gross income less expenses)	2011-10-31	$143,429
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$5,564,816
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$5,421,387
Assets. Value of real-estate (other than employer real property)	2011-10-31	$430,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-10-31	$6,332
Total contributions received or receivable from employer(s)	2011-10-31	$48,681

Form 5500 Responses for MORGAN AND THORBURG INC. 401(K) PLAN

2022: MORGAN AND THORBURG INC. 401(K) PLAN 2022 form 5500 responses
2022-11-01	Type of plan entity	Single employer plan
2022-11-01	Submission has been amended	No
2022-11-01	This submission is the final filing	No
2022-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-11-01	Plan is a collectively bargained plan	No
2022-11-01	Plan funding arrangement – Trust	Yes
2022-11-01	Plan benefit arrangement - Trust	Yes
2021: MORGAN AND THORBURG INC. 401(K) PLAN 2021 form 5500 responses
2021-11-01	Type of plan entity	Single employer plan
2021-11-01	Submission has been amended	No
2021-11-01	This submission is the final filing	No
2021-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-11-01	Plan is a collectively bargained plan	No
2021-11-01	Plan funding arrangement – Trust	Yes
2021-11-01	Plan benefit arrangement - Trust	Yes
2020: MORGAN AND THORBURG INC. 401(K) PLAN 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	Submission has been amended	No
2020-11-01	This submission is the final filing	No
2020-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-11-01	Plan is a collectively bargained plan	No
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement - Trust	Yes
2019: MORGAN AND THORBURG INC. 401(K) PLAN 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Submission has been amended	No
2019-11-01	This submission is the final filing	No
2019-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-11-01	Plan is a collectively bargained plan	No
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes
2018: MORGAN AND THORBURG INC. 401(K) PLAN 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Submission has been amended	No
2018-11-01	This submission is the final filing	No
2018-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-11-01	Plan is a collectively bargained plan	No
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement - Trust	Yes
2017: MORGAN AND THORBURG INC. 401(K) PLAN 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Submission has been amended	No
2017-11-01	This submission is the final filing	No
2017-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-11-01	Plan is a collectively bargained plan	No
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: MORGAN AND THORBURG INC. 401(K) PLAN 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Submission has been amended	No
2016-11-01	This submission is the final filing	No
2016-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-11-01	Plan is a collectively bargained plan	No
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2013: MORGAN AND THORBURG INC. 401(K) PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: MORGAN AND THORBURG INC. 401(K) PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: MORGAN AND THORBURG INC. 401(K) PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: MORGAN AND THORBURG INC. 401(K) PLAN 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	No
2010-11-01	This submission is the final filing	No
2010-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-11-01	Plan is a collectively bargained plan	No
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: MORGAN AND THORBURG INC. 401(K) PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Insurance	Yes
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement – Insurance	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MORGAN & THORNBURG INC.
Employer identification number (EIN):	620973887
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors