MORRISON & SWANK, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN
401k plan membership statisitcs for MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2016: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 2 |
| Number of participants with account balances | 2012-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 2 |
| Number of participants with account balances | 2010-01-01 | 2 |
| 2009: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| 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 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2015 : MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $3,130 |
| Total plan assets at end of year | 2015-12-31 | $708,569 |
| Total plan assets at beginning of year | 2015-12-31 | $705,439 |
| Other income received | 2015-12-31 | $-30,870 |
| Net income (gross income less expenses) | 2015-12-31 | $3,130 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $708,569 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $705,439 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $34,000 |
| 2014 : MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $87,567 |
| Total plan assets at end of year | 2014-12-31 | $705,439 |
| Total plan assets at beginning of year | 2014-12-31 | $617,872 |
| Other income received | 2014-12-31 | $57,567 |
| Net income (gross income less expenses) | 2014-12-31 | $87,567 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $705,439 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $617,872 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $30,000 |
| 2013 : MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $122,135 |
| Total plan assets at end of year | 2013-12-31 | $617,872 |
| Total plan assets at beginning of year | 2013-12-31 | $495,737 |
| Other income received | 2013-12-31 | $92,135 |
| Net income (gross income less expenses) | 2013-12-31 | $122,135 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $617,872 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $495,737 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $30,000 |
| 2012 : MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $86,017 |
| Total plan assets at end of year | 2012-12-31 | $495,737 |
| Total plan assets at beginning of year | 2012-12-31 | $409,720 |
| Other income received | 2012-12-31 | $56,017 |
| Net income (gross income less expenses) | 2012-12-31 | $86,017 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $495,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $409,720 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $30,000 |
| 2011 : MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $25,833 |
| Total plan assets at end of year | 2011-12-31 | $409,720 |
| Total plan assets at beginning of year | 2011-12-31 | $383,887 |
| Other income received | 2011-12-31 | $833 |
| Net income (gross income less expenses) | 2011-12-31 | $25,833 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $409,720 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $383,887 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $25,000 |
| 2010 : MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $82,320 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $7,146 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $7,146 |
| Total plan assets at end of year | 2010-12-31 | $383,887 |
| Total plan assets at beginning of year | 2010-12-31 | $308,713 |
| Other income received | 2010-12-31 | $59,320 |
| Net income (gross income less expenses) | 2010-12-31 | $75,174 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $383,887 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $308,713 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $23,000 |
| 2016: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE 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 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
