MORTON & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MORTON & ASSOCIATES, INC. 401K PLAN
401k plan membership statisitcs for MORTON & ASSOCIATES, INC. 401K PLAN
| Measure | Date | Value |
|---|
| 2011: MORTON & ASSOCIATES, INC. 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Total participants | 2011-01-01 | 5 |
| 2010: MORTON & ASSOCIATES, INC. 401K PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 5 |
| Total participants | 2010-01-01 | 5 |
| 2009: MORTON & ASSOCIATES, INC. 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2011 : MORTON & ASSOCIATES, INC. 401K PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $1,372 |
| Total plan liabilities at beginning of year | 2011-12-31 | $1,591 |
| Total income from all sources | 2011-12-31 | $115,812 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $7,702 |
| Total plan assets at end of year | 2011-12-31 | $1,332,715 |
| Total plan assets at beginning of year | 2011-12-31 | $1,224,824 |
| Total contributions received or receivable from participants | 2011-12-31 | $16,660 |
| Other income received | 2011-12-31 | $88,513 |
| Net income (gross income less expenses) | 2011-12-31 | $108,110 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,331,343 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,223,233 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $10,639 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $7,702 |
| 2010 : MORTON & ASSOCIATES, INC. 401K PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $1,591 |
| Total plan liabilities at beginning of year | 2010-12-31 | $1,591 |
| Total income from all sources | 2010-12-31 | $156,282 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $6,443 |
| Total plan assets at end of year | 2010-12-31 | $1,224,824 |
| Total plan assets at beginning of year | 2010-12-31 | $1,074,985 |
| Total contributions received or receivable from participants | 2010-12-31 | $19,176 |
| Other income received | 2010-12-31 | $126,806 |
| Net income (gross income less expenses) | 2010-12-31 | $149,839 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,223,233 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,073,394 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $10,300 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,443 |
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