THE LAW FIRM OF WENDY R MORGAN LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WENDY R MORGAN PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
---|
2020: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
2019: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 0 |
2018: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 2 |
2017: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 2 |
2016: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 3 |
2014: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 3 |
2013: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 3 |
2012: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 3 |
Measure | Date | Value |
---|
2020 : WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $8 |
Expenses. Total of all expenses incurred | 2020-12-31 | $24,162 |
Benefits paid (including direct rollovers) | 2020-12-31 | $24,162 |
Total plan assets at end of year | 2020-12-31 | $0 |
Total plan assets at beginning of year | 2020-12-31 | $24,154 |
Other income received | 2020-12-31 | $8 |
Net income (gross income less expenses) | 2020-12-31 | $-24,154 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $24,154 |
2019 : WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $24 |
Expenses. Total of all expenses incurred | 2019-12-31 | $4 |
Total plan assets at end of year | 2019-12-31 | $24,154 |
Total plan assets at beginning of year | 2019-12-31 | $24,134 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $4 |
Other income received | 2019-12-31 | $24 |
Net income (gross income less expenses) | 2019-12-31 | $20 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $24,154 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $24,134 |
2018 : WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $24 |
Total plan assets at end of year | 2018-12-31 | $24,134 |
Total plan assets at beginning of year | 2018-12-31 | $24,110 |
Other income received | 2018-12-31 | $24 |
Net income (gross income less expenses) | 2018-12-31 | $24 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $24,134 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $24,110 |
2017 : WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $24 |
Total plan assets at end of year | 2017-12-31 | $24,110 |
Total plan assets at beginning of year | 2017-12-31 | $24,086 |
Other income received | 2017-12-31 | $24 |
Net income (gross income less expenses) | 2017-12-31 | $24 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $24,110 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $24,086 |
2016 : WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $28 |
Expenses. Total of all expenses incurred | 2016-12-31 | $6,162 |
Benefits paid (including direct rollovers) | 2016-12-31 | $6,162 |
Total plan assets at end of year | 2016-12-31 | $24,086 |
Total plan assets at beginning of year | 2016-12-31 | $30,220 |
Other income received | 2016-12-31 | $28 |
Net income (gross income less expenses) | 2016-12-31 | $-6,134 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $24,086 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $30,220 |
2015 : WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $30 |
Total plan assets at end of year | 2015-12-31 | $30,220 |
Total plan assets at beginning of year | 2015-12-31 | $30,190 |
Other income received | 2015-12-31 | $30 |
Net income (gross income less expenses) | 2015-12-31 | $30 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $30,220 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $30,190 |
2014 : WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $25 |
Total plan assets at end of year | 2014-12-31 | $30,190 |
Total plan assets at beginning of year | 2014-12-31 | $30,165 |
Other income received | 2014-12-31 | $25 |
Net income (gross income less expenses) | 2014-12-31 | $25 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $30,190 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $30,165 |
2013 : WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $30 |
Total plan assets at end of year | 2013-12-31 | $30,165 |
Total plan assets at beginning of year | 2013-12-31 | $30,135 |
Other income received | 2013-12-31 | $30 |
Net income (gross income less expenses) | 2013-12-31 | $30 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $30,165 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $30,135 |
2012 : WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $30 |
Total plan assets at end of year | 2012-12-31 | $30,135 |
Total plan assets at beginning of year | 2012-12-31 | $30,105 |
Other income received | 2012-12-31 | $30 |
Net income (gross income less expenses) | 2012-12-31 | $30 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $30,135 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $30,105 |
2020: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 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: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 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: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 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: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |