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WENDY R MORGAN PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameWENDY R MORGAN PROFIT SHARING PLAN & TRUST
Plan identification number 002

WENDY R MORGAN PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

THE LAW FIRM OF WENDY R MORGAN LTD has sponsored the creation of one or more 401k plans.

Company Name:THE LAW FIRM OF WENDY R MORGAN LTD
Employer identification number (EIN):841695375
NAIC Classification:811490
NAIC Description:Other Personal and Household Goods Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WENDY R MORGAN PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01WENDY MORGAN
0022016-01-01WENDY MORGAN
0022015-01-01WENDY MORGAN
0022014-01-01WENDY MORGAN
0022014-01-01WENDY MORGAN
0022013-01-01WENDY MORGAN
0022012-01-01WENDY MORGAN

Plan Statistics for WENDY R MORGAN PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for 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-year2020-01-012
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
2019: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-010
2018: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
2017: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
2016: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
2014: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
2013: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
2012: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013

Financial Data on WENDY R MORGAN PROFIT SHARING PLAN & TRUST

Measure Date Value
2020 : WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$8
Expenses. Total of all expenses incurred2020-12-31$24,162
Benefits paid (including direct rollovers)2020-12-31$24,162
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$24,154
Other income received2020-12-31$8
Net income (gross income less expenses)2020-12-31$-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 sources2019-12-31$24
Expenses. Total of all expenses incurred2019-12-31$4
Total plan assets at end of year2019-12-31$24,154
Total plan assets at beginning of year2019-12-31$24,134
Expenses. Other expenses not covered elsewhere2019-12-31$4
Other income received2019-12-31$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 sources2018-12-31$24
Total plan assets at end of year2018-12-31$24,134
Total plan assets at beginning of year2018-12-31$24,110
Other income received2018-12-31$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 sources2017-12-31$24
Total plan assets at end of year2017-12-31$24,110
Total plan assets at beginning of year2017-12-31$24,086
Other income received2017-12-31$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 sources2016-12-31$28
Expenses. Total of all expenses incurred2016-12-31$6,162
Benefits paid (including direct rollovers)2016-12-31$6,162
Total plan assets at end of year2016-12-31$24,086
Total plan assets at beginning of year2016-12-31$30,220
Other income received2016-12-31$28
Net income (gross income less expenses)2016-12-31$-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 sources2015-12-31$30
Total plan assets at end of year2015-12-31$30,220
Total plan assets at beginning of year2015-12-31$30,190
Other income received2015-12-31$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 sources2014-12-31$25
Total plan assets at end of year2014-12-31$30,190
Total plan assets at beginning of year2014-12-31$30,165
Other income received2014-12-31$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 sources2013-12-31$30
Total plan assets at end of year2013-12-31$30,165
Total plan assets at beginning of year2013-12-31$30,135
Other income received2013-12-31$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 sources2012-12-31$30
Total plan assets at end of year2012-12-31$30,135
Total plan assets at beginning of year2012-12-31$30,105
Other income received2012-12-31$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

Form 5500 Responses for WENDY R MORGAN PROFIT SHARING PLAN & TRUST

2020: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WENDY R MORGAN PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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