401k Plan data: PATRICIA H. MORSE CPA PROFIT SHARING PLAN plan

PATRICIA H. MORSE CPA PROFIT SHARING PLAN 401k Plan overview

Plan Name	PATRICIA H. MORSE CPA PROFIT SHARING PLAN
Plan identification number	003

PATRICIA H. MORSE CPA PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

PATRICIA MORSE has sponsored the creation of one or more 401k plans.

Company Name: PATRICIA MORSE

Employer identification number (EIN): 020423102

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATRICIA H. MORSE CPA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 PATRICIA MORSE 2024-07-10
003 2022-01-01 PATRICIA MORSE 2023-07-27
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 PATRICIA MORSE PATRICIA MORSE 2018-10-12
003 2016-01-01 PATRICIA MORSE
003 2015-01-01 PATRICIA MORSE PATRICIA MORSE 2016-10-12
003 2014-01-01 PATRICIA MORSE PATRICIA MORSE 2015-10-12
003 2013-01-01 PATRICIA MORSE PATRICIA MORSE 2014-10-14
003 2012-01-01 PATRICIA MORSE PATRICIA MORSE 2013-10-14
003 2011-01-01 PATRICIA MORSE
003 2009-01-01 PATRICIA MORSE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	PATRICIA MORSE	2024-07-10
003	2022-01-01	PATRICIA MORSE	2023-07-27
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	PATRICIA MORSE		PATRICIA MORSE	2018-10-12
003	2016-01-01	PATRICIA MORSE
003	2015-01-01	PATRICIA MORSE		PATRICIA MORSE	2016-10-12
003	2014-01-01	PATRICIA MORSE		PATRICIA MORSE	2015-10-12
003	2013-01-01	PATRICIA MORSE		PATRICIA MORSE	2014-10-14
003	2012-01-01	PATRICIA MORSE		PATRICIA MORSE	2013-10-14
003	2011-01-01	PATRICIA MORSE
003	2009-01-01	PATRICIA MORSE

Plan Statistics for PATRICIA H. MORSE CPA PROFIT SHARING PLAN

401k plan membership statisitcs for PATRICIA H. MORSE CPA PROFIT SHARING PLAN

Measure Date Value
2021: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Total of all active and inactive participants 2021-01-01 4
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
2020: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Total of all active and inactive participants 2019-01-01 4
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Total of all active and inactive participants 2018-01-01 4
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Total of all active and inactive participants 2017-01-01 4
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
2016: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Total of all active and inactive participants 2016-01-01 4
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
2013: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
2012: PATRICIA H. MORSE CPA 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 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
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: PATRICIA H. MORSE CPA 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
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2009: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2021: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Total of all active and inactive participants	2021-01-01	4
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
2020: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Total of all active and inactive participants	2019-01-01	4
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Total of all active and inactive participants	2018-01-01	4
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Total of all active and inactive participants	2017-01-01	4
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
2016: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Total of all active and inactive participants	2016-01-01	4
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
2013: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
2012: PATRICIA H. MORSE CPA 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	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
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: PATRICIA H. MORSE CPA 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
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2009: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on PATRICIA H. MORSE CPA PROFIT SHARING PLAN

Measure	Date	Value
2021 : PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$331,407
Expenses. Total of all expenses incurred	2021-12-31	$11,222
Total plan assets at end of year	2021-12-31	$1,940,832
Total plan assets at beginning of year	2021-12-31	$1,620,647
Expenses. Other expenses not covered elsewhere	2021-12-31	$11,222
Other income received	2021-12-31	$232,778
Net income (gross income less expenses)	2021-12-31	$320,185
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,940,832
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,620,647
Total contributions received or receivable from employer(s)	2021-12-31	$98,629
2020 : PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$260,250
Expenses. Total of all expenses incurred	2020-12-31	$8,890
Total plan assets at end of year	2020-12-31	$1,620,647
Total plan assets at beginning of year	2020-12-31	$1,369,287
Expenses. Other expenses not covered elsewhere	2020-12-31	$8,890
Other income received	2020-12-31	$166,078
Net income (gross income less expenses)	2020-12-31	$251,360
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,620,647
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,369,287
Total contributions received or receivable from employer(s)	2020-12-31	$94,172
2019 : PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$316,611
Expenses. Total of all expenses incurred	2019-12-31	$7,624
Total plan assets at end of year	2019-12-31	$1,369,286
Total plan assets at beginning of year	2019-12-31	$1,060,299
Other income received	2019-12-31	$217,529
Net income (gross income less expenses)	2019-12-31	$308,987
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,369,286
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,060,299
Total contributions received or receivable from employer(s)	2019-12-31	$99,082
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$7,624
2018 : PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$28,542
Expenses. Total of all expenses incurred	2018-12-31	$6,731
Total plan assets at end of year	2018-12-31	$1,060,299
Total plan assets at beginning of year	2018-12-31	$1,038,488
Other income received	2018-12-31	$-65,824
Net income (gross income less expenses)	2018-12-31	$21,811
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,060,299
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,038,488
Total contributions received or receivable from employer(s)	2018-12-31	$94,366
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$6,731
2017 : PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$187,333
Expenses. Total of all expenses incurred	2017-12-31	$5,881
Total plan assets at end of year	2017-12-31	$1,038,488
Total plan assets at beginning of year	2017-12-31	$857,036
Other income received	2017-12-31	$116,029
Net income (gross income less expenses)	2017-12-31	$181,452
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,038,488
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$857,036
Total contributions received or receivable from employer(s)	2017-12-31	$71,304
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$5,881
2016 : PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$150,929
Expenses. Total of all expenses incurred	2016-12-31	$4,901
Total plan assets at end of year	2016-12-31	$857,036
Total plan assets at beginning of year	2016-12-31	$711,008
Other income received	2016-12-31	$63,698
Net income (gross income less expenses)	2016-12-31	$146,028
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$857,036
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$711,008
Total contributions received or receivable from employer(s)	2016-12-31	$87,231
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,901
2015 : PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$78,988
Expenses. Total of all expenses incurred	2015-12-31	$4,125
Total plan assets at end of year	2015-12-31	$711,008
Total plan assets at beginning of year	2015-12-31	$636,145
Other income received	2015-12-31	$-2,699
Net income (gross income less expenses)	2015-12-31	$74,863
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$711,008
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$636,145
Total contributions received or receivable from employer(s)	2015-12-31	$81,687
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,125
2014 : PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$115,148
Expenses. Total of all expenses incurred	2014-12-31	$3,407
Total plan assets at end of year	2014-12-31	$636,145
Total plan assets at beginning of year	2014-12-31	$524,404
Other income received	2014-12-31	$37,422
Net income (gross income less expenses)	2014-12-31	$111,741
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$636,145
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$524,404
Total contributions received or receivable from employer(s)	2014-12-31	$77,726
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,407
2013 : PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$121,780
Expenses. Total of all expenses incurred	2013-12-31	$2,643
Total plan assets at end of year	2013-12-31	$524,404
Total plan assets at beginning of year	2013-12-31	$405,267
Other income received	2013-12-31	$42,160
Net income (gross income less expenses)	2013-12-31	$119,137
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$524,404
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$405,267
Total contributions received or receivable from employer(s)	2013-12-31	$79,620
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,643
2012 : PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$88,522
Expenses. Total of all expenses incurred	2012-12-31	$2,165
Total plan assets at end of year	2012-12-31	$405,267
Total plan assets at beginning of year	2012-12-31	$318,910
Other income received	2012-12-31	$29,432
Net income (gross income less expenses)	2012-12-31	$86,357
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$405,267
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$318,910
Total contributions received or receivable from employer(s)	2012-12-31	$59,090
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,165
2011 : PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$66,824
Expenses. Total of all expenses incurred	2011-12-31	$1,619
Total plan assets at end of year	2011-12-31	$318,910
Total plan assets at beginning of year	2011-12-31	$253,705
Other income received	2011-12-31	$4,344
Net income (gross income less expenses)	2011-12-31	$65,205
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$318,910
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$253,705
Total contributions received or receivable from employer(s)	2011-12-31	$62,480
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,619
2010 : PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$76,572
Expenses. Total of all expenses incurred	2010-12-31	$1,170
Total plan assets at end of year	2010-12-31	$253,705
Total plan assets at beginning of year	2010-12-31	$178,303
Other income received	2010-12-31	$21,003
Net income (gross income less expenses)	2010-12-31	$75,402
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$253,705
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$178,303
Total contributions received or receivable from employer(s)	2010-12-31	$55,569
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,170

Form 5500 Responses for PATRICIA H. MORSE CPA PROFIT SHARING PLAN

2021: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PATRICIA H. MORSE CPA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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PATRICIA H. PURCELL MD P. A. [EIN = 510253855]

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Company Name:	PATRICIA MORSE
Employer identification number (EIN):	020423102
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants