401k Plan data: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST plan

MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

MORTON CONSULTING, LLC has sponsored the creation of one or more 401k plans.

Company Name: MORTON CONSULTING, LLC

Employer identification number (EIN): 205083872

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 SARAH GOBLE 2019-10-11
001 2017-01-01 TRACY GRAN
001 2016-01-01 TRACY GRAN
001 2015-01-01 TRACY GRAN
001 2014-01-01 TRACY GRAN
001 2013-01-01 TRACY GRAN
001 2012-01-01 TRACY GRAN 2013-07-29
001 2011-01-01 ALICE HICKMAN 2012-07-27
001 2010-01-01 ALICE HICKMAN 2011-08-26

Plan Statistics for MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 40
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 15
Total of all active and inactive participants 2023-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 55
Number of participants with account balances 2023-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 41
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 65
Number of participants with account balances 2022-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 31
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 15
Total of all active and inactive participants 2021-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 46
Number of participants with account balances 2021-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 39
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 14
Total of all active and inactive participants 2020-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 53
Number of participants with account balances 2020-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 61
Number of other retired or separated participants entitled to future benefits 2019-01-01 14
Total of all active and inactive participants 2019-01-01 75
Total participants 2019-01-01 75
Number of participants with account balances 2019-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2017: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 68
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 77
Number of participants with account balances 2017-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 45
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 12
Total of all active and inactive participants 2016-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 57
Number of participants with account balances 2016-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 36
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 12
Total of all active and inactive participants 2015-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 48
Number of participants with account balances 2015-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 34
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 15
Total of all active and inactive participants 2014-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 49
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 35
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 14
Total of all active and inactive participants 2013-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 49
Number of participants with account balances 2013-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 16

Measure	Date	Value
2023: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	40
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	15
Total of all active and inactive participants	2023-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	55
Number of participants with account balances	2023-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	41
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	65
Number of participants with account balances	2022-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	31
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	15
Total of all active and inactive participants	2021-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	46
Number of participants with account balances	2021-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	39
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	14
Total of all active and inactive participants	2020-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	53
Number of participants with account balances	2020-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	61
Number of other retired or separated participants entitled to future benefits	2019-01-01	14
Total of all active and inactive participants	2019-01-01	75
Total participants	2019-01-01	75
Number of participants with account balances	2019-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2017: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	68
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	77
Number of participants with account balances	2017-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	45
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	12
Total of all active and inactive participants	2016-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	57
Number of participants with account balances	2016-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	36
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	12
Total of all active and inactive participants	2015-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	48
Number of participants with account balances	2015-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	34
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	15
Total of all active and inactive participants	2014-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	49
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	35
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	14
Total of all active and inactive participants	2013-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	49
Number of participants with account balances	2013-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	16

Financial Data on MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2023 : MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$269,895
Expenses. Total of all expenses incurred	2023-12-31	$194,528
Benefits paid (including direct rollovers)	2023-12-31	$191,885
Total plan assets at end of year	2023-12-31	$1,002,297
Total plan assets at beginning of year	2023-12-31	$926,930
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$92,255
Contributions received from other sources (not participants or employers)	2023-12-31	$36
Other income received	2023-12-31	$140,853
Net income (gross income less expenses)	2023-12-31	$75,367
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,002,297
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$926,930
Total contributions received or receivable from employer(s)	2023-12-31	$36,751
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$2,643
2022 : MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-6,044
Expenses. Total of all expenses incurred	2022-12-31	$180,778
Benefits paid (including direct rollovers)	2022-12-31	$176,285
Total plan assets at end of year	2022-12-31	$926,930
Total plan assets at beginning of year	2022-12-31	$1,113,752
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$122,805
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$9,450
Other income received	2022-12-31	$-183,291
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-186,822
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$926,930
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,113,752
Total contributions received or receivable from employer(s)	2022-12-31	$44,992
Value of certain deemed distributions of participant loans	2022-12-31	$2,515
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,978
2021 : MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$255,179
Expenses. Total of all expenses incurred	2021-12-31	$109,724
Benefits paid (including direct rollovers)	2021-12-31	$104,563
Total plan assets at end of year	2021-12-31	$1,113,752
Total plan assets at beginning of year	2021-12-31	$968,297
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$108,087
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$937
Other income received	2021-12-31	$140,652
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$145,455
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,113,752
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$968,297
Assets. Value of participant loans	2021-12-31	$3,126
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$5,503
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$5,161
2020 : MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$242,943
Expenses. Total of all expenses incurred	2020-12-31	$412,599
Benefits paid (including direct rollovers)	2020-12-31	$409,217
Total plan assets at end of year	2020-12-31	$968,297
Total plan assets at beginning of year	2020-12-31	$1,137,953
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$88,822
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$2,809
Other income received	2020-12-31	$132,041
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-169,656
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$968,297
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,137,953
Assets. Value of participant loans	2020-12-31	$6,469
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$19,271
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,382
2019 : MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$479,564
Expenses. Total of all expenses incurred	2019-12-31	$178,050
Benefits paid (including direct rollovers)	2019-12-31	$151,482
Total plan assets at end of year	2019-12-31	$1,137,953
Total plan assets at beginning of year	2019-12-31	$836,439
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$93,006
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$166,212
Other income received	2019-12-31	$198,922
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$301,514
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,137,953
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$836,439
Assets. Value of participant loans	2019-12-31	$12,648
Total contributions received or receivable from employer(s)	2019-12-31	$21,424
Value of certain deemed distributions of participant loans	2019-12-31	$6,871
Value of corrective distributions	2019-12-31	$19,584
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$113
2017 : MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$236,674
Expenses. Total of all expenses incurred	2017-12-31	$124,255
Benefits paid (including direct rollovers)	2017-12-31	$119,315
Total plan assets at end of year	2017-12-31	$843,794
Total plan assets at beginning of year	2017-12-31	$731,375
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$90,923
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$133,681
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$112,419
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$843,794
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$731,375
Assets. Value of participant loans	2017-12-31	$17,244
Total contributions received or receivable from employer(s)	2017-12-31	$12,070
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$4,834
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$106
2016 : MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$137,979
Expenses. Total of all expenses incurred	2016-12-31	$129,684
Benefits paid (including direct rollovers)	2016-12-31	$114,327
Total plan assets at end of year	2016-12-31	$731,375
Total plan assets at beginning of year	2016-12-31	$723,080
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$94,135
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$38,776
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$8,295
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$731,375
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$723,080
Assets. Value of participant loans	2016-12-31	$27,082
Total contributions received or receivable from employer(s)	2016-12-31	$5,068
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$14,463
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$894
2015 : MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$92,457
Expenses. Total of all expenses incurred	2015-12-31	$90,823
Benefits paid (including direct rollovers)	2015-12-31	$88,048
Total plan assets at end of year	2015-12-31	$723,080
Total plan assets at beginning of year	2015-12-31	$721,446
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$98,746
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-13,297
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$1,634
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$723,080
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$721,446
Assets. Value of participant loans	2015-12-31	$44,318
Total contributions received or receivable from employer(s)	2015-12-31	$7,008
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,775
2014 : MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$110,437
Expenses. Total of all expenses incurred	2014-12-31	$64,874
Benefits paid (including direct rollovers)	2014-12-31	$61,474
Total plan assets at end of year	2014-12-31	$721,446
Total plan assets at beginning of year	2014-12-31	$675,883
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$72,273
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$38,164
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$45,563
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$721,446
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$675,883
Assets. Value of participant loans	2014-12-31	$22,161
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,400
2013 : MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$229,562
Expenses. Total of all expenses incurred	2013-12-31	$307,653
Benefits paid (including direct rollovers)	2013-12-31	$305,194
Total plan assets at end of year	2013-12-31	$675,883
Total plan assets at beginning of year	2013-12-31	$753,974
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$110,818
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$113,334
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-78,091
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$675,883
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$753,974
Assets. Value of participant loans	2013-12-31	$30,244
Total contributions received or receivable from employer(s)	2013-12-31	$5,410
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,459

Form 5500 Responses for MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST

2023: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: MORTON CONSULTING 401(K) 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	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: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 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
2017: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 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: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 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: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 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: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 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: MORTON CONSULTING 401(K) PROFIT SHARING PLAN & TRUST 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

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Company Name:	MORTON CONSULTING, LLC
Employer identification number (EIN):	205083872
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services