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CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CONNER MORGAN INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CONNER MORGAN INVESTMENTS, INC.
Employer identification number (EIN):208047399
NAIC Classification:523900

Additional information about CONNER MORGAN INVESTMENTS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2006-11-17
Company Identification Number: 0800735422
Legal Registered Office Address: 17202 CLAY RD STE 122

HOUSTON
United States of America (USA)
77084

More information about CONNER MORGAN INVESTMENTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01SAM SANFORD SAM SANFORD2016-11-17
0012014-01-01SAM SANFORD SAM SANFORD2015-10-15
0012013-01-01SAM SANFORD
0012012-01-01SAM SANFORD
0012011-01-01SAM SANFORD
0012010-01-01SAM SANFORD
0012009-01-01SAM SANFORD
0012008-01-01SAM SANFORD

Plan Statistics for CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-010
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
2014: CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Total of all active and inactive participants2014-01-016
Total participants2014-01-016
Number of participants with account balances2014-01-011
2013: CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-012
Total number of active participants reported on line 7a of the Form 55002008-01-012
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-012
Number of participants with account balances2008-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$-76,464
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$0
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$76,464
Other income received2015-12-31$0
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$0
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$76,464
Total contributions received or receivable from employer(s)2015-12-31$0
2014 : CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$15,964
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$76,464
Total plan assets at beginning of year2014-12-31$60,500
Other income received2014-12-31$15,964
Net income (gross income less expenses)2014-12-31$15,964
Net plan assets at end of year (total assets less liabilities)2014-12-31$76,464
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$60,500
Assets. Value of employer securities2014-12-31$0
2013 : CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$0
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$60,500
Total plan assets at beginning of year2013-12-31$60,500
Expenses. Other expenses not covered elsewhere2013-12-31$0
Net income (gross income less expenses)2013-12-31$0
Net plan assets at end of year (total assets less liabilities)2013-12-31$60,500
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$60,500
Assets. Value of employer securities2013-12-31$60,500
2012 : CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$0
Expenses. Total of all expenses incurred2012-12-31$4
Total plan assets at end of year2012-12-31$60,500
Total plan assets at beginning of year2012-12-31$60,504
Expenses. Other expenses not covered elsewhere2012-12-31$4
Net income (gross income less expenses)2012-12-31$-4
Net plan assets at end of year (total assets less liabilities)2012-12-31$60,500
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$60,504
Assets. Value of employer securities2012-12-31$60,500
2011 : CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$0
Expenses. Total of all expenses incurred2011-12-31$45
Total plan assets at end of year2011-12-31$60,504
Total plan assets at beginning of year2011-12-31$60,549
Expenses. Other expenses not covered elsewhere2011-12-31$45
Other income received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-45
Net plan assets at end of year (total assets less liabilities)2011-12-31$60,504
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$60,549
Assets. Value of employer securities2011-12-31$60,500
2010 : CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$0
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$60,549
Total plan assets at beginning of year2010-12-31$60,549
Expenses. Other expenses not covered elsewhere2010-12-31$0
Other income received2010-12-31$0
Net income (gross income less expenses)2010-12-31$0
Net plan assets at end of year (total assets less liabilities)2010-12-31$60,549
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$60,549
Assets. Value of employer securities2010-12-31$60,500
2008 : CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources2008-12-31$2
Expenses. Total of all expenses incurred2008-12-31$0
Total plan assets at end of year2008-12-31$60,549
Total plan assets at beginning of year2008-12-31$60,547
Expenses. Other expenses not covered elsewhere2008-12-31$0
Other income received2008-12-31$2
Net income (gross income less expenses)2008-12-31$2
Net plan assets at end of year (total assets less liabilities)2008-12-31$60,549
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$60,547
Assets. Value of employer securities2008-12-31$60,500

Form 5500 Responses for CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

2015: CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: CONNER MORGAN INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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