401k Plan data: MORRIS AND DOWD RETIREMENT PLAN plan

MORRIS AND DOWD RETIREMENT PLAN 401k Plan overview

Plan Name	MORRIS AND DOWD RETIREMENT PLAN
Plan identification number	001

MORRIS AND DOWD RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

MORRIS AND DOWD, INC. has sponsored the creation of one or more 401k plans.

Company Name: MORRIS AND DOWD, INC.

Employer identification number (EIN): 270386582

NAIC Classification: 722513
NAIC Description: Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORRIS AND DOWD RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 DON MORRIS DON MORRIS 2015-12-09
001 2014-01-01 DON MORRIS DON MORRIS 2015-03-08
001 2013-01-01 DON MORRIS DON MORRIS 2014-05-12
001 2012-01-01 DON MORRIS DON MORRIS 2013-03-10
001 2011-01-01 DON MORRIS DON MORRIS 2012-04-13
001 2009-06-17
001 2009-06-17
001 2009-06-17 DON MORRIS DON MORRIS 2010-06-13
001 2009-06-17 DON MORRIS DON MORRIS 2010-07-06

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	DON MORRIS	DON MORRIS	2015-12-09
001	2014-01-01	DON MORRIS	DON MORRIS	2015-03-08
001	2013-01-01	DON MORRIS	DON MORRIS	2014-05-12
001	2012-01-01	DON MORRIS	DON MORRIS	2013-03-10
001	2011-01-01	DON MORRIS	DON MORRIS	2012-04-13
001	2009-06-17
001	2009-06-17
001	2009-06-17	DON MORRIS	DON MORRIS	2010-06-13
001	2009-06-17	DON MORRIS	DON MORRIS	2010-07-06

Plan Statistics for MORRIS AND DOWD RETIREMENT PLAN

401k plan membership statisitcs for MORRIS AND DOWD RETIREMENT PLAN

Measure Date Value
2015: MORRIS AND DOWD RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MORRIS AND DOWD RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
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 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MORRIS AND DOWD RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MORRIS AND DOWD RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MORRIS AND DOWD RETIREMENT 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 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MORRIS AND DOWD RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-17 1
Total number of active participants reported on line 7a of the Form 5500 2009-06-17 1
Number of retired or separated participants receiving benefits 2009-06-17 0
Number of other retired or separated participants entitled to future benefits 2009-06-17 0
Total of all active and inactive participants 2009-06-17 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-17 0
Total participants 2009-06-17 1
Number of participants with account balances 2009-06-17 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-17 0

Measure	Date	Value
2015: MORRIS AND DOWD RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MORRIS AND DOWD RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
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	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MORRIS AND DOWD RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MORRIS AND DOWD RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MORRIS AND DOWD RETIREMENT 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	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MORRIS AND DOWD RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-17	1
Total number of active participants reported on line 7a of the Form 5500	2009-06-17	1
Number of retired or separated participants receiving benefits	2009-06-17	0
Number of other retired or separated participants entitled to future benefits	2009-06-17	0
Total of all active and inactive participants	2009-06-17	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-17	0
Total participants	2009-06-17	1
Number of participants with account balances	2009-06-17	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-17	0

Financial Data on MORRIS AND DOWD RETIREMENT PLAN

Measure	Date	Value
2015 : MORRIS AND DOWD RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-11-03	$83
Total income from all sources	2015-11-03	$-50,684
Expenses. Total of all expenses incurred	2015-11-03	$232,953
Benefits paid (including direct rollovers)	2015-11-03	$232,898
Total plan assets at end of year	2015-11-03	$0
Total plan assets at beginning of year	2015-11-03	$283,720
Expenses. Other expenses not covered elsewhere	2015-11-03	$55
Other income received	2015-11-03	$-50,684
Net income (gross income less expenses)	2015-11-03	$-283,637
Net plan assets at end of year (total assets less liabilities)	2015-11-03	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-11-03	$283,637
Assets. Value of employer securities	2015-11-03	$0
2014 : MORRIS AND DOWD RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$83
Total plan liabilities at beginning of year	2014-12-31	$83
Total income from all sources	2014-12-31	$-119,997
Expenses. Total of all expenses incurred	2014-12-31	$21
Total plan assets at end of year	2014-12-31	$283,720
Total plan assets at beginning of year	2014-12-31	$403,738
Value of fidelity bond covering the plan	2014-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$21
Other income received	2014-12-31	$-119,997
Net income (gross income less expenses)	2014-12-31	$-120,018
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$283,637
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$403,655
Assets. Value of employer securities	2014-12-31	$280,000
2013 : MORRIS AND DOWD RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$83
Total income from all sources	2013-12-31	$-84,999
Expenses. Total of all expenses incurred	2013-12-31	$16
Total plan assets at end of year	2013-12-31	$403,738
Total plan assets at beginning of year	2013-12-31	$488,670
Value of fidelity bond covering the plan	2013-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$16
Other income received	2013-12-31	$-84,999
Net income (gross income less expenses)	2013-12-31	$-85,015
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$403,655
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$488,670
Assets. Value of employer securities	2013-12-31	$400,000
2012 : MORRIS AND DOWD RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$39,002
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$488,670
Total plan assets at beginning of year	2012-12-31	$449,668
Value of fidelity bond covering the plan	2012-12-31	$50,000
Other income received	2012-12-31	$39,002
Net income (gross income less expenses)	2012-12-31	$39,002
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$488,670
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$449,668
Assets. Value of employer securities	2012-12-31	$485,000
2011 : MORRIS AND DOWD RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$74,002
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$449,668
Total plan assets at beginning of year	2011-12-31	$375,666
Value of fidelity bond covering the plan	2011-12-31	$50,000
Other income received	2011-12-31	$74,002
Net income (gross income less expenses)	2011-12-31	$74,002
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$449,668
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$375,666
Assets. Value of employer securities	2011-12-31	$446,000
2010 : MORRIS AND DOWD RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$94,002
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$375,666
Total plan assets at beginning of year	2010-12-31	$281,664
Other income received	2010-12-31	$94,002
Net income (gross income less expenses)	2010-12-31	$94,002
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$375,666
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$281,664
Assets. Value of employer securities	2010-12-31	$372,000

Form 5500 Responses for MORRIS AND DOWD RETIREMENT PLAN

2015: MORRIS AND DOWD RETIREMENT 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	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: MORRIS AND DOWD RETIREMENT 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: MORRIS AND DOWD RETIREMENT 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: MORRIS AND DOWD RETIREMENT 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: MORRIS AND DOWD RETIREMENT 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: MORRIS AND DOWD RETIREMENT PLAN 2009 form 5500 responses
2009-06-17	Type of plan entity	Single employer plan
2009-06-17	First time form 5500 has been submitted	Yes
2009-06-17	Submission has been amended	Yes
2009-06-17	This submission is the final filing	No
2009-06-17	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-06-17	Plan is a collectively bargained plan	No
2009-06-17	Plan funding arrangement – Trust	Yes
2009-06-17	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MORRIS AND DOWD, INC.
Employer identification number (EIN):	270386582
NAIC Classification:	722513
NAIC Description:	Limited-Service Restaurants