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MORTON BUILDINGS, INC. 401(K) AND ESOP 401k Plan overview

Plan NameMORTON BUILDINGS, INC. 401(K) AND ESOP
Plan identification number 001

MORTON BUILDINGS, INC. 401(K) AND ESOP 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MORTON BUILDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MORTON BUILDINGS, INC.
Employer identification number (EIN):370347310
NAIC Classification:236200

Additional information about MORTON BUILDINGS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1975-08-29
Company Identification Number: 0003789706
Legal Registered Office Address: PO BOX 399

MORTON
United States of America (USA)
61550

More information about MORTON BUILDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORTON BUILDINGS, INC. 401(K) AND ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NICK VENTURI
0012016-01-01KERRY GARMAN
0012016-01-01NICK VENTURI2018-11-21
0012015-01-01NICK VENTURI
0012015-01-01NICK VENTURI2018-11-20
0012014-01-01SEAN CAIN
0012014-01-01
0012013-01-01JANET R. GETZ
0012012-01-01JANET R. GETZ
0012011-01-01JANET R. GETZ
0012009-01-01JANET R. GETZ

Plan Statistics for MORTON BUILDINGS, INC. 401(K) AND ESOP

401k plan membership statisitcs for MORTON BUILDINGS, INC. 401(K) AND ESOP

Measure Date Value
2022: MORTON BUILDINGS, INC. 401(K) AND ESOP 2022 401k membership
Total participants, beginning-of-year2022-01-012,405
Total number of active participants reported on line 7a of the Form 55002022-01-011,558
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-01450
Total of all active and inactive participants2022-01-012,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-012,029
Number of participants with account balances2022-01-011,900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01229
2021: MORTON BUILDINGS, INC. 401(K) AND ESOP 2021 401k membership
Total participants, beginning-of-year2021-01-012,364
Total number of active participants reported on line 7a of the Form 55002021-01-011,799
Number of retired or separated participants receiving benefits2021-01-0149
Number of other retired or separated participants entitled to future benefits2021-01-01549
Total of all active and inactive participants2021-01-012,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-012,405
Number of participants with account balances2021-01-012,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01277
2020: MORTON BUILDINGS, INC. 401(K) AND ESOP 2020 401k membership
Total participants, beginning-of-year2020-01-012,590
Total number of active participants reported on line 7a of the Form 55002020-01-011,772
Number of retired or separated participants receiving benefits2020-01-0165
Number of other retired or separated participants entitled to future benefits2020-01-01522
Total of all active and inactive participants2020-01-012,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-012,364
Number of participants with account balances2020-01-012,209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01279
2019: MORTON BUILDINGS, INC. 401(K) AND ESOP 2019 401k membership
Total participants, beginning-of-year2019-01-012,534
Total number of active participants reported on line 7a of the Form 55002019-01-011,902
Number of retired or separated participants receiving benefits2019-01-01241
Number of other retired or separated participants entitled to future benefits2019-01-01439
Total of all active and inactive participants2019-01-012,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-012,590
Number of participants with account balances2019-01-012,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01331
2018: MORTON BUILDINGS, INC. 401(K) AND ESOP 2018 401k membership
Total participants, beginning-of-year2018-01-011,896
Total number of active participants reported on line 7a of the Form 55002018-01-011,896
Number of retired or separated participants receiving benefits2018-01-01160
Number of other retired or separated participants entitled to future benefits2018-01-01468
Total of all active and inactive participants2018-01-012,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0110
Total participants2018-01-012,534
Number of participants with account balances2018-01-012,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01134
2017: MORTON BUILDINGS, INC. 401(K) AND ESOP 2017 401k membership
Total participants, beginning-of-year2017-01-011,102
Total number of active participants reported on line 7a of the Form 55002017-01-011,316
Number of retired or separated participants receiving benefits2017-01-0187
Number of other retired or separated participants entitled to future benefits2017-01-01455
Total of all active and inactive participants2017-01-011,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,860
Number of participants with account balances2017-01-011,614
2016: MORTON BUILDINGS, INC. 401(K) AND ESOP 2016 401k membership
Total participants, beginning-of-year2016-01-011,965
Total number of active participants reported on line 7a of the Form 55002016-01-011,349
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-01510
Total of all active and inactive participants2016-01-011,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,870
Number of participants with account balances2016-01-011,687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: MORTON BUILDINGS, INC. 401(K) AND ESOP 2015 401k membership
Total participants, beginning-of-year2015-01-011,919
Total number of active participants reported on line 7a of the Form 55002015-01-011,388
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-01559
Total of all active and inactive participants2015-01-011,957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-011,965
Number of participants with account balances2015-01-011,855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0139
2014: MORTON BUILDINGS, INC. 401(K) AND ESOP 2014 401k membership
Total participants, beginning-of-year2014-01-012,099
Total number of active participants reported on line 7a of the Form 55002014-01-011,424
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-01478
Total of all active and inactive participants2014-01-011,912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-011,919
Number of participants with account balances2014-01-011,773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: MORTON BUILDINGS, INC. 401(K) AND ESOP 2013 401k membership
Total participants, beginning-of-year2013-01-012,088
Total number of active participants reported on line 7a of the Form 55002013-01-011,483
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01600
Total of all active and inactive participants2013-01-012,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-012,099
Number of participants with account balances2013-01-012,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0173
2012: MORTON BUILDINGS, INC. 401(K) AND ESOP 2012 401k membership
Total participants, beginning-of-year2012-01-012,114
Total number of active participants reported on line 7a of the Form 55002012-01-011,608
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01472
Total of all active and inactive participants2012-01-012,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-012,088
Number of participants with account balances2012-01-011,804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: MORTON BUILDINGS, INC. 401(K) AND ESOP 2011 401k membership
Total participants, beginning-of-year2011-01-012,213
Total number of active participants reported on line 7a of the Form 55002011-01-011,648
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-01455
Total of all active and inactive participants2011-01-012,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-012,114
Number of participants with account balances2011-01-011,908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2009: MORTON BUILDINGS, INC. 401(K) AND ESOP 2009 401k membership
Total participants, beginning-of-year2009-01-012,317
Total number of active participants reported on line 7a of the Form 55002009-01-011,729
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01455
Total of all active and inactive participants2009-01-012,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-012,190
Number of participants with account balances2009-01-011,982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0137

Financial Data on MORTON BUILDINGS, INC. 401(K) AND ESOP

Measure Date Value
2022 : MORTON BUILDINGS, INC. 401(K) AND ESOP 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$2,823,118
Total unrealized appreciation/depreciation of assets2022-12-31$2,823,118
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$71,245
Expenses. Interest paid2022-12-31$141,367
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$141,367
Total income from all sources (including contributions)2022-12-31$-12,875,204
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$15,824,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,539,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,413,464
Value of total assets at end of year2022-12-31$165,771,724
Value of total assets at beginning of year2022-12-31$194,542,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$143,181
Total interest from all sources2022-12-31$124,264
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$143,181
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,978,801
Participant contributions at end of year2022-12-31$1,914,061
Participant contributions at beginning of year2022-12-31$1,762,674
Participant contributions at end of year2022-12-31$309,597
Participant contributions at beginning of year2022-12-31$284,528
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$287,336
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,191
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,516
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-28,699,451
Value of net assets at end of year (total assets less liabilities)2022-12-31$165,771,724
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$194,471,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$133,863,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$163,042,710
Interest on participant loans2022-12-31$88,245
Value of interest in common/collective trusts at end of year2022-12-31$3,835,724
Value of interest in common/collective trusts at beginning of year2022-12-31$4,830,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,454,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,803,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,803,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$36,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-26,236,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$23,258,348
Assets. Invements in employer securities at beginning of year2022-12-31$21,689,879
Contributions received in cash from employer2022-12-31$2,147,327
Employer contributions (assets) at end of year2022-12-31$134,084
Employer contributions (assets) at beginning of year2022-12-31$126,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,539,699
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$71,245
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : MORTON BUILDINGS, INC. 401(K) AND ESOP 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,448,090
Total unrealized appreciation/depreciation of assets2021-12-31$3,448,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$71,245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$68,011
Total income from all sources (including contributions)2021-12-31$31,818,273
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,163,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,756,836
Expenses. Certain deemed distributions of participant loans2021-12-31$277,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,584,187
Value of total assets at end of year2021-12-31$194,542,420
Value of total assets at beginning of year2021-12-31$177,884,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$129,266
Total interest from all sources2021-12-31$90,599
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$129,266
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,313,747
Participant contributions at end of year2021-12-31$1,762,674
Participant contributions at beginning of year2021-12-31$1,933,993
Participant contributions at end of year2021-12-31$284,528
Participant contributions at beginning of year2021-12-31$244,066
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$316,118
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,516
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$26
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$16,654,986
Value of net assets at end of year (total assets less liabilities)2021-12-31$194,471,175
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$177,816,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$163,042,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$149,134,186
Interest on participant loans2021-12-31$88,100
Value of interest in common/collective trusts at end of year2021-12-31$4,830,186
Value of interest in common/collective trusts at beginning of year2021-12-31$3,971,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,803,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,005,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,005,322
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$18,695,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$21,689,879
Assets. Invements in employer securities at beginning of year2021-12-31$19,488,867
Contributions received in cash from employer2021-12-31$1,954,322
Employer contributions (assets) at end of year2021-12-31$126,625
Employer contributions (assets) at beginning of year2021-12-31$106,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,756,836
Liabilities. Value of benefit claims payable at end of year2021-12-31$71,245
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$68,011
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : MORTON BUILDINGS, INC. 401(K) AND ESOP 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,445,078
Total unrealized appreciation/depreciation of assets2020-12-31$5,445,078
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$68,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$97,670
Total income from all sources (including contributions)2020-12-31$33,321,002
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$16,804,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$16,412,474
Expenses. Certain deemed distributions of participant loans2020-12-31$277,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,702,045
Value of total assets at end of year2020-12-31$177,884,200
Value of total assets at beginning of year2020-12-31$161,397,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$114,764
Total interest from all sources2020-12-31$100,094
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$114,764
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,643,658
Participant contributions at end of year2020-12-31$1,933,993
Participant contributions at beginning of year2020-12-31$2,072,823
Participant contributions at end of year2020-12-31$244,066
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$105,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$26
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$6,099
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$16,516,620
Value of net assets at end of year (total assets less liabilities)2020-12-31$177,816,189
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$161,299,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$149,134,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$141,754,012
Interest on participant loans2020-12-31$99,202
Value of interest in common/collective trusts at end of year2020-12-31$3,971,195
Value of interest in common/collective trusts at beginning of year2020-12-31$2,352,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,005,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,073,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$19,488,867
Assets. Invements in employer securities at beginning of year2020-12-31$15,185,943
Contributions received in cash from employer2020-12-31$1,952,787
Employer contributions (assets) at end of year2020-12-31$106,545
Employer contributions (assets) at beginning of year2020-12-31$25,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$16,412,474
Liabilities. Value of benefit claims payable at end of year2020-12-31$68,011
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$97,670
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : MORTON BUILDINGS, INC. 401(K) AND ESOP 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,941,714
Total unrealized appreciation/depreciation of assets2019-12-31$5,941,714
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$97,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$108,373
Total income from all sources (including contributions)2019-12-31$38,703,551
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,526,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,407,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,376,522
Value of total assets at end of year2019-12-31$161,397,239
Value of total assets at beginning of year2019-12-31$135,230,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$118,605
Total interest from all sources2019-12-31$154,585
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,428,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,428,308
Administrative expenses professional fees incurred2019-12-31$118,605
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,351,796
Participant contributions at end of year2019-12-31$2,072,823
Participant contributions at beginning of year2019-12-31$2,433,751
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$182,979
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$363,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,099
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,504
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$631,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$26,177,019
Value of net assets at end of year (total assets less liabilities)2019-12-31$161,299,569
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$135,122,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$141,754,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$118,893,532
Interest on participant loans2019-12-31$116,058
Interest earned on other investments2019-12-31$38,527
Value of interest in common/collective trusts at end of year2019-12-31$2,352,663
Value of interest in common/collective trusts at beginning of year2019-12-31$1,984,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,802,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$15,185,943
Assets. Invements in employer securities at beginning of year2019-12-31$11,022,655
Contributions received in cash from employer2019-12-31$1,661,148
Employer contributions (assets) at end of year2019-12-31$25,699
Employer contributions (assets) at beginning of year2019-12-31$74,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,407,927
Liabilities. Value of benefit claims payable at end of year2019-12-31$97,670
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$108,373
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : MORTON BUILDINGS, INC. 401(K) AND ESOP 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-11,396,827
Total unrealized appreciation/depreciation of assets2018-12-31$-11,396,827
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$108,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$39,909
Total income from all sources (including contributions)2018-12-31$403,020
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,803,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,685,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,768,792
Value of total assets at end of year2018-12-31$135,230,923
Value of total assets at beginning of year2018-12-31$144,562,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$117,846
Total interest from all sources2018-12-31$96,590
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31Yes
Amount of non-exempt transactions with any party-in-interest2018-12-31$631,735
Contributions received from participants2018-12-31$6,068,597
Participant contributions at end of year2018-12-31$2,433,751
Participant contributions at beginning of year2018-12-31$2,190,356
Participant contributions at end of year2018-12-31$182,979
Participant contributions at beginning of year2018-12-31$212,540
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$351,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$117,846
Total non interest bearing cash at end of year2018-12-31$631,735
Total non interest bearing cash at beginning of year2018-12-31$622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,400,244
Value of net assets at end of year (total assets less liabilities)2018-12-31$135,122,550
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$144,522,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$118,893,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$127,385,547
Interest on participant loans2018-12-31$96,590
Value of interest in common/collective trusts at end of year2018-12-31$1,984,454
Value of interest in common/collective trusts at beginning of year2018-12-31$1,276,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$2,934,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$11,022,655
Assets. Invements in employer securities at beginning of year2018-12-31$13,410,593
Contributions received in cash from employer2018-12-31$2,349,164
Employer contributions (assets) at end of year2018-12-31$74,313
Employer contributions (assets) at beginning of year2018-12-31$86,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,685,418
Liabilities. Value of benefit claims payable at end of year2018-12-31$108,373
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$39,909
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : MORTON BUILDINGS, INC. 401(K) AND ESOP 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-20,377,523
Total unrealized appreciation/depreciation of assets2017-12-31$-20,377,523
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$39,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$65,626
Total income from all sources (including contributions)2017-12-31$16,419,130
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,370,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,146,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,673,163
Value of total assets at end of year2017-12-31$144,562,703
Value of total assets at beginning of year2017-12-31$141,540,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$224,195
Total interest from all sources2017-12-31$387,119
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,916,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,916,004
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$3,979,000
Contributions received from participants2017-12-31$5,284,306
Participant contributions at end of year2017-12-31$2,190,356
Participant contributions at beginning of year2017-12-31$2,118,828
Participant contributions at end of year2017-12-31$212,540
Participant contributions at beginning of year2017-12-31$209,577
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$82,868
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$32,965
Other income not declared elsewhere2017-12-31$82,482
Total non interest bearing cash at end of year2017-12-31$622
Total non interest bearing cash at beginning of year2017-12-31$20,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,048,337
Value of net assets at end of year (total assets less liabilities)2017-12-31$144,522,794
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$141,474,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$127,385,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$96,535,610
Interest on participant loans2017-12-31$73,213
Interest earned on other investments2017-12-31$313,906
Value of interest in common/collective trusts at end of year2017-12-31$1,276,870
Value of interest in common/collective trusts at beginning of year2017-12-31$17,563,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$22,737,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$13,410,593
Assets. Invements in employer securities at beginning of year2017-12-31$24,499,901
Contributions received in cash from employer2017-12-31$5,305,989
Employer contributions (assets) at end of year2017-12-31$86,175
Employer contributions (assets) at beginning of year2017-12-31$559,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,146,598
Contract administrator fees2017-12-31$224,195
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at end of year2017-12-31$39,909
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$65,626
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : MORTON BUILDINGS, INC. 401(K) AND ESOP 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$411,564
Total unrealized appreciation/depreciation of assets2016-12-31$411,564
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$65,626
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$92,411
Total income from all sources (including contributions)2016-12-31$16,318,929
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$14,648,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,414,397
Expenses. Certain deemed distributions of participant loans2016-12-31$55,803
Value of total corrective distributions2016-12-31$1,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,849,246
Value of total assets at end of year2016-12-31$141,540,083
Value of total assets at beginning of year2016-12-31$139,896,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$176,490
Total interest from all sources2016-12-31$73,225
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,925,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,925,803
Administrative expenses professional fees incurred2016-12-31$176,490
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,206,802
Participant contributions at end of year2016-12-31$2,118,828
Participant contributions at beginning of year2016-12-31$2,282,713
Participant contributions at end of year2016-12-31$209,577
Participant contributions at beginning of year2016-12-31$183,513
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$123,802
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$32,965
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$37,230
Other income not declared elsewhere2016-12-31$-1,290
Administrative expenses (other) incurred2016-12-31$176,490
Liabilities. Value of operating payables at end of year2016-12-31$65,626
Liabilities. Value of operating payables at beginning of year2016-12-31$92,411
Total non interest bearing cash at end of year2016-12-31$20,100
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,670,672
Value of net assets at end of year (total assets less liabilities)2016-12-31$141,474,457
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$139,803,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$96,535,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$91,266,262
Interest on participant loans2016-12-31$71,992
Interest earned on other investments2016-12-31$1,233
Value of interest in common/collective trusts at end of year2016-12-31$17,563,334
Value of interest in common/collective trusts at beginning of year2016-12-31$18,438,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,801,666
Net investment gain or loss from common/collective trusts2016-12-31$258,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$24,499,901
Assets. Invements in employer securities at beginning of year2016-12-31$27,369,853
Contributions received in cash from employer2016-12-31$1,518,642
Employer contributions (assets) at end of year2016-12-31$559,768
Employer contributions (assets) at beginning of year2016-12-31$318,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,414,397
Liabilities. Value of benefit claims payable at end of year2016-12-31$65,626
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$92,411
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : MORTON BUILDINGS, INC. 401(K) AND ESOP 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$4,075,932
Total unrealized appreciation/depreciation of assets2015-12-31$4,075,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$92,411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,714,058
Total income from all sources (including contributions)2015-12-31$11,591,791
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$12,508,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,208,219
Expenses. Certain deemed distributions of participant loans2015-12-31$27,929
Value of total corrective distributions2015-12-31$92,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,784,382
Value of total assets at end of year2015-12-31$139,896,196
Value of total assets at beginning of year2015-12-31$142,434,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$179,628
Total interest from all sources2015-12-31$74,149
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,521,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,801,340
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$5,549
Contributions received from participants2015-12-31$5,424,481
Participant contributions at end of year2015-12-31$2,282,713
Participant contributions at beginning of year2015-12-31$2,228,153
Participant contributions at end of year2015-12-31$183,513
Participant contributions at beginning of year2015-12-31$148,359
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$16,348
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,720,199
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$37,230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$37,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,653,788
Other income not declared elsewhere2015-12-31$5,549
Administrative expenses (other) incurred2015-12-31$179,628
Liabilities. Value of operating payables at end of year2015-12-31$92,411
Liabilities. Value of operating payables at beginning of year2015-12-31$60,270
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-916,396
Value of net assets at end of year (total assets less liabilities)2015-12-31$139,803,785
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$140,720,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$91,266,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$94,811,116
Interest on participant loans2015-12-31$74,149
Value of interest in common/collective trusts at end of year2015-12-31$18,438,355
Value of interest in common/collective trusts at beginning of year2015-12-31$18,915,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,971,823
Net investment gain or loss from common/collective trusts2015-12-31$102,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$27,369,853
Assets. Invements in employer securities at beginning of year2015-12-31$25,012,083
Contributions received in cash from employer2015-12-31$1,343,553
Employer contributions (assets) at end of year2015-12-31$318,270
Employer contributions (assets) at beginning of year2015-12-31$1,281,133
Income. Dividends from common stock2015-12-31$1,720,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,488,020
Liabilities. Value of benefit claims payable at end of year2015-12-31$92,411
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$60,270
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : MORTON BUILDINGS, INC. 401(K) AND ESOP 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$4,170,872
Total unrealized appreciation/depreciation of assets2014-12-31$4,170,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,714,058
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,495,665
Total income from all sources (including contributions)2014-12-31$18,089,202
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,183,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,850,875
Expenses. Certain deemed distributions of participant loans2014-12-31$34,301
Value of total corrective distributions2014-12-31$60,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,518,649
Value of total assets at end of year2014-12-31$142,434,239
Value of total assets at beginning of year2014-12-31$134,309,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$237,901
Total interest from all sources2014-12-31$74,245
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,620,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,620,332
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$5,549
Contributions received from participants2014-12-31$5,244,957
Participant contributions at end of year2014-12-31$2,228,153
Participant contributions at beginning of year2014-12-31$2,251,277
Participant contributions at end of year2014-12-31$148,359
Participant contributions at beginning of year2014-12-31$194,450
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$75,245
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$37,483
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$34,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,653,788
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,441,105
Other income not declared elsewhere2014-12-31$57
Administrative expenses (other) incurred2014-12-31$237,901
Liabilities. Value of operating payables at end of year2014-12-31$60,270
Liabilities. Value of operating payables at beginning of year2014-12-31$54,560
Total non interest bearing cash at end of year2014-12-31$156
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,905,855
Value of net assets at end of year (total assets less liabilities)2014-12-31$140,720,181
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$132,814,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$94,811,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$59,583,922
Interest on participant loans2014-12-31$74,245
Value of interest in common/collective trusts at end of year2014-12-31$18,915,756
Value of interest in common/collective trusts at beginning of year2014-12-31$49,846,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,352,983
Net investment gain or loss from common/collective trusts2014-12-31$352,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$25,012,083
Assets. Invements in employer securities at beginning of year2014-12-31$22,098,731
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$2,198,447
Employer contributions (assets) at end of year2014-12-31$1,281,133
Employer contributions (assets) at beginning of year2014-12-31$301,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,850,875
Liabilities. Value of benefit claims payable at end of year2014-12-31$60,270
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$54,560
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : MORTON BUILDINGS, INC. 401(K) AND ESOP 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$9,710,262
Total unrealized appreciation/depreciation of assets2013-12-31$9,710,262
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,495,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,053,189
Total income from all sources (including contributions)2013-12-31$28,097,731
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,799,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,484,573
Expenses. Certain deemed distributions of participant loans2013-12-31$8,678
Value of total corrective distributions2013-12-31$54,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,238,433
Value of total assets at end of year2013-12-31$134,309,991
Value of total assets at beginning of year2013-12-31$117,569,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$251,915
Total interest from all sources2013-12-31$77,131
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$868,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$868,826
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,884,421
Participant contributions at end of year2013-12-31$2,251,277
Participant contributions at beginning of year2013-12-31$2,376,368
Participant contributions at end of year2013-12-31$194,450
Participant contributions at beginning of year2013-12-31$183,367
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$192,499
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$34,499
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$52,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,441,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$968,193
Administrative expenses (other) incurred2013-12-31$251,915
Total non interest bearing cash at beginning of year2013-12-31$7,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$16,298,005
Value of net assets at end of year (total assets less liabilities)2013-12-31$132,814,326
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$116,516,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$59,583,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$49,737,399
Interest on participant loans2013-12-31$77,131
Value of interest in common/collective trusts at end of year2013-12-31$49,846,037
Value of interest in common/collective trusts at beginning of year2013-12-31$51,263,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,350,504
Net investment gain or loss from common/collective trusts2013-12-31$1,852,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$22,098,731
Assets. Invements in employer securities at beginning of year2013-12-31$13,317,877
Contributions received in cash from employer2013-12-31$1,161,513
Employer contributions (assets) at end of year2013-12-31$301,075
Employer contributions (assets) at beginning of year2013-12-31$631,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,484,573
Liabilities. Value of benefit claims payable at end of year2013-12-31$54,560
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$84,996
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : MORTON BUILDINGS, INC. 401(K) AND ESOP 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$5,072,212
Total unrealized appreciation/depreciation of assets2012-12-31$5,072,212
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,053,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,137,393
Total income from all sources (including contributions)2012-12-31$19,010,944
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,451,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,140,006
Expenses. Certain deemed distributions of participant loans2012-12-31$69,137
Value of total corrective distributions2012-12-31$84,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,112,593
Value of total assets at end of year2012-12-31$117,569,510
Value of total assets at beginning of year2012-12-31$108,094,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$157,849
Total interest from all sources2012-12-31$76,138
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$802,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$802,894
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,444,532
Participant contributions at end of year2012-12-31$2,376,368
Participant contributions at beginning of year2012-12-31$2,198,710
Participant contributions at end of year2012-12-31$183,367
Participant contributions at beginning of year2012-12-31$208,087
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$22,032
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$52,067
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$60,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$968,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,064,405
Administrative expenses (other) incurred2012-12-31$157,849
Liabilities. Value of operating payables at beginning of year2012-12-31$72,988
Total non interest bearing cash at end of year2012-12-31$7,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,558,956
Value of net assets at end of year (total assets less liabilities)2012-12-31$116,516,321
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$106,957,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$49,737,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$43,757,112
Interest on participant loans2012-12-31$76,138
Value of interest in common/collective trusts at end of year2012-12-31$51,263,769
Value of interest in common/collective trusts at beginning of year2012-12-31$47,925,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,707,987
Net investment gain or loss from common/collective trusts2012-12-31$1,239,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$13,317,877
Assets. Invements in employer securities at beginning of year2012-12-31$13,561,483
Contributions received in cash from employer2012-12-31$1,646,029
Employer contributions (assets) at end of year2012-12-31$631,163
Employer contributions (assets) at beginning of year2012-12-31$383,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,140,006
Liabilities. Value of benefit claims payable at end of year2012-12-31$84,996
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : MORTON BUILDINGS, INC. 401(K) AND ESOP 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$189,230
Total unrealized appreciation/depreciation of assets2011-12-31$189,230
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,137,393
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$61,399
Total income from all sources (including contributions)2011-12-31$7,060,989
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,494,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,328,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,542,644
Value of total assets at end of year2011-12-31$108,094,758
Value of total assets at beginning of year2011-12-31$108,452,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$166,488
Total interest from all sources2011-12-31$77,649
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$639,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$639,496
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,971,005
Participant contributions at end of year2011-12-31$2,198,710
Participant contributions at beginning of year2011-12-31$2,081,680
Participant contributions at end of year2011-12-31$208,087
Participant contributions at beginning of year2011-12-31$273,969
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$67,707
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$60,002
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$73,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,064,405
Administrative expenses (other) incurred2011-12-31$166,488
Liabilities. Value of operating payables at end of year2011-12-31$72,988
Liabilities. Value of operating payables at beginning of year2011-12-31$61,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,433,626
Value of net assets at end of year (total assets less liabilities)2011-12-31$106,957,365
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$108,390,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$43,757,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$46,325,714
Interest on participant loans2011-12-31$77,649
Value of interest in common/collective trusts at end of year2011-12-31$47,925,478
Value of interest in common/collective trusts at beginning of year2011-12-31$45,933,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,714,172
Net investment gain or loss from common/collective trusts2011-12-31$1,326,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$13,561,483
Assets. Invements in employer securities at beginning of year2011-12-31$13,372,253
Contributions received in cash from employer2011-12-31$1,503,932
Employer contributions (assets) at end of year2011-12-31$383,886
Employer contributions (assets) at beginning of year2011-12-31$391,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,328,127
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : MORTON BUILDINGS, INC. 401(K) AND ESOP 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-3,027,681
Total unrealized appreciation/depreciation of assets2010-12-31$-3,027,681
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$61,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$48,736
Total income from all sources (including contributions)2010-12-31$13,004,237
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,892,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,743,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,039,645
Value of total assets at end of year2010-12-31$108,452,390
Value of total assets at beginning of year2010-12-31$102,328,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$149,683
Total interest from all sources2010-12-31$83,160
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$592,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$592,811
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,631,413
Participant contributions at end of year2010-12-31$2,081,680
Participant contributions at beginning of year2010-12-31$1,966,063
Participant contributions at end of year2010-12-31$273,969
Participant contributions at beginning of year2010-12-31$252,686
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$22,520
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$73,357
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$72,121
Administrative expenses (other) incurred2010-12-31$149,683
Liabilities. Value of operating payables at end of year2010-12-31$61,399
Liabilities. Value of operating payables at beginning of year2010-12-31$48,736
Total non interest bearing cash at beginning of year2010-12-31$652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,111,407
Value of net assets at end of year (total assets less liabilities)2010-12-31$108,390,991
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$102,279,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$46,325,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$41,259,568
Interest on participant loans2010-12-31$83,160
Value of interest in common/collective trusts at end of year2010-12-31$45,933,700
Value of interest in common/collective trusts at beginning of year2010-12-31$41,059,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,171,658
Net investment gain or loss from common/collective trusts2010-12-31$3,144,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$13,372,253
Assets. Invements in employer securities at beginning of year2010-12-31$16,780,766
Contributions received in cash from employer2010-12-31$1,385,712
Employer contributions (assets) at end of year2010-12-31$391,717
Employer contributions (assets) at beginning of year2010-12-31$936,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,743,147
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADERY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : MORTON BUILDINGS, INC. 401(K) AND ESOP 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MORTON BUILDINGS, INC. 401(K) AND ESOP

2022: MORTON BUILDINGS, INC. 401(K) AND ESOP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MORTON BUILDINGS, INC. 401(K) AND ESOP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MORTON BUILDINGS, INC. 401(K) AND ESOP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MORTON BUILDINGS, INC. 401(K) AND ESOP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MORTON BUILDINGS, INC. 401(K) AND ESOP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MORTON BUILDINGS, INC. 401(K) AND ESOP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MORTON BUILDINGS, INC. 401(K) AND ESOP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MORTON BUILDINGS, INC. 401(K) AND ESOP 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 filingNo
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: MORTON BUILDINGS, INC. 401(K) AND ESOP 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: MORTON BUILDINGS, INC. 401(K) AND ESOP 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: MORTON BUILDINGS, INC. 401(K) AND ESOP 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: MORTON BUILDINGS, INC. 401(K) AND ESOP 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
2009: MORTON BUILDINGS, INC. 401(K) AND ESOP 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

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