401k Plan data: 5500 2015 plan

5500 2015 401k Plan overview

Plan Name	5500 2015
Plan identification number	001

5500 2015 Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

MORRELL & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: MORRELL & ASSOCIATES

Employer identification number (EIN): 411914534

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 5500 2015

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 WENDE MORRELL 2019-10-07
001 2017-01-01
001 2016-01-01 WENDE MORRELL 2017-10-12
001 2015-01-01 WENDY MORRELL 2016-10-14
001 2015-01-01 WENDE MORRELL 2016-10-14
001 2014-01-01 WENDE MORRELL 2015-09-24 WENDE MORRELL 2015-09-24
001 2013-01-01 WENDE MORRELL 2014-10-13 WENDE MORRELL 2014-10-13
001 2012-01-01 WENDE MORRELL 2013-10-10 WENDE MORRELL 2013-10-10
001 2011-01-01 WENDE MORRELL 2012-10-10 WENDE MORRELL 2012-10-10
001 2010-01-01 WENDE MORRELL 2011-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	WENDE MORRELL	2019-10-07
001	2017-01-01
001	2016-01-01	WENDE MORRELL	2017-10-12
001	2015-01-01			WENDY MORRELL	2016-10-14
001	2015-01-01	WENDE MORRELL	2016-10-14
001	2014-01-01	WENDE MORRELL	2015-09-24	WENDE MORRELL	2015-09-24
001	2013-01-01	WENDE MORRELL	2014-10-13	WENDE MORRELL	2014-10-13
001	2012-01-01	WENDE MORRELL	2013-10-10	WENDE MORRELL	2013-10-10
001	2011-01-01	WENDE MORRELL	2012-10-10	WENDE MORRELL	2012-10-10
001	2010-01-01	WENDE MORRELL	2011-10-10

Plan Statistics for 5500 2015

401k plan membership statisitcs for 5500 2015

Measure Date Value
2015: 5500 2015 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4

Measure	Date	Value
2015: 5500 2015 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4

Form 5500 Responses for 5500 2015

2015: 5500 2015 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	MORRELL & ASSOCIATES
Employer identification number (EIN):	411914534
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services