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J.L. MORGAN 401(K) PLAN 401k Plan overview

Plan NameJ.L. MORGAN 401(K) PLAN
Plan identification number 001

J.L. MORGAN 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

J.L. MORGAN & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:J.L. MORGAN & ASSOCIATES, INC.
Employer identification number (EIN):470893357
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.L. MORGAN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JEFF MORGAN
0012023-01-01
0012023-01-01JEFF MORGAN
0012022-01-01
0012022-01-01JEFF MORGAN
0012021-01-01
0012021-01-01JEFF MORGAN
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01JEFF MORGAN
0012015-01-01JEFF MORGAN

Plan Statistics for J.L. MORGAN 401(K) PLAN

401k plan membership statisitcs for J.L. MORGAN 401(K) PLAN

Measure Date Value
2023: J.L. MORGAN 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0139
Total number of active participants reported on line 7a of the Form 55002023-01-0137
Number of other retired or separated participants entitled to future benefits2023-01-019
Total of all active and inactive participants2023-01-0146
Total participants2023-01-0146
Number of participants with account balances2023-01-0114
2022: J.L. MORGAN 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0139
Total number of active participants reported on line 7a of the Form 55002022-01-0128
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-0135
Total participants2022-01-0135
Number of participants with account balances2022-01-0117
2021: J.L. MORGAN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0144
Total number of active participants reported on line 7a of the Form 55002021-01-0125
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0133
Total participants2021-01-0133
Number of participants with account balances2021-01-0114
2020: J.L. MORGAN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0146
Total number of active participants reported on line 7a of the Form 55002020-01-0131
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0140
Number of participants with account balances2020-01-0117
2019: J.L. MORGAN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0148
Total number of active participants reported on line 7a of the Form 55002019-01-0130
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0141
Number of participants with account balances2019-01-0121
2018: J.L. MORGAN 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0141
Total number of active participants reported on line 7a of the Form 55002018-01-0131
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0139
Number of participants with account balances2018-01-0119
2017: J.L. MORGAN 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0141
Total number of active participants reported on line 7a of the Form 55002017-01-0131
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0139
Number of participants with account balances2017-01-0119
2016: J.L. MORGAN 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0127
Total number of active participants reported on line 7a of the Form 55002016-01-0128
Number of retired or separated participants receiving benefits2016-01-011
Total of all active and inactive participants2016-01-0129
Total participants2016-01-0129
Number of participants with account balances2016-01-0114
2015: J.L. MORGAN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0115
Total number of active participants reported on line 7a of the Form 55002015-01-0127
Total of all active and inactive participants2015-01-0127
Total participants2015-01-0127
Number of participants with account balances2015-01-0115

Financial Data on J.L. MORGAN 401(K) PLAN

Measure Date Value
2023 : J.L. MORGAN 401(K) PLAN 2023 401k financial data
Total income from all sources2023-12-31$47,350
Expenses. Total of all expenses incurred2023-12-31$87,685
Benefits paid (including direct rollovers)2023-12-31$85,678
Total plan assets at end of year2023-12-31$183,790
Total plan assets at beginning of year2023-12-31$224,125
Value of fidelity bond covering the plan2023-12-31$23,000
Total contributions received or receivable from participants2023-12-31$10,413
Other income received2023-12-31$31,825
Net income (gross income less expenses)2023-12-31$-40,335
Net plan assets at end of year (total assets less liabilities)2023-12-31$183,790
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$224,125
Total contributions received or receivable from employer(s)2023-12-31$5,112
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$2,007
2022 : J.L. MORGAN 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-27,192
Expenses. Total of all expenses incurred2022-12-31$9,589
Benefits paid (including direct rollovers)2022-12-31$7,427
Total plan assets at end of year2022-12-31$224,125
Total plan assets at beginning of year2022-12-31$260,906
Value of fidelity bond covering the plan2022-12-31$27,000
Total contributions received or receivable from participants2022-12-31$16,791
Other income received2022-12-31$-47,262
Net income (gross income less expenses)2022-12-31$-36,781
Net plan assets at end of year (total assets less liabilities)2022-12-31$224,125
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$260,906
Total contributions received or receivable from employer(s)2022-12-31$3,279
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,162
2021 : J.L. MORGAN 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$65,271
Expenses. Total of all expenses incurred2021-12-31$21,974
Benefits paid (including direct rollovers)2021-12-31$18,985
Total plan assets at end of year2021-12-31$260,906
Total plan assets at beginning of year2021-12-31$217,609
Value of fidelity bond covering the plan2021-12-31$22,000
Total contributions received or receivable from participants2021-12-31$18,960
Other income received2021-12-31$32,888
Net income (gross income less expenses)2021-12-31$43,297
Net plan assets at end of year (total assets less liabilities)2021-12-31$260,906
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$217,609
Total contributions received or receivable from employer(s)2021-12-31$13,423
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,989
2020 : J.L. MORGAN 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$68,000
Expenses. Total of all expenses incurred2020-12-31$32,830
Benefits paid (including direct rollovers)2020-12-31$30,476
Total plan assets at end of year2020-12-31$217,609
Total plan assets at beginning of year2020-12-31$182,439
Value of fidelity bond covering the plan2020-12-31$19,000
Total contributions received or receivable from participants2020-12-31$22,669
Other income received2020-12-31$28,448
Net income (gross income less expenses)2020-12-31$35,170
Net plan assets at end of year (total assets less liabilities)2020-12-31$217,609
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$182,439
Total contributions received or receivable from employer(s)2020-12-31$16,883
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,354
2019 : J.L. MORGAN 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$73,337
Expenses. Total of all expenses incurred2019-12-31$6,600
Benefits paid (including direct rollovers)2019-12-31$4,707
Total plan assets at end of year2019-12-31$182,439
Total plan assets at beginning of year2019-12-31$115,702
Value of fidelity bond covering the plan2019-12-31$11,000
Total contributions received or receivable from participants2019-12-31$24,901
Other income received2019-12-31$28,914
Net income (gross income less expenses)2019-12-31$66,737
Net plan assets at end of year (total assets less liabilities)2019-12-31$182,439
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$115,702
Total contributions received or receivable from employer(s)2019-12-31$19,522
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,893
2018 : J.L. MORGAN 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$29,828
Expenses. Total of all expenses incurred2018-12-31$16,994
Benefits paid (including direct rollovers)2018-12-31$15,276
Total plan assets at end of year2018-12-31$115,702
Total plan assets at beginning of year2018-12-31$102,868
Value of fidelity bond covering the plan2018-12-31$11,000
Total contributions received or receivable from participants2018-12-31$22,687
Other income received2018-12-31$-10,086
Net income (gross income less expenses)2018-12-31$12,834
Net plan assets at end of year (total assets less liabilities)2018-12-31$115,702
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$102,868
Total contributions received or receivable from employer(s)2018-12-31$17,227
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,718
2017 : J.L. MORGAN 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$51,727
Expenses. Total of all expenses incurred2017-12-31$3,258
Benefits paid (including direct rollovers)2017-12-31$2,301
Total plan assets at end of year2017-12-31$102,868
Total plan assets at beginning of year2017-12-31$54,399
Value of fidelity bond covering the plan2017-12-31$11,000
Total contributions received or receivable from participants2017-12-31$23,616
Other income received2017-12-31$11,529
Net income (gross income less expenses)2017-12-31$48,469
Net plan assets at end of year (total assets less liabilities)2017-12-31$102,868
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$54,399
Total contributions received or receivable from employer(s)2017-12-31$16,582
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$957
2016 : J.L. MORGAN 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$48,496
Expenses. Total of all expenses incurred2016-12-31$4,093
Benefits paid (including direct rollovers)2016-12-31$3,973
Total plan assets at end of year2016-12-31$54,399
Total plan assets at beginning of year2016-12-31$9,996
Value of fidelity bond covering the plan2016-12-31$1,000
Total contributions received or receivable from participants2016-12-31$27,371
Other income received2016-12-31$1,810
Net income (gross income less expenses)2016-12-31$44,403
Net plan assets at end of year (total assets less liabilities)2016-12-31$54,399
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$9,996
Total contributions received or receivable from employer(s)2016-12-31$19,315
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$120
2015 : J.L. MORGAN 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$10,010
Expenses. Total of all expenses incurred2015-12-31$14
Total plan assets at end of year2015-12-31$9,996
Value of fidelity bond covering the plan2015-12-31$1,000
Total contributions received or receivable from participants2015-12-31$5,367
Other income received2015-12-31$-72
Net income (gross income less expenses)2015-12-31$9,996
Net plan assets at end of year (total assets less liabilities)2015-12-31$9,996
Total contributions received or receivable from employer(s)2015-12-31$4,715
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$14

Form 5500 Responses for J.L. MORGAN 401(K) PLAN

2023: J.L. MORGAN 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: J.L. MORGAN 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: J.L. MORGAN 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J.L. MORGAN 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: J.L. MORGAN 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: J.L. MORGAN 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J.L. MORGAN 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J.L. MORGAN 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J.L. MORGAN 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622235
Policy instance 1
Insurance contract or identification number622235
Number of Individuals Covered46
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $994
Total amount of fees paid to insurance companyUSD $99
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622235
Policy instance 1
Insurance contract or identification number622235
Number of Individuals Covered70
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,099
Total amount of fees paid to insurance companyUSD $110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622235
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622235
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622235
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622235
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622235
Policy instance 1

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