401k Plan data: MORRIS JAMES LLP RETIREMENT PLAN plan

MORRIS JAMES LLP RETIREMENT PLAN 401k Plan overview

Plan Name	MORRIS JAMES LLP RETIREMENT PLAN
Plan identification number	001

MORRIS JAMES LLP RETIREMENT PLAN 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MORRIS JAMES LLP has sponsored the creation of one or more 401k plans.

Company Name: MORRIS JAMES LLP

Employer identification number (EIN): 510023480

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about MORRIS JAMES LLP

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3087938

More information about MORRIS JAMES LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORRIS JAMES LLP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 SHERRY PERNA SHERRY PERNA 2019-07-25
001 2017-01-01 EDWIN THOMAS EDWIN THOMAS 2018-07-11
001 2016-01-01 DAVID WILLIAMS DAVID WILLIAMS 2017-07-26
001 2015-01-01 DAVID WILLIAMS DAVID WILLIAMS 2016-10-11
001 2014-01-01 DAVID WILLIAMS DAVID WILLIAMS 2015-10-15
001 2013-01-01 DAVID WILLIAMS DAVID WILLIAMS 2014-10-15
001 2012-01-01 DAVID WILLIAMS DAVID WILLIAMS 2013-10-14
001 2011-01-01 DAVID WILLIAMS DAVID WILLIAMS 2012-10-11
001 2009-01-01 DAVID WILLIAMS DAVID WILLIAMS 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	SHERRY PERNA	SHERRY PERNA	2019-07-25
001	2017-01-01	EDWIN THOMAS	EDWIN THOMAS	2018-07-11
001	2016-01-01	DAVID WILLIAMS	DAVID WILLIAMS	2017-07-26
001	2015-01-01	DAVID WILLIAMS	DAVID WILLIAMS	2016-10-11
001	2014-01-01	DAVID WILLIAMS	DAVID WILLIAMS	2015-10-15
001	2013-01-01	DAVID WILLIAMS	DAVID WILLIAMS	2014-10-15
001	2012-01-01	DAVID WILLIAMS	DAVID WILLIAMS	2013-10-14
001	2011-01-01	DAVID WILLIAMS	DAVID WILLIAMS	2012-10-11
001	2009-01-01	DAVID WILLIAMS	DAVID WILLIAMS	2010-10-14

Plan Statistics for MORRIS JAMES LLP RETIREMENT PLAN

401k plan membership statisitcs for MORRIS JAMES LLP RETIREMENT PLAN

Measure Date Value
2022: MORRIS JAMES LLP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 155
Number of retired or separated participants receiving benefits 2022-01-01 9
Number of other retired or separated participants entitled to future benefits 2022-01-01 46
Total of all active and inactive participants 2022-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 210
Number of participants with account balances 2022-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MORRIS JAMES LLP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 153
Number of retired or separated participants receiving benefits 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 48
Total of all active and inactive participants 2021-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 210
Number of participants with account balances 2021-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MORRIS JAMES LLP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 160
Number of retired or separated participants receiving benefits 2020-01-01 9
Number of other retired or separated participants entitled to future benefits 2020-01-01 49
Total of all active and inactive participants 2020-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 218
Number of participants with account balances 2020-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MORRIS JAMES LLP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 160
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 41
Total of all active and inactive participants 2019-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 206
Number of participants with account balances 2019-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MORRIS JAMES LLP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 168
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 36
Total of all active and inactive participants 2018-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 204
Number of participants with account balances 2018-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MORRIS JAMES LLP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 169
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 36
Total of all active and inactive participants 2017-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 205
Number of participants with account balances 2017-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MORRIS JAMES LLP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 168
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 29
Total of all active and inactive participants 2016-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 198
Number of participants with account balances 2016-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MORRIS JAMES LLP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 165
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 27
Total of all active and inactive participants 2015-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 193
Number of participants with account balances 2015-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MORRIS JAMES LLP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 172
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 195
Number of participants with account balances 2014-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MORRIS JAMES LLP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 164
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 26
Total of all active and inactive participants 2013-01-01 192
Total participants 2013-01-01 192
Number of participants with account balances 2013-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MORRIS JAMES LLP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 144
Number of other retired or separated participants entitled to future benefits 2012-01-01 32
Total of all active and inactive participants 2012-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 176
Number of participants with account balances 2012-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MORRIS JAMES LLP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 143
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 30
Total of all active and inactive participants 2011-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 173
Number of participants with account balances 2011-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MORRIS JAMES LLP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 142
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 39
Total of all active and inactive participants 2009-01-01 181
Total participants 2009-01-01 181
Number of participants with account balances 2009-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: MORRIS JAMES LLP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	155
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	46
Total of all active and inactive participants	2022-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	210
Number of participants with account balances	2022-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MORRIS JAMES LLP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	153
Number of retired or separated participants receiving benefits	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	48
Total of all active and inactive participants	2021-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	210
Number of participants with account balances	2021-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MORRIS JAMES LLP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	160
Number of retired or separated participants receiving benefits	2020-01-01	9
Number of other retired or separated participants entitled to future benefits	2020-01-01	49
Total of all active and inactive participants	2020-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	218
Number of participants with account balances	2020-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MORRIS JAMES LLP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	160
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	41
Total of all active and inactive participants	2019-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	206
Number of participants with account balances	2019-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MORRIS JAMES LLP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	168
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	36
Total of all active and inactive participants	2018-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	204
Number of participants with account balances	2018-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MORRIS JAMES LLP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	169
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	36
Total of all active and inactive participants	2017-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	205
Number of participants with account balances	2017-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MORRIS JAMES LLP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	168
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	29
Total of all active and inactive participants	2016-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	198
Number of participants with account balances	2016-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MORRIS JAMES LLP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	165
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	27
Total of all active and inactive participants	2015-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	193
Number of participants with account balances	2015-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MORRIS JAMES LLP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	172
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	195
Number of participants with account balances	2014-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MORRIS JAMES LLP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	164
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	26
Total of all active and inactive participants	2013-01-01	192
Total participants	2013-01-01	192
Number of participants with account balances	2013-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MORRIS JAMES LLP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	144
Number of other retired or separated participants entitled to future benefits	2012-01-01	32
Total of all active and inactive participants	2012-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	176
Number of participants with account balances	2012-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MORRIS JAMES LLP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	143
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	30
Total of all active and inactive participants	2011-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	173
Number of participants with account balances	2011-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MORRIS JAMES LLP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	142
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	39
Total of all active and inactive participants	2009-01-01	181
Total participants	2009-01-01	181
Number of participants with account balances	2009-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MORRIS JAMES LLP RETIREMENT PLAN

Measure	Date	Value
2022 : MORRIS JAMES LLP RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-6,127,925
Total of all expenses incurred	2022-12-31	$1,961,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,852,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,863,699
Value of total assets at end of year	2022-12-31	$53,914,772
Value of total assets at beginning of year	2022-12-31	$62,004,099
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$108,770
Total interest from all sources	2022-12-31	$20,423
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,189,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,189,035
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,434,431
Participant contributions at end of year	2022-12-31	$388,688
Participant contributions at beginning of year	2022-12-31	$419,458
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$932,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-8,089,327
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$53,914,772
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$62,004,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$40,241,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$49,383,538
Interest on participant loans	2022-12-31	$20,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$11,791,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$10,668,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-11,201,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,496,622
Employer contributions (assets) at end of year	2022-12-31	$1,493,740
Employer contributions (assets) at beginning of year	2022-12-31	$1,532,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,852,632
Contract administrator fees	2022-12-31	$108,770
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SANTORA CPA GROUP
Accountancy firm EIN	2022-12-31	510284658
2021 : MORRIS JAMES LLP RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$9,366,912
Total of all expenses incurred	2021-12-31	$6,249,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$6,129,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,457,650
Value of total assets at end of year	2021-12-31	$62,004,099
Value of total assets at beginning of year	2021-12-31	$58,886,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$119,878
Total interest from all sources	2021-12-31	$20,241
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,864,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,864,104
Administrative expenses professional fees incurred	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,462,896
Participant contributions at end of year	2021-12-31	$419,458
Participant contributions at beginning of year	2021-12-31	$393,034
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$462,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,117,877
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$62,004,099
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$58,886,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$49,383,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$44,566,538
Interest on participant loans	2021-12-31	$20,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$10,668,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$12,528,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,024,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,532,576
Employer contributions (assets) at end of year	2021-12-31	$1,532,576
Employer contributions (assets) at beginning of year	2021-12-31	$1,398,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$6,129,157
Contract administrator fees	2021-12-31	$119,878
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SANTORA CPA GROUP
Accountancy firm EIN	2021-12-31	510284658
2020 : MORRIS JAMES LLP RETIREMENT PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$11,732,111
Total of all expenses incurred	2020-12-31	$2,162,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,050,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,970,695
Value of total assets at end of year	2020-12-31	$58,886,222
Value of total assets at beginning of year	2020-12-31	$49,316,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$112,241
Total interest from all sources	2020-12-31	$21,338
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,903,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,903,526
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,470,976
Participant contributions at end of year	2020-12-31	$393,034
Participant contributions at beginning of year	2020-12-31	$430,311
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$101,396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$9,569,807
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$58,886,222
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$49,316,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$44,566,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$36,787,882
Interest on participant loans	2020-12-31	$21,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$12,528,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$10,629,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$6,836,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,398,323
Employer contributions (assets) at end of year	2020-12-31	$1,398,323
Employer contributions (assets) at beginning of year	2020-12-31	$1,469,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,050,063
Contract administrator fees	2020-12-31	$112,241
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	SANTORA CPA GROUP
Accountancy firm EIN	2020-12-31	510284658
2019 : MORRIS JAMES LLP RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$11,348,680
Total of all expenses incurred	2019-12-31	$2,629,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,536,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,589,958
Value of total assets at end of year	2019-12-31	$49,316,415
Value of total assets at beginning of year	2019-12-31	$40,596,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$92,626
Total interest from all sources	2019-12-31	$24,030
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,501,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,501,248
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,337,261
Participant contributions at end of year	2019-12-31	$430,311
Participant contributions at beginning of year	2019-12-31	$481,528
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$24,500
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$783,681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$8,719,667
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$49,316,415
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$40,596,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$36,787,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$28,407,911
Interest on participant loans	2019-12-31	$24,030
Interest earned on other investments	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$10,629,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$10,542,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,233,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,469,016
Employer contributions (assets) at end of year	2019-12-31	$1,469,016
Employer contributions (assets) at beginning of year	2019-12-31	$1,140,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,536,387
Contract administrator fees	2019-12-31	$92,626
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SANTORA CPA GROUP
Accountancy firm EIN	2019-12-31	510284658
2018 : MORRIS JAMES LLP RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$677,563
Total of all expenses incurred	2018-12-31	$3,718,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,707,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,506,502
Value of total assets at end of year	2018-12-31	$40,596,748
Value of total assets at beginning of year	2018-12-31	$43,638,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,758
Total interest from all sources	2018-12-31	$-115,252
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 year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,364,870
Participant contributions at end of year	2018-12-31	$481,528
Participant contributions at beginning of year	2018-12-31	$343,185
Participant contributions at end of year	2018-12-31	$24,500
Participant contributions at beginning of year	2018-12-31	$26,740
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-3,041,288
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$40,596,748
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$43,638,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$28,407,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$30,564,832
Interest on participant loans	2018-12-31	$22,891
Interest earned on other investments	2018-12-31	$-138,143
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$10,542,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$11,605,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,713,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,141,632
Employer contributions (assets) at end of year	2018-12-31	$1,140,558
Employer contributions (assets) at beginning of year	2018-12-31	$1,098,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,707,093
Contract administrator fees	2018-12-31	$11,758
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SANTORA CPA GROUP
Accountancy firm EIN	2018-12-31	510284658
2017 : MORRIS JAMES LLP RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$7,869,060
Total of all expenses incurred	2017-12-31	$3,075,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,063,369
Value of total corrective distributions	2017-12-31	$8,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,502,696
Value of total assets at end of year	2017-12-31	$43,638,036
Value of total assets at beginning of year	2017-12-31	$38,844,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,070
Total interest from all sources	2017-12-31	$438,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,256,656
Participant contributions at end of year	2017-12-31	$343,185
Participant contributions at beginning of year	2017-12-31	$512,735
Participant contributions at end of year	2017-12-31	$26,740
Participant contributions at beginning of year	2017-12-31	$30,000
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$147,864
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,793,462
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$43,638,036
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$38,844,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$30,564,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$26,588,561
Interest on participant loans	2017-12-31	$19,952
Interest earned on other investments	2017-12-31	$418,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$11,605,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$10,569,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,927,764
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,098,176
Employer contributions (assets) at end of year	2017-12-31	$1,098,060
Employer contributions (assets) at beginning of year	2017-12-31	$1,143,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,063,369
Contract administrator fees	2017-12-31	$4,070
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SANTORA CPA GROUP
Accountancy firm EIN	2017-12-31	510284658
2016 : MORRIS JAMES LLP RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$5,187,535
Total of all expenses incurred	2016-12-31	$730,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$713,411
Expenses. Certain deemed distributions of participant loans	2016-12-31	$11,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,933,460
Value of total assets at end of year	2016-12-31	$38,844,574
Value of total assets at beginning of year	2016-12-31	$34,387,060
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,765
Total interest from all sources	2016-12-31	$22,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,262,884
Participant contributions at end of year	2016-12-31	$512,735
Participant contributions at beginning of year	2016-12-31	$545,109
Participant contributions at end of year	2016-12-31	$30,000
Participant contributions at beginning of year	2016-12-31	$2,541
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$526,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,457,514
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$38,844,574
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$34,387,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$26,588,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$23,098,288
Interest on participant loans	2016-12-31	$22,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$10,569,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$9,568,918
Net investment gain/loss from pooled separate accounts	2016-12-31	$2,231,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,143,995
Employer contributions (assets) at end of year	2016-12-31	$1,143,995
Employer contributions (assets) at beginning of year	2016-12-31	$1,172,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$713,411
Contract administrator fees	2016-12-31	$4,765
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SANTORA CPA GROUP
Accountancy firm EIN	2016-12-31	510284658
2015 : MORRIS JAMES LLP RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$2,311,801
Total of all expenses incurred	2015-12-31	$705,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$701,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,618,576
Value of total assets at end of year	2015-12-31	$34,387,060
Value of total assets at beginning of year	2015-12-31	$32,780,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,065
Total interest from all sources	2015-12-31	$22,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,258,596
Participant contributions at end of year	2015-12-31	$545,109
Participant contributions at beginning of year	2015-12-31	$413,396
Participant contributions at end of year	2015-12-31	$2,541
Participant contributions at beginning of year	2015-12-31	$20,000
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$170,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,606,702
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$34,387,060
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$32,780,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$23,098,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$22,107,872
Interest on participant loans	2015-12-31	$22,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$9,568,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$9,173,340
Net investment gain/loss from pooled separate accounts	2015-12-31	$-328,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$1,189,500
Employer contributions (assets) at end of year	2015-12-31	$1,172,204
Employer contributions (assets) at beginning of year	2015-12-31	$1,065,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$701,034
Contract administrator fees	2015-12-31	$4,065
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WILLIAMS HUMPHREYS AND COMPANY
Accountancy firm EIN	2015-12-31	202001616
2014 : MORRIS JAMES LLP RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$4,369,749
Total of all expenses incurred	2014-12-31	$3,956,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,953,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,402,954
Value of total assets at end of year	2014-12-31	$32,780,358
Value of total assets at beginning of year	2014-12-31	$32,367,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,515
Total interest from all sources	2014-12-31	$17,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,231,029
Participant contributions at end of year	2014-12-31	$413,396
Participant contributions at beginning of year	2014-12-31	$439,246
Participant contributions at end of year	2014-12-31	$20,000
Participant contributions at beginning of year	2014-12-31	$20,000
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$106,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$412,773
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$32,780,358
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$32,367,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$22,107,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$21,400,193
Income. Interest from loans (other than to participants)	2014-12-31	$17,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$9,173,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$9,446,446
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,949,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,065,750
Employer contributions (assets) at end of year	2014-12-31	$1,065,750
Employer contributions (assets) at beginning of year	2014-12-31	$1,061,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,953,461
Contract administrator fees	2014-12-31	$3,515
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WILLIAMS HUMPHREYS AND COMPANY
Accountancy firm EIN	2014-12-31	202001616
2013 : MORRIS JAMES LLP RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$5,840,960
Total of all expenses incurred	2013-12-31	$1,030,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,011,958
Expenses. Certain deemed distributions of participant loans	2013-12-31	$13,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,248,518
Value of total assets at end of year	2013-12-31	$32,367,585
Value of total assets at beginning of year	2013-12-31	$27,556,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,140
Total interest from all sources	2013-12-31	$18,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,138,662
Participant contributions at end of year	2013-12-31	$439,246
Participant contributions at beginning of year	2013-12-31	$418,158
Participant contributions at end of year	2013-12-31	$20,000
Participant contributions at beginning of year	2013-12-31	$17,000
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$48,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,810,830
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$32,367,585
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$27,556,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$21,400,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$16,211,762
Interest on participant loans	2013-12-31	$18,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$9,446,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$9,906,335
Net investment gain/loss from pooled separate accounts	2013-12-31	$3,573,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,061,700
Employer contributions (assets) at end of year	2013-12-31	$1,061,700
Employer contributions (assets) at beginning of year	2013-12-31	$1,003,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,011,958
Contract administrator fees	2013-12-31	$5,140
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WILLIAMS HUMPHREYS AND COMPANY
Accountancy firm EIN	2013-12-31	202001616
2012 : MORRIS JAMES LLP RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$4,456,205
Total of all expenses incurred	2012-12-31	$735,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$731,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,157,767
Value of total assets at end of year	2012-12-31	$27,556,755
Value of total assets at beginning of year	2012-12-31	$23,836,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,770
Total interest from all sources	2012-12-31	$17,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,011,674
Participant contributions at end of year	2012-12-31	$418,158
Participant contributions at beginning of year	2012-12-31	$395,620
Participant contributions at end of year	2012-12-31	$17,000
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$142,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,720,724
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$27,556,755
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$23,836,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$16,211,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$13,275,154
Interest on participant loans	2012-12-31	$17,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$9,906,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$9,277,257
Net investment gain/loss from pooled separate accounts	2012-12-31	$2,280,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,003,500
Employer contributions (assets) at end of year	2012-12-31	$1,003,500
Employer contributions (assets) at beginning of year	2012-12-31	$888,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$731,711
Contract administrator fees	2012-12-31	$3,770
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WILLIAMS HUMPHREYS AND COMPANY
Accountancy firm EIN	2012-12-31	202001616
2011 : MORRIS JAMES LLP RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,870,409
Total of all expenses incurred	2011-12-31	$2,859,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,854,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,838,898
Value of total assets at end of year	2011-12-31	$23,836,031
Value of total assets at beginning of year	2011-12-31	$24,824,636
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,860
Total interest from all sources	2011-12-31	$16,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$945,073
Participant contributions at end of year	2011-12-31	$395,620
Participant contributions at beginning of year	2011-12-31	$346,373
Participant contributions at beginning of year	2011-12-31	$6,000
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$5,825
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-988,605
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$23,836,031
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$24,824,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$13,275,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$14,586,701
Interest on participant loans	2011-12-31	$16,542
Interest earned on other investments	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$9,277,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$9,023,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$14,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$888,000
Employer contributions (assets) at end of year	2011-12-31	$888,000
Employer contributions (assets) at beginning of year	2011-12-31	$862,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,854,154
Contract administrator fees	2011-12-31	$4,860
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WILLIAMS HUMPHREYS AND COMPANY
Accountancy firm EIN	2011-12-31	202001616
2010 : MORRIS JAMES LLP RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$4,689,999
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$168,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$163,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,502,767
Value of total assets at end of year	2010-12-31	$24,824,636
Value of total assets at beginning of year	2010-12-31	$20,303,192
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,570
Total interest from all sources	2010-12-31	$14,064
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$972,776
Participant contributions at end of year	2010-12-31	$346,373
Participant contributions at beginning of year	2010-12-31	$173,028
Participant contributions at end of year	2010-12-31	$6,000
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$667,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,521,444
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$24,824,636
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$20,303,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$14,586,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$12,064,027
Interest on participant loans	2010-12-31	$14,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$9,023,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$7,257,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,173,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$862,500
Employer contributions (assets) at end of year	2010-12-31	$862,500
Employer contributions (assets) at beginning of year	2010-12-31	$808,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$163,985
Contract administrator fees	2010-12-31	$4,570
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WILLIAMS HUMPHREYS AND COMPANY
Accountancy firm EIN	2010-12-31	202001616
2009 : MORRIS JAMES LLP RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MORRIS JAMES LLP RETIREMENT PLAN

2022: MORRIS JAMES LLP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MORRIS JAMES LLP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MORRIS JAMES LLP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MORRIS JAMES LLP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MORRIS JAMES LLP RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MORRIS JAMES LLP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MORRIS JAMES LLP RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MORRIS JAMES LLP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MORRIS JAMES LLP RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MORRIS JAMES LLP RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MORRIS JAMES LLP RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MORRIS JAMES LLP RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MORRIS JAMES LLP RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

21091

Policy instance

Insurance contract or identification number	21091
Number of Individuals Covered	209
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

21091

Policy instance

Insurance contract or identification number	21091
Number of Individuals Covered	199
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

21091

Policy instance

Insurance contract or identification number	21091
Number of Individuals Covered	207
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

21091

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	325
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

21091

Policy instance

Insurance contract or identification number	21091
Number of Individuals Covered	192
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 84181-1

Policy instance

Insurance contract or identification number	RM 84181-1
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $56,328
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $56,328
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 84181-1

Policy instance

Insurance contract or identification number	RM 84181-1
Number of Individuals Covered	193
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $72,835
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,567
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	ROBERT LANGAN

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Company Name:	MORRIS JAMES LLP
Employer identification number (EIN):	510023480
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3087938