Logo

JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 401k Plan overview

Plan NameJOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST
Plan identification number 002

JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Plan covering Self-Employed individuals.
  • 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

JOSEPH A MORRISON has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH A MORRISON
Employer identification number (EIN):592637951
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01JOSEPH A MORRISON
0022016-01-01JOSEPH A MORRISON
0022015-01-01JOSEPH A MORRISON
0022014-01-01JOSEPH A MORRISON
0022013-01-01JOSEPH A MORRISON
0022012-01-01JOSEPH A MORRISON
0022011-01-01JOSEPH A MORRISON
0022009-01-01JOSEPH A MORRISON

Plan Statistics for JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST

401k plan membership statisitcs for JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2017: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
2016: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-011
2015: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-011
2014: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-011
2013: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
2012: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-011
2011: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total of all active and inactive participants2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-011
2009: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total of all active and inactive participants2009-01-010
Total participants2009-01-010
Number of participants with account balances2009-01-011

Financial Data on JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2017 : JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$27,040
Expenses. Total of all expenses incurred2017-12-31$265,278
Benefits paid (including direct rollovers)2017-12-31$265,278
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$238,238
Other income received2017-12-31$27,040
Net income (gross income less expenses)2017-12-31$-238,238
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$238,238
2016 : JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$30,974
Total plan assets at end of year2016-12-31$238,238
Total plan assets at beginning of year2016-12-31$207,264
Value of fidelity bond covering the plan2016-12-31$70,000
Other income received2016-12-31$30,974
Net income (gross income less expenses)2016-12-31$30,974
Net plan assets at end of year (total assets less liabilities)2016-12-31$238,238
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$207,264
2015 : JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$-6,760
Total plan assets at end of year2015-12-31$207,264
Total plan assets at beginning of year2015-12-31$214,024
Value of fidelity bond covering the plan2015-12-31$70,000
Other income received2015-12-31$-6,760
Net income (gross income less expenses)2015-12-31$-6,760
Net plan assets at end of year (total assets less liabilities)2015-12-31$207,264
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$214,024
2014 : JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$10,610
Total plan assets at end of year2014-12-31$214,024
Total plan assets at beginning of year2014-12-31$203,414
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$10,610
Net income (gross income less expenses)2014-12-31$10,610
Net plan assets at end of year (total assets less liabilities)2014-12-31$214,024
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$203,414
2013 : JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$18,622
Total plan assets at end of year2013-12-31$203,414
Total plan assets at beginning of year2013-12-31$184,792
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$18,622
Net income (gross income less expenses)2013-12-31$18,622
Net plan assets at end of year (total assets less liabilities)2013-12-31$203,414
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$184,792
2012 : JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$17,867
Total plan assets at end of year2012-12-31$184,792
Total plan assets at beginning of year2012-12-31$166,925
Value of fidelity bond covering the plan2012-12-31$530,000
Other income received2012-12-31$17,867
Net income (gross income less expenses)2012-12-31$17,867
Net plan assets at end of year (total assets less liabilities)2012-12-31$184,792
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$166,925
2011 : JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$4,293
Total plan assets at end of year2011-12-31$166,925
Total plan assets at beginning of year2011-12-31$162,632
Value of fidelity bond covering the plan2011-12-31$530,000
Other income received2011-12-31$4,293
Net income (gross income less expenses)2011-12-31$4,293
Net plan assets at end of year (total assets less liabilities)2011-12-31$166,925
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$162,632
2010 : JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$12,766
Total plan assets at end of year2010-12-31$162,632
Total plan assets at beginning of year2010-12-31$149,866
Value of fidelity bond covering the plan2010-12-31$440,000
Other income received2010-12-31$12,766
Net income (gross income less expenses)2010-12-31$12,766
Net plan assets at end of year (total assets less liabilities)2010-12-31$162,632
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$149,866

Form 5500 Responses for JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST

2017: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1