401k Plan data: MORALES & HALL, PL PROFIT SHARING PLAN plan

MORALES & HALL, PL PROFIT SHARING PLAN 401k Plan overview

Plan Name	MORALES & HALL, PL PROFIT SHARING PLAN
Plan identification number	001

MORALES & HALL, PL PROFIT SHARING 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.
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

MORALES & HALL, PL has sponsored the creation of one or more 401k plans.

Company Name: MORALES & HALL, PL

Employer identification number (EIN): 593556214

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORALES & HALL, PL PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ROBERTO MORALES 2022-12-13 ROBERTO MORALES 2022-12-13
001 2021-01-01 ROBERTO MORALES 2022-07-12 ROBERTO MORALES 2022-07-12
001 2020-01-01 ROBERTO MORALES 2021-09-28 ROBERTO MORALES 2021-09-28
001 2019-01-01 ROBERTO MORALES 2020-10-11 ROBERTO MORALES 2020-10-11
001 2018-01-01 ROBERTO MORALES 2019-09-18 ROBERTO MORALES 2019-09-18
001 2017-01-01
001 2016-01-01
001 2015-01-01 TERESA FAULKENBERRY
001 2014-01-01 TERESA FAULKENBERRY
001 2013-01-01
001 2012-01-01 BERT MORALES, MD BERT MORALES, MD 2013-10-11
001 2011-01-01 BERT MORALES, MD BERT MORALES, MD 2012-10-03
001 2009-01-01 BERT MORALES, MD BERT MORALES, MD 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ROBERTO MORALES	2022-12-13	ROBERTO MORALES	2022-12-13
001	2021-01-01	ROBERTO MORALES	2022-07-12	ROBERTO MORALES	2022-07-12
001	2020-01-01	ROBERTO MORALES	2021-09-28	ROBERTO MORALES	2021-09-28
001	2019-01-01	ROBERTO MORALES	2020-10-11	ROBERTO MORALES	2020-10-11
001	2018-01-01	ROBERTO MORALES	2019-09-18	ROBERTO MORALES	2019-09-18
001	2017-01-01
001	2016-01-01
001	2015-01-01	TERESA FAULKENBERRY
001	2014-01-01	TERESA FAULKENBERRY
001	2013-01-01
001	2012-01-01	BERT MORALES, MD		BERT MORALES, MD	2013-10-11
001	2011-01-01	BERT MORALES, MD		BERT MORALES, MD	2012-10-03
001	2009-01-01	BERT MORALES, MD		BERT MORALES, MD	2010-10-13

Financial Data on MORALES & HALL, PL PROFIT SHARING PLAN

Measure	Date	Value
2022 : MORALES & HALL, PL PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-09-30	$0
Total plan liabilities at beginning of year	2022-09-30	$0
Total income from all sources	2022-09-30	$-1,235,657
Expenses. Total of all expenses incurred	2022-09-30	$4,325,955
Benefits paid (including direct rollovers)	2022-09-30	$4,325,866
Total plan assets at end of year	2022-09-30	$0
Total plan assets at beginning of year	2022-09-30	$5,561,612
Value of fidelity bond covering the plan	2022-09-30	$350,000
Other income received	2022-09-30	$-1,235,657
Net income (gross income less expenses)	2022-09-30	$-5,561,612
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$5,561,612
Assets. Value of participant loans	2022-09-30	$0
Assets. Value of assets in partnership/joint-venture interests	2022-09-30	$0
Total contributions received or receivable from employer(s)	2022-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$89
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-09-30	$0
2021 : MORALES & HALL, PL PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,155,353
Expenses. Total of all expenses incurred	2021-12-31	$200,456
Benefits paid (including direct rollovers)	2021-12-31	$200,456
Total plan assets at end of year	2021-12-31	$5,561,612
Total plan assets at beginning of year	2021-12-31	$4,606,715
Value of fidelity bond covering the plan	2021-12-31	$350,000
Other income received	2021-12-31	$1,155,353
Net income (gross income less expenses)	2021-12-31	$954,897
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,561,612
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,606,715
Assets. Value of participant loans	2021-12-31	$5,296
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$25,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : MORALES & HALL, PL PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,764,573
Expenses. Total of all expenses incurred	2020-12-31	$75
Total plan assets at end of year	2020-12-31	$4,606,715
Total plan assets at beginning of year	2020-12-31	$2,842,217
Value of fidelity bond covering the plan	2020-12-31	$350,000
Other income received	2020-12-31	$1,726,035
Net income (gross income less expenses)	2020-12-31	$1,764,498
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,606,715
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,842,217
Assets. Value of participant loans	2020-12-31	$9,593
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$25,000
Total contributions received or receivable from employer(s)	2020-12-31	$38,538
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$75
2019 : MORALES & HALL, PL PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$866,572
Expenses. Total of all expenses incurred	2019-12-31	$25
Total plan assets at end of year	2019-12-31	$2,842,217
Total plan assets at beginning of year	2019-12-31	$1,975,670
Value of fidelity bond covering the plan	2019-12-31	$350,000
Other income received	2019-12-31	$808,326
Net income (gross income less expenses)	2019-12-31	$866,547
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,842,217
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,975,670
Assets. Value of participant loans	2019-12-31	$12,834
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$15,315
Total contributions received or receivable from employer(s)	2019-12-31	$58,246
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$25
2018 : MORALES & HALL, PL PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-87,942
Expenses. Total of all expenses incurred	2018-12-31	$25
Total plan assets at end of year	2018-12-31	$1,975,670
Total plan assets at beginning of year	2018-12-31	$2,063,637
Value of fidelity bond covering the plan	2018-12-31	$250,000
Other income received	2018-12-31	$-147,665
Net income (gross income less expenses)	2018-12-31	$-87,967
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,975,670
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,063,637
Assets. Value of participant loans	2018-12-31	$8,708
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$34,629
Total contributions received or receivable from employer(s)	2018-12-31	$59,723
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$25
2017 : MORALES & HALL, PL PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$461,136
Expenses. Total of all expenses incurred	2017-12-31	$76
Total plan assets at end of year	2017-12-31	$2,063,637
Total plan assets at beginning of year	2017-12-31	$1,602,577
Value of fidelity bond covering the plan	2017-12-31	$250,000
Other income received	2017-12-31	$412,060
Net income (gross income less expenses)	2017-12-31	$461,060
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,063,637
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,602,577
Assets. Value of participant loans	2017-12-31	$15,568
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$33,162
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$641
Total contributions received or receivable from employer(s)	2017-12-31	$49,076
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$76
2016 : MORALES & HALL, PL PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$157,135
Expenses. Total of all expenses incurred	2016-12-31	$68,986
Benefits paid (including direct rollovers)	2016-12-31	$68,867
Total plan assets at end of year	2016-12-31	$1,602,577
Total plan assets at beginning of year	2016-12-31	$1,514,428
Value of fidelity bond covering the plan	2016-12-31	$250,000
Other income received	2016-12-31	$113,973
Net income (gross income less expenses)	2016-12-31	$88,149
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,602,577
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,514,428
Assets. Value of participant loans	2016-12-31	$14,771
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$68,367
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$1,068
Total contributions received or receivable from employer(s)	2016-12-31	$43,162
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$119
2015 : MORALES & HALL, PL PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$54,808
Expenses. Total of all expenses incurred	2015-12-31	$121
Total plan assets at end of year	2015-12-31	$1,514,428
Total plan assets at beginning of year	2015-12-31	$1,459,741
Value of fidelity bond covering the plan	2015-12-31	$250,000
Other income received	2015-12-31	$20,530
Net income (gross income less expenses)	2015-12-31	$54,687
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,514,428
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,459,741
Assets. Value of participant loans	2015-12-31	$39,535
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$71,085
Total contributions received or receivable from employer(s)	2015-12-31	$34,278
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$121
2014 : MORALES & HALL, PL PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$212,901
Expenses. Total of all expenses incurred	2014-12-31	$191
Total plan assets at end of year	2014-12-31	$1,459,741
Total plan assets at beginning of year	2014-12-31	$1,247,031
Value of fidelity bond covering the plan	2014-12-31	$250,000
Other income received	2014-12-31	$179,727
Net income (gross income less expenses)	2014-12-31	$212,710
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,459,741
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,247,031
Assets. Value of participant loans	2014-12-31	$45,740
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$77,657
Total contributions received or receivable from employer(s)	2014-12-31	$33,174
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$191
2013 : MORALES & HALL, PL PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$173,691
Expenses. Total of all expenses incurred	2013-12-31	$178
Total plan assets at end of year	2013-12-31	$1,247,031
Total plan assets at beginning of year	2013-12-31	$1,073,518
Value of fidelity bond covering the plan	2013-12-31	$250,000
Other income received	2013-12-31	$141,904
Net income (gross income less expenses)	2013-12-31	$173,513
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,247,031
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,073,518
Assets. Value of participant loans	2013-12-31	$74,239
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$18,214
Total contributions received or receivable from employer(s)	2013-12-31	$31,787
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$178
2012 : MORALES & HALL, PL PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$137,919
Expenses. Total of all expenses incurred	2012-12-31	$1,730
Benefits paid (including direct rollovers)	2012-12-31	$1,589
Total plan assets at end of year	2012-12-31	$1,073,518
Total plan assets at beginning of year	2012-12-31	$937,329
Value of fidelity bond covering the plan	2012-12-31	$150,000
Other income received	2012-12-31	$99,562
Net income (gross income less expenses)	2012-12-31	$136,189
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,073,518
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$937,329
Assets. Value of participant loans	2012-12-31	$63,794
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$2,529
Total contributions received or receivable from employer(s)	2012-12-31	$38,357
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$141
2011 : MORALES & HALL, PL PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$1,723
Expenses. Total of all expenses incurred	2011-12-31	$99
Total plan assets at end of year	2011-12-31	$937,329
Total plan assets at beginning of year	2011-12-31	$935,705
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$-29,981
Net income (gross income less expenses)	2011-12-31	$1,624
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$937,329
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$935,705
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$54,809
Total contributions received or receivable from employer(s)	2011-12-31	$31,704
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$99
2010 : MORALES & HALL, PL PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$135,820
Expenses. Total of all expenses incurred	2010-12-31	$28,741
Benefits paid (including direct rollovers)	2010-12-31	$28,694
Total plan assets at end of year	2010-12-31	$935,705
Total plan assets at beginning of year	2010-12-31	$828,626
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$110,627
Net income (gross income less expenses)	2010-12-31	$107,079
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$935,705
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$828,626
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$2,847
Total contributions received or receivable from employer(s)	2010-12-31	$25,193
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$47

Form 5500 Responses for MORALES & HALL, PL PROFIT SHARING PLAN

2022: MORALES & HALL, PL PROFIT SHARING 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	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: MORALES & HALL, PL PROFIT SHARING 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: MORALES & HALL, PL PROFIT SHARING 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: MORALES & HALL, PL PROFIT SHARING 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: MORALES & HALL, PL PROFIT SHARING 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: MORALES & HALL, PL PROFIT SHARING 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: MORALES & HALL, PL PROFIT SHARING 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: MORALES & HALL, PL PROFIT SHARING 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: MORALES & HALL, PL PROFIT SHARING 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: MORALES & HALL, PL PROFIT SHARING 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: MORALES & HALL, PL PROFIT SHARING 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: MORALES & HALL, PL PROFIT SHARING 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: MORALES & HALL, PL PROFIT SHARING 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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	107086
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	107086
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	107086
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	107086
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	107086
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	107086
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	107086
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	107086
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	107086
Policy instance	1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	GAP-54-CR90
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	107086
Policy instance	2
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	GAP-54-CR90
Policy instance	1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	GAP-54-CR90
Policy instance	1

Potentially related plans

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Company Name:	MORALES & HALL, PL
Employer identification number (EIN):	593556214
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)