401k Plan data: MORRISON & FUSON INSURANCE AGENCY, INC. 401(K) PLAN plan

MORRISON & FUSON INSURANCE AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan Name	MORRISON & FUSON INSURANCE AGENCY, INC. 401(K) PLAN
Plan identification number	001

MORRISON & FUSON INSURANCE AGENCY, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

MORRISON & FUSON INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: MORRISON & FUSON INSURANCE AGENCY, INC.

Employer identification number (EIN): 621111266

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about MORRISON & FUSON INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2011-03-14

Company Identification Number: 0801398371

Legal Registered Office Address: 104 CHURCH ST

DICKSON
United States of America (USA)
37055

More information about MORRISON & FUSON INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORRISON & FUSON INSURANCE AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MR. T. MARSHALL FUSON, III 2024-06-28
001 2022-01-01 MR. T. MARSHALL FUSON, III 2023-10-05
001 2021-06-01 MR. T. MARSHALL FUSON, III 2022-08-23
001 2020-06-01 MR. T. MARSHALL FUSON, III 2021-11-16
001 2019-06-01 MR. T. MARSHALL FUSON, III 2020-12-03
001 2018-06-01 MR. T. MARSHALL FUSON, III 2020-03-12
001 2017-06-01 STEPHANIE FUSON-SCOTT 2019-03-13
001 2016-06-01 MARGARET BARRETT 2017-11-22
001 2015-06-01 MARGARET BARRETT 2016-11-11
001 2014-06-01 MARGARET BARRETT 2015-09-04
001 2013-06-01 MARGARET BARRETT 2014-11-10
001 2012-06-01 MARGARET BARRETT 2014-01-15
001 2011-06-01 MARGARET BARRETT 2012-12-04
001 2010-06-01 BRENDA TYLER 2011-11-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MR. T. MARSHALL FUSON, III	2024-06-28
001	2022-01-01	MR. T. MARSHALL FUSON, III	2023-10-05
001	2021-06-01	MR. T. MARSHALL FUSON, III	2022-08-23
001	2020-06-01	MR. T. MARSHALL FUSON, III	2021-11-16
001	2019-06-01	MR. T. MARSHALL FUSON, III	2020-12-03
001	2018-06-01	MR. T. MARSHALL FUSON, III	2020-03-12
001	2017-06-01	STEPHANIE FUSON-SCOTT	2019-03-13
001	2016-06-01	MARGARET BARRETT	2017-11-22
001	2015-06-01	MARGARET BARRETT	2016-11-11
001	2014-06-01	MARGARET BARRETT	2015-09-04
001	2013-06-01	MARGARET BARRETT	2014-11-10
001	2012-06-01	MARGARET BARRETT	2014-01-15
001	2011-06-01	MARGARET BARRETT	2012-12-04
001	2010-06-01	BRENDA TYLER	2011-11-30

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Company Name:	MORRISON & FUSON INSURANCE AGENCY, INC.
Employer identification number (EIN):	621111266
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2011-03-14
Company Identification Number:	0801398371
Legal Registered Office Address:	104 CHURCH ST DICKSON United States of America (USA) 37055