401k Plan data: ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST plan

ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 401k Plan overview

Plan Name	ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST
Plan identification number	001

ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

ADVENT-MORRO EQUITY PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ADVENT-MORRO EQUITY PARTNERS, INC.

Employer identification number (EIN): 660536172

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CYRIL MEDUNA 2024-10-11
001 2022-01-01 CYRIL MEDUNA 2023-10-13
001 2021-01-01 CYRIL MEDUNA 2022-10-14
001 2020-01-01 CYRIL MEDUNA 2021-06-15
001 2019-01-01 CYRIL MEDUNA 2020-07-27
001 2018-01-01 CYRIL MEDUNA 2019-06-28
001 2017-01-01 CYRIL MEDUNA 2018-06-20
001 2016-01-01 CYRIL MEDUNA 2017-06-23
001 2015-01-01 CYRIL MEDUNA 2016-06-06
001 2014-01-01 CYRIL MEDUNA 2015-06-02
001 2013-01-01 CYRIL MEDUNA 2014-07-14
001 2012-01-01 CYRIL MEDUNA
001 2012-01-01 CYRIL MEDUNA
001 2011-01-01 CYRIL MEDUNA
001 2010-04-01 CYRIL MEDUNA
001 2010-01-01 CYRIL L. MEDUNA
001 2009-01-01 CYRIL L. MEDUNA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	CYRIL MEDUNA	2024-10-11
001	2022-01-01	CYRIL MEDUNA	2023-10-13
001	2021-01-01	CYRIL MEDUNA	2022-10-14
001	2020-01-01	CYRIL MEDUNA	2021-06-15
001	2019-01-01	CYRIL MEDUNA	2020-07-27
001	2018-01-01	CYRIL MEDUNA	2019-06-28
001	2017-01-01	CYRIL MEDUNA	2018-06-20
001	2016-01-01	CYRIL MEDUNA	2017-06-23
001	2015-01-01	CYRIL MEDUNA	2016-06-06
001	2014-01-01	CYRIL MEDUNA	2015-06-02
001	2013-01-01	CYRIL MEDUNA	2014-07-14
001	2012-01-01	CYRIL MEDUNA
001	2012-01-01	CYRIL MEDUNA
001	2011-01-01	CYRIL MEDUNA
001	2010-04-01	CYRIL MEDUNA
001	2010-01-01	CYRIL L. MEDUNA
001	2009-01-01	CYRIL L. MEDUNA

Plan Statistics for ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST

401k plan membership statisitcs for ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST

Measure Date Value
2012: ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
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 4
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 2010 401k membership
Total participants, beginning-of-year 2010-04-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 6
Number of retired or separated participants receiving benefits 2010-04-01 0
Number of other retired or separated participants entitled to future benefits 2010-04-01 4
Total of all active and inactive participants 2010-04-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 10
Number of participants with account balances 2010-04-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 0
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 10
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 4
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
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	4
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 2010 401k membership
Total participants, beginning-of-year	2010-04-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	6
Number of retired or separated participants receiving benefits	2010-04-01	0
Number of other retired or separated participants entitled to future benefits	2010-04-01	4
Total of all active and inactive participants	2010-04-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	10
Number of participants with account balances	2010-04-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	0
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	10
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	4
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST

Measure	Date	Value
2012 : ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
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	$34,320
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$533,983
Total plan assets at beginning of year	2012-12-31	$499,663
Value of fidelity bond covering the plan	2012-12-31	$0
Assets. Value of tangible personal property	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$9,000
Assets. Value of loans (other than to participants)	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-1,680
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$34,320
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$533,983
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$499,663
Assets. Value of participant loans	2012-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2012-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2012-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$0
Assets. Value of real-estate (other than employer real property)	2012-12-31	$0
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	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$0
Assets. Value of employer real property	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$27,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$-7,143
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$499,663
Total plan assets at beginning of year	2011-12-31	$506,806
Value of fidelity bond covering the plan	2011-12-31	$0
Assets. Value of tangible personal property	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$0
Assets. Value of loans (other than to participants)	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-7,143
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-7,143
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$499,663
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$506,806
Assets. Value of participant loans	2011-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2011-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$0
Assets. Value of real-estate (other than employer real property)	2011-12-31	$0
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	2011-12-31	$0
Assets. Value of employer securities	2011-12-31	$0
Assets. Value of employer real property	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Transfers to/from the plan	2011-03-31	$0
Total plan liabilities at end of year	2011-03-31	$0
Total plan liabilities at beginning of year	2011-03-31	$0
Total income from all sources	2011-03-31	$37,411
Expenses. Total of all expenses incurred	2011-03-31	$0
Benefits paid (including direct rollovers)	2011-03-31	$0
Total plan assets at end of year	2011-03-31	$506,806
Total plan assets at beginning of year	2011-03-31	$469,395
Value of fidelity bond covering the plan	2011-03-31	$0
Assets. Value of tangible personal property	2011-03-31	$0
Total contributions received or receivable from participants	2011-03-31	$9,000
Assets. Value of loans (other than to participants)	2011-03-31	$0
Expenses. Other expenses not covered elsewhere	2011-03-31	$0
Contributions received from other sources (not participants or employers)	2011-03-31	$0
Other income received	2011-03-31	$1,411
Noncash contributions received	2011-03-31	$0
Net income (gross income less expenses)	2011-03-31	$37,411
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$506,806
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$469,395
Assets. Value of participant loans	2011-03-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-03-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2011-03-31	$0
Assets. Value of assets in partnership/joint-venture interests	2011-03-31	$0
Assets. Value of real-estate (other than employer real property)	2011-03-31	$0
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	2011-03-31	$0
Assets. Value of employer securities	2011-03-31	$0
Assets. Value of employer real property	2011-03-31	$0
Total contributions received or receivable from employer(s)	2011-03-31	$27,000
Value of certain deemed distributions of participant loans	2011-03-31	$0
Value of corrective distributions	2011-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-03-31	$0
2010 : ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$37,411
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$506,806
Total plan assets at beginning of year	2010-12-31	$469,395
Value of fidelity bond covering the plan	2010-12-31	$0
Assets. Value of tangible personal property	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$9,000
Assets. Value of loans (other than to participants)	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$1,411
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$37,411
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$506,806
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$469,395
Assets. Value of participant loans	2010-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Assets. Value of real-estate (other than employer real property)	2010-12-31	$0
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	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$0
Assets. Value of employer real property	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$27,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
2009 : ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2009-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST

2012: ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ADVENT-MORRO EQUITY PARTNERS, INC. RETIREMENT PLAN TRUST 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ADVENT-MORRO EQUITY PARTNERS, INC.
Employer identification number (EIN):	660536172
NAIC Classification:	812990
NAIC Description:	All Other Personal Services