401k Plan data: MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA plan

MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA 401k Plan overview

Plan Name	MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA
Plan identification number	001

MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MORROW, MORROW, RYAN & BASSETT has sponsored the creation of one or more 401k plans.

Company Name: MORROW, MORROW, RYAN & BASSETT

Employer identification number (EIN): 720846223

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 JEFFREY M. BASSETT 2016-09-12
001 2014-01-01 JEFFREY M. BASSETT 2015-09-08
001 2013-01-01 JEFFREY M. BASSETT 2014-09-04 JEFFREY M. BASSETT 2014-09-04
001 2012-01-01 JEFFREY M. BASSETT 2013-10-11 JEFFREY M. BASSETT 2013-10-11
001 2011-01-01 PATRICK C. MORROW PATRICK C. MORROW 2012-10-12
001 2010-01-01 PATRICK C. MORROW PATRICK C. MORROW 2011-07-10
001 2009-01-01 PATRICK C. MORROW PATRICK C. MORROW 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	JEFFREY M. BASSETT	2016-09-12
001	2014-01-01	JEFFREY M. BASSETT	2015-09-08
001	2013-01-01	JEFFREY M. BASSETT	2014-09-04	JEFFREY M. BASSETT	2014-09-04
001	2012-01-01	JEFFREY M. BASSETT	2013-10-11	JEFFREY M. BASSETT	2013-10-11
001	2011-01-01	PATRICK C. MORROW		PATRICK C. MORROW	2012-10-12
001	2010-01-01	PATRICK C. MORROW		PATRICK C. MORROW	2011-07-10
001	2009-01-01	PATRICK C. MORROW		PATRICK C. MORROW	2010-10-12

Plan Statistics for MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA

401k plan membership statisitcs for MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA

Measure Date Value
2011: MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA 2011 401k membership
Total participants, beginning-of-year 2011-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
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 1
Total of all active and inactive participants 2011-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 22
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA 2010 401k membership
Total participants, beginning-of-year 2010-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 22
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 1
Total of all active and inactive participants 2010-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 23
Number of participants with account balances 2010-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 21
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 1
Total of all active and inactive participants 2009-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA 2011 401k membership
Total participants, beginning-of-year	2011-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
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	1
Total of all active and inactive participants	2011-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	22
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA 2010 401k membership
Total participants, beginning-of-year	2010-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	22
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	1
Total of all active and inactive participants	2010-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	23
Number of participants with account balances	2010-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	21
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	1
Total of all active and inactive participants	2009-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA

Measure	Date	Value
2011 : MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA 2011 401k financial data
Total income from all sources	2011-12-31	$303,840
Expenses. Total of all expenses incurred	2011-12-31	$20,021
Benefits paid (including direct rollovers)	2011-12-31	$20,021
Total plan assets at end of year	2011-12-31	$4,298,574
Total plan assets at beginning of year	2011-12-31	$4,014,755
Value of fidelity bond covering the plan	2011-12-31	$500,000
Contributions received from other sources (not participants or employers)	2011-12-31	$744
Other income received	2011-12-31	$49,887
Net income (gross income less expenses)	2011-12-31	$283,819
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,298,574
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,014,755
Assets. Value of participant loans	2011-12-31	$210,314
Total contributions received or receivable from employer(s)	2011-12-31	$253,209
2010 : MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA 2010 401k financial data
Total income from all sources	2010-12-31	$598,703
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$4,014,755
Total plan assets at beginning of year	2010-12-31	$3,416,052
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$365,489
Net income (gross income less expenses)	2010-12-31	$598,703
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,014,755
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,416,052
Assets. Value of participant loans	2010-12-31	$178,803
Total contributions received or receivable from employer(s)	2010-12-31	$233,214

Form 5500 Responses for MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA

2011: MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA 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: MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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: MORROW, MORROW, RYAN & BASSETT PROFIT SHARING PLA 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:	MORROW, MORROW, RYAN & BASSETT
Employer identification number (EIN):	720846223
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers