401k Plan data: TAGGART MORTON 401(K) SAVINGS PLAN plan

TAGGART MORTON 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	TAGGART MORTON 401(K) SAVINGS PLAN
Plan identification number	001

TAGGART MORTON 401(K) SAVINGS 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

TAGGART MORTON, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: TAGGART MORTON, L.L.C.

Employer identification number (EIN): 721376656

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAGGART MORTON 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRYAN C. BAGNETTO 2024-06-19
001 2022-01-01 BRYAN C. BAGNETTO 2023-09-21 BRYAN C. BAGNETTO 2023-09-21
001 2021-01-01 PERRY R STAUB JR 2022-10-14 PERRY R STAUB JR 2022-10-14
001 2020-01-01 BRENTON A RODRIGUEZ 2021-06-15 BRENTON A RODRIGUEZ 2021-06-15
001 2019-01-01 BRENTON RODRIGUEZ 2020-07-29 BRENTON RODRIGUEZ 2020-07-29
001 2018-01-01 BRENTON RODRIGUEZ 2019-06-19 BRENTON RODRIGUEZ 2019-06-19
001 2017-01-01 BRENTON RODRIGUEZ 2018-06-22
001 2017-01-01 BRENTON RODRIGUEZ 2019-05-09 BRENTON RODRIGUEZ 2019-05-09
001 2017-01-01 BRENTON RODRIGUEZ 2019-05-09
001 2016-01-01 HEATHER MATHEWS 2017-07-25
001 2015-01-01 HEATHER MATHEWS
001 2014-01-01 HEATHER MATHEWS-GUERIN
001 2013-01-01 HEATHER MATHEWS-GUERIN HEATHER MATHEWS-GUERIN 2014-09-09
001 2012-01-01 HEATHER MATHEWS-GUERIN
001 2011-01-01 CINDY PALERMO
001 2010-01-01 PERRY R. STAUB JR. 2011-07-26 PERRY R. STAUB JR. 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BRYAN C. BAGNETTO	2024-06-19
001	2022-01-01	BRYAN C. BAGNETTO	2023-09-21	BRYAN C. BAGNETTO	2023-09-21
001	2021-01-01	PERRY R STAUB JR	2022-10-14	PERRY R STAUB JR	2022-10-14
001	2020-01-01	BRENTON A RODRIGUEZ	2021-06-15	BRENTON A RODRIGUEZ	2021-06-15
001	2019-01-01	BRENTON RODRIGUEZ	2020-07-29	BRENTON RODRIGUEZ	2020-07-29
001	2018-01-01	BRENTON RODRIGUEZ	2019-06-19	BRENTON RODRIGUEZ	2019-06-19
001	2017-01-01	BRENTON RODRIGUEZ	2018-06-22
001	2017-01-01	BRENTON RODRIGUEZ	2019-05-09	BRENTON RODRIGUEZ	2019-05-09
001	2017-01-01	BRENTON RODRIGUEZ	2019-05-09
001	2016-01-01	HEATHER MATHEWS	2017-07-25
001	2015-01-01	HEATHER MATHEWS
001	2014-01-01	HEATHER MATHEWS-GUERIN
001	2013-01-01	HEATHER MATHEWS-GUERIN		HEATHER MATHEWS-GUERIN	2014-09-09
001	2012-01-01	HEATHER MATHEWS-GUERIN
001	2011-01-01	CINDY PALERMO
001	2010-01-01	PERRY R. STAUB JR.	2011-07-26	PERRY R. STAUB JR.	2011-07-26

Plan Statistics for TAGGART MORTON 401(K) SAVINGS PLAN

401k plan membership statisitcs for TAGGART MORTON 401(K) SAVINGS PLAN

Measure Date Value
2015: TAGGART MORTON 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 22
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 26
Number of participants with account balances 2015-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TAGGART MORTON 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 21
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 25
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TAGGART MORTON 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 17
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TAGGART MORTON 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 24
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 2
Total of all active and inactive participants 2012-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 26
Number of participants with account balances 2012-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TAGGART MORTON 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 24
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 5
Total of all active and inactive participants 2011-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 29
Number of participants with account balances 2011-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: TAGGART MORTON 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	22
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	26
Number of participants with account balances	2015-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TAGGART MORTON 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	21
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	25
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TAGGART MORTON 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	17
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TAGGART MORTON 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	24
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	2
Total of all active and inactive participants	2012-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	26
Number of participants with account balances	2012-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TAGGART MORTON 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	24
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	5
Total of all active and inactive participants	2011-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	29
Number of participants with account balances	2011-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on TAGGART MORTON 401(K) SAVINGS PLAN

Measure	Date	Value
2015 : TAGGART MORTON 401(K) SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$352,553
Expenses. Total of all expenses incurred	2015-12-31	$6,581
Benefits paid (including direct rollovers)	2015-12-31	$4,879
Total plan assets at end of year	2015-12-31	$4,752,374
Total plan assets at beginning of year	2015-12-31	$4,406,402
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$102,914
Other income received	2015-12-31	$101,085
Net income (gross income less expenses)	2015-12-31	$345,972
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,752,374
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,406,402
Assets. Value of participant loans	2015-12-31	$79,705
Total contributions received or receivable from employer(s)	2015-12-31	$148,554
Value of corrective distributions	2015-12-31	$1,702
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TAGGART MORTON 401(K) SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$531,381
Expenses. Total of all expenses incurred	2014-12-31	$3,646
Benefits paid (including direct rollovers)	2014-12-31	$1,146
Total plan assets at end of year	2014-12-31	$4,406,402
Total plan assets at beginning of year	2014-12-31	$3,878,667
Total contributions received or receivable from participants	2014-12-31	$110,060
Expenses. Other expenses not covered elsewhere	2014-12-31	$-559
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$350,131
Net income (gross income less expenses)	2014-12-31	$527,735
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,406,402
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,878,667
Assets. Value of participant loans	2014-12-31	$33,801
Total contributions received or receivable from employer(s)	2014-12-31	$71,190
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$3,059
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : TAGGART MORTON 401(K) SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$907,364
Expenses. Total of all expenses incurred	2013-12-31	$45,448
Benefits paid (including direct rollovers)	2013-12-31	$45,448
Total plan assets at end of year	2013-12-31	$3,878,667
Total plan assets at beginning of year	2013-12-31	$3,016,751
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$111,559
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$632,158
Net income (gross income less expenses)	2013-12-31	$861,916
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,878,667
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,016,751
Assets. Value of participant loans	2013-12-31	$40,955
Total contributions received or receivable from employer(s)	2013-12-31	$163,647
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : TAGGART MORTON 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$381,694
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	$3,016,751
Total plan assets at beginning of year	2012-12-31	$2,635,057
Total contributions received or receivable from participants	2012-12-31	$100,845
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	$280,849
Net income (gross income less expenses)	2012-12-31	$381,694
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,016,751
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,635,057
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : TAGGART MORTON 401(K) SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$173,417
Expenses. Total of all expenses incurred	2011-12-31	$69,706
Benefits paid (including direct rollovers)	2011-12-31	$69,706
Total plan assets at end of year	2011-12-31	$2,635,057
Total plan assets at beginning of year	2011-12-31	$2,531,346
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$146,162
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	$-188,011
Net income (gross income less expenses)	2011-12-31	$103,711
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,635,057
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,531,346
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$215,266
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0

Form 5500 Responses for TAGGART MORTON 401(K) SAVINGS PLAN

2015: TAGGART MORTON 401(K) SAVINGS 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TAGGART MORTON 401(K) SAVINGS 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TAGGART MORTON 401(K) SAVINGS 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TAGGART MORTON 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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: TAGGART MORTON 401(K) SAVINGS 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	TAGGART MORTON, L.L.C.
Employer identification number (EIN):	721376656
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers