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MORSCO 401(K) PLAN 401k Plan overview

Plan NameMORSCO 401(K) PLAN
Plan identification number 001

MORSCO 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MORSCO SUPPLY LLC has sponsored the creation of one or more 401k plans.

Company Name:MORSCO SUPPLY LLC
Employer identification number (EIN):750450550
NAIC Classification:423700

Additional information about MORSCO SUPPLY LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2020-04-30
Company Identification Number: 0803608239
Legal Registered Office Address: 15850 DALLAS PKWY

DALLAS
United States of America (USA)
75248

More information about MORSCO SUPPLY LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORSCO 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTOPHERDECLERK

Plan Statistics for MORSCO 401(K) PLAN

401k plan membership statisitcs for MORSCO 401(K) PLAN

Measure Date Value
2020: MORSCO 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,361
Total number of active participants reported on line 7a of the Form 55002020-01-012,729
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01701
Total of all active and inactive participants2020-01-013,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-013,439
Number of participants with account balances2020-01-012,945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: MORSCO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,982
Total number of active participants reported on line 7a of the Form 55002019-01-012,954
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01402
Total of all active and inactive participants2019-01-013,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-013,361
Number of participants with account balances2019-01-012,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MORSCO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,230
Total number of active participants reported on line 7a of the Form 55002018-01-012,618
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01356
Total of all active and inactive participants2018-01-012,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-012,980
Number of participants with account balances2018-01-012,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MORSCO 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,194
Total number of active participants reported on line 7a of the Form 55002017-01-011,923
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01298
Total of all active and inactive participants2017-01-012,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012,225
Number of participants with account balances2017-01-011,816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01212

Financial Data on MORSCO 401(K) PLAN

Measure Date Value
2020 : MORSCO 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$5,052
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$29,013,101
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,344,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,996,606
Value of total corrective distributions2020-12-31$165,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,536,664
Value of total assets at end of year2020-12-31$114,596,690
Value of total assets at beginning of year2020-12-31$95,923,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$182,408
Total interest from all sources2020-12-31$164,835
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,440,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,440,126
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,098,963
Participant contributions at end of year2020-12-31$3,232,676
Participant contributions at beginning of year2020-12-31$2,859,747
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,532,598
Other income not declared elsewhere2020-12-31$18,964
Administrative expenses (other) incurred2020-12-31$182,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,668,214
Value of net assets at end of year (total assets less liabilities)2020-12-31$114,596,690
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$95,923,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$105,278,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$87,272,834
Income. Interest from loans (other than to participants)2020-12-31$164,835
Value of interest in common/collective trusts at end of year2020-12-31$6,085,614
Value of interest in common/collective trusts at beginning of year2020-12-31$5,104,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$686,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,713,742
Net investment gain or loss from common/collective trusts2020-12-31$138,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$905,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,996,606
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : MORSCO 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$411
Total unrealized appreciation/depreciation of assets2019-12-31$411
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$28,955,612
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,445,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,273,214
Expenses. Certain deemed distributions of participant loans2019-12-31$3,968
Value of total corrective distributions2019-12-31$3,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,773,250
Value of total assets at end of year2019-12-31$95,923,424
Value of total assets at beginning of year2019-12-31$75,413,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$165,071
Total interest from all sources2019-12-31$152,750
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,674,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,674,681
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,048,306
Participant contributions at end of year2019-12-31$2,859,747
Participant contributions at beginning of year2019-12-31$2,679,847
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,926,737
Other income not declared elsewhere2019-12-31$6,533
Administrative expenses (other) incurred2019-12-31$165,071
Total non interest bearing cash at beginning of year2019-12-31$-159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,510,112
Value of net assets at end of year (total assets less liabilities)2019-12-31$95,923,424
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$75,413,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$87,272,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,486,941
Interest on participant loans2019-12-31$152,750
Value of interest in common/collective trusts at end of year2019-12-31$5,104,396
Value of interest in common/collective trusts at beginning of year2019-12-31$4,098,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$686,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,148,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,232,313
Net investment gain or loss from common/collective trusts2019-12-31$115,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$798,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,273,214
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA LLP
Accountancy firm EIN2019-12-31135381590
2018 : MORSCO 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$12,127
Total unrealized appreciation/depreciation of assets2018-12-31$12,127
Total transfer of assets to this plan2018-12-31$16,907,161
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$6,471,491
Total loss/gain on sale of assets2018-12-31$1,571
Total of all expenses incurred2018-12-31$8,263,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,941,502
Expenses. Certain deemed distributions of participant loans2018-12-31$31,908
Value of total corrective distributions2018-12-31$152,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,115,483
Value of total assets at end of year2018-12-31$75,413,312
Value of total assets at beginning of year2018-12-31$60,298,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$137,522
Total interest from all sources2018-12-31$122,871
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,353,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,353,455
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$8,635,823
Participant contributions at end of year2018-12-31$2,679,847
Participant contributions at beginning of year2018-12-31$1,852,123
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$532,940
Other income not declared elsewhere2018-12-31$-141,941
Administrative expenses (other) incurred2018-12-31$137,522
Total non interest bearing cash at end of year2018-12-31$-159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,792,066
Value of net assets at end of year (total assets less liabilities)2018-12-31$75,413,312
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,298,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$67,486,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$54,054,740
Interest on participant loans2018-12-31$122,871
Value of interest in common/collective trusts at end of year2018-12-31$4,098,240
Value of interest in common/collective trusts at beginning of year2018-12-31$4,218,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$172,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$172,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,148,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,077,611
Net investment gain or loss from common/collective trusts2018-12-31$85,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$946,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,941,502
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$343,322
Aggregate carrying amount (costs) on sale of assets2018-12-31$341,751
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA LLP
Accountancy firm EIN2018-12-31135381590
2017 : MORSCO 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,310
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,538,133
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,151,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,033,259
Expenses. Certain deemed distributions of participant loans2017-12-31$739
Value of total corrective distributions2017-12-31$767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,691,775
Value of total assets at end of year2017-12-31$60,298,217
Value of total assets at beginning of year2017-12-31$52,910,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$117,087
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$82,495
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,303,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,303,570
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,007,721
Participant contributions at end of year2017-12-31$1,852,123
Participant contributions at beginning of year2017-12-31$1,870,733
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$248,171
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$107,590
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$7,386,281
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,298,217
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$52,910,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$9,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$54,054,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$46,121,535
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$81,776
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$4,218,814
Value of interest in common/collective trusts at beginning of year2017-12-31$4,774,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$172,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$143,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$143,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$719
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,389,660
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$70,633
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$435,883
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,033,259
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590

Form 5500 Responses for MORSCO 401(K) PLAN

2020: MORSCO 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MORSCO 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MORSCO 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MORSCO 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13874
Policy instance 1
Insurance contract or identification number13874
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13874
Policy instance 1
Insurance contract or identification number13874
Number of Individuals Covered353
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13874
Policy instance 1
Insurance contract or identification number13874
Number of Individuals Covered353
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3

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