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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

MSC HOLDINGS has sponsored the creation of one or more 401k plans.

Company Name:MSC HOLDINGS
Employer identification number (EIN):752588495
NAIC Classification:423700

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
0012022-01-01
0012021-01-01
0012016-01-01TINA LONG
0012016-01-01
0012015-01-01TINA LONG
0012015-01-01TINA LONG
0012014-01-01TINA LONG
0012013-01-01TINA LONG
0012012-01-01MICHAEL KAMP
0012011-01-01MICHAEL KAMP
0012009-01-01MICHAEL KAMP

Plan Statistics for MORSCO 401(K) PLAN

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

Measure Date Value
2022: MORSCO 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,913
Total number of active participants reported on line 7a of the Form 55002022-01-013,635
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01367
Total of all active and inactive participants2022-01-014,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014,002
Number of participants with account balances2022-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01239
2021: MORSCO 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,501
Total number of active participants reported on line 7a of the Form 55002021-01-013,181
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01446
Total of all active and inactive participants2021-01-013,627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-013,634
Number of participants with account balances2021-01-013,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01189
2016: MORSCO 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,899
Total number of active participants reported on line 7a of the Form 55002016-01-011,936
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01255
Total of all active and inactive participants2016-01-012,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,194
Number of participants with account balances2016-01-011,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0181
2015: MORSCO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,725
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01257
Total of all active and inactive participants2015-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01261
Number of participants with account balances2015-01-011,957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0177
Total number of active participants reported on line 7a of the Form 55002015-01-011,777
2014: MORSCO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,625
Total number of active participants reported on line 7a of the Form 55002014-01-011,544
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01178
Total of all active and inactive participants2014-01-011,722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,725
Number of participants with account balances2014-01-011,522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0162
2013: MORSCO 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,185
Total number of active participants reported on line 7a of the Form 55002013-01-011,359
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01166
Total of all active and inactive participants2013-01-011,526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,529
Number of participants with account balances2013-01-011,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0148
2012: MORSCO 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,003
Total number of active participants reported on line 7a of the Form 55002012-01-01958
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01138
Total of all active and inactive participants2012-01-011,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,097
Number of participants with account balances2012-01-01960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0136
2011: MORSCO 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01969
Total number of active participants reported on line 7a of the Form 55002011-01-01870
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0180
Total of all active and inactive participants2011-01-01950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01951
Number of participants with account balances2011-01-01872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0151
2009: MORSCO 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,016
Total number of active participants reported on line 7a of the Form 55002009-01-01890
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01107
Total of all active and inactive participants2009-01-01997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01997
Number of participants with account balances2009-01-01904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0186

Financial Data on MORSCO 401(K) PLAN

Measure Date Value
2022 : MORSCO 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$4,081,965
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$14,660,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,427,280
Expenses. Certain deemed distributions of participant loans2022-12-31$-1,621
Value of total corrective distributions2022-12-31$1,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$26,782,398
Value of total assets at end of year2022-12-31$121,168,022
Value of total assets at beginning of year2022-12-31$131,746,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$233,197
Total interest from all sources2022-12-31$145,113
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,066,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,066,506
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$14,574,684
Participant contributions at beginning of year2022-12-31$2,984,706
Participant contributions at beginning of year2022-12-31$529,963
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,743,828
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$337,910
Other income not declared elsewhere2022-12-31$31,064
Total non interest bearing cash at end of year2022-12-31$121,168,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,578,178
Value of net assets at end of year (total assets less liabilities)2022-12-31$121,168,022
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$131,746,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$120,773,342
Interest on participant loans2022-12-31$145,113
Value of interest in common/collective trusts at beginning of year2022-12-31$6,904,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-24,943,341
Net investment gain or loss from common/collective trusts2022-12-31$225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,463,886
Employer contributions (assets) at beginning of year2022-12-31$553,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,089,370
Contract administrator fees2022-12-31$233,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : MORSCO 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$34,175,797
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$17,026,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,772,963
Expenses. Certain deemed distributions of participant loans2021-12-31$4,197
Value of total corrective distributions2021-12-31$20,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,478,248
Value of total assets at end of year2021-12-31$131,746,200
Value of total assets at beginning of year2021-12-31$114,596,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$228,209
Total interest from all sources2021-12-31$162,864
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,929,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,929,218
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,680,306
Participant contributions at end of year2021-12-31$2,984,706
Participant contributions at beginning of year2021-12-31$3,232,676
Participant contributions at end of year2021-12-31$529,963
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,619,646
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$61,769
Other income not declared elsewhere2021-12-31$2,208
Administrative expenses (other) incurred2021-12-31$79,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$17,149,510
Value of net assets at end of year (total assets less liabilities)2021-12-31$131,746,200
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$114,596,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$120,773,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$105,278,400
Interest on participant loans2021-12-31$162,864
Value of interest in common/collective trusts at end of year2021-12-31$6,904,993
Value of interest in common/collective trusts at beginning of year2021-12-31$6,085,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,392,217
Net investment gain or loss from common/collective trusts2021-12-31$211,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,178,296
Employer contributions (assets) at end of year2021-12-31$553,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,711,194
Contract administrator fees2021-12-31$148,993
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2016 : MORSCO 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,930,786
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,296,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,173,134
Expenses. Certain deemed distributions of participant loans2016-12-31$19,841
Value of total corrective distributions2016-12-31$1,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,704,080
Value of total assets at end of year2016-12-31$52,910,626
Value of total assets at beginning of year2016-12-31$46,275,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$101,540
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$88,145
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,037,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,037,258
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,129,755
Participant contributions at end of year2016-12-31$1,870,733
Participant contributions at beginning of year2016-12-31$2,110,890
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,568,416
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$13,492
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$-1,483
Administrative expenses (other) incurred2016-12-31$100,171
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$29,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$6,634,697
Value of net assets at end of year (total assets less liabilities)2016-12-31$52,910,626
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$46,275,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$1,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$46,121,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$38,668,043
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$84,020
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$4,774,905
Value of interest in common/collective trusts at beginning of year2016-12-31$4,960,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$143,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$32,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$32,523
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,125
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,028,032
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$74,754
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$5,909
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$461,114
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,173,134
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : MORSCO 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$136,690
Total income from all sources (including contributions)2015-12-31$11,272,950
Total of all expenses incurred2015-12-31$4,045,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,868,747
Expenses. Certain deemed distributions of participant loans2015-12-31$1,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,317,202
Value of total assets at end of year2015-12-31$46,275,929
Value of total assets at beginning of year2015-12-31$38,911,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$175,671
Total interest from all sources2015-12-31$92,834
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$653,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$653,953
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,239,238
Participant contributions at end of year2015-12-31$2,110,890
Participant contributions at beginning of year2015-12-31$1,907,977
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,204,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$13,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$871
Administrative expenses (other) incurred2015-12-31$140,755
Total non interest bearing cash at end of year2015-12-31$29,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$7,227,530
Value of net assets at end of year (total assets less liabilities)2015-12-31$46,275,929
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$38,911,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$34,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$38,668,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,532,382
Interest on participant loans2015-12-31$84,805
Interest earned on other investments2015-12-31$8,027
Value of interest in common/collective trusts at end of year2015-12-31$4,960,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$32,523
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$30,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$30,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,439,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-858,506
Net investment gain or loss from common/collective trusts2015-12-31$67,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$873,010
Employer contributions (assets) at end of year2015-12-31$461,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,868,747
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : MORSCO 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$7,850,258
Total of all expenses incurred2014-12-31$2,756,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,477,384
Expenses. Certain deemed distributions of participant loans2014-12-31$13,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,517,581
Value of total assets at end of year2014-12-31$38,911,709
Value of total assets at beginning of year2014-12-31$33,818,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$265,984
Total interest from all sources2014-12-31$132,312
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$551,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$551,061
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,406,919
Participant contributions at end of year2014-12-31$1,907,977
Participant contributions at beginning of year2014-12-31$1,629,847
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$721,928
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$871
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$672
Administrative expenses (other) incurred2014-12-31$163,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,093,519
Value of net assets at end of year (total assets less liabilities)2014-12-31$38,911,709
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,818,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$102,323
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$32,532,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,715,886
Interest on participant loans2014-12-31$72,140
Interest earned on other investments2014-12-31$60,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$30,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$56,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$56,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,439,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,415,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,649,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$388,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,477,384
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : MORSCO 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$32,317
Total income from all sources (including contributions)2013-12-31$11,421,865
Total of all expenses incurred2013-12-31$1,915,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,743,914
Expenses. Certain deemed distributions of participant loans2013-12-31$5,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,801,098
Value of total assets at end of year2013-12-31$33,818,190
Value of total assets at beginning of year2013-12-31$24,279,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$165,627
Total interest from all sources2013-12-31$128,735
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$511,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$511,734
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,597,195
Participant contributions at end of year2013-12-31$1,629,847
Participant contributions at beginning of year2013-12-31$1,445,355
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,971,510
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$672
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$926
Administrative expenses (other) incurred2013-12-31$113,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,506,825
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,818,190
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,279,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$52,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,715,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,589,869
Interest on participant loans2013-12-31$65,795
Interest earned on other investments2013-12-31$62,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$56,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$24,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$24,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,415,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,218,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,980,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$232,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,743,914
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HARTMAN LEITO BOLT LLP
Accountancy firm EIN2013-12-31752407989
2012 : MORSCO 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,137,324
Total of all expenses incurred2012-12-31$1,697,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,546,581
Expenses. Certain deemed distributions of participant loans2012-12-31$31,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,033,654
Value of total assets at end of year2012-12-31$24,279,048
Value of total assets at beginning of year2012-12-31$20,838,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$119,137
Total interest from all sources2012-12-31$127,095
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$371,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$371,099
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,498,632
Participant contributions at end of year2012-12-31$1,445,355
Participant contributions at beginning of year2012-12-31$1,323,190
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$262,549
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$926
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$844
Administrative expenses (other) incurred2012-12-31$97,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,440,060
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,279,048
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,838,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$21,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,589,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,434,242
Interest on participant loans2012-12-31$55,702
Interest earned on other investments2012-12-31$71,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$24,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$7,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$7,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,218,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,073,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,605,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$272,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,546,581
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HARTMAN LEITO BOLT LLP
Accountancy firm EIN2012-12-31752407989
2011 : MORSCO 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,435,631
Total of all expenses incurred2011-12-31$1,355,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,270,067
Expenses. Certain deemed distributions of participant loans2011-12-31$3,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,768,102
Value of total assets at end of year2011-12-31$20,838,988
Value of total assets at beginning of year2011-12-31$19,759,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$82,204
Total interest from all sources2011-12-31$149,435
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$262,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$262,555
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,376,770
Participant contributions at end of year2011-12-31$1,323,190
Participant contributions at beginning of year2011-12-31$1,106,662
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$176,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$844
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$83
Administrative expenses (other) incurred2011-12-31$82,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,079,807
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,838,988
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,759,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,434,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,800,869
Interest on participant loans2011-12-31$54,090
Interest earned on other investments2011-12-31$95,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$7,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$15,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$15,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,073,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,835,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-744,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$214,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,270,067
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HARTMAN LEITO BOLT LLP
Accountancy firm EIN2011-12-31752407989
2010 : MORSCO 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$4,796,824
Total of all expenses incurred2010-12-31$1,971,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,874,612
Expenses. Certain deemed distributions of participant loans2010-12-31$24,165
Value of total corrective distributions2010-12-31$21,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,480,720
Value of total assets at end of year2010-12-31$19,759,181
Value of total assets at beginning of year2010-12-31$16,933,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$50,448
Total interest from all sources2010-12-31$151,039
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$250,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$250,059
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,179,564
Participant contributions at end of year2010-12-31$1,106,662
Participant contributions at beginning of year2010-12-31$900,678
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$86,554
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$83
Administrative expenses (other) incurred2010-12-31$50,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,825,816
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,759,181
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,933,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,800,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,281,806
Interest on participant loans2010-12-31$51,463
Interest earned on other investments2010-12-31$99,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$15,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$18,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$18,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,835,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,732,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,915,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$214,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,874,612
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HARTMAN LEITO BOLT LLP
Accountancy firm EIN2010-12-31752407989
2009 : MORSCO 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MORSCO 401(K) PLAN

2022: MORSCO 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MORSCO 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2016: MORSCO 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MORSCO 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MORSCO 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MORSCO 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MORSCO 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MORSCO 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MORSCO 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51251
Policy instance 1
Insurance contract or identification numberYK51251
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-02-08
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51251
Policy instance 1
Insurance contract or identification numberYK51251
Number of Individuals Covered1522
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51251
Policy instance 1
Insurance contract or identification numberYK51251
Number of Individuals Covered1323
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51251
Policy instance 1
Insurance contract or identification numberYK51251
Number of Individuals Covered960
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,054
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,054
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51251
Policy instance 1
Insurance contract or identification numberYK51251
Number of Individuals Covered872
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,895
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberYK51251
Policy instance 1
Insurance contract or identification numberYK51251
Number of Individuals Covered929
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,584
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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