401k Plan data: DLH MORGAN, INC. 401(K) PLAN plan

DLH MORGAN, INC. 401(K) PLAN 401k Plan overview

Plan Name	DLH MORGAN, INC. 401(K) PLAN
Plan identification number	001

DLH MORGAN, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DLH MORGAN, INC. has sponsored the creation of one or more 401k plans.

Company Name: DLH MORGAN, INC.

Employer identification number (EIN): 813748872

NAIC Classification: 446190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DLH MORGAN, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2018-07-01
001 2017-07-01
001 2017-07-01
001 2016-09-01 LESLIE MORGAN LESLIE MORGAN 2018-01-31

Plan Statistics for DLH MORGAN, INC. 401(K) PLAN

401k plan membership statisitcs for DLH MORGAN, INC. 401(K) PLAN

Measure Date Value
2022: DLH MORGAN, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 0
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 0
Total of all active and inactive participants 2022-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 0
Number of participants with account balances 2022-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: DLH MORGAN, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 1
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 1
Number of participants with account balances 2021-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2018: DLH MORGAN, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 1
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 1
Number of participants with account balances 2018-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: DLH MORGAN, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 1
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 1
Number of participants with account balances 2017-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: DLH MORGAN, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 1
Number of retired or separated participants receiving benefits 2016-09-01 0
Number of other retired or separated participants entitled to future benefits 2016-09-01 0
Total of all active and inactive participants 2016-09-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 1
Number of participants with account balances 2016-09-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0

Measure	Date	Value
2022: DLH MORGAN, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	0
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	0
Total of all active and inactive participants	2022-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	0
Number of participants with account balances	2022-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: DLH MORGAN, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	1
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	1
Number of participants with account balances	2021-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2018: DLH MORGAN, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	1
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	1
Number of participants with account balances	2018-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: DLH MORGAN, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	1
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	1
Number of participants with account balances	2017-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: DLH MORGAN, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	1
Number of retired or separated participants receiving benefits	2016-09-01	0
Number of other retired or separated participants entitled to future benefits	2016-09-01	0
Total of all active and inactive participants	2016-09-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	1
Number of participants with account balances	2016-09-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0

Financial Data on DLH MORGAN, INC. 401(K) PLAN

Measure	Date	Value
2023 : DLH MORGAN, INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-06-30	$0
Total plan liabilities at beginning of year	2023-06-30	$0
Total income from all sources	2023-06-30	$0
Expenses. Total of all expenses incurred	2023-06-30	$75,688
Benefits paid (including direct rollovers)	2023-06-30	$75,673
Total plan assets at end of year	2023-06-30	$0
Total plan assets at beginning of year	2023-06-30	$75,688
Total contributions received or receivable from participants	2023-06-30	$0
Expenses. Other expenses not covered elsewhere	2023-06-30	$15
Contributions received from other sources (not participants or employers)	2023-06-30	$0
Other income received	2023-06-30	$0
Noncash contributions received	2023-06-30	$0
Net income (gross income less expenses)	2023-06-30	$-75,688
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$75,688
Assets. Value of employer securities	2023-06-30	$0
Total contributions received or receivable from employer(s)	2023-06-30	$0
Value of certain deemed distributions of participant loans	2023-06-30	$0
Value of corrective distributions	2023-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-06-30	$0
2022 : DLH MORGAN, INC. 401(K) PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-06-30	$0
Total income from all sources	2022-06-30	$1,880
Expenses. Total of all expenses incurred	2022-06-30	$60
Total plan assets at end of year	2022-06-30	$75,688
Total plan assets at beginning of year	2022-06-30	$73,868
Value of fidelity bond covering the plan	2022-06-30	$20,000
Expenses. Other expenses not covered elsewhere	2022-06-30	$60
Other income received	2022-06-30	$1,880
Net income (gross income less expenses)	2022-06-30	$1,820
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$75,688
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$73,868
Assets. Value of participant loans	2022-06-30	$0
Assets. Value of employer securities	2022-06-30	$0
2019 : DLH MORGAN, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-06-30	$0
Total plan liabilities at end of year	2019-06-30	$0
Total plan liabilities at beginning of year	2019-06-30	$0
Total income from all sources	2019-06-30	$16,222
Expenses. Total of all expenses incurred	2019-06-30	$60
Benefits paid (including direct rollovers)	2019-06-30	$0
Total plan assets at end of year	2019-06-30	$245,618
Total plan assets at beginning of year	2019-06-30	$229,456
Value of fidelity bond covering the plan	2019-06-30	$20,000
Total contributions received or receivable from participants	2019-06-30	$0
Expenses. Other expenses not covered elsewhere	2019-06-30	$60
Contributions received from other sources (not participants or employers)	2019-06-30	$0
Other income received	2019-06-30	$16,222
Noncash contributions received	2019-06-30	$0
Net income (gross income less expenses)	2019-06-30	$16,162
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$245,618
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$229,456
Assets. Value of participant loans	2019-06-30	$24,841
Assets. Value of employer securities	2019-06-30	$172,010
Total contributions received or receivable from employer(s)	2019-06-30	$0
Value of certain deemed distributions of participant loans	2019-06-30	$0
Value of corrective distributions	2019-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$0
2018 : DLH MORGAN, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-06-30	$0
Total plan liabilities at end of year	2018-06-30	$0
Total plan liabilities at beginning of year	2018-06-30	$0
Total income from all sources	2018-06-30	$-31,329
Expenses. Total of all expenses incurred	2018-06-30	$0
Benefits paid (including direct rollovers)	2018-06-30	$0
Total plan assets at end of year	2018-06-30	$229,456
Total plan assets at beginning of year	2018-06-30	$260,785
Value of fidelity bond covering the plan	2018-06-30	$20,000
Total contributions received or receivable from participants	2018-06-30	$0
Expenses. Other expenses not covered elsewhere	2018-06-30	$0
Contributions received from other sources (not participants or employers)	2018-06-30	$0
Other income received	2018-06-30	$-31,329
Noncash contributions received	2018-06-30	$0
Net income (gross income less expenses)	2018-06-30	$-31,329
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$229,456
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$260,785
Assets. Value of participant loans	2018-06-30	$30,754
Assets. Value of employer securities	2018-06-30	$157,397
Total contributions received or receivable from employer(s)	2018-06-30	$0
Value of certain deemed distributions of participant loans	2018-06-30	$0
Value of corrective distributions	2018-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$0
2017 : DLH MORGAN, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-06-30	$0
Total plan liabilities at end of year	2017-06-30	$0
Total plan liabilities at beginning of year	2017-06-30	$0
Total income from all sources	2017-06-30	$260,784
Expenses. Total of all expenses incurred	2017-06-30	$0
Benefits paid (including direct rollovers)	2017-06-30	$0
Total plan assets at end of year	2017-06-30	$260,784
Total plan assets at beginning of year	2017-06-30	$0
Value of fidelity bond covering the plan	2017-06-30	$20,000
Total contributions received or receivable from participants	2017-06-30	$0
Expenses. Other expenses not covered elsewhere	2017-06-30	$0
Contributions received from other sources (not participants or employers)	2017-06-30	$250,834
Other income received	2017-06-30	$9,950
Noncash contributions received	2017-06-30	$0
Net income (gross income less expenses)	2017-06-30	$260,784
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$260,784
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$0
Assets. Value of employer securities	2017-06-30	$189,950
Total contributions received or receivable from employer(s)	2017-06-30	$0
Value of certain deemed distributions of participant loans	2017-06-30	$0
Value of corrective distributions	2017-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$0

Form 5500 Responses for DLH MORGAN, INC. 401(K) PLAN

2022: DLH MORGAN, INC. 401(K) PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	Yes
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: DLH MORGAN, INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2018: DLH MORGAN, INC. 401(K) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: DLH MORGAN, INC. 401(K) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: DLH MORGAN, INC. 401(K) PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	First time form 5500 has been submitted	Yes
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

DLH MORGAN, INC. 401(K) PLAN [EIN = 813478872]

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Company Name:	DLH MORGAN, INC.
Employer identification number (EIN):	813748872
NAIC Classification:	446190