401k Plan data: RJ MORGAN & ASSOCIATES PENSION PLAN plan

RJ MORGAN & ASSOCIATES PENSION PLAN 401k Plan overview

Plan Name	RJ MORGAN & ASSOCIATES PENSION PLAN
Plan identification number	001

RJ MORGAN & ASSOCIATES PENSION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

RJ MORGAN & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: RJ MORGAN & ASSOCIATES

Employer identification number (EIN): 820050049

NAIC Classification: 561900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RJ MORGAN & ASSOCIATES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 RICHARD MORGAN 2019-10-14 RICHARD MORGAN 2019-10-14
001 2017-01-01 RICHARD MORGAN 2018-09-12 RICHARD MORGAN 2018-09-12
001 2016-01-01 RICHARD MORGAN 2017-10-13 RICHARD MORGAN 2017-10-13
001 2015-01-01 RICHARD MORGAN 2016-10-14 RICHARD MORGAN 2016-10-14
001 2014-01-01 RICHARD MORGAN 2015-07-24 RICHARD MORGAN 2015-07-24
001 2013-01-01 RICHARD MORGAN 2014-10-14 RICHARD MORGAN 2014-10-14
001 2012-01-01 RICHARD MORGAN 2013-10-14 RICHARD MORGAN 2013-10-14
001 2011-01-01 RICHARD MORGAN 2012-10-09 RICHARD MORGAN 2012-10-09
001 2010-01-01 RICHARD MORGAN 2011-10-16 RICHARD MORGAN 2011-10-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	RICHARD MORGAN	2019-10-14	RICHARD MORGAN	2019-10-14
001	2017-01-01	RICHARD MORGAN	2018-09-12	RICHARD MORGAN	2018-09-12
001	2016-01-01	RICHARD MORGAN	2017-10-13	RICHARD MORGAN	2017-10-13
001	2015-01-01	RICHARD MORGAN	2016-10-14	RICHARD MORGAN	2016-10-14
001	2014-01-01	RICHARD MORGAN	2015-07-24	RICHARD MORGAN	2015-07-24
001	2013-01-01	RICHARD MORGAN	2014-10-14	RICHARD MORGAN	2014-10-14
001	2012-01-01	RICHARD MORGAN	2013-10-14	RICHARD MORGAN	2013-10-14
001	2011-01-01	RICHARD MORGAN	2012-10-09	RICHARD MORGAN	2012-10-09
001	2010-01-01	RICHARD MORGAN	2011-10-16	RICHARD MORGAN	2011-10-16

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Company Name:	RJ MORGAN & ASSOCIATES
Employer identification number (EIN):	820050049
NAIC Classification:	561900