401k Plan data: THE MORTENSON GROUP PC - 401K RETIREMENT PLAN plan

THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 401k Plan overview

Plan Name	THE MORTENSON GROUP PC - 401K RETIREMENT PLAN
Plan identification number	001

THE MORTENSON GROUP PC - 401K RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THE MORTENSON GROUP, PC has sponsored the creation of one or more 401k plans.

Company Name: THE MORTENSON GROUP, PC

Employer identification number (EIN): 830291462

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MORTENSON GROUP PC - 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JOHN R MORTENSON
001 2012-01-01 JOHN MORTENSON
001 2011-01-01 JOHN MORTENSON
001 2010-01-01 JOHN MORTENSON
001 2009-01-01 JOHN MORTENSON

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	JOHN R MORTENSON
001	2012-01-01	JOHN MORTENSON
001	2011-01-01	JOHN MORTENSON
001	2010-01-01	JOHN MORTENSON
001	2009-01-01	JOHN MORTENSON

Plan Statistics for THE MORTENSON GROUP PC - 401K RETIREMENT PLAN

401k plan membership statisitcs for THE MORTENSON GROUP PC - 401K RETIREMENT PLAN

Measure Date Value
2013: THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
2009: THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8

Measure	Date	Value
2013: THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
2009: THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8

Financial Data on THE MORTENSON GROUP PC - 401K RETIREMENT PLAN

Measure	Date	Value
2013 : THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$48,329
Expenses. Total of all expenses incurred	2013-12-31	$773,788
Benefits paid (including direct rollovers)	2013-12-31	$772,653
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$725,459
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$6,256
Other income received	2013-12-31	$39,732
Net income (gross income less expenses)	2013-12-31	$-725,459
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$725,459
Total contributions received or receivable from employer(s)	2013-12-31	$2,341
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,135
2012 : THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$143,783
Expenses. Total of all expenses incurred	2012-12-31	$20,584
Benefits paid (including direct rollovers)	2012-12-31	$15,133
Total plan assets at end of year	2012-12-31	$725,459
Total plan assets at beginning of year	2012-12-31	$602,260
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$43,032
Other income received	2012-12-31	$85,556
Net income (gross income less expenses)	2012-12-31	$123,199
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$725,459
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$602,260
Total contributions received or receivable from employer(s)	2012-12-31	$15,195
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,451
2011 : THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$41,281
Expenses. Total of all expenses incurred	2011-12-31	$4,823
Total plan assets at end of year	2011-12-31	$602,260
Total plan assets at beginning of year	2011-12-31	$565,802
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$42,480
Other income received	2011-12-31	$-19,038
Net income (gross income less expenses)	2011-12-31	$36,458
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$602,260
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$565,802
Total contributions received or receivable from employer(s)	2011-12-31	$17,839
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,823
2010 : THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$116,914
Expenses. Total of all expenses incurred	2010-12-31	$1,713
Benefits paid (including direct rollovers)	2010-12-31	$1,688
Total plan assets at end of year	2010-12-31	$565,802
Total plan assets at beginning of year	2010-12-31	$450,601
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$39,349
Expenses. Other expenses not covered elsewhere	2010-12-31	$25
Other income received	2010-12-31	$64,597
Net income (gross income less expenses)	2010-12-31	$115,201
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$565,802
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$450,601
Total contributions received or receivable from employer(s)	2010-12-31	$12,968

Form 5500 Responses for THE MORTENSON GROUP PC - 401K RETIREMENT PLAN

2013: THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE MORTENSON GROUP PC - 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE MORTENSON GROUP, PC
Employer identification number (EIN):	830291462
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants