401k Plan data: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN plan

MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN
Plan identification number	001

MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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

MORGAN ACCOUNTANCY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: MORGAN ACCOUNTANCY CORPORATION

Employer identification number (EIN): 954021557

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

Additional information about MORGAN ACCOUNTANCY CORPORATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1360472

More information about MORGAN ACCOUNTANCY CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JAVIER MORGAN 2024-10-08 JAVIER MORGAN 2024-10-08
001 2022-01-01 JAVIER MORGAN 2023-10-05 JAVIER MORGAN 2023-10-05
001 2021-01-01 JAVIER MORGAN 2022-09-21 JAVIER MORGAN 2022-09-21
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAVIER MORGAN JAVIER MORGAN 2018-10-09
001 2016-01-01 JAVIER MORGAN JAVIER MORGAN 2017-10-16
001 2015-01-01 JAVIER MORGAN JAVIER MORGAN 2016-10-16
001 2014-01-01 JAVIER MORGAN JAVIER MORGAN 2015-10-15
001 2013-01-01 JAVIER E MORGAN JAVIER E MORGAN 2014-10-12
001 2012-01-01 JAVIER E MORGAN JAVIER E MORGAN 2013-10-13
001 2011-01-01 JAVIER E MORGAN
001 2009-01-01 JAVIER E MORGAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JAVIER MORGAN	2024-10-08	JAVIER MORGAN	2024-10-08
001	2022-01-01	JAVIER MORGAN	2023-10-05	JAVIER MORGAN	2023-10-05
001	2021-01-01	JAVIER MORGAN	2022-09-21	JAVIER MORGAN	2022-09-21
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JAVIER MORGAN		JAVIER MORGAN	2018-10-09
001	2016-01-01	JAVIER MORGAN		JAVIER MORGAN	2017-10-16
001	2015-01-01	JAVIER MORGAN		JAVIER MORGAN	2016-10-16
001	2014-01-01	JAVIER MORGAN		JAVIER MORGAN	2015-10-15
001	2013-01-01	JAVIER E MORGAN		JAVIER E MORGAN	2014-10-12
001	2012-01-01	JAVIER E MORGAN		JAVIER E MORGAN	2013-10-13
001	2011-01-01	JAVIER E MORGAN
001	2009-01-01	JAVIER E MORGAN

Plan Statistics for MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN

401k plan membership statisitcs for MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN

Measure Date Value
2020: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING 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 5
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 3
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 2
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: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 3
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 4
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING 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	5
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	3
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	2
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: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	3
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	4
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN

Measure	Date	Value
2020 : MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$393,739
Expenses. Total of all expenses incurred	2020-12-31	$64,816
Benefits paid (including direct rollovers)	2020-12-31	$46,322
Total plan assets at end of year	2020-12-31	$3,801,565
Total plan assets at beginning of year	2020-12-31	$3,472,642
Value of fidelity bond covering the plan	2020-12-31	$725,000
Total contributions received or receivable from participants	2020-12-31	$84,700
Assets. Value of loans (other than to participants)	2020-12-31	$180,000
Other income received	2020-12-31	$213,010
Net income (gross income less expenses)	2020-12-31	$328,923
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,801,565
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,472,642
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$103,922
Total contributions received or receivable from employer(s)	2020-12-31	$96,029
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$18,494
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$613,816
Expenses. Total of all expenses incurred	2019-12-31	$115,471
Benefits paid (including direct rollovers)	2019-12-31	$97,628
Total plan assets at end of year	2019-12-31	$3,472,642
Total plan assets at beginning of year	2019-12-31	$2,974,297
Value of fidelity bond covering the plan	2019-12-31	$725,000
Total contributions received or receivable from participants	2019-12-31	$81,200
Assets. Value of loans (other than to participants)	2019-12-31	$90,000
Other income received	2019-12-31	$450,708
Net income (gross income less expenses)	2019-12-31	$498,345
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,472,642
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,974,297
Assets. Value of participant loans	2019-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$279,046
Total contributions received or receivable from employer(s)	2019-12-31	$81,908
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$17,843
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$10,544
Expenses. Total of all expenses incurred	2018-12-31	$75,726
Benefits paid (including direct rollovers)	2018-12-31	$59,000
Total plan assets at end of year	2018-12-31	$2,974,297
Total plan assets at beginning of year	2018-12-31	$3,039,479
Value of fidelity bond covering the plan	2018-12-31	$725,000
Total contributions received or receivable from participants	2018-12-31	$79,700
Assets. Value of loans (other than to participants)	2018-12-31	$177,012
Other income received	2018-12-31	$-165,210
Net income (gross income less expenses)	2018-12-31	$-65,182
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,974,297
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,039,479
Assets. Value of participant loans	2018-12-31	$6,628
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$267,981
Total contributions received or receivable from employer(s)	2018-12-31	$96,054
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$16,726
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$442,911
Expenses. Total of all expenses incurred	2017-12-31	$64,380
Benefits paid (including direct rollovers)	2017-12-31	$47,000
Total plan assets at end of year	2017-12-31	$3,039,479
Total plan assets at beginning of year	2017-12-31	$2,660,948
Value of fidelity bond covering the plan	2017-12-31	$725,000
Total contributions received or receivable from participants	2017-12-31	$77,200
Assets. Value of loans (other than to participants)	2017-12-31	$136,888
Other income received	2017-12-31	$272,816
Net income (gross income less expenses)	2017-12-31	$378,531
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,039,479
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,660,948
Assets. Value of participant loans	2017-12-31	$20,100
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$284,864
Total contributions received or receivable from employer(s)	2017-12-31	$92,895
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$17,380
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$356,569
Expenses. Total of all expenses incurred	2016-12-31	$68,544
Benefits paid (including direct rollovers)	2016-12-31	$52,982
Total plan assets at end of year	2016-12-31	$2,660,948
Total plan assets at beginning of year	2016-12-31	$2,372,923
Value of fidelity bond covering the plan	2016-12-31	$725,000
Total contributions received or receivable from participants	2016-12-31	$82,000
Assets. Value of loans (other than to participants)	2016-12-31	$136,888
Other income received	2016-12-31	$202,430
Net income (gross income less expenses)	2016-12-31	$288,025
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,660,948
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,372,923
Assets. Value of participant loans	2016-12-31	$41,363
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$303,206
Total contributions received or receivable from employer(s)	2016-12-31	$72,139
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$15,562
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$182,572
Expenses. Total of all expenses incurred	2015-12-31	$20,249
Benefits paid (including direct rollovers)	2015-12-31	$9,974
Total plan assets at end of year	2015-12-31	$2,372,923
Total plan assets at beginning of year	2015-12-31	$2,210,600
Value of fidelity bond covering the plan	2015-12-31	$725,000
Total contributions received or receivable from participants	2015-12-31	$57,400
Assets. Value of loans (other than to participants)	2015-12-31	$136,888
Contributions received from other sources (not participants or employers)	2015-12-31	$134,161
Other income received	2015-12-31	$-58,139
Net income (gross income less expenses)	2015-12-31	$162,323
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,372,923
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,210,600
Assets. Value of participant loans	2015-12-31	$93,898
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$306,817
Total contributions received or receivable from employer(s)	2015-12-31	$49,150
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$747
Total income from all sources	2014-12-31	$317,081
Expenses. Total of all expenses incurred	2014-12-31	$22,789
Benefits paid (including direct rollovers)	2014-12-31	$22,789
Total plan assets at end of year	2014-12-31	$2,210,600
Total plan assets at beginning of year	2014-12-31	$1,917,055
Value of fidelity bond covering the plan	2014-12-31	$725,000
Total contributions received or receivable from participants	2014-12-31	$45,500
Assets. Value of loans (other than to participants)	2014-12-31	$236,888
Other income received	2014-12-31	$162,400
Net income (gross income less expenses)	2014-12-31	$294,292
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,210,600
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,916,308
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$327,177
Total contributions received or receivable from employer(s)	2014-12-31	$109,181
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$747
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$293,469
Expenses. Total of all expenses incurred	2013-12-31	$591
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,917,055
Total plan assets at beginning of year	2013-12-31	$1,623,430
Value of fidelity bond covering the plan	2013-12-31	$725,000
Total contributions received or receivable from participants	2013-12-31	$37,500
Assets. Value of loans (other than to participants)	2013-12-31	$279,997
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$155,397
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$292,878
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,916,308
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,623,430
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$321,750
Total contributions received or receivable from employer(s)	2013-12-31	$100,572
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$591
2012 : MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$220,098
Expenses. Total of all expenses incurred	2012-12-31	$2,686
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,623,430
Total plan assets at beginning of year	2012-12-31	$1,406,018
Value of fidelity bond covering the plan	2012-12-31	$450,000
Total contributions received or receivable from participants	2012-12-31	$37,600
Assets. Value of loans (other than to participants)	2012-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,686
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$72,687
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$217,412
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,623,430
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,406,018
Assets. Value of participant loans	2012-12-31	$8,943
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$287,547
Total contributions received or receivable from employer(s)	2012-12-31	$109,811
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$293,554
Expenses. Total of all expenses incurred	2011-12-31	$2,056
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,406,018
Total plan assets at beginning of year	2011-12-31	$1,114,520
Value of fidelity bond covering the plan	2011-12-31	$450,000
Total contributions received or receivable from participants	2011-12-31	$20,000
Assets. Value of loans (other than to participants)	2011-12-31	$264,281
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$169,857
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$291,498
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,406,018
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,114,520
Assets. Value of participant loans	2011-12-31	$17,388
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$310,777
Total contributions received or receivable from employer(s)	2011-12-31	$103,697
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,056
2010 : MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$208,147
Expenses. Total of all expenses incurred	2010-12-31	$632
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,114,520
Total plan assets at beginning of year	2010-12-31	$907,005
Value of fidelity bond covering the plan	2010-12-31	$450,000
Total contributions received or receivable from participants	2010-12-31	$20,000
Assets. Value of loans (other than to participants)	2010-12-31	$217,516
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$82,884
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$207,515
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,114,520
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$907,005
Assets. Value of participant loans	2010-12-31	$25,361
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$175,000
Total contributions received or receivable from employer(s)	2010-12-31	$105,263
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$632

Form 5500 Responses for MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN

2020: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MORGAN ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

E1588639

Policy instance

Insurance contract or identification number	E1588639
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,115
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,115
Insurance broker organization code?	3
Insurance broker name	MATTHEW BIRKETT

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

E1588639

Policy instance

Insurance contract or identification number	E1588639
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,100
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $3,100
Insurance broker organization code?	3
Insurance broker name	MATTHEW BIRKETT

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Company Name:	MORGAN ACCOUNTANCY CORPORATION
Employer identification number (EIN):	954021557
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1360472