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MORRIS & MORRIS, P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameMORRIS & MORRIS, P.C. 401K PROFIT SHARING PLAN
Plan identification number 001

MORRIS & MORRIS, P.C. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

MORRIS & MORRIS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:MORRIS & MORRIS, P.C.
Employer identification number (EIN):042737404
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about MORRIS & MORRIS, P.C.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1989-10-27
Company Identification Number: 0348799
Legal Registered Office Address: 11 SOUTH 12TH ST
PO BOX 30
RICHMOND
United States of America (USA)
23219

More information about MORRIS & MORRIS, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORRIS & MORRIS, P.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOSEPH LAZAREK2024-10-14
0012022-01-01JOSEPH LAZAREK2023-10-11
0012021-01-01JOSEPH LAZAREK2022-07-13
0012020-01-01JOSEPH LAZAREK2021-06-04
0012019-01-01JOSEPH LAZAREK2020-05-08
0012018-01-01JOSEPH LAZAREK2019-06-20
0012017-01-01JOSEPH LAZAREK2018-05-23
0012016-01-01JOSEPH LAZAREK2017-06-16
0012015-01-01JOSEPH LAZAREK2016-09-28
0012014-01-01JOSEPH LAZAREK2015-06-11
0012013-01-01JOSEPH LAZAREK2014-06-26
0012012-01-01JOSEPH LAZAREK2013-06-14
0012011-01-01JOSEPH LAZAREK2012-07-17
0012010-01-01JOSEPH LAZAREK2011-06-30

Financial Data on MORRIS & MORRIS, P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2025 : MORRIS & MORRIS, P.C. 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-28229292
Net assets as of the end of the plan year2025-08-2815562871
Total assets as of the beginning of the plan year2025-08-2813946474
Value of plan covered by a fidelity bond2025-08-28500000
Participant contributions to plan in this plan year2025-08-2883063
Other expenses paid from plan in this plan year2025-08-2876015
Other income to plan in this plan year2025-08-281235451
Plan net income in this plan year2025-08-281616397
Net assets as of the end of the plan year2025-08-2815562871
Net assets as of the beginning of the plan year2025-08-2813946474
Employer contributions to plan in this plan year2025-08-28527175
2024 : MORRIS & MORRIS, P.C. 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-14172691
Net assets as of the end of the plan year2024-10-1413946474
Total assets as of the beginning of the plan year2024-10-1411927562
Value of plan covered by a fidelity bond2024-10-14500000
Participant contributions to plan in this plan year2024-10-1472771
Other income to plan in this plan year2024-10-141624105
Plan net income in this plan year2024-10-142018912
Net assets as of the end of the plan year2024-10-1413946474
Net assets as of the beginning of the plan year2024-10-1411927562
Employer contributions to plan in this plan year2024-10-14494727
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1451124

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