401k Plan data: BELL & MORGAN LLC 401K PROFIT SHARING PLAN plan

BELL & MORGAN LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	BELL & MORGAN LLC 401K PROFIT SHARING PLAN
Plan identification number	001

BELL & MORGAN LLC 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

BELL & MORGAN LLC has sponsored the creation of one or more 401k plans.

Company Name: BELL & MORGAN LLC

Employer identification number (EIN): 200595383

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELL & MORGAN LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2021-01-01 JON W. MORGAN
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JON W. MORGAN
001 2016-01-01 JON MORGAN
001 2015-01-01 JON MORGAN
001 2014-01-01 JON MORGAN
001 2013-01-01 JON MORGAN
001 2012-01-01 JON MORGAN
001 2011-01-01 JON MORGAN
001 2010-01-01 JON MORGAN
001 2009-01-01 JON MORGAN

Plan Statistics for BELL & MORGAN LLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for BELL & MORGAN LLC 401K PROFIT SHARING PLAN

Measure Date Value
2021: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
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 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
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 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
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 0
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
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 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 5
2015: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
2014: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 5
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
2013: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2010: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Total of all active and inactive participants 2010-01-01 5
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
2009: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2021: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
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	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
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	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
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	0
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
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	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	5
2015: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
2014: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	5
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
2013: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2010: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Total of all active and inactive participants	2010-01-01	5
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
2009: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on BELL & MORGAN LLC 401K PROFIT SHARING PLAN

Measure	Date	Value
2021 : BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$671,102
Expenses. Total of all expenses incurred	2021-12-31	$103,430
Benefits paid (including direct rollovers)	2021-12-31	$100,000
Total plan assets at end of year	2021-12-31	$3,714,095
Total plan assets at beginning of year	2021-12-31	$3,146,423
Total contributions received or receivable from participants	2021-12-31	$8,123
Assets. Value of loans (other than to participants)	2021-12-31	$151,909
Expenses. Other expenses not covered elsewhere	2021-12-31	$3,430
Other income received	2021-12-31	$643,734
Net income (gross income less expenses)	2021-12-31	$567,672
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,714,095
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,146,423
Total contributions received or receivable from employer(s)	2021-12-31	$19,245
2020 : BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$259,588
Expenses. Total of all expenses incurred	2020-12-31	$52,979
Benefits paid (including direct rollovers)	2020-12-31	$50,000
Total plan assets at end of year	2020-12-31	$3,146,423
Total plan assets at beginning of year	2020-12-31	$2,939,814
Total contributions received or receivable from participants	2020-12-31	$18,771
Assets. Value of loans (other than to participants)	2020-12-31	$150,502
Expenses. Other expenses not covered elsewhere	2020-12-31	$2,979
Other income received	2020-12-31	$219,573
Net income (gross income less expenses)	2020-12-31	$206,609
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,146,423
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,939,814
Total contributions received or receivable from employer(s)	2020-12-31	$21,244
2019 : BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$432,490
Expenses. Total of all expenses incurred	2019-12-31	$4,733
Benefits paid (including direct rollovers)	2019-12-31	$2,630
Total plan assets at end of year	2019-12-31	$2,939,814
Total plan assets at beginning of year	2019-12-31	$2,512,057
Total contributions received or receivable from participants	2019-12-31	$16,336
Assets. Value of loans (other than to participants)	2019-12-31	$511,268
Expenses. Other expenses not covered elsewhere	2019-12-31	$2,103
Other income received	2019-12-31	$383,040
Net income (gross income less expenses)	2019-12-31	$427,757
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,939,814
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,512,057
Total contributions received or receivable from employer(s)	2019-12-31	$33,114
2018 : BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-8,230
Expenses. Total of all expenses incurred	2018-12-31	$71,155
Benefits paid (including direct rollovers)	2018-12-31	$69,190
Total plan assets at end of year	2018-12-31	$2,512,057
Total plan assets at beginning of year	2018-12-31	$2,591,442
Total contributions received or receivable from participants	2018-12-31	$21,345
Assets. Value of loans (other than to participants)	2018-12-31	$386,406
Expenses. Other expenses not covered elsewhere	2018-12-31	$1,965
Other income received	2018-12-31	$-56,555
Net income (gross income less expenses)	2018-12-31	$-79,385
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,512,057
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,591,442
Total contributions received or receivable from employer(s)	2018-12-31	$26,980
2017 : BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$300,462
Expenses. Total of all expenses incurred	2017-12-31	$1,376
Total plan assets at end of year	2017-12-31	$2,591,442
Total plan assets at beginning of year	2017-12-31	$2,292,356
Total contributions received or receivable from participants	2017-12-31	$26,407
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,376
Other income received	2017-12-31	$236,932
Net income (gross income less expenses)	2017-12-31	$299,086
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,591,442
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,292,356
Total contributions received or receivable from employer(s)	2017-12-31	$37,123
2016 : BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$309,544
Expenses. Total of all expenses incurred	2016-12-31	$78,399
Benefits paid (including direct rollovers)	2016-12-31	$76,620
Total plan assets at end of year	2016-12-31	$2,292,356
Total plan assets at beginning of year	2016-12-31	$2,061,211
Total contributions received or receivable from participants	2016-12-31	$26,219
Other income received	2016-12-31	$246,264
Net income (gross income less expenses)	2016-12-31	$231,145
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,292,356
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,061,211
Total contributions received or receivable from employer(s)	2016-12-31	$37,061
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,779
2015 : BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$28,035
Expenses. Total of all expenses incurred	2015-12-31	$9,021
Benefits paid (including direct rollovers)	2015-12-31	$7,200
Total plan assets at end of year	2015-12-31	$2,061,211
Total plan assets at beginning of year	2015-12-31	$2,042,197
Total contributions received or receivable from participants	2015-12-31	$26,264
Other income received	2015-12-31	$-30,506
Net income (gross income less expenses)	2015-12-31	$19,014
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,061,211
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,042,197
Total contributions received or receivable from employer(s)	2015-12-31	$32,277
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,821
2014 : BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$157,849
Expenses. Total of all expenses incurred	2014-12-31	$1,683
Total plan assets at end of year	2014-12-31	$2,042,197
Total plan assets at beginning of year	2014-12-31	$1,886,031
Total contributions received or receivable from participants	2014-12-31	$25,433
Assets. Value of loans (other than to participants)	2014-12-31	$177,770
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,683
Other income received	2014-12-31	$99,334
Net income (gross income less expenses)	2014-12-31	$156,166
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,042,197
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,886,031
Total contributions received or receivable from employer(s)	2014-12-31	$33,082
2013 : BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$339,191
Expenses. Total of all expenses incurred	2013-12-31	$11,098
Total plan assets at end of year	2013-12-31	$1,886,031
Total plan assets at beginning of year	2013-12-31	$1,557,938
Total contributions received or receivable from participants	2013-12-31	$24,597
Expenses. Other expenses not covered elsewhere	2013-12-31	$11,098
Other income received	2013-12-31	$282,341
Net income (gross income less expenses)	2013-12-31	$328,093
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,886,031
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,557,938
Total contributions received or receivable from employer(s)	2013-12-31	$32,253
2012 : BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$184,370
Expenses. Total of all expenses incurred	2012-12-31	$5,978
Total plan assets at end of year	2012-12-31	$1,557,938
Total plan assets at beginning of year	2012-12-31	$1,379,546
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$25,070
Assets. Value of loans (other than to participants)	2012-12-31	$170,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$5,978
Other income received	2012-12-31	$113,423
Net income (gross income less expenses)	2012-12-31	$178,392
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,557,938
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,379,546
Assets. Value of real-estate (other than employer real property)	2012-12-31	$127,023
Total contributions received or receivable from employer(s)	2012-12-31	$45,877
2011 : BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$55,739
Expenses. Total of all expenses incurred	2011-12-31	$17,679
Total plan assets at end of year	2011-12-31	$1,379,546
Total plan assets at beginning of year	2011-12-31	$1,341,486
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$24,873
Expenses. Other expenses not covered elsewhere	2011-12-31	$17,679
Other income received	2011-12-31	$-5,606
Net income (gross income less expenses)	2011-12-31	$38,060
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,379,546
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,341,486
Assets. Value of real-estate (other than employer real property)	2011-12-31	$198,434
Total contributions received or receivable from employer(s)	2011-12-31	$36,472
2010 : BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$145,956
Expenses. Total of all expenses incurred	2010-12-31	$1,650
Total plan assets at end of year	2010-12-31	$1,341,486
Total plan assets at beginning of year	2010-12-31	$1,197,180
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$24,755
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,650
Other income received	2010-12-31	$85,581
Net income (gross income less expenses)	2010-12-31	$144,306
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,341,486
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,197,180
Total contributions received or receivable from employer(s)	2010-12-31	$35,620

Form 5500 Responses for BELL & MORGAN LLC 401K PROFIT SHARING PLAN

2021: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BELL & MORGAN LLC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BELL & MORGAN LLC
Employer identification number (EIN):	200595383
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Plan id#	Filing Submission Date	Name of Administrator
001	2021-01-01
001	2021-01-01	JON W. MORGAN
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JON W. MORGAN
001	2016-01-01	JON MORGAN
001	2015-01-01	JON MORGAN
001	2014-01-01	JON MORGAN
001	2013-01-01	JON MORGAN
001	2012-01-01	JON MORGAN
001	2011-01-01	JON MORGAN
001	2010-01-01	JON MORGAN
001	2009-01-01	JON MORGAN