MORRIS & MOFFITT, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MORRIS & MOFFITT, INC 401(K) PLAN
Measure | Date | Value |
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2012: MORRIS & MOFFITT, INC 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
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 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 13 |
Number of participants with account balances | 2012-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2009: MORRIS & MOFFITT, INC 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 17 |
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 | 3 |
Total of all active and inactive participants | 2009-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 20 |
Number of participants with account balances | 2009-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2013 : MORRIS & MOFFITT, INC 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-08-31 | $46,586 |
Expenses. Total of all expenses incurred | 2013-08-31 | $272,723 |
Benefits paid (including direct rollovers) | 2013-08-31 | $272,693 |
Total plan assets at end of year | 2013-08-31 | $0 |
Total plan assets at beginning of year | 2013-08-31 | $226,137 |
Value of fidelity bond covering the plan | 2013-08-31 | $250,000 |
Total contributions received or receivable from participants | 2013-08-31 | $15,002 |
Expenses. Other expenses not covered elsewhere | 2013-08-31 | $30 |
Other income received | 2013-08-31 | $31,584 |
Net income (gross income less expenses) | 2013-08-31 | $-226,137 |
Net plan assets at end of year (total assets less liabilities) | 2013-08-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-08-31 | $226,137 |
Total contributions received or receivable from employer(s) | 2013-08-31 | $0 |
2012 : MORRIS & MOFFITT, INC 401(K) PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $56,899 |
Expenses. Total of all expenses incurred | 2012-12-31 | $28,729 |
Benefits paid (including direct rollovers) | 2012-12-31 | $22,253 |
Total plan assets at end of year | 2012-12-31 | $226,137 |
Total plan assets at beginning of year | 2012-12-31 | $197,967 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Total contributions received or receivable from participants | 2012-12-31 | $32,091 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $62 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $24,808 |
Net income (gross income less expenses) | 2012-12-31 | $28,170 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $226,137 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $197,967 |
Assets. Value of participant loans | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $6,414 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : MORRIS & MOFFITT, INC 401(K) PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $47,350 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,058 |
Benefits paid (including direct rollovers) | 2011-12-31 | $988 |
Total plan assets at end of year | 2011-12-31 | $197,967 |
Total plan assets at beginning of year | 2011-12-31 | $151,675 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Total contributions received or receivable from participants | 2011-12-31 | $54,701 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $70 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-7,351 |
Net income (gross income less expenses) | 2011-12-31 | $46,292 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $197,967 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $151,675 |
Assets. Value of participant loans | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
2010 : MORRIS & MOFFITT, INC 401(K) PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $42,433 |
Expenses. Total of all expenses incurred | 2010-12-31 | $5,620 |
Benefits paid (including direct rollovers) | 2010-12-31 | $5,459 |
Total plan assets at end of year | 2010-12-31 | $151,675 |
Total plan assets at beginning of year | 2010-12-31 | $114,862 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Total contributions received or receivable from participants | 2010-12-31 | $28,694 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $161 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $13,739 |
Net income (gross income less expenses) | 2010-12-31 | $36,813 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $151,675 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $114,862 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : MORRIS & MOFFITT, INC 401(K) PLAN 2009 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |