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JOHN P. MORRO CPA PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN P. MORRO CPA PROFIT SHARING PLAN
Plan identification number 002

JOHN P. MORRO CPA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

JOHN P. MORRO CPA PA has sponsored the creation of one or more 401k plans.

Company Name:JOHN P. MORRO CPA PA
Employer identification number (EIN):222550097
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN P. MORRO CPA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-04-01JOHN MORRO2020-06-08 JOHN MORRO2020-06-08
0022018-04-01JOHN MORRO2019-05-13 JOHN MORRO2019-05-13
0022017-04-01JOHN MORRO2018-06-01 JOHN MORRO2018-06-01
0022016-04-01JOHN MORRO2017-05-30 JOHN MORRO2017-05-30
0022015-04-01JOHN MORRO JOHN MORRO2016-09-14
0022014-04-01JOHN MORRO JOHN MORRO2015-10-14
0022013-04-01JOHN MORRO JOHN MORRO2015-01-10
0022012-04-01JOHN MORRO JOHN MORRO2014-01-03
0022011-04-01JOHN MORRO JOHN MORRO2013-01-12
0022010-04-01JOHN MORRO

Financial Data on JOHN P. MORRO CPA PROFIT SHARING PLAN

Measure Date Value
2016 : JOHN P. MORRO CPA PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-03-31$79,922
Expenses. Total of all expenses incurred2016-03-31$26,666
Total plan assets at end of year2016-03-31$1,107,864
Total plan assets at beginning of year2016-03-31$1,054,608
Value of fidelity bond covering the plan2016-03-31$150,000
Total contributions received or receivable from participants2016-03-31$24,000
Expenses. Other expenses not covered elsewhere2016-03-31$17,175
Other income received2016-03-31$22,422
Net income (gross income less expenses)2016-03-31$53,256
Net plan assets at end of year (total assets less liabilities)2016-03-31$1,107,864
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$1,054,608
Assets. Value of participant loans2016-03-31$50,000
Total contributions received or receivable from employer(s)2016-03-31$33,500
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$9,491
2015 : JOHN P. MORRO CPA PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-03-31$0
Total income from all sources2015-03-31$125,571
Expenses. Total of all expenses incurred2015-03-31$272,315
Benefits paid (including direct rollovers)2015-03-31$263,415
Total plan assets at end of year2015-03-31$1,054,608
Total plan assets at beginning of year2015-03-31$1,201,352
Value of fidelity bond covering the plan2015-03-31$150,000
Total contributions received or receivable from participants2015-03-31$23,000
Other income received2015-03-31$68,071
Net income (gross income less expenses)2015-03-31$-146,744
Net plan assets at end of year (total assets less liabilities)2015-03-31$1,054,608
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$1,201,352
Assets. Value of participant loans2015-03-31$50,000
Total contributions received or receivable from employer(s)2015-03-31$34,500
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$8,900
2014 : JOHN P. MORRO CPA PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-03-31$0
Total plan liabilities at beginning of year2014-03-31$0
Total income from all sources2014-03-31$144,027
Expenses. Total of all expenses incurred2014-03-31$10,418
Total plan assets at end of year2014-03-31$1,201,352
Total plan assets at beginning of year2014-03-31$1,067,743
Value of fidelity bond covering the plan2014-03-31$150,000
Total contributions received or receivable from participants2014-03-31$23,000
Other income received2014-03-31$87,527
Net income (gross income less expenses)2014-03-31$133,609
Net plan assets at end of year (total assets less liabilities)2014-03-31$1,201,352
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$1,067,743
Assets. Value of participant loans2014-03-31$29,708
Total contributions received or receivable from employer(s)2014-03-31$33,500
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$10,418
2013 : JOHN P. MORRO CPA PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-03-31$0
Total plan liabilities at beginning of year2013-03-31$0
Total income from all sources2013-03-31$134,378
Expenses. Total of all expenses incurred2013-03-31$8,869
Total plan assets at end of year2013-03-31$1,067,743
Total plan assets at beginning of year2013-03-31$942,234
Value of fidelity bond covering the plan2013-03-31$150,000
Total contributions received or receivable from participants2013-03-31$22,000
Other income received2013-03-31$79,378
Net income (gross income less expenses)2013-03-31$125,509
Net plan assets at end of year (total assets less liabilities)2013-03-31$1,067,743
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$942,234
Assets. Value of participant loans2013-03-31$84,023
Total contributions received or receivable from employer(s)2013-03-31$33,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$8,869
2012 : JOHN P. MORRO CPA PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-03-31$0
Total income from all sources2012-03-31$50,983
Expenses. Total of all expenses incurred2012-03-31$8,729
Benefits paid (including direct rollovers)2012-03-31$0
Total plan assets at end of year2012-03-31$942,234
Total plan assets at beginning of year2012-03-31$899,980
Value of fidelity bond covering the plan2012-03-31$150,000
Total contributions received or receivable from participants2012-03-31$0
Contributions received from other sources (not participants or employers)2012-03-31$0
Other income received2012-03-31$19,883
Noncash contributions received2012-03-31$0
Net income (gross income less expenses)2012-03-31$42,254
Net plan assets at end of year (total assets less liabilities)2012-03-31$942,234
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$899,980
Assets. Value of participant loans2012-03-31$80,514
Total contributions received or receivable from employer(s)2012-03-31$31,100
Value of certain deemed distributions of participant loans2012-03-31$0
Value of corrective distributions2012-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$8,729
2011 : JOHN P. MORRO CPA PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-03-31$0
Total plan liabilities at beginning of year2011-03-31$0
Total income from all sources2011-03-31$97,314
Expenses. Total of all expenses incurred2011-03-31$8,463
Total plan assets at end of year2011-03-31$904,208
Total plan assets at beginning of year2011-03-31$815,356
Value of fidelity bond covering the plan2011-03-31$130,000
Total contributions received or receivable from participants2011-03-31$5,000
Expenses. Other expenses not covered elsewhere2011-03-31$126
Other income received2011-03-31$57,314
Net income (gross income less expenses)2011-03-31$88,851
Net plan assets at end of year (total assets less liabilities)2011-03-31$904,208
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$815,356
Assets. Value of participant loans2011-03-31$90,058
Total contributions received or receivable from employer(s)2011-03-31$35,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-03-31$8,337
2010 : JOHN P. MORRO CPA PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$97,314
Expenses. Total of all expenses incurred2010-12-31$8,463
Total plan assets at end of year2010-12-31$904,208
Total plan assets at beginning of year2010-12-31$815,356
Value of fidelity bond covering the plan2010-12-31$130,000
Total contributions received or receivable from participants2010-12-31$5,000
Expenses. Other expenses not covered elsewhere2010-12-31$126
Other income received2010-12-31$57,314
Net income (gross income less expenses)2010-12-31$88,851
Net plan assets at end of year (total assets less liabilities)2010-12-31$904,208
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$815,356
Assets. Value of participant loans2010-12-31$90,058
Total contributions received or receivable from employer(s)2010-12-31$35,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,337

Form 5500 Responses for JOHN P. MORRO CPA PROFIT SHARING PLAN

2015: JOHN P. MORRO CPA PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: JOHN P. MORRO CPA PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: JOHN P. MORRO CPA PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: JOHN P. MORRO CPA PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: JOHN P. MORRO CPA PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: JOHN P. MORRO CPA PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedYes
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes

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