401k Plan data: JOHN P. MORRO CPA PROFIT SHARING PLAN plan

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

Plan Name	JOHN P. MORRO CPA PROFIT SHARING PLAN
Plan identification number	002

JOHN P. MORRO CPA 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.

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 Signed Name of Company Sponsor Date Sponsor Signed
002 2018-04-01 JOHN MORRO 2019-05-13 JOHN MORRO 2019-05-13
002 2017-04-01 JOHN MORRO 2018-06-01 JOHN MORRO 2018-06-01
002 2016-04-01 JOHN MORRO 2017-05-30 JOHN MORRO 2017-05-30
002 2015-04-01 JOHN MORRO JOHN MORRO 2016-09-14
002 2014-04-01 JOHN MORRO JOHN MORRO 2015-10-14
002 2013-04-01 JOHN MORRO JOHN MORRO 2015-01-10
002 2012-04-01 JOHN MORRO JOHN MORRO 2014-01-03
002 2011-04-01 JOHN MORRO JOHN MORRO 2013-01-12
002 2010-04-01 JOHN MORRO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-04-01	JOHN MORRO	2019-05-13	JOHN MORRO	2019-05-13
002	2017-04-01	JOHN MORRO	2018-06-01	JOHN MORRO	2018-06-01
002	2016-04-01	JOHN MORRO	2017-05-30	JOHN MORRO	2017-05-30
002	2015-04-01	JOHN MORRO		JOHN MORRO	2016-09-14
002	2014-04-01	JOHN MORRO		JOHN MORRO	2015-10-14
002	2013-04-01	JOHN MORRO		JOHN MORRO	2015-01-10
002	2012-04-01	JOHN MORRO		JOHN MORRO	2014-01-03
002	2011-04-01	JOHN MORRO		JOHN MORRO	2013-01-12
002	2010-04-01	JOHN MORRO

Plan Statistics for JOHN P. MORRO CPA PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN P. MORRO CPA PROFIT SHARING PLAN

Measure Date Value
2015: JOHN P. MORRO CPA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 1
Total of all active and inactive participants 2015-04-01 1
Total participants 2015-04-01 1
Number of participants with account balances 2015-04-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 0
2014: JOHN P. MORRO CPA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 1
Number of other retired or separated participants entitled to future benefits 2014-04-01 0
Total of all active and inactive participants 2014-04-01 1
Total participants 2014-04-01 1
Number of participants with account balances 2014-04-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 0
2013: JOHN P. MORRO CPA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 1
Number of other retired or separated participants entitled to future benefits 2013-04-01 1
Total of all active and inactive participants 2013-04-01 2
Total participants 2013-04-01 2
Number of participants with account balances 2013-04-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: JOHN P. MORRO CPA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 1
Number of other retired or separated participants entitled to future benefits 2012-04-01 1
Total of all active and inactive participants 2012-04-01 2
Total participants 2012-04-01 2
Number of participants with account balances 2012-04-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
2011: JOHN P. MORRO CPA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 1
Number of other retired or separated participants entitled to future benefits 2011-04-01 1
Total of all active and inactive participants 2011-04-01 2
Total participants 2011-04-01 2
Number of participants with account balances 2011-04-01 2
2010: JOHN P. MORRO CPA PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 1
Number of other retired or separated participants entitled to future benefits 2010-04-01 1
Total of all active and inactive participants 2010-04-01 2
Total participants 2010-04-01 2
Number of participants with account balances 2010-04-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 0

Measure	Date	Value
2015: JOHN P. MORRO CPA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	1
Total of all active and inactive participants	2015-04-01	1
Total participants	2015-04-01	1
Number of participants with account balances	2015-04-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	0
2014: JOHN P. MORRO CPA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	1
Number of other retired or separated participants entitled to future benefits	2014-04-01	0
Total of all active and inactive participants	2014-04-01	1
Total participants	2014-04-01	1
Number of participants with account balances	2014-04-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	0
2013: JOHN P. MORRO CPA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	1
Number of other retired or separated participants entitled to future benefits	2013-04-01	1
Total of all active and inactive participants	2013-04-01	2
Total participants	2013-04-01	2
Number of participants with account balances	2013-04-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: JOHN P. MORRO CPA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	1
Number of other retired or separated participants entitled to future benefits	2012-04-01	1
Total of all active and inactive participants	2012-04-01	2
Total participants	2012-04-01	2
Number of participants with account balances	2012-04-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
2011: JOHN P. MORRO CPA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	1
Number of other retired or separated participants entitled to future benefits	2011-04-01	1
Total of all active and inactive participants	2011-04-01	2
Total participants	2011-04-01	2
Number of participants with account balances	2011-04-01	2
2010: JOHN P. MORRO CPA PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	1
Number of other retired or separated participants entitled to future benefits	2010-04-01	1
Total of all active and inactive participants	2010-04-01	2
Total participants	2010-04-01	2
Number of participants with account balances	2010-04-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	0

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 sources	2016-03-31	$79,922
Expenses. Total of all expenses incurred	2016-03-31	$26,666
Total plan assets at end of year	2016-03-31	$1,107,864
Total plan assets at beginning of year	2016-03-31	$1,054,608
Value of fidelity bond covering the plan	2016-03-31	$150,000
Total contributions received or receivable from participants	2016-03-31	$24,000
Expenses. Other expenses not covered elsewhere	2016-03-31	$17,175
Other income received	2016-03-31	$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 loans	2016-03-31	$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 year	2015-03-31	$0
Total income from all sources	2015-03-31	$125,571
Expenses. Total of all expenses incurred	2015-03-31	$272,315
Benefits paid (including direct rollovers)	2015-03-31	$263,415
Total plan assets at end of year	2015-03-31	$1,054,608
Total plan assets at beginning of year	2015-03-31	$1,201,352
Value of fidelity bond covering the plan	2015-03-31	$150,000
Total contributions received or receivable from participants	2015-03-31	$23,000
Other income received	2015-03-31	$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 loans	2015-03-31	$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 year	2014-03-31	$0
Total plan liabilities at beginning of year	2014-03-31	$0
Total income from all sources	2014-03-31	$144,027
Expenses. Total of all expenses incurred	2014-03-31	$10,418
Total plan assets at end of year	2014-03-31	$1,201,352
Total plan assets at beginning of year	2014-03-31	$1,067,743
Value of fidelity bond covering the plan	2014-03-31	$150,000
Total contributions received or receivable from participants	2014-03-31	$23,000
Other income received	2014-03-31	$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 loans	2014-03-31	$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 year	2013-03-31	$0
Total plan liabilities at beginning of year	2013-03-31	$0
Total income from all sources	2013-03-31	$134,378
Expenses. Total of all expenses incurred	2013-03-31	$8,869
Total plan assets at end of year	2013-03-31	$1,067,743
Total plan assets at beginning of year	2013-03-31	$942,234
Value of fidelity bond covering the plan	2013-03-31	$150,000
Total contributions received or receivable from participants	2013-03-31	$22,000
Other income received	2013-03-31	$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 loans	2013-03-31	$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 year	2012-03-31	$0
Total income from all sources	2012-03-31	$50,983
Expenses. Total of all expenses incurred	2012-03-31	$8,729
Benefits paid (including direct rollovers)	2012-03-31	$0
Total plan assets at end of year	2012-03-31	$942,234
Total plan assets at beginning of year	2012-03-31	$899,980
Value of fidelity bond covering the plan	2012-03-31	$150,000
Total contributions received or receivable from participants	2012-03-31	$0
Contributions received from other sources (not participants or employers)	2012-03-31	$0
Other income received	2012-03-31	$19,883
Noncash contributions received	2012-03-31	$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 loans	2012-03-31	$80,514
Total contributions received or receivable from employer(s)	2012-03-31	$31,100
Value of certain deemed distributions of participant loans	2012-03-31	$0
Value of corrective distributions	2012-03-31	$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 year	2011-03-31	$0
Total plan liabilities at beginning of year	2011-03-31	$0
Total income from all sources	2011-03-31	$97,314
Expenses. Total of all expenses incurred	2011-03-31	$8,463
Total plan assets at end of year	2011-03-31	$904,208
Total plan assets at beginning of year	2011-03-31	$815,356
Value of fidelity bond covering the plan	2011-03-31	$130,000
Total contributions received or receivable from participants	2011-03-31	$5,000
Expenses. Other expenses not covered elsewhere	2011-03-31	$126
Other income received	2011-03-31	$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 loans	2011-03-31	$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 year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$97,314
Expenses. Total of all expenses incurred	2010-12-31	$8,463
Total plan assets at end of year	2010-12-31	$904,208
Total plan assets at beginning of year	2010-12-31	$815,356
Value of fidelity bond covering the plan	2010-12-31	$130,000
Total contributions received or receivable from participants	2010-12-31	$5,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$126
Other income received	2010-12-31	$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 loans	2010-12-31	$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
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: JOHN P. MORRO CPA PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: JOHN P. MORRO CPA PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: JOHN P. MORRO CPA PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: JOHN P. MORRO CPA PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: JOHN P. MORRO CPA PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	Yes
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes

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