MORRIS & MORRIS, PARTNERS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MORRIS & MORRIS, PARTNERS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : MORRIS & MORRIS, PARTNERS 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-26 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-26 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-26 | 201506 |
| Net assets as of the end of the plan year | 2025-08-26 | 5043401 |
| Total assets as of the beginning of the plan year | 2025-08-26 | 4511948 |
| Value of plan covered by a fidelity bond | 2025-08-26 | 460000 |
| Participant contributions to plan in this plan year | 2025-08-26 | 61000 |
| Other expenses paid from plan in this plan year | 2025-08-26 | 0 |
| Other contributions to plan in this plan year | 2025-08-26 | 0 |
| Other income to plan in this plan year | 2025-08-26 | 565263 |
| Plan net income in this plan year | 2025-08-26 | 531453 |
| Net assets as of the end of the plan year | 2025-08-26 | 5043401 |
| Net assets as of the beginning of the plan year | 2025-08-26 | 4511948 |
| Employer contributions to plan in this plan year | 2025-08-26 | 106696 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-26 | 22928 |
| 2024 : MORRIS & MORRIS, PARTNERS 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-29 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-29 | 250983 |
| Net assets as of the end of the plan year | 2024-04-29 | 4511948 |
| Total assets as of the beginning of the plan year | 2024-04-29 | 3977700 |
| Value of plan covered by a fidelity bond | 2024-04-29 | 460000 |
| Participant contributions to plan in this plan year | 2024-04-29 | 60000 |
| Other expenses paid from plan in this plan year | 2024-04-29 | 0 |
| Other contributions to plan in this plan year | 2024-04-29 | 0 |
| Other income to plan in this plan year | 2024-04-29 | 624941 |
| Plan net income in this plan year | 2024-04-29 | 534248 |
| Net assets as of the end of the plan year | 2024-04-29 | 4511948 |
| Net assets as of the beginning of the plan year | 2024-04-29 | 3977700 |
| Employer contributions to plan in this plan year | 2024-04-29 | 100290 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-29 | 17272 |
| 2022 : MORRIS & MORRIS, PARTNERS 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-04 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-04 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-04 | 192933 |
| Net assets as of the end of the plan year | 2022-05-04 | 4532581 |
| Total assets as of the beginning of the plan year | 2022-05-04 | 4060753 |
| Value of plan covered by a fidelity bond | 2022-05-04 | 410000 |
| Participant contributions to plan in this plan year | 2022-05-04 | 52000 |
| Other expenses paid from plan in this plan year | 2022-05-04 | 0 |
| Other contributions to plan in this plan year | 2022-05-04 | 0 |
| Other income to plan in this plan year | 2022-05-04 | 524896 |
| Plan net income in this plan year | 2022-05-04 | 471828 |
| Net assets as of the end of the plan year | 2022-05-04 | 4532581 |
| Net assets as of the beginning of the plan year | 2022-05-04 | 4060753 |
| Employer contributions to plan in this plan year | 2022-05-04 | 87865 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-04 | 38077 |
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