401k Plan data: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN plan

THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN
Plan identification number	001

THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

THE MORRIS INVESTMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name: THE MORRIS INVESTMENT COMPANY

Employer identification number (EIN): 310516365

NAIC Classification: 523110
NAIC Description: Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CAROL ANN SCHWARTZ
001 2016-01-01 CAROL ANN SCHWARTZ
001 2015-01-01 CAROL ANN SCHWARTZ
001 2014-01-01 CAROL ANN SCHWARTZ
001 2013-01-01 CAROL ANN SCHWARTZ
001 2012-01-01 CAROL ANN SCHWARTZ
001 2011-01-01 CAROL ANN SCHWARTZ
001 2010-01-01 CAROL ANN SCHWARTZ
001 2009-01-01 CAROL ANN SCHWARTZ

Plan Statistics for THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
Total of all active and inactive participants 2022-01-01 6
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
2021: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Total of all active and inactive participants 2021-01-01 7
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
2020: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Total of all active and inactive participants 2020-01-01 7
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
2019: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Total of all active and inactive participants 2019-01-01 7
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
2018: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 7
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
2017: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 7
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
2016: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 8
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 7
2015: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 9
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 8
2014: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Total of all active and inactive participants 2014-01-01 9
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 8
2013: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Total of all active and inactive participants 2013-01-01 9
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 8
2012: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Total of all active and inactive participants 2012-01-01 10
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 9
2011: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Total of all active and inactive participants 2011-01-01 10
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 9
2010: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 10
Total of all active and inactive participants 2010-01-01 10
Total participants 2010-01-01 10
Number of participants with account balances 2010-01-01 9
2009: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 10
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2022: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
Total of all active and inactive participants	2022-01-01	6
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
2021: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Total of all active and inactive participants	2021-01-01	7
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
2020: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Total of all active and inactive participants	2020-01-01	7
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
2019: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Total of all active and inactive participants	2019-01-01	7
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
2018: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	7
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
2017: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	7
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
2016: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	8
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	7
2015: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	9
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	8
2014: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Total of all active and inactive participants	2014-01-01	9
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	8
2013: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Total of all active and inactive participants	2013-01-01	9
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	8
2012: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Total of all active and inactive participants	2012-01-01	10
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	9
2011: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Total of all active and inactive participants	2011-01-01	10
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	9
2010: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	10
Total of all active and inactive participants	2010-01-01	10
Total participants	2010-01-01	10
Number of participants with account balances	2010-01-01	9
2009: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	10
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	9

Financial Data on THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-298,648
Expenses. Total of all expenses incurred	2022-12-31	$63,849
Benefits paid (including direct rollovers)	2022-12-31	$63,799
Total plan assets at end of year	2022-12-31	$951,154
Total plan assets at beginning of year	2022-12-31	$1,313,651
Value of fidelity bond covering the plan	2022-12-31	$40,000
Total contributions received or receivable from participants	2022-12-31	$33,346
Expenses. Other expenses not covered elsewhere	2022-12-31	$50
Other income received	2022-12-31	$-341,684
Net income (gross income less expenses)	2022-12-31	$-362,497
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$951,154
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,313,651
Total contributions received or receivable from employer(s)	2022-12-31	$9,690
2021 : THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$156,914
Expenses. Total of all expenses incurred	2021-12-31	$10,200
Benefits paid (including direct rollovers)	2021-12-31	$10,200
Total plan assets at end of year	2021-12-31	$1,313,651
Total plan assets at beginning of year	2021-12-31	$1,166,937
Total contributions received or receivable from participants	2021-12-31	$30,010
Other income received	2021-12-31	$118,265
Net income (gross income less expenses)	2021-12-31	$146,714
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,313,651
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,166,937
Total contributions received or receivable from employer(s)	2021-12-31	$8,639
2020 : THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$262,535
Expenses. Total of all expenses incurred	2020-12-31	$20,225
Benefits paid (including direct rollovers)	2020-12-31	$20,175
Total plan assets at end of year	2020-12-31	$1,166,937
Total plan assets at beginning of year	2020-12-31	$924,627
Total contributions received or receivable from participants	2020-12-31	$28,439
Expenses. Other expenses not covered elsewhere	2020-12-31	$50
Other income received	2020-12-31	$225,929
Net income (gross income less expenses)	2020-12-31	$242,310
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,166,937
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$924,627
Total contributions received or receivable from employer(s)	2020-12-31	$8,167
2019 : THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$187,077
Expenses. Total of all expenses incurred	2019-12-31	$74,178
Benefits paid (including direct rollovers)	2019-12-31	$74,053
Total plan assets at end of year	2019-12-31	$924,627
Total plan assets at beginning of year	2019-12-31	$811,728
Total contributions received or receivable from participants	2019-12-31	$24,017
Expenses. Other expenses not covered elsewhere	2019-12-31	$125
Other income received	2019-12-31	$155,621
Net income (gross income less expenses)	2019-12-31	$112,899
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$924,627
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$811,728
Total contributions received or receivable from employer(s)	2019-12-31	$7,439
2018 : THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-23,148
Expenses. Total of all expenses incurred	2018-12-31	$15,550
Benefits paid (including direct rollovers)	2018-12-31	$15,500
Total plan assets at end of year	2018-12-31	$811,728
Total plan assets at beginning of year	2018-12-31	$850,426
Total contributions received or receivable from participants	2018-12-31	$24,052
Expenses. Other expenses not covered elsewhere	2018-12-31	$50
Other income received	2018-12-31	$-54,522
Net income (gross income less expenses)	2018-12-31	$-38,698
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$811,728
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$850,426
Total contributions received or receivable from employer(s)	2018-12-31	$7,322
2017 : THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$154,992
Expenses. Total of all expenses incurred	2017-12-31	$18,000
Benefits paid (including direct rollovers)	2017-12-31	$18,000
Total plan assets at end of year	2017-12-31	$850,426
Total plan assets at beginning of year	2017-12-31	$713,434
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$26,422
Other income received	2017-12-31	$120,478
Net income (gross income less expenses)	2017-12-31	$136,992
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$850,426
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$713,434
Total contributions received or receivable from employer(s)	2017-12-31	$8,092
2016 : THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$66,566
Expenses. Total of all expenses incurred	2016-12-31	$28,211
Benefits paid (including direct rollovers)	2016-12-31	$28,186
Total plan assets at end of year	2016-12-31	$713,434
Total plan assets at beginning of year	2016-12-31	$675,079
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$28,502
Expenses. Other expenses not covered elsewhere	2016-12-31	$25
Other income received	2016-12-31	$29,262
Net income (gross income less expenses)	2016-12-31	$38,355
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$713,434
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$675,079
Total contributions received or receivable from employer(s)	2016-12-31	$8,802
2015 : THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$23,812
Expenses. Total of all expenses incurred	2015-12-31	$5,174
Benefits paid (including direct rollovers)	2015-12-31	$5,040
Total plan assets at end of year	2015-12-31	$675,079
Total plan assets at beginning of year	2015-12-31	$656,441
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$8,067
Expenses. Other expenses not covered elsewhere	2015-12-31	$134
Other income received	2015-12-31	$-11,003
Net income (gross income less expenses)	2015-12-31	$18,638
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$675,079
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$656,441
Total contributions received or receivable from employer(s)	2015-12-31	$26,748
2014 : THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$45,416
Expenses. Total of all expenses incurred	2014-12-31	$4,294
Benefits paid (including direct rollovers)	2014-12-31	$4,294
Total plan assets at end of year	2014-12-31	$656,441
Total plan assets at beginning of year	2014-12-31	$615,319
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$22,859
Other income received	2014-12-31	$17,446
Net income (gross income less expenses)	2014-12-31	$41,122
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$656,441
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$615,319
Total contributions received or receivable from employer(s)	2014-12-31	$5,111
2013 : THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$69,124
Expenses. Total of all expenses incurred	2013-12-31	$62,508
Benefits paid (including direct rollovers)	2013-12-31	$62,508
Total plan assets at end of year	2013-12-31	$615,319
Total plan assets at beginning of year	2013-12-31	$608,703
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$25,239
Other income received	2013-12-31	$38,097
Net income (gross income less expenses)	2013-12-31	$6,616
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$615,319
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$608,703
Total contributions received or receivable from employer(s)	2013-12-31	$5,788
2012 : THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$70,165
Expenses. Total of all expenses incurred	2012-12-31	$3,168
Benefits paid (including direct rollovers)	2012-12-31	$3,168
Total plan assets at end of year	2012-12-31	$608,703
Total plan assets at beginning of year	2012-12-31	$541,706
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$25,951
Other income received	2012-12-31	$38,234
Net income (gross income less expenses)	2012-12-31	$66,997
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$608,703
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$541,706
Total contributions received or receivable from employer(s)	2012-12-31	$5,980
2011 : THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$24,747
Total plan assets at end of year	2011-12-31	$541,706
Total plan assets at beginning of year	2011-12-31	$516,959
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$25,459
Other income received	2011-12-31	$-6,593
Net income (gross income less expenses)	2011-12-31	$24,747
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$541,706
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$516,959
Total contributions received or receivable from employer(s)	2011-12-31	$5,881
2010 : THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$63,375
Total plan assets at end of year	2010-12-31	$516,959
Total plan assets at beginning of year	2010-12-31	$453,584
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$26,627
Other income received	2010-12-31	$30,571
Net income (gross income less expenses)	2010-12-31	$63,375
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$516,959
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$453,584
Total contributions received or receivable from employer(s)	2010-12-31	$6,177

Form 5500 Responses for THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN

2022: THE MORRIS INVESTMENT 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE MORRIS INVESTMENT 401(K) 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: THE MORRIS INVESTMENT 401(K) 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: THE MORRIS INVESTMENT 401(K) 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: THE MORRIS INVESTMENT 401(K) 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: THE MORRIS INVESTMENT 401(K) 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: THE MORRIS INVESTMENT 401(K) 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: THE MORRIS INVESTMENT 401(K) 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: THE MORRIS INVESTMENT 401(K) 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: THE MORRIS INVESTMENT 401(K) 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: THE MORRIS INVESTMENT 401(K) 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: THE MORRIS INVESTMENT 401(K) 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: THE MORRIS INVESTMENT 401(K) 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: THE MORRIS INVESTMENT 401(K) 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:	THE MORRIS INVESTMENT COMPANY
Employer identification number (EIN):	310516365
NAIC Classification:	523110
NAIC Description:	Investment Banking and Securities Dealing