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WILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameWILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN
Plan identification number 002

WILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

WILLIAM E. MORRIS, JR, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM E. MORRIS, JR, DDS, PA
Employer identification number (EIN):562020591
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022011-01-01WILLIAM MORRIS
0022010-01-01WILLIAM MORRIS
0022009-01-01WILLIAM E. MORRIS, JR. WILLIAM E. MORRIS, JR.2010-05-06

Plan Statistics for WILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for WILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011: WILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012

Financial Data on WILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011 : WILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total income from all sources2011-12-31$-1,324
Expenses. Total of all expenses incurred2011-12-31$77,139
Benefits paid (including direct rollovers)2011-12-31$77,139
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$78,463
Other income received2011-12-31$-1,324
Net income (gross income less expenses)2011-12-31$-78,463
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$78,463
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$10,007
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$78,463
Total plan assets at beginning of year2010-12-31$68,456
Other income received2010-12-31$10,007
Net income (gross income less expenses)2010-12-31$10,007
Net plan assets at end of year (total assets less liabilities)2010-12-31$78,463
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$68,456
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : WILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN

2011: WILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM E. MORRIS, JR, DDS, PA DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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