MORRIS & WIDMAN, P.A. has sponsored the creation of one or more 401k plans.
Additional information about MORRIS & WIDMAN, P.A.
Submission information for form 5500 for 401k plan MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN
401k plan membership statisitcs for MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN
Measure | Date | Value |
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2015: MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 3 |
Number of participants with account balances | 2014-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 3 |
Number of participants with account balances | 2012-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 4 |
Number of participants with account balances | 2010-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2015 : MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-71,333 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,563,820 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,558,233 |
Total plan assets at end of year | 2015-12-31 | $0 |
Total plan assets at beginning of year | 2015-12-31 | $1,635,153 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-71,333 |
Net income (gross income less expenses) | 2015-12-31 | $-1,635,153 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,635,153 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,587 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $133,452 |
Expenses. Total of all expenses incurred | 2014-12-31 | $15,084 |
Total plan assets at end of year | 2014-12-31 | $1,635,153 |
Total plan assets at beginning of year | 2014-12-31 | $1,516,785 |
Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
Other income received | 2014-12-31 | $104,453 |
Net income (gross income less expenses) | 2014-12-31 | $118,368 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,635,153 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,516,785 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $150,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $28,999 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $15,084 |
2013 : MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $259,816 |
Expenses. Total of all expenses incurred | 2013-12-31 | $12,717 |
Total plan assets at end of year | 2013-12-31 | $1,516,785 |
Total plan assets at beginning of year | 2013-12-31 | $1,269,686 |
Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
Other income received | 2013-12-31 | $254,816 |
Net income (gross income less expenses) | 2013-12-31 | $247,099 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,516,785 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,269,686 |
Assets. Value of participant loans | 2013-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $150,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $5,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $12,717 |
2012 : MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $212,773 |
Expenses. Total of all expenses incurred | 2012-12-31 | $44,349 |
Benefits paid (including direct rollovers) | 2012-12-31 | $38,586 |
Total plan assets at end of year | 2012-12-31 | $1,269,686 |
Total plan assets at beginning of year | 2012-12-31 | $1,101,262 |
Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
Other income received | 2012-12-31 | $109,697 |
Net income (gross income less expenses) | 2012-12-31 | $168,424 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,269,686 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,101,262 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $150,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $103,076 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,763 |
2011 : MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2011 401k financial data |
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Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $76,745 |
Expenses. Total of all expenses incurred | 2011-12-31 | $6,572 |
Total plan assets at end of year | 2011-12-31 | $1,101,262 |
Total plan assets at beginning of year | 2011-12-31 | $1,031,089 |
Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
Other income received | 2011-12-31 | $-26,069 |
Net income (gross income less expenses) | 2011-12-31 | $70,173 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,101,262 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,031,089 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $150,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $102,814 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,572 |
2010 : MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2010 401k financial data |
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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 | $76,468 |
Expenses. Total of all expenses incurred | 2010-12-31 | $5,502 |
Total plan assets at end of year | 2010-12-31 | $1,031,089 |
Total plan assets at beginning of year | 2010-12-31 | $960,123 |
Value of fidelity bond covering the plan | 2010-12-31 | $262,500 |
Other income received | 2010-12-31 | $-26,833 |
Net income (gross income less expenses) | 2010-12-31 | $70,966 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,031,089 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $960,123 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $150,000 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $103,301 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,502 |
2015: MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | Yes |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MORRIS & WIDMAN, P.A. PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |