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JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 401k Plan overview

Plan NameJOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST
Plan identification number 002

JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Plan covering Self-Employed individuals.
  • 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

JOSEPH A MORRISON has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH A MORRISON
Employer identification number (EIN):592637951
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01JOSEPH A MORRISON
0022016-01-01JOSEPH A MORRISON
0022015-01-01JOSEPH A MORRISON
0022014-01-01JOSEPH A MORRISON
0022013-01-01JOSEPH A MORRISON
0022012-01-01JOSEPH A MORRISON
0022011-01-01JOSEPH A MORRISON
0022009-01-01JOSEPH A MORRISON

Plan Statistics for JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST

401k plan membership statisitcs for JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2017: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
2016: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-011
2015: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-011
2014: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-011
2013: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
2012: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-011
2011: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total of all active and inactive participants2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-011
2009: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total of all active and inactive participants2009-01-010
Total participants2009-01-010
Number of participants with account balances2009-01-011

Financial Data on JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2017 : JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$27,040
Expenses. Total of all expenses incurred2017-12-31$265,278
Benefits paid (including direct rollovers)2017-12-31$265,278
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$238,238
Other income received2017-12-31$27,040
Net income (gross income less expenses)2017-12-31$-238,238
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$238,238
2016 : JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$30,974
Total plan assets at end of year2016-12-31$238,238
Total plan assets at beginning of year2016-12-31$207,264
Value of fidelity bond covering the plan2016-12-31$70,000
Other income received2016-12-31$30,974
Net income (gross income less expenses)2016-12-31$30,974
Net plan assets at end of year (total assets less liabilities)2016-12-31$238,238
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$207,264
2015 : JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$-6,760
Total plan assets at end of year2015-12-31$207,264
Total plan assets at beginning of year2015-12-31$214,024
Value of fidelity bond covering the plan2015-12-31$70,000
Other income received2015-12-31$-6,760
Net income (gross income less expenses)2015-12-31$-6,760
Net plan assets at end of year (total assets less liabilities)2015-12-31$207,264
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$214,024
2014 : JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$10,610
Total plan assets at end of year2014-12-31$214,024
Total plan assets at beginning of year2014-12-31$203,414
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$10,610
Net income (gross income less expenses)2014-12-31$10,610
Net plan assets at end of year (total assets less liabilities)2014-12-31$214,024
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$203,414
2013 : JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$18,622
Total plan assets at end of year2013-12-31$203,414
Total plan assets at beginning of year2013-12-31$184,792
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$18,622
Net income (gross income less expenses)2013-12-31$18,622
Net plan assets at end of year (total assets less liabilities)2013-12-31$203,414
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$184,792
2012 : JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$17,867
Total plan assets at end of year2012-12-31$184,792
Total plan assets at beginning of year2012-12-31$166,925
Value of fidelity bond covering the plan2012-12-31$530,000
Other income received2012-12-31$17,867
Net income (gross income less expenses)2012-12-31$17,867
Net plan assets at end of year (total assets less liabilities)2012-12-31$184,792
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$166,925
2011 : JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$4,293
Total plan assets at end of year2011-12-31$166,925
Total plan assets at beginning of year2011-12-31$162,632
Value of fidelity bond covering the plan2011-12-31$530,000
Other income received2011-12-31$4,293
Net income (gross income less expenses)2011-12-31$4,293
Net plan assets at end of year (total assets less liabilities)2011-12-31$166,925
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$162,632
2010 : JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$12,766
Total plan assets at end of year2010-12-31$162,632
Total plan assets at beginning of year2010-12-31$149,866
Value of fidelity bond covering the plan2010-12-31$440,000
Other income received2010-12-31$12,766
Net income (gross income less expenses)2010-12-31$12,766
Net plan assets at end of year (total assets less liabilities)2010-12-31$162,632
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$149,866

Form 5500 Responses for JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST

2017: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOSEPH A MORRISON MONEY PURCHASE PENSION PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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