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MORRIS & BRESSLER PSC PROFIT SHARING PLAN 401k Plan overview

Plan NameMORRIS & BRESSLER PSC PROFIT SHARING PLAN
Plan identification number 001

MORRIS & BRESSLER PSC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

MORRIS & BRESSLER PSC has sponsored the creation of one or more 401k plans.

Company Name:MORRIS & BRESSLER PSC
Employer identification number (EIN):610923411
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORRIS & BRESSLER PSC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEBORAH BURCHAM
0012016-01-01DEBORAH BURCHAM
0012015-01-01DEBBIE BURCHAM2016-06-30
0012014-01-01DEBBIE BURCHAM2015-07-09
0012013-01-01DEBBIE BURCHAM2014-07-02
0012012-01-01DIANNE BRESSLER2013-07-09
0012011-01-01DIANNE BRESSLER2012-08-23 DIANNE BRESSLER2012-08-23
0012010-01-01DIANNE BRESSLER2011-07-08
0012009-01-01DIANNE BRESSLER

Plan Statistics for MORRIS & BRESSLER PSC PROFIT SHARING PLAN

401k plan membership statisitcs for MORRIS & BRESSLER PSC PROFIT SHARING PLAN

Measure Date Value
2022: MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017
Number of participants with account balances2022-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-017
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-016
Total of all active and inactive participants2020-01-016
Total participants2020-01-016
Number of participants with account balances2020-01-015
2019: MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-016
Total of all active and inactive participants2018-01-016
Total participants2018-01-016
Number of participants with account balances2018-01-016
2017: MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2009: MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-019
Total participants2009-01-019
Number of participants with account balances2009-01-019

Financial Data on MORRIS & BRESSLER PSC PROFIT SHARING PLAN

Measure Date Value
2022 : MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-531,657
Expenses. Total of all expenses incurred2022-12-31$10,619
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$2,841,720
Total plan assets at beginning of year2022-12-31$3,383,996
Value of fidelity bond covering the plan2022-12-31$400,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$0
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-607,740
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-542,276
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,841,720
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,383,996
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$76,083
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$10,619
2021 : MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$505,079
Expenses. Total of all expenses incurred2021-12-31$25,981
Benefits paid (including direct rollovers)2021-12-31$16,231
Total plan assets at end of year2021-12-31$3,383,996
Total plan assets at beginning of year2021-12-31$2,904,898
Value of fidelity bond covering the plan2021-12-31$320,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$0
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$432,007
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$479,098
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,383,996
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,904,898
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$73,072
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$9,750
2020 : MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$237,605
Expenses. Total of all expenses incurred2020-12-31$1,314,256
Benefits paid (including direct rollovers)2020-12-31$1,303,995
Total plan assets at end of year2020-12-31$2,904,898
Total plan assets at beginning of year2020-12-31$3,981,549
Value of fidelity bond covering the plan2020-12-31$320,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$0
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$153,539
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-1,076,651
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,904,898
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,981,549
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$84,066
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$10,261
2019 : MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$785,989
Expenses. Total of all expenses incurred2019-12-31$101,652
Benefits paid (including direct rollovers)2019-12-31$87,474
Total plan assets at end of year2019-12-31$3,981,549
Total plan assets at beginning of year2019-12-31$3,297,212
Value of fidelity bond covering the plan2019-12-31$300,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$696,419
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$684,337
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,981,549
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,297,212
Total contributions received or receivable from employer(s)2019-12-31$89,570
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$14,178
2018 : MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-72,157
Expenses. Total of all expenses incurred2018-12-31$11,530
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$3,297,212
Total plan assets at beginning of year2018-12-31$3,380,899
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-168,948
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-83,687
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,297,212
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,380,899
Total contributions received or receivable from employer(s)2018-12-31$96,791
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$11,530
2017 : MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$578,006
Expenses. Total of all expenses incurred2017-12-31$6,509
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$3,380,899
Total plan assets at beginning of year2017-12-31$2,809,402
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$479,016
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$571,497
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,380,899
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,809,402
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$98,990
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,509
2016 : MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$162,264
Expenses. Total of all expenses incurred2016-12-31$1,588,290
Benefits paid (including direct rollovers)2016-12-31$1,573,306
Total plan assets at end of year2016-12-31$2,809,402
Total plan assets at beginning of year2016-12-31$4,235,428
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$162,264
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-1,426,026
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,809,402
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,235,428
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$14,984

Form 5500 Responses for MORRIS & BRESSLER PSC PROFIT SHARING PLAN

2022: MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MORRIS & BRESSLER PSC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2009: MORRIS & BRESSLER PSC PROFIT SHARING PLAN 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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