401k Plan data: 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD plan

401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 401k Plan overview

Plan Name	401(K) PROFIT SHARING PLAN DAVID H MORGAN MD
Plan identification number	001

401(K) PROFIT SHARING PLAN DAVID H MORGAN MD Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DAVID H MORGAN MD has sponsored the creation of one or more 401k plans.

Company Name: DAVID H MORGAN MD

Employer identification number (EIN): 621058343

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 JEFFREY BROWN 2020-07-27
001 2018-01-01 JEFFREY BROWN 2019-01-16
001 2017-01-01 JEFFREY BROWN 2018-01-14
001 2016-01-01 JEFFREY BROWN 2017-10-12
001 2015-01-01 JEFFREY BROWN 2016-10-17
001 2014-01-01 JEFFREY BROWN
001 2013-01-01 JEFFREY BROWN
001 2012-01-01 DAVID MORGAN DAVID MORGAN 2013-06-20
001 2011-01-01 DAVID MORGAN DAVID MORGAN 2012-06-28
001 2009-01-01 GEORGE A HENRY III

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	JEFFREY BROWN	2020-07-27
001	2018-01-01	JEFFREY BROWN	2019-01-16
001	2017-01-01	JEFFREY BROWN	2018-01-14
001	2016-01-01	JEFFREY BROWN	2017-10-12
001	2015-01-01	JEFFREY BROWN	2016-10-17
001	2014-01-01	JEFFREY BROWN
001	2013-01-01	JEFFREY BROWN
001	2012-01-01	DAVID MORGAN		DAVID MORGAN	2013-06-20
001	2011-01-01	DAVID MORGAN		DAVID MORGAN	2012-06-28
001	2009-01-01	GEORGE A HENRY III

Plan Statistics for 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD

401k plan membership statisitcs for 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD

Measure Date Value
2014: 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
2011: 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2011 401k membership
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 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2009: 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2009 401k membership
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
2014: 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
2011: 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2011 401k membership
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	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2009: 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2009 401k membership
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

Financial Data on 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD

Measure	Date	Value
2014 : 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2014 401k financial data
Total income from all sources	2014-12-31	$109,624
Expenses. Total of all expenses incurred	2014-12-31	$12,586
Benefits paid (including direct rollovers)	2014-12-31	$12,586
Total plan assets at end of year	2014-12-31	$651,632
Total plan assets at beginning of year	2014-12-31	$554,594
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$3,212
Other income received	2014-12-31	$33,588
Net income (gross income less expenses)	2014-12-31	$97,038
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$651,632
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$554,594
Total contributions received or receivable from employer(s)	2014-12-31	$72,824
2013 : 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2013 401k financial data
Total income from all sources	2013-12-31	$143,292
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$554,594
Total plan assets at beginning of year	2013-12-31	$411,302
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$36,070
Other income received	2013-12-31	$70,392
Net income (gross income less expenses)	2013-12-31	$143,292
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$554,594
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$411,302
Total contributions received or receivable from employer(s)	2013-12-31	$36,830
2012 : 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total income from all sources	2012-12-31	$108,975
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$411,302
Total plan assets at beginning of year	2012-12-31	$302,327
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$35,119
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Other income received	2012-12-31	$36,824
Net income (gross income less expenses)	2012-12-31	$108,975
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$411,302
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$302,327
Total contributions received or receivable from employer(s)	2012-12-31	$37,032
2011 : 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2011 401k financial data
Total income from all sources	2011-12-31	$78,074
Expenses. Total of all expenses incurred	2011-12-31	$2,828
Benefits paid (including direct rollovers)	2011-12-31	$2,828
Total plan assets at end of year	2011-12-31	$302,327
Total plan assets at beginning of year	2011-12-31	$227,081
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$38,846
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Other income received	2011-12-31	$6,525
Net income (gross income less expenses)	2011-12-31	$75,246
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$302,327
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$227,081
Total contributions received or receivable from employer(s)	2011-12-31	$32,703
2010 : 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2010 401k financial data
Total income from all sources	2010-12-31	$89,804
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$227,081
Total plan assets at beginning of year	2010-12-31	$137,277
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$41,654
Other income received	2010-12-31	$14,536
Net income (gross income less expenses)	2010-12-31	$89,804
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$227,081
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$137,277
Total contributions received or receivable from employer(s)	2010-12-31	$33,614

Form 5500 Responses for 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD

2014: 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2014 form 5500 responses
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 – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2013 form 5500 responses
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 – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: 401(K) PROFIT SHARING PLAN DAVID H MORGAN MD 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	DAVID H MORGAN MD
Employer identification number (EIN):	621058343
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)