401k Plan data: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN plan

MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 401k Plan overview

Plan Name	MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN
Plan identification number	001

MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

MORRISON & SWANK, P.A. has sponsored the creation of one or more 401k plans.

Company Name: MORRISON & SWANK, P.A.

Employer identification number (EIN): 650457754

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 STE SWANK 2019-08-25
001 2017-01-01 STE SWANK 2018-08-13
001 2016-01-01 STE SWANK
001 2015-01-01
001 2015-01-01 STEPHEN SWANK
001 2014-01-01 STEPHEN SWANK
001 2013-01-01 STEPHEN SWANK
001 2012-01-01 STEPHEN SWANK
001 2011-01-01 STEPHEN SWANK
001 2010-01-01 STEPHEN SWANK
001 2009-01-01 STEPHEN SWANK
001 2009-01-01 STEPHEN SWANK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01
001	2018-01-01	STE SWANK	2019-08-25
001	2017-01-01	STE SWANK	2018-08-13
001	2016-01-01	STE SWANK
001	2015-01-01
001	2015-01-01	STEPHEN SWANK
001	2014-01-01	STEPHEN SWANK
001	2013-01-01	STEPHEN SWANK
001	2012-01-01	STEPHEN SWANK
001	2011-01-01	STEPHEN SWANK
001	2010-01-01	STEPHEN SWANK
001	2009-01-01	STEPHEN SWANK
001	2009-01-01	STEPHEN SWANK

Plan Statistics for MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN

401k plan membership statisitcs for MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN

Measure Date Value
2016: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 1
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2016: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	1
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN

Measure	Date	Value
2015 : MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$3,130
Total plan assets at end of year	2015-12-31	$708,569
Total plan assets at beginning of year	2015-12-31	$705,439
Other income received	2015-12-31	$-30,870
Net income (gross income less expenses)	2015-12-31	$3,130
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$708,569
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$705,439
Total contributions received or receivable from employer(s)	2015-12-31	$34,000
2014 : MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$87,567
Total plan assets at end of year	2014-12-31	$705,439
Total plan assets at beginning of year	2014-12-31	$617,872
Other income received	2014-12-31	$57,567
Net income (gross income less expenses)	2014-12-31	$87,567
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$705,439
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$617,872
Total contributions received or receivable from employer(s)	2014-12-31	$30,000
2013 : MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$122,135
Total plan assets at end of year	2013-12-31	$617,872
Total plan assets at beginning of year	2013-12-31	$495,737
Other income received	2013-12-31	$92,135
Net income (gross income less expenses)	2013-12-31	$122,135
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$617,872
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$495,737
Total contributions received or receivable from employer(s)	2013-12-31	$30,000
2012 : MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$86,017
Total plan assets at end of year	2012-12-31	$495,737
Total plan assets at beginning of year	2012-12-31	$409,720
Other income received	2012-12-31	$56,017
Net income (gross income less expenses)	2012-12-31	$86,017
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$495,737
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$409,720
Total contributions received or receivable from employer(s)	2012-12-31	$30,000
2011 : MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$25,833
Total plan assets at end of year	2011-12-31	$409,720
Total plan assets at beginning of year	2011-12-31	$383,887
Other income received	2011-12-31	$833
Net income (gross income less expenses)	2011-12-31	$25,833
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$409,720
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$383,887
Total contributions received or receivable from employer(s)	2011-12-31	$25,000
2010 : MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$82,320
Expenses. Total of all expenses incurred	2010-12-31	$7,146
Benefits paid (including direct rollovers)	2010-12-31	$7,146
Total plan assets at end of year	2010-12-31	$383,887
Total plan assets at beginning of year	2010-12-31	$308,713
Other income received	2010-12-31	$59,320
Net income (gross income less expenses)	2010-12-31	$75,174
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$383,887
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$308,713
Total contributions received or receivable from employer(s)	2010-12-31	$23,000

Form 5500 Responses for MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN

2016: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MORRISON & SWANK, P.A. SMITH BARNEY PROTOTYPE PROFIT SHARING PLAN 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	Plan funding arrangement – Trust	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:	MORRISON & SWANK, P.A.
Employer identification number (EIN):	650457754
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants