401k Plan data: MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN plan

MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN 401k Plan overview

Plan Name	MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN
Plan identification number	503

MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Vision

401k Sponsoring company profile

MORRIS & DICKSON CO., LLC has sponsored the creation of one or more 401k plans.

Company Name: MORRIS & DICKSON CO., LLC

Employer identification number (EIN): 720266645

NAIC Classification: 424210
NAIC Description: Drugs and Druggists' Sundries Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
503 2023-01-01
503 2023-01-01 AMY WALKER
503 2022-01-01
503 2022-01-01 AMY WALKER
503 2021-01-01
503 2021-01-01 MARKHAM A DICKSON, JR.
503 2020-01-01
503 2019-01-01
503 2018-01-01
503 2017-01-01 MARKHAM A DICKSON, JR.
503 2016-01-01 MARKHAM A DICKSON, JR.
503 2015-01-01 MARKHAM A DICKSON, JR.
503 2014-01-01 MARKHAM A DICKSON, JR.
503 2013-01-01 MARKHAM A DICKSON, JR.
503 2012-01-01 MARKHAM A DICKSON, JR.
503 2011-01-01 MARKHAM A DICKSON, JR.
503 2010-01-01 MARKHAM A DICKSON, JR.
503 2009-01-01 MARKHAM A DICKSON, JR.

Form 5500 Responses for MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN

2023: MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2023-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2022: MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2015 form 5500 responses
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	No
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 – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN 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 – General assets of the sponsor	Yes
2013: MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN 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 – General assets of the sponsor	Yes
2012: MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2012 form 5500 responses
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 – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2011 form 5500 responses
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 – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2010 form 5500 responses
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 – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: MORRIS AND DICKSON, CO., L.L.C. HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2009 form 5500 responses
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 – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	MORRIS & DICKSON CO., LLC
Employer identification number (EIN):	720266645
NAIC Classification:	424210
NAIC Description:	Drugs and Druggists' Sundries Merchant Wholesalers

Plan id#	Filing Submission Date	Name of Administrator
503	2023-01-01
503	2023-01-01	AMY WALKER
503	2022-01-01
503	2022-01-01	AMY WALKER
503	2021-01-01
503	2021-01-01	MARKHAM A DICKSON, JR.
503	2020-01-01
503	2019-01-01
503	2018-01-01
503	2017-01-01	MARKHAM A DICKSON, JR.
503	2016-01-01	MARKHAM A DICKSON, JR.
503	2015-01-01	MARKHAM A DICKSON, JR.
503	2014-01-01	MARKHAM A DICKSON, JR.
503	2013-01-01	MARKHAM A DICKSON, JR.
503	2012-01-01	MARKHAM A DICKSON, JR.
503	2011-01-01	MARKHAM A DICKSON, JR.
503	2010-01-01	MARKHAM A DICKSON, JR.
503	2009-01-01	MARKHAM A DICKSON, JR.