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MORRISON AND HEAD 401(K) PLAN 401k Plan overview

Plan NameMORRISON AND HEAD 401(K) PLAN
Plan identification number 001

MORRISON AND HEAD 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

MORRISON AND HEAD, LP has sponsored the creation of one or more 401k plans.

Company Name:MORRISON AND HEAD, LP
Employer identification number (EIN):743021314
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORRISON AND HEAD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JILL MORRISON2024-11-05 JILL MORRISON2024-11-05
0012023-01-01JILL MORRISON2024-04-30 JILL MORRISON2024-04-30
0012022-01-01JILL MORRISON2023-05-22
0012021-01-01JILL MORRISON2022-05-02 JILL MORRISON2022-05-02
0012020-01-01JILL MORRISON2021-05-04 JILL MORRISON2021-05-04
0012019-01-01JILL MORRISON2020-04-25 JILL MORRISON2020-04-25
0012018-01-01JILL MORRISON2019-05-05 JILL MORRISON2019-05-05
0012017-01-01JILL MORRISON2018-05-09 JILL MORRISON2018-05-09
0012016-01-01JILL MORRISON2017-07-25 JILL MORRISON2017-07-25
0012015-01-01JILL MORRISON2016-04-24 JILL MORRISON2016-04-24
0012014-01-01JILL MORRISON2015-06-10 JILL MORRISON2015-06-10
0012013-01-01JILL MORRISON2014-06-05 JILL MORRISON2014-06-05
0012012-01-01JILL MORRISON2013-05-24
0012011-01-01JILL MORRISON2012-05-22
0012010-01-01JILL MORRISON2011-09-26 JILL MORRISON2011-09-26
0012009-01-01JILL MORRISON

Financial Data on MORRISON AND HEAD 401(K) PLAN

Measure Date Value
2024 : MORRISON AND HEAD 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-11-050
Total liabilities as of the beginning of the plan year2024-11-050
Total expenses incurred by plan in this plan year2024-11-058378268
Net assets as of the end of the plan year2024-11-050
Total assets as of the beginning of the plan year2024-11-057838299
Value of plan covered by a fidelity bond2024-11-05500000
Participant contributions to plan in this plan year2024-11-050
Other contributions to plan in this plan year2024-11-051
Other income to plan in this plan year2024-11-05517932
Plan net income in this plan year2024-11-05-7838299
Net assets as of the end of the plan year2024-11-050
Net assets as of the beginning of the plan year2024-11-057838299
Employer contributions to plan in this plan year2024-11-0522036
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-058169
Total liabilities as of the beginning of the plan year2024-04-300
Total expenses incurred by plan in this plan year2024-04-30198238
Net assets as of the end of the plan year2024-04-307838299
Total assets as of the beginning of the plan year2024-04-306514012
Value of plan covered by a fidelity bond2024-04-30500000
Participant contributions to plan in this plan year2024-04-30266022
Value of participant loans at end of plan year2024-04-3039311
Other contributions to plan in this plan year2024-04-3095428
Other income to plan in this plan year2024-04-301009360
Plan net income in this plan year2024-04-301324287
Net assets as of the end of the plan year2024-04-307838299
Net assets as of the beginning of the plan year2024-04-306514012
Employer contributions to plan in this plan year2024-04-30151715
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-3050609
2022 : MORRISON AND HEAD 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-05-020
Total expenses incurred by plan in this plan year2022-05-0233404
Net assets as of the end of the plan year2022-05-027415543
Total assets as of the beginning of the plan year2022-05-026101939
Value of plan covered by a fidelity bond2022-05-02500000
Participant contributions to plan in this plan year2022-05-02230894
Value of participant loans at end of plan year2022-05-0273465
Other income to plan in this plan year2022-05-02995414
Plan net income in this plan year2022-05-021313604
Net assets as of the end of the plan year2022-05-027415543
Net assets as of the beginning of the plan year2022-05-026101939
Value of contributions failed to transmitted timely2022-05-0218395
Employer contributions to plan in this plan year2022-05-02120700
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-0233182

Form 5500 Responses for MORRISON AND HEAD 401(K) PLAN

2009: MORRISON AND HEAD 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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