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SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameSCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST
Plan identification number 001

SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 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
  • 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.
  • 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

SCOTT A. MORSE, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:SCOTT A. MORSE, D.D.S., P.A.
Employer identification number (EIN):752562137
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about SCOTT A. MORSE, D.D.S., P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1999-12-29
Company Identification Number: 0082081803
Legal Registered Office Address: 1009 W MITCHELL ST

ARLINGTON
United States of America (USA)
76013

More information about SCOTT A. MORSE, D.D.S., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01SCOTT A. MORSE, D.D.S.
0012015-01-01SCOTT A. MORSE, D.D.S.
0012014-01-01SCOTT A. MORSE, D.D.S.
0012013-01-01SCOTT A. MORSE, D.D.S.
0012012-01-01SCOTT A. MORSE, D.D.S.
0012011-01-01SCOTT A. MORSE, D.D.S.
0012010-01-01SCOTT A. MORSE, D.D.S.
0012009-01-01SCOTT A. MORSE, D.D.S.
0012009-01-01SCOTT A. MORSE, D.D.S.

Financial Data on SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST

Measure Date Value
2025 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-220
Total liabilities as of the end of the plan year2025-10-220
Total liabilities as of the beginning of the plan year2025-10-22535
Total expenses incurred by plan in this plan year2025-10-222393018
Net assets as of the end of the plan year2025-10-220
Total assets as of the beginning of the plan year2025-10-222393092
Value of plan covered by a fidelity bond2025-10-22210000
Participant contributions to plan in this plan year2025-10-2234694
Other expenses paid from plan in this plan year2025-10-220
Other contributions to plan in this plan year2025-10-220
Other income to plan in this plan year2025-10-22-41359
Plan net income in this plan year2025-10-22-2392557
Net assets as of the end of the plan year2025-10-220
Net assets as of the beginning of the plan year2025-10-222392557
Employer contributions to plan in this plan year2025-10-227126
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-227514
Total liabilities as of the end of the plan year2025-10-06535
Total liabilities as of the beginning of the plan year2025-10-06535
Total expenses incurred by plan in this plan year2025-10-0617630
Net assets as of the end of the plan year2025-10-062393092
Total assets as of the beginning of the plan year2025-10-062051126
Value of plan covered by a fidelity bond2025-10-06210000
Participant contributions to plan in this plan year2025-10-0644304
Other expenses paid from plan in this plan year2025-10-060
Other contributions to plan in this plan year2025-10-060
Other income to plan in this plan year2025-10-06258360
Plan net income in this plan year2025-10-06341966
Net assets as of the end of the plan year2025-10-062392557
Net assets as of the beginning of the plan year2025-10-062050591
Employer contributions to plan in this plan year2025-10-0656932
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0617107
2024 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-200
Total liabilities as of the end of the plan year2024-05-20535
Total liabilities as of the beginning of the plan year2024-05-200
Total expenses incurred by plan in this plan year2024-05-2014228
Net assets as of the end of the plan year2024-05-202051126
Total assets as of the beginning of the plan year2024-05-201695036
Value of plan covered by a fidelity bond2024-05-20210000
Participant contributions to plan in this plan year2024-05-2041638
Other expenses paid from plan in this plan year2024-05-200
Other contributions to plan in this plan year2024-05-200
Other income to plan in this plan year2024-05-20273521
Plan net income in this plan year2024-05-20355555
Net assets as of the end of the plan year2024-05-202050591
Net assets as of the beginning of the plan year2024-05-201695036
Value of contributions failed to transmitted timely2024-05-201552
Employer contributions to plan in this plan year2024-05-2054624
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2014228
2022 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-250
Total liabilities as of the end of the plan year2022-08-250
Total liabilities as of the beginning of the plan year2022-08-250
Total expenses incurred by plan in this plan year2022-08-25255883
Net assets as of the end of the plan year2022-08-251840464
Total assets as of the beginning of the plan year2022-08-251851841
Value of plan covered by a fidelity bond2022-08-25210000
Participant contributions to plan in this plan year2022-08-2535056
Other expenses paid from plan in this plan year2022-08-250
Other contributions to plan in this plan year2022-08-250
Other income to plan in this plan year2022-08-25163561
Plan net income in this plan year2022-08-25-11377
Net assets as of the end of the plan year2022-08-251840464
Net assets as of the beginning of the plan year2022-08-251851841
Employer contributions to plan in this plan year2022-08-2545889
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-2515479
2017 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 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$221,835
Expenses. Total of all expenses incurred2017-12-31$58,474
Benefits paid (including direct rollovers)2017-12-31$46,750
Total plan assets at end of year2017-12-31$1,445,942
Total plan assets at beginning of year2017-12-31$1,282,581
Value of fidelity bond covering the plan2017-12-31$175,000
Total contributions received or receivable from participants2017-12-31$53,407
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$124,498
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$163,361
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,445,942
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,282,581
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$43,930
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$11,724
2016 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 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$83,615
Expenses. Total of all expenses incurred2016-12-31$9,296
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,282,581
Total plan assets at beginning of year2016-12-31$1,208,262
Value of fidelity bond covering the plan2016-12-31$175,000
Total contributions received or receivable from participants2016-12-31$49,000
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-12,352
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$74,319
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,282,581
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,208,262
Assets. Value of assets in partnership/joint-venture interests2016-12-31$526
Total contributions received or receivable from employer(s)2016-12-31$46,967
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$9,296
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-8,619
Expenses. Total of all expenses incurred2015-12-31$62,190
Benefits paid (including direct rollovers)2015-12-31$53,147
Total plan assets at end of year2015-12-31$1,208,262
Total plan assets at beginning of year2015-12-31$1,279,071
Value of fidelity bond covering the plan2015-12-31$175,000
Total contributions received or receivable from participants2015-12-31$43,003
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-96,137
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-70,809
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,208,262
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,279,071
Assets. Value of assets in partnership/joint-venture interests2015-12-31$11,944
Total contributions received or receivable from employer(s)2015-12-31$44,515
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$9,043
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$93,541
Expenses. Total of all expenses incurred2014-12-31$8,648
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,279,071
Total plan assets at beginning of year2014-12-31$1,194,178
Value of fidelity bond covering the plan2014-12-31$175,000
Total contributions received or receivable from participants2014-12-31$54,244
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-5,133
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$84,893
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,279,071
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,194,178
Assets. Value of assets in partnership/joint-venture interests2014-12-31$42,775
Total contributions received or receivable from employer(s)2014-12-31$44,430
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$8,648
2013 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$223,004
Expenses. Total of all expenses incurred2013-12-31$26,916
Benefits paid (including direct rollovers)2013-12-31$18,400
Total plan assets at end of year2013-12-31$1,194,178
Total plan assets at beginning of year2013-12-31$998,090
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$46,026
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$130,700
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$196,088
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,194,178
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$998,090
Assets. Value of assets in partnership/joint-venture interests2013-12-31$52,018
Total contributions received or receivable from employer(s)2013-12-31$46,278
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,516
2012 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$157,387
Expenses. Total of all expenses incurred2012-12-31$11,596
Benefits paid (including direct rollovers)2012-12-31$2,836
Total plan assets at end of year2012-12-31$998,090
Total plan assets at beginning of year2012-12-31$852,299
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$50,646
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$60,065
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$145,791
Net plan assets at end of year (total assets less liabilities)2012-12-31$998,090
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$852,299
Assets. Value of assets in partnership/joint-venture interests2012-12-31$53,478
Total contributions received or receivable from employer(s)2012-12-31$46,676
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$8,760
2011 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$95,772
Expenses. Total of all expenses incurred2011-12-31$6,135
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$852,299
Total plan assets at beginning of year2011-12-31$762,661
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$43,308
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$7,080
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$89,637
Net plan assets at end of year (total assets less liabilities)2011-12-31$852,299
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$762,661
Assets. Value of assets in partnership/joint-venture interests2011-12-31$52,775
Total contributions received or receivable from employer(s)2011-12-31$45,384
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,135
2010 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$127,314
Expenses. Total of all expenses incurred2010-12-31$9,020
Benefits paid (including direct rollovers)2010-12-31$3,683
Total plan assets at end of year2010-12-31$762,661
Total plan assets at beginning of year2010-12-31$644,367
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$35,605
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$48,565
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$118,294
Net plan assets at end of year (total assets less liabilities)2010-12-31$762,661
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$644,367
Assets. Value of assets in partnership/joint-venture interests2010-12-31$51,929
Total contributions received or receivable from employer(s)2010-12-31$43,144
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,337

Form 5500 Responses for SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST

2017: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 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: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 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
2015: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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