401k Plan data: WILLIAM C MORTENSON 401 K PROFIT SHARING PLAN TRUST plan

WILLIAM C MORTENSON 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	WILLIAM C MORTENSON 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

WILLIAM C MORTENSON 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

WILLIAM C MORTENSON has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM C MORTENSON

Employer identification number (EIN): 770441137

NAIC Classification: 326100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM C MORTENSON 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 JANELLE MORTENSON 2020-07-10
001 2018-01-01 JANELLE PAOLILLI 2019-03-27
001 2017-01-01 JANELLE PAOLILLI 2018-04-09
001 2016-01-01 JANELLE MORTENSON 2017-05-31
001 2015-01-01 JANELLE MORTENSON 2016-05-27
001 2014-01-01 JANELLE MORTENSON 2015-05-21
001 2013-01-01 JANELLE MORTENSON 2014-05-22
001 2012-01-01 WILLIAM C MORTENSON 2013-06-12
001 2011-01-01 WILLIAM C MORTENSON 2012-05-09
001 2010-01-01 WILLIAM C MORTENSON 2011-07-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	JANELLE MORTENSON	2020-07-10
001	2018-01-01	JANELLE PAOLILLI	2019-03-27
001	2017-01-01	JANELLE PAOLILLI	2018-04-09
001	2016-01-01	JANELLE MORTENSON	2017-05-31
001	2015-01-01	JANELLE MORTENSON	2016-05-27
001	2014-01-01	JANELLE MORTENSON	2015-05-21
001	2013-01-01	JANELLE MORTENSON	2014-05-22
001	2012-01-01	WILLIAM C MORTENSON	2013-06-12
001	2011-01-01	WILLIAM C MORTENSON	2012-05-09
001	2010-01-01	WILLIAM C MORTENSON	2011-07-06

Financial Data on WILLIAM C MORTENSON 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2008 : WILLIAM C MORTENSON 401 K PROFIT SHARING PLAN TRUST 2008 401k financial data
Total income from all sources	2008-12-31	$13,760
Expenses. Total of all expenses incurred	2008-12-31	$3,640
Benefits paid (including direct rollovers)	2008-12-31	$3,600
Total plan assets at end of year	2008-12-31	$55,870
Total plan assets at beginning of year	2008-12-31	$45,751
Value of fidelity bond covering the plan	2008-12-31	$20,000
Total contributions received or receivable from participants	2008-12-31	$27,218
Expenses. Other expenses not covered elsewhere	2008-12-31	$40
Other income received	2008-12-31	$-24,466
Net income (gross income less expenses)	2008-12-31	$10,120
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$55,870
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$45,751
Total contributions received or receivable from employer(s)	2008-12-31	$11,008

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Company Name:	WILLIAM C MORTENSON
Employer identification number (EIN):	770441137
NAIC Classification:	326100