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THE LAW FIRM OF CHARLENE A. MORRING, PC RETIREMENT TRUST 401k Plan overview

Plan NameTHE LAW FIRM OF CHARLENE A. MORRING, PC RETIREMENT TRUST
Plan identification number 001

THE LAW FIRM OF CHARLENE A. MORRING, PC RETIREMENT TRUST Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE LAW FIRM OF CHARLENE A. MORRING, PC has sponsored the creation of one or more 401k plans.

Company Name:THE LAW FIRM OF CHARLENE A. MORRING, PC
Employer identification number (EIN):832242338
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW FIRM OF CHARLENE A. MORRING, PC RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHARLENE MORRING2024-09-02
0012022-01-01PLAN SPONSOR2023-10-13
0012021-01-01PLAN SPONSOR2022-07-13
0012020-01-01PLAN SPONSOR2021-06-30
0012019-02-05PLAN SPONSOR2020-07-16

Financial Data on THE LAW FIRM OF CHARLENE A. MORRING, PC RETIREMENT TRUST

Measure Date Value
2025 : THE LAW FIRM OF CHARLENE A. MORRING, PC RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-241902
Net assets as of the end of the plan year2025-09-24136061
Total assets as of the beginning of the plan year2025-09-2492610
Value of plan covered by a fidelity bond2025-09-2410000
Participant contributions to plan in this plan year2025-09-2423948
Value of participant loans at end of plan year2025-09-240
Other income to plan in this plan year2025-09-2416072
Plan net income in this plan year2025-09-2443451
Net assets as of the end of the plan year2025-09-24136061
Net assets as of the beginning of the plan year2025-09-2492610
Employer contributions to plan in this plan year2025-09-245333
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-24330
2024 : THE LAW FIRM OF CHARLENE A. MORRING, PC RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-0210549
Net assets as of the end of the plan year2024-09-0292610
Total assets as of the beginning of the plan year2024-09-0270486
Value of plan covered by a fidelity bond2024-09-028000
Participant contributions to plan in this plan year2024-09-0210701
Value of participant loans at end of plan year2024-09-020
Other income to plan in this plan year2024-09-0221704
Plan net income in this plan year2024-09-0222124
Net assets as of the end of the plan year2024-09-0292610
Net assets as of the beginning of the plan year2024-09-0270486
Employer contributions to plan in this plan year2024-09-02268
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-02266

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