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403(B) THRIFT PLAN OF THE WILLIAM E. MORRIS INSTITUTE FOR JUSTICE 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE WILLIAM E. MORRIS INSTITUTE FOR JUSTICE
Plan identification number 001

403(B) THRIFT PLAN OF THE WILLIAM E. MORRIS INSTITUTE FOR JUSTICE 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 WILLIAM E. MORRIS INSTITUTE FOR JUSTICE has sponsored the creation of one or more 401k plans.

Company Name:THE WILLIAM E. MORRIS INSTITUTE FOR JUSTICE
Employer identification number (EIN):860817170
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE WILLIAM E. MORRIS INSTITUTE FOR JUSTICE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DREW SCHAFFER2024-10-23
0012022-01-01DREW SCHAFFER2024-10-23
0012021-01-01DREW SCHAFFER2024-10-23
0012020-01-01ELLEN KATZ2021-02-25
0012019-01-01ELLEN KATZ2020-07-27
0012018-01-01ELLEN KATZ2019-07-29
0012017-01-01ELLEN KATZ2018-05-07 ELLEN KATZ2018-05-07
0012016-01-01ELLEN KATZ2017-04-18 ELLEN KATZ2017-04-18
0012016-01-01ELLEN KATZ2017-04-18 ELLEN KATZ2017-04-18
0012015-01-01ELLEN KATZ2016-05-23 ELLEN KATZ2016-05-23
0012014-01-01ELLEN KATZ2015-04-20 ELLEN KATZ2015-04-20
0012013-01-01ELLEN KATZ2014-05-08 ELLEN KATZ2014-05-08
0012012-01-01ELLEN KATZ2013-06-07 ELLEN KATZ2013-06-07
0012011-01-01ELLEN KATZ2012-07-31 ELLEN KATZ2012-07-31
0012010-01-01ELLEN KATZ2011-06-27 ELLEN KATZ2011-06-27

Plan Statistics for 403(B) THRIFT PLAN OF THE WILLIAM E. MORRIS INSTITUTE FOR JUSTICE

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE WILLIAM E. MORRIS INSTITUTE FOR JUSTICE

Measure Date Value
2025: 403(B) THRIFT PLAN OF THE WILLIAM E. MORRIS INSTITUTE FOR JUSTICE 2025 401k membership
Total number of particpants at beginning of year2025-10-014
Total number of particpants at end of year2025-10-014
Number of Participants With Account Balances2025-10-014
2024: 403(B) THRIFT PLAN OF THE WILLIAM E. MORRIS INSTITUTE FOR JUSTICE 2024 401k membership
Total number of particpants at beginning of year2024-10-234
Total number of particpants at end of year2024-10-234
Number of Participants With Account Balances2024-10-234

Financial Data on 403(B) THRIFT PLAN OF THE WILLIAM E. MORRIS INSTITUTE FOR JUSTICE

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE WILLIAM E. MORRIS INSTITUTE FOR JUSTICE 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-010
Total liabilities as of the end of the plan year2025-10-010
Total liabilities as of the beginning of the plan year2025-10-010
Total expenses incurred by plan in this plan year2025-10-012555
Net assets as of the end of the plan year2025-10-01210426
Total assets as of the beginning of the plan year2025-10-01170806
Value of plan covered by a fidelity bond2025-10-0125000
Participant contributions to plan in this plan year2025-10-0124584
Value of participant loans at end of plan year2025-10-011969
Other expenses paid from plan in this plan year2025-10-010
Other contributions to plan in this plan year2025-10-010
Other income to plan in this plan year2025-10-0117591
Plan net income in this plan year2025-10-0139620
Net assets as of the end of the plan year2025-10-01210426
Net assets as of the beginning of the plan year2025-10-01170806
Employer contributions to plan in this plan year2025-10-010
Fees paid to broker by Benefit Provider2025-10-0121
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0142
2024 : 403(B) THRIFT PLAN OF THE WILLIAM E. MORRIS INSTITUTE FOR JUSTICE 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-230
Total liabilities as of the end of the plan year2024-10-230
Total liabilities as of the beginning of the plan year2024-10-230
Total expenses incurred by plan in this plan year2024-10-2324
Net assets as of the end of the plan year2024-10-23170806
Total assets as of the beginning of the plan year2024-10-23131498
Participant contributions to plan in this plan year2024-10-2318700
Other expenses paid from plan in this plan year2024-10-230
Other contributions to plan in this plan year2024-10-230
Other income to plan in this plan year2024-10-2315272
Plan net income in this plan year2024-10-2339308
Net assets as of the end of the plan year2024-10-23170806
Net assets as of the beginning of the plan year2024-10-23131498
Employer contributions to plan in this plan year2024-10-235360
Fees paid to broker by Benefit Provider2024-10-2349
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-2324

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