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HENDERSON & NELSON PENSION PLAN 401k Plan overview

Plan NameHENDERSON & NELSON PENSION PLAN
Plan identification number 333

HENDERSON & NELSON PENSION 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HENDERSON & MORGAN, LLC has sponsored the creation of one or more 401k plans.

Company Name:HENDERSON & MORGAN, LLC
Employer identification number (EIN):880164988
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about HENDERSON & MORGAN, LLC

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1997-12-09
Company Identification Number: 19971049974
Legal Registered Office Address: 4600 KIETZKE LN STE K 228

RENO
United States of America (USA)
89502

More information about HENDERSON & MORGAN, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HENDERSON & NELSON PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332023-01-01JAMES L. MORGAN2024-10-10 JAMES L. MORGAN2024-10-10
3332022-01-01JAMES L. MORGAN2023-10-11 JAMES L. MORGAN2023-10-11
3332021-01-01JAMES L. MORGAN2022-10-05 JAMES L. MORGAN2022-10-05
3332020-01-01JAMES L. MORGAN2021-10-07 JAMES L. MORGAN2021-10-07
3332019-01-01JAMES L. MORGAN2020-10-05 JAMES L. MORGAN2020-10-05
3332018-01-01JAMES L. MORGAN2019-10-01
3332017-01-01
3332016-01-01
3332015-01-01
3332014-01-01
3332013-01-01
3332012-01-01TIMOTHY J. HENDERSON TIMOTHY J. HENDERSON2013-10-14
3332011-01-01TIMOTHY J. HENDERSON TIMOTHY J. HENDERSON2012-10-10
3332009-01-01JAMES L. MORGAN JAMES L. MORGAN2010-10-12

Financial Data on HENDERSON & NELSON PENSION PLAN

Measure Date Value
2023 : HENDERSON & NELSON PENSION PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$7,640
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$358,336
Total plan assets at beginning of year2023-12-31$350,696
Value of fidelity bond covering the plan2023-12-31$100,000
Assets. Value of loans (other than to participants)2023-12-31$11,024
Other income received2023-12-31$7,640
Net income (gross income less expenses)2023-12-31$7,640
Net plan assets at end of year (total assets less liabilities)2023-12-31$358,336
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$350,696
2022 : HENDERSON & NELSON PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$6,210
Expenses. Total of all expenses incurred2022-12-31$478
Benefits paid (including direct rollovers)2022-12-31$478
Total plan assets at end of year2022-12-31$350,696
Total plan assets at beginning of year2022-12-31$344,964
Value of fidelity bond covering the plan2022-12-31$100,000
Assets. Value of loans (other than to participants)2022-12-31$112,066
Other income received2022-12-31$6,210
Net income (gross income less expenses)2022-12-31$5,732
Net plan assets at end of year (total assets less liabilities)2022-12-31$350,696
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$344,964
Assets. Value of participant loans2022-12-31$0
2021 : HENDERSON & NELSON PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$29,296
Expenses. Total of all expenses incurred2021-12-31$280,422
Benefits paid (including direct rollovers)2021-12-31$278,077
Total plan assets at end of year2021-12-31$344,964
Total plan assets at beginning of year2021-12-31$596,090
Value of fidelity bond covering the plan2021-12-31$100,000
Assets. Value of loans (other than to participants)2021-12-31$112,066
Other income received2021-12-31$29,296
Net income (gross income less expenses)2021-12-31$-251,126
Net plan assets at end of year (total assets less liabilities)2021-12-31$344,964
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$596,090
Assets. Value of participant loans2021-12-31$7,671
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,345
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : HENDERSON & NELSON PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$32,821
Expenses. Total of all expenses incurred2020-12-31$2,184
Total plan assets at end of year2020-12-31$596,090
Total plan assets at beginning of year2020-12-31$565,453
Value of fidelity bond covering the plan2020-12-31$100,000
Assets. Value of loans (other than to participants)2020-12-31$130,565
Other income received2020-12-31$32,821
Net income (gross income less expenses)2020-12-31$30,637
Net plan assets at end of year (total assets less liabilities)2020-12-31$596,090
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$565,453
Assets. Value of participant loans2020-12-31$17,359
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,184
2019 : HENDERSON & NELSON PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$40,558
Expenses. Total of all expenses incurred2019-12-31$48,990
Benefits paid (including direct rollovers)2019-12-31$46,875
Total plan assets at end of year2019-12-31$565,453
Total plan assets at beginning of year2019-12-31$573,885
Value of fidelity bond covering the plan2019-12-31$100,000
Assets. Value of loans (other than to participants)2019-12-31$29,524
Other income received2019-12-31$40,558
Net income (gross income less expenses)2019-12-31$-8,432
Net plan assets at end of year (total assets less liabilities)2019-12-31$565,453
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$573,885
Assets. Value of participant loans2019-12-31$26,464
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,115
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : HENDERSON & NELSON PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$7,753
Expenses. Total of all expenses incurred2018-12-31$2,099
Total plan assets at end of year2018-12-31$573,885
Total plan assets at beginning of year2018-12-31$568,231
Value of fidelity bond covering the plan2018-12-31$100,000
Assets. Value of loans (other than to participants)2018-12-31$60,448
Other income received2018-12-31$7,753
Net income (gross income less expenses)2018-12-31$5,654
Net plan assets at end of year (total assets less liabilities)2018-12-31$573,885
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$568,231
Assets. Value of participant loans2018-12-31$35,022
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,099
2017 : HENDERSON & NELSON PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$27,760
Expenses. Total of all expenses incurred2017-12-31$73,329
Benefits paid (including direct rollovers)2017-12-31$69,226
Total plan assets at end of year2017-12-31$568,231
Total plan assets at beginning of year2017-12-31$613,800
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of loans (other than to participants)2017-12-31$121,272
Other income received2017-12-31$27,760
Net income (gross income less expenses)2017-12-31$-45,569
Net plan assets at end of year (total assets less liabilities)2017-12-31$568,231
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$613,800
Assets. Value of participant loans2017-12-31$43,066
Assets. Value of real-estate (other than employer real property)2017-12-31$20,114
Value of certain deemed distributions of participant loans2017-12-31$4,103
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : HENDERSON & NELSON PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$-45,530
Expenses. Total of all expenses incurred2016-12-31$2,413,010
Benefits paid (including direct rollovers)2016-12-31$2,412,625
Total plan assets at end of year2016-12-31$613,800
Total plan assets at beginning of year2016-12-31$3,072,340
Value of fidelity bond covering the plan2016-12-31$500,000
Assets. Value of loans (other than to participants)2016-12-31$45,210
Other income received2016-12-31$-45,530
Net income (gross income less expenses)2016-12-31$-2,458,540
Net plan assets at end of year (total assets less liabilities)2016-12-31$613,800
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,072,340
Assets. Value of real-estate (other than employer real property)2016-12-31$52,900
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : HENDERSON & NELSON PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$-105,110
Expenses. Total of all expenses incurred2015-12-31$722
Total plan assets at end of year2015-12-31$3,072,340
Total plan assets at beginning of year2015-12-31$3,178,172
Value of fidelity bond covering the plan2015-12-31$2,000,000
Assets. Value of loans (other than to participants)2015-12-31$602,015
Other income received2015-12-31$-105,110
Net income (gross income less expenses)2015-12-31$-105,832
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,072,340
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,178,172
Assets. Value of real-estate (other than employer real property)2015-12-31$13,260
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$722
2014 : HENDERSON & NELSON PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$164,813
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$3,178,172
Total plan assets at beginning of year2014-12-31$3,013,359
Value of fidelity bond covering the plan2014-12-31$2,000,000
Assets. Value of loans (other than to participants)2014-12-31$729,546
Other income received2014-12-31$164,813
Net income (gross income less expenses)2014-12-31$164,813
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,178,172
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,013,359
Assets. Value of participant loans2014-12-31$4,822
Assets. Value of real-estate (other than employer real property)2014-12-31$108,095
2013 : HENDERSON & NELSON PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$196,402
Expenses. Total of all expenses incurred2013-12-31$10,294
Benefits paid (including direct rollovers)2013-12-31$10,294
Total plan assets at end of year2013-12-31$3,013,359
Total plan assets at beginning of year2013-12-31$2,827,251
Value of fidelity bond covering the plan2013-12-31$2,000,000
Assets. Value of loans (other than to participants)2013-12-31$1,140,129
Other income received2013-12-31$196,402
Net income (gross income less expenses)2013-12-31$186,108
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,013,359
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,827,251
Assets. Value of participant loans2013-12-31$14,096
Assets. Value of real-estate (other than employer real property)2013-12-31$108,196
2012 : HENDERSON & NELSON PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$-30,066
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$2,827,251
Total plan assets at beginning of year2012-12-31$2,857,317
Value of fidelity bond covering the plan2012-12-31$2,000,000
Assets. Value of loans (other than to participants)2012-12-31$956,074
Other income received2012-12-31$-30,066
Net income (gross income less expenses)2012-12-31$-30,066
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,827,251
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,857,317
Assets. Value of participant loans2012-12-31$25,814
Assets. Value of real-estate (other than employer real property)2012-12-31$208,903
2011 : HENDERSON & NELSON PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$-22,875
Expenses. Total of all expenses incurred2011-12-31$1,413
Total plan assets at end of year2011-12-31$2,857,317
Total plan assets at beginning of year2011-12-31$2,881,605
Value of fidelity bond covering the plan2011-12-31$2,000,000
Assets. Value of loans (other than to participants)2011-12-31$1,083,548
Other income received2011-12-31$-22,875
Net income (gross income less expenses)2011-12-31$-24,288
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,857,317
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,881,605
Assets. Value of participant loans2011-12-31$34,132
Assets. Value of real-estate (other than employer real property)2011-12-31$333,715
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,413
2010 : HENDERSON & NELSON PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$259,041
Expenses. Total of all expenses incurred2010-12-31$61,234
Benefits paid (including direct rollovers)2010-12-31$60,000
Total plan assets at end of year2010-12-31$2,881,605
Total plan assets at beginning of year2010-12-31$2,683,798
Value of fidelity bond covering the plan2010-12-31$2,000,000
Assets. Value of loans (other than to participants)2010-12-31$1,010,838
Other income received2010-12-31$259,041
Net income (gross income less expenses)2010-12-31$197,807
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,881,605
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,683,798
Assets. Value of participant loans2010-12-31$42,731
Assets. Value of real-estate (other than employer real property)2010-12-31$547,145
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,234

Form 5500 Responses for HENDERSON & NELSON PENSION PLAN

2023: HENDERSON & NELSON PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HENDERSON & NELSON PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HENDERSON & NELSON PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HENDERSON & NELSON PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HENDERSON & NELSON PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HENDERSON & NELSON PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HENDERSON & NELSON PENSION PLAN 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: HENDERSON & NELSON PENSION PLAN 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: HENDERSON & NELSON PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: HENDERSON & NELSON PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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: HENDERSON & NELSON PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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: HENDERSON & NELSON PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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: HENDERSON & NELSON PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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
2009: HENDERSON & NELSON PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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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