Logo

THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN
Plan identification number 002

THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

WILLIAM R MORGAN MD INC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM R MORGAN MD INC
Employer identification number (EIN):953414277
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about WILLIAM R MORGAN MD INC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0939371

More information about WILLIAM R MORGAN MD INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022018-01-01WILLIAM R MORGAN MD
0022017-01-01WILLIAM R MORGAN MD
0022016-01-01WILLIAM R MORGAN MD
0022015-01-01WILLIAM R MORGAN MD
0022014-01-01WILLIAM R MORGAN MD
0022013-01-01WILLIAM R MORGAN MD
0022012-01-01WILLIAM MORGAN2013-12-04 WILLIAM MORGAN2013-12-04
0022011-01-01WILLIAM MORGAN
0022010-01-01WILLIAM MORGAN WILLIAM MORGAN2011-09-30
0022009-01-01WILLIAM MORGAN

Financial Data on THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN

Measure Date Value
2020 : THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$5,317,158
Total plan assets at end of year2020-12-31$19,965,614
Total plan assets at beginning of year2020-12-31$14,648,456
Other income received2020-12-31$5,317,158
Net income (gross income less expenses)2020-12-31$5,317,158
Net plan assets at end of year (total assets less liabilities)2020-12-31$19,965,614
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$14,648,456
2018 : THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$1,754,376
Expenses. Total of all expenses incurred2018-12-31$521,124
Benefits paid (including direct rollovers)2018-12-31$521,124
Total plan assets at end of year2018-12-31$9,727,567
Total plan assets at beginning of year2018-12-31$8,494,315
Other income received2018-12-31$1,754,376
Net income (gross income less expenses)2018-12-31$1,233,252
Net plan assets at end of year (total assets less liabilities)2018-12-31$9,727,567
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,494,315
2017 : THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,478,086
Expenses. Total of all expenses incurred2017-12-31$492,350
Benefits paid (including direct rollovers)2017-12-31$492,350
Total plan assets at end of year2017-12-31$8,494,315
Total plan assets at beginning of year2017-12-31$6,508,579
Other income received2017-12-31$2,478,086
Net income (gross income less expenses)2017-12-31$1,985,736
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,494,315
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,508,579
2016 : THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$858,706
Expenses. Total of all expenses incurred2016-12-31$310,200
Benefits paid (including direct rollovers)2016-12-31$310,200
Total plan assets at end of year2016-12-31$6,508,579
Total plan assets at beginning of year2016-12-31$5,960,073
Other income received2016-12-31$858,706
Net income (gross income less expenses)2016-12-31$548,506
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,508,579
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,960,073
2015 : THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,033,692
Expenses. Total of all expenses incurred2015-12-31$283,128
Benefits paid (including direct rollovers)2015-12-31$281,600
Total plan assets at end of year2015-12-31$5,960,073
Total plan assets at beginning of year2015-12-31$5,209,509
Expenses. Other expenses not covered elsewhere2015-12-31$1,528
Other income received2015-12-31$1,033,692
Net income (gross income less expenses)2015-12-31$750,564
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,960,073
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,209,509
2014 : THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,131,919
Expenses. Total of all expenses incurred2014-12-31$221,010
Benefits paid (including direct rollovers)2014-12-31$221,000
Total plan assets at end of year2014-12-31$5,209,509
Total plan assets at beginning of year2014-12-31$4,298,600
Value of fidelity bond covering the plan2014-12-31$50,000
Expenses. Other expenses not covered elsewhere2014-12-31$10
Other income received2014-12-31$1,131,919
Net income (gross income less expenses)2014-12-31$910,909
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,209,509
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,298,600
2013 : THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,306,370
Expenses. Total of all expenses incurred2013-12-31$170,067
Benefits paid (including direct rollovers)2013-12-31$170,057
Total plan assets at end of year2013-12-31$4,298,600
Total plan assets at beginning of year2013-12-31$3,162,297
Value of fidelity bond covering the plan2013-12-31$50,000
Expenses. Other expenses not covered elsewhere2013-12-31$10
Other income received2013-12-31$1,306,370
Net income (gross income less expenses)2013-12-31$1,136,303
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,298,600
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,162,297
2011 : THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 2011 401k financial data
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$203,365
Expenses. Total of all expenses incurred2011-12-31$216,609
Benefits paid (including direct rollovers)2011-12-31$144,000
Total plan assets at end of year2011-12-31$3,332,263
Total plan assets at beginning of year2011-12-31$3,345,507
Value of fidelity bond covering the plan2011-12-31$50,000
Expenses. Other expenses not covered elsewhere2011-12-31$71,616
Other income received2011-12-31$203,365
Net income (gross income less expenses)2011-12-31$-13,244
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,332,263
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,345,507
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$993
2010 : THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$138,124
Expenses. Total of all expenses incurred2010-12-31$144,967
Benefits paid (including direct rollovers)2010-12-31$144,000
Total plan assets at end of year2010-12-31$3,345,507
Total plan assets at beginning of year2010-12-31$3,352,349
Value of fidelity bond covering the plan2010-12-31$50,000
Expenses. Other expenses not covered elsewhere2010-12-31$967
Other income received2010-12-31$138,124
Net income (gross income less expenses)2010-12-31$-6,843
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,345,507
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,352,349

Form 5500 Responses for THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN

2020: THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2018: THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2011: THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 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: THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 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: THE WILLIAM ROY MORGAN MD INC PROFIT SHARING PLAN 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1