401k Plan data: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST plan

MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST
Plan identification number	001

MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MORRIS, SIMMONS, AND ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: MORRIS, SIMMONS, AND ASSOCIATES

Employer identification number (EIN): 010852225

NAIC Classification: 481000
NAIC Description: Air Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DANIEL SIMMONS DDS 2024-05-28
001 2022-01-01 JEANNE HUNTER 2023-10-24
001 2021-01-01 DANIEL SIMMONS DDS 2022-05-16
001 2020-01-01 DANIEL SIMMONS DDS 2021-07-12
001 2019-01-01 DANIEL SIMMONS 2020-07-31
001 2018-01-01 DANIEL SIMMONS 2019-06-11
001 2017-01-01 DANIEL SIMMONS 2018-07-24
001 2016-01-01 DANIEL SIMMONS
001 2015-01-01 DANIEL D. SIMMONS, D.D.S.
001 2014-01-01 DANIEL D. SIMMONS, D.D.S.
001 2013-01-01 DANIEL D. SIMMONS, D.D.S.
001 2012-01-01 SHAWN MORRIS, D.D.S.
001 2011-01-01 SHAWN MORRIS, D.D.S.
001 2010-01-01 SHAWN MORRIS, D.D.S. SHAWN MORRIS, D.D.S. 2011-07-18
001 2009-01-01 SHAWN MORRIS, D.D.S. SHAWN MORRIS, D.D.S. 2010-09-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DANIEL SIMMONS DDS	2024-05-28
001	2022-01-01	JEANNE HUNTER	2023-10-24
001	2021-01-01	DANIEL SIMMONS DDS	2022-05-16
001	2020-01-01	DANIEL SIMMONS DDS	2021-07-12
001	2019-01-01	DANIEL SIMMONS	2020-07-31
001	2018-01-01	DANIEL SIMMONS	2019-06-11
001	2017-01-01	DANIEL SIMMONS	2018-07-24
001	2016-01-01	DANIEL SIMMONS
001	2015-01-01	DANIEL D. SIMMONS, D.D.S.
001	2014-01-01	DANIEL D. SIMMONS, D.D.S.
001	2013-01-01	DANIEL D. SIMMONS, D.D.S.
001	2012-01-01	SHAWN MORRIS, D.D.S.
001	2011-01-01	SHAWN MORRIS, D.D.S.
001	2010-01-01	SHAWN MORRIS, D.D.S.		SHAWN MORRIS, D.D.S.	2011-07-18
001	2009-01-01	SHAWN MORRIS, D.D.S.		SHAWN MORRIS, D.D.S.	2010-09-21

Plan Statistics for MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST

401k plan membership statisitcs for MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST

Measure Date Value
2024: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-05-28 14
Total number of particpants at end of year 2024-05-28 14
Number of Participants With Account Balances 2024-05-28 10
2016: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 14
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2024: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-05-28	14
Total number of particpants at end of year	2024-05-28	14
Number of Participants With Account Balances	2024-05-28	10
2016: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	14
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST

Measure	Date	Value
2024 : MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year	2024-05-28	0
Total liabilities as of the end of the plan year	2024-05-28	0
Total liabilities as of the beginning of the plan year	2024-05-28	0
Total expenses incurred by plan in this plan year	2024-05-28	120
Net assets as of the end of the plan year	2024-05-28	750512
Total assets as of the beginning of the plan year	2024-05-28	587407
Value of plan covered by a fidelity bond	2024-05-28	58741
Participant contributions to plan in this plan year	2024-05-28	64247
Value of participant loans at end of plan year	2024-05-28	7338
Other expenses paid from plan in this plan year	2024-05-28	0
Other contributions to plan in this plan year	2024-05-28	0
Other income to plan in this plan year	2024-05-28	98978
Plan net income in this plan year	2024-05-28	163105
Net assets as of the end of the plan year	2024-05-28	750512
Net assets as of the beginning of the plan year	2024-05-28	587407
Employer contributions to plan in this plan year	2024-05-28	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-28	120
2016 : MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$360,286
Expenses. Total of all expenses incurred	2016-12-31	$1,223
Benefits paid (including direct rollovers)	2016-12-31	$1,148
Total plan assets at end of year	2016-12-31	$359,063
Total plan assets at beginning of year	2016-12-31	$0
Value of fidelity bond covering the plan	2016-12-31	$0
Total contributions received or receivable from participants	2016-12-31	$381,807
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-71,163
Net income (gross income less expenses)	2016-12-31	$359,063
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$359,063
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Assets. Value of participant loans	2016-12-31	$10,240
Total contributions received or receivable from employer(s)	2016-12-31	$49,642
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
2015 : MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$2,223
Expenses. Total of all expenses incurred	2015-12-31	$5,405
Total plan assets at end of year	2015-12-31	$319,408
Total plan assets at beginning of year	2015-12-31	$322,590
Value of fidelity bond covering the plan	2015-12-31	$32,259
Total contributions received or receivable from participants	2015-12-31	$19,340
Other income received	2015-12-31	$-17,394
Net income (gross income less expenses)	2015-12-31	$-3,182
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$319,408
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$322,590
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$3,547
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$9,702
Total contributions received or receivable from employer(s)	2015-12-31	$277
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,405
2014 : MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$27,992
Expenses. Total of all expenses incurred	2014-12-31	$13,785
Benefits paid (including direct rollovers)	2014-12-31	$8,541
Total plan assets at end of year	2014-12-31	$322,590
Total plan assets at beginning of year	2014-12-31	$308,383
Value of fidelity bond covering the plan	2014-12-31	$30,839
Total contributions received or receivable from participants	2014-12-31	$17,996
Other income received	2014-12-31	$9,996
Net income (gross income less expenses)	2014-12-31	$14,207
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$322,590
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$308,383
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$12,702
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,244
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$53,486
Expenses. Total of all expenses incurred	2013-12-31	$43,928
Benefits paid (including direct rollovers)	2013-12-31	$38,359
Total plan assets at end of year	2013-12-31	$308,383
Total plan assets at beginning of year	2013-12-31	$298,825
Value of fidelity bond covering the plan	2013-12-31	$30,000
Total contributions received or receivable from participants	2013-12-31	$12,445
Other income received	2013-12-31	$41,041
Net income (gross income less expenses)	2013-12-31	$9,558
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$308,383
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$298,825
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$15,447
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,569
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$43,558
Expenses. Total of all expenses incurred	2012-12-31	$5,214
Total plan assets at end of year	2012-12-31	$298,825
Total plan assets at beginning of year	2012-12-31	$260,481
Value of fidelity bond covering the plan	2012-12-31	$30,000
Total contributions received or receivable from participants	2012-12-31	$14,183
Other income received	2012-12-31	$29,375
Net income (gross income less expenses)	2012-12-31	$38,344
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$298,825
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$260,481
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$15,880
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,214
2011 : MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$15,890
Expenses. Total of all expenses incurred	2011-12-31	$4,415
Total plan assets at end of year	2011-12-31	$260,481
Total plan assets at beginning of year	2011-12-31	$249,006
Value of fidelity bond covering the plan	2011-12-31	$30,000
Total contributions received or receivable from participants	2011-12-31	$14,351
Other income received	2011-12-31	$1,539
Net income (gross income less expenses)	2011-12-31	$11,475
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$260,481
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$249,006
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$15,671
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,415
2010 : MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$44,239
Expenses. Total of all expenses incurred	2010-12-31	$2,006
Total plan assets at end of year	2010-12-31	$249,006
Total plan assets at beginning of year	2010-12-31	$206,773
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$15,024
Other income received	2010-12-31	$23,049
Net income (gross income less expenses)	2010-12-31	$42,233
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$249,006
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$206,773
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$15,420
Total contributions received or receivable from employer(s)	2010-12-31	$6,166
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,006

Form 5500 Responses for MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST

2016: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MORRIS, SIMMONS, AND ASSOCIATES RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	MORRIS, SIMMONS, AND ASSOCIATES
Employer identification number (EIN):	010852225
NAIC Classification:	481000
NAIC Description:	Air Transportation