MORRIS, DOWNING & SHERRED, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN
401k plan membership statisitcs for MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN
Measure | Date | Value |
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2015: MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 22 |
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 | 4 |
Total of all active and inactive participants | 2015-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 26 |
Number of participants with account balances | 2015-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 25 |
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 | 5 |
Total of all active and inactive participants | 2014-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 30 |
Number of participants with account balances | 2014-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 18 |
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 | 6 |
Total of all active and inactive participants | 2013-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 24 |
Number of participants with account balances | 2013-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 19 |
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 | 6 |
Total of all active and inactive participants | 2012-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 25 |
Number of participants with account balances | 2012-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 20 |
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 | 6 |
Total of all active and inactive participants | 2011-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 26 |
Number of participants with account balances | 2011-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 19 |
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 | 8 |
Total of all active and inactive participants | 2009-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 27 |
Number of participants with account balances | 2009-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2015 : MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $370 |
Expenses. Total of all expenses incurred | 2015-12-31 | $354,391 |
Benefits paid (including direct rollovers) | 2015-12-31 | $354,343 |
Total plan assets at end of year | 2015-12-31 | $2,595,582 |
Total plan assets at beginning of year | 2015-12-31 | $2,949,603 |
Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
Total contributions received or receivable from participants | 2015-12-31 | $50,819 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $48 |
Other income received | 2015-12-31 | $-80,592 |
Net income (gross income less expenses) | 2015-12-31 | $-354,021 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,595,582 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,949,603 |
Assets. Value of participant loans | 2015-12-31 | $32,349 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $30,143 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $84,650 |
Expenses. Total of all expenses incurred | 2014-12-31 | $67,920 |
Benefits paid (including direct rollovers) | 2014-12-31 | $67,871 |
Total plan assets at end of year | 2014-12-31 | $2,949,603 |
Total plan assets at beginning of year | 2014-12-31 | $2,932,873 |
Total contributions received or receivable from participants | 2014-12-31 | $34,579 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $49 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $4,595 |
Net income (gross income less expenses) | 2014-12-31 | $16,730 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,949,603 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,932,873 |
Assets. Value of participant loans | 2014-12-31 | $47,025 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $45,476 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $554,100 |
Expenses. Total of all expenses incurred | 2013-12-31 | $157,600 |
Benefits paid (including direct rollovers) | 2013-12-31 | $142,552 |
Total plan assets at end of year | 2013-12-31 | $2,932,873 |
Total plan assets at beginning of year | 2013-12-31 | $2,536,373 |
Total contributions received or receivable from participants | 2013-12-31 | $30,215 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $47 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $483,848 |
Net income (gross income less expenses) | 2013-12-31 | $396,500 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,932,873 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,536,373 |
Assets. Value of participant loans | 2013-12-31 | $62,259 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $40,037 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $15,001 |
Value of corrective distributions | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $350,463 |
Expenses. Total of all expenses incurred | 2012-12-31 | $67,542 |
Benefits paid (including direct rollovers) | 2012-12-31 | $67,497 |
Total plan assets at end of year | 2012-12-31 | $2,536,373 |
Total plan assets at beginning of year | 2012-12-31 | $2,253,452 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Total contributions received or receivable from participants | 2012-12-31 | $28,902 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $45 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $269,844 |
Net income (gross income less expenses) | 2012-12-31 | $282,921 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,536,373 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,253,452 |
Assets. Value of participant loans | 2012-12-31 | $53,831 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $51,717 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $106,627 |
Expenses. Total of all expenses incurred | 2011-12-31 | $777,913 |
Benefits paid (including direct rollovers) | 2011-12-31 | $777,873 |
Total plan assets at end of year | 2011-12-31 | $2,253,452 |
Total plan assets at beginning of year | 2011-12-31 | $2,924,738 |
Total contributions received or receivable from participants | 2011-12-31 | $21,322 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $40 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $5,871 |
Net income (gross income less expenses) | 2011-12-31 | $-671,286 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,253,452 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,924,738 |
Assets. Value of participant loans | 2011-12-31 | $74,058 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $79,434 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $454,027 |
Expenses. Total of all expenses incurred | 2010-12-31 | $42,331 |
Benefits paid (including direct rollovers) | 2010-12-31 | $42,290 |
Total plan assets at end of year | 2010-12-31 | $2,924,738 |
Total plan assets at beginning of year | 2010-12-31 | $2,513,041 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Total contributions received or receivable from participants | 2010-12-31 | $14,630 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $-1,532 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $347,298 |
Net income (gross income less expenses) | 2010-12-31 | $411,696 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,924,738 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,513,041 |
Assets. Value of participant loans | 2010-12-31 | $53,786 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $92,099 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $1,573 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2015: MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2015 form 5500 responses |
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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, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2014 form 5500 responses |
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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, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2013 form 5500 responses |
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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, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2012 form 5500 responses |
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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, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2011 form 5500 responses |
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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 |
2009: MORRIS, DOWNING & SHERRED, LLP PROFIT SHARING PLAN 2009 form 5500 responses |
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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 |