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Plan Name | MORGAN ENGINEERING SYSTEMS, INC. 401(K) |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | MORGAN ENGINEERING SYSTEMS, INC. |
Employer identification number (EIN): | 272137101 |
NAIC Classification: | 333200 |
Additional information about MORGAN ENGINEERING SYSTEMS, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 2010-02-26 |
Company Identification Number: | 1918336 |
Legal Registered Office Address: |
220 MARKET AVENUE SOUTH - #1000 - CANTON United States of America (USA) 44702 |
More information about MORGAN ENGINEERING SYSTEMS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | MARK FEDOR | 2021-07-06 | ||
002 | 2019-01-01 | MARK FEDOR | 2020-09-18 | ||
002 | 2018-01-01 | MARK FEDOR | 2019-07-18 | ||
002 | 2017-01-01 | MARK FEDOR | 2018-07-19 | ||
002 | 2016-01-01 | MARK FEDOR | 2017-07-12 | ||
002 | 2015-01-01 | MARK FEDOR | 2016-07-26 | ||
002 | 2014-01-01 | MARK FEDOR | 2015-08-26 | MARK FEDOR | 2015-08-26 |
002 | 2013-01-01 | MARK FEDOR | 2014-07-28 | MARK FEDOR | 2014-07-28 |
002 | 2012-01-01 | MARK FEDOR | 2013-05-22 | ||
002 | 2011-01-01 | MARK FEDOR | 2012-07-11 | ||
002 | 2010-01-01 | MARK FEDOR |
Measure | Date | Value |
---|---|---|
2022: MORGAN ENGINEERING SYSTEMS, INC. 401(K) 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 11 |
Total of all active and inactive participants | 2022-01-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 3 |
Total participants | 2022-01-01 | 173 |
Number of participants with account balances | 2022-01-01 | 121 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MORGAN ENGINEERING SYSTEMS, INC. 401(K) 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 147 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 14 |
Total of all active and inactive participants | 2021-01-01 | 161 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 163 |
Number of participants with account balances | 2021-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2010: MORGAN ENGINEERING SYSTEMS, INC. 401(K) 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 87 |
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 | 11 |
Total of all active and inactive participants | 2010-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 98 |
Number of participants with account balances | 2010-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2022 : MORGAN ENGINEERING SYSTEMS, INC. 401(K) 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-321,379 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,030,171 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $993,054 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,363,597 |
Value of total assets at end of year | 2022-12-31 | $8,898,997 |
Value of total assets at beginning of year | 2022-12-31 | $10,250,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $37,117 |
Total interest from all sources | 2022-12-31 | $6,350 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $414,155 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $414,155 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $808,721 |
Participant contributions at end of year | 2022-12-31 | $129,809 |
Participant contributions at beginning of year | 2022-12-31 | $135,906 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $591,692 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $468,474 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $181,482 |
Other income not declared elsewhere | 2022-12-31 | $-35,343 |
Administrative expenses (other) incurred | 2022-12-31 | $22,252 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,351,550 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,898,997 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,250,547 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $14,865 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,808,242 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $9,273,228 |
Interest on participant loans | 2022-12-31 | $6,350 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $369,254 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $372,939 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $372,939 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,070,138 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $373,394 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $993,054 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | 415 GROUP |
Accountancy firm EIN | 2022-12-31 | 341341400 |
2021 : MORGAN ENGINEERING SYSTEMS, INC. 401(K) 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,663,918 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $364,701 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $315,870 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,205,773 |
Value of total assets at end of year | 2021-12-31 | $10,250,547 |
Value of total assets at beginning of year | 2021-12-31 | $7,951,330 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $48,831 |
Total interest from all sources | 2021-12-31 | $7,386 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $595,227 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $595,227 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $655,172 |
Participant contributions at end of year | 2021-12-31 | $135,906 |
Participant contributions at beginning of year | 2021-12-31 | $152,540 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $468,474 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $306,081 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $236,304 |
Other income not declared elsewhere | 2021-12-31 | $59,343 |
Administrative expenses (other) incurred | 2021-12-31 | $19,618 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,299,217 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,250,547 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,951,330 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $29,213 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $9,273,228 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,402,952 |
Interest on participant loans | 2021-12-31 | $7,386 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $372,939 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $89,757 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $89,757 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $796,189 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $314,297 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $315,870 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | 415 GROUP |
Accountancy firm EIN | 2021-12-31 | 341341400 |
2010 : MORGAN ENGINEERING SYSTEMS, INC. 401(K) 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $439,305 |
Expenses. Total of all expenses incurred | 2010-12-31 | $32,743 |
Benefits paid (including direct rollovers) | 2010-12-31 | $32,743 |
Total plan assets at end of year | 2010-12-31 | $2,126,913 |
Total plan assets at beginning of year | 2010-12-31 | $1,720,351 |
Value of fidelity bond covering the plan | 2010-12-31 | $120,000 |
Total contributions received or receivable from participants | 2010-12-31 | $197,481 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $9,000 |
Other income received | 2010-12-31 | $198,624 |
Net income (gross income less expenses) | 2010-12-31 | $406,562 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,126,913 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,720,351 |
Assets. Value of participant loans | 2010-12-31 | $6,334 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $34,200 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2022: MORGAN ENGINEERING SYSTEMS, INC. 401(K) 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MORGAN ENGINEERING SYSTEMS, INC. 401(K) 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2010: MORGAN ENGINEERING SYSTEMS, INC. 401(K) 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 |