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| Plan Name | MORRIS BEAN RETIREMENT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | MORRIS BEAN & COMPANY |
| Employer identification number (EIN): | 310510640 |
| NAIC Classification: | 331500 |
Additional information about MORRIS BEAN & COMPANY
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1946-01-30 |
| Company Identification Number: | 192775 |
| Legal Registered Office Address: |
777 E HYDE RD PO BOX 108 - YELLOW SPGS United States of America (USA) 45387 |
More information about MORRIS BEAN & COMPANY
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-04-01 | PATRICIA OLDIGES | 2024-10-31 | ||
| 002 | 2022-04-01 | PATRICIA OLDIGES, TRUSTEE | 2023-08-08 | L.E. KLEINSCHNITZ | 2023-08-08 |
| 002 | 2021-04-01 | PATRICIA OLDIGES, TRUSTEE | 2022-07-11 | L.E. KLEINSCHNITZ, ASST SEC-TREAS | 2022-07-11 |
| 002 | 2020-04-01 | PATRICIA OLDIGES, TRUSTEE | 2021-06-10 | L.E. KLEINSCHNITZ, ASST SEC-TREAS | 2021-06-10 |
| 002 | 2019-04-01 | PATRICIA OLDIGES, TRUSTEE | 2020-07-17 | L.E. KLEINSCHNITZ ASST SEC-TREAS | 2020-07-17 |
| 002 | 2018-04-01 | PATRICIA OLDIGES TRUSTEE | 2019-08-09 | L.E. KLEINSCHNITZ ASST SEC-TREAS | 2019-08-09 |
| 002 | 2017-04-01 | PATRICIA OLDIGES TRUSTEE | 2018-10-09 | L.E. KLEINSCHNITZ ASST SEC-TREAS | 2018-10-09 |
| 002 | 2016-04-01 | PATRICIA OLDIGES TRUSTEE | 2017-10-26 | L.E. KLEINSCHNITZ ASST SEC-TREAS | 2017-10-26 |
| 002 | 2015-04-01 | PATRICIA OLDIGES TRUSTEE | 2016-09-23 | L.E. KLEINSCHNITZ ASST SEC-TREAS | 2016-09-23 |
| 002 | 2014-04-01 | PATRICIA OLDIGES TRUSTEE | 2015-09-11 | L.E. KLEINSCHNITZ ASST SEC-TREAS | 2015-09-11 |
| 002 | 2013-04-01 | PATRICIA OLDIGES TRUSTEE | 2014-08-20 | L.E. KLEINSCHNITZ ASST SEC-TREAS | 2014-08-20 |
| 002 | 2012-04-01 | PATRICIA OLDIGES ADMINISTRATOR | 2013-12-10 | L.E. KLEINSCHNITZ ASST SECRETARY | 2013-12-10 |
| 002 | 2011-04-01 | PATRICIA OLDIGES | 2012-12-10 | L. E. KLEINSCHNITZ | 2012-12-10 |
| 002 | 2010-04-01 | TRICIA OLDIGES | 2012-01-09 | L. E. KLEINSCHNITZ | 2012-01-09 |
| 002 | 2009-04-01 | TRICIA OLDIGES | L. E. KLEINSCHNITZ ASST SEC-TREAS | 2011-01-04 |
| Measure | Date | Value |
|---|---|---|
| 2025 : MORRIS BEAN RETIREMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-08-07 | 1326944 |
| Net assets as of the end of the plan year | 2025-08-07 | 8061517 |
| Total assets as of the beginning of the plan year | 2025-08-07 | 8674218 |
| Value of plan covered by a fidelity bond | 2025-08-07 | 500000 |
| Participant contributions to plan in this plan year | 2025-08-07 | 249023 |
| Value of participant loans at end of plan year | 2025-08-07 | 11319 |
| Other income to plan in this plan year | 2025-08-07 | 319718 |
| Plan net income in this plan year | 2025-08-07 | -612701 |
| Net assets as of the end of the plan year | 2025-08-07 | 8061517 |
| Net assets as of the beginning of the plan year | 2025-08-07 | 8674218 |
| Employer contributions to plan in this plan year | 2025-08-07 | 145502 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-07 | 238 |
| 2024 : MORRIS BEAN RETIREMENT PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-31 | 205340 |
| Net assets as of the end of the plan year | 2024-10-31 | 8674218 |
| Total assets as of the beginning of the plan year | 2024-10-31 | 7235241 |
| Value of plan covered by a fidelity bond | 2024-10-31 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-31 | 253637 |
| Value of participant loans at end of plan year | 2024-10-31 | 10614 |
| Other income to plan in this plan year | 2024-10-31 | 1249582 |
| Plan net income in this plan year | 2024-10-31 | 1438977 |
| Net assets as of the end of the plan year | 2024-10-31 | 8674218 |
| Net assets as of the beginning of the plan year | 2024-10-31 | 7235241 |
| Employer contributions to plan in this plan year | 2024-10-31 | 141098 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-31 | 292 |
| 2010 : MORRIS BEAN RETIREMENT PLAN 2010 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |
| 2009: MORRIS BEAN RETIREMENT PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Submission has been amended | No |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-04-01 | Plan is a collectively bargained plan | No |
| 2009-04-01 | Plan funding arrangement – Insurance | Yes |
| 2009-04-01 | Plan funding arrangement – Trust | Yes |
| 2009-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-04-01 | Plan benefit arrangement - Trust | Yes |
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