401k Plan data: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN plan

MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

MORLEY AND ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: MORLEY AND ASSOCIATES, INC.

Employer identification number (EIN): 351383930

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about MORLEY AND ASSOCIATES, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1992-01-28

Company Identification Number: C1815796

Legal Registered Office Address: 1418 4th St

Los Osos
United States of America (USA)
93402

More information about MORLEY AND ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SHARON HOSICK
001 2016-01-01 JOAN MORLEY
001 2015-01-01 JOAN MORLEY
001 2014-01-01 JOAN MORLEY
001 2013-01-01 JOAN MORLEY
001 2012-01-01 JOAN MORLEY
001 2011-01-01 JOAN MORLEY 2012-07-23
001 2010-01-01 JOAN MORLEY 2011-07-12
001 2008-01-01 JOAN M MORLEY

Plan Statistics for MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 27
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 4
Total of all active and inactive participants 2022-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 32
Number of participants with account balances 2022-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 28
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 32
Number of participants with account balances 2021-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 28
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 31
Number of participants with account balances 2020-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 28
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 31
Number of participants with account balances 2019-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 29
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 33
Number of participants with account balances 2018-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 33
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 38
Number of participants with account balances 2017-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 26
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 6
Total of all active and inactive participants 2016-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 32
Number of participants with account balances 2016-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 25
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 6
Total of all active and inactive participants 2015-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 31
Number of participants with account balances 2015-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 29
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 2
Total of all active and inactive participants 2014-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 31
Number of participants with account balances 2014-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 31
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 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 33
Number of participants with account balances 2013-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
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 4
Total of all active and inactive participants 2012-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 37
Number of participants with account balances 2012-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2008: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 36
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 8
Total of all active and inactive participants 2008-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 44
Number of participants with account balances 2008-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 2

Measure	Date	Value
2022: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	27
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	4
Total of all active and inactive participants	2022-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	32
Number of participants with account balances	2022-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	28
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	32
Number of participants with account balances	2021-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	28
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	31
Number of participants with account balances	2020-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	28
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	31
Number of participants with account balances	2019-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	29
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	33
Number of participants with account balances	2018-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	33
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	38
Number of participants with account balances	2017-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	26
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	6
Total of all active and inactive participants	2016-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	32
Number of participants with account balances	2016-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	25
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	6
Total of all active and inactive participants	2015-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	31
Number of participants with account balances	2015-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	29
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	2
Total of all active and inactive participants	2014-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	31
Number of participants with account balances	2014-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	31
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	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	33
Number of participants with account balances	2013-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
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	4
Total of all active and inactive participants	2012-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	37
Number of participants with account balances	2012-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2008: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	36
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	8
Total of all active and inactive participants	2008-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	44
Number of participants with account balances	2008-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	2

Financial Data on MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-391,035
Expenses. Total of all expenses incurred	2022-12-31	$7,774
Benefits paid (including direct rollovers)	2022-12-31	$7,699
Total plan assets at end of year	2022-12-31	$2,420,718
Total plan assets at beginning of year	2022-12-31	$2,819,527
Value of fidelity bond covering the plan	2022-12-31	$300,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$188,117
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-579,152
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-398,809
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,420,718
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,819,527
Assets. Value of participant loans	2022-12-31	$3,378
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
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	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$75
2021 : MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$542,509
Expenses. Total of all expenses incurred	2021-12-31	$384,815
Benefits paid (including direct rollovers)	2021-12-31	$384,696
Total plan assets at end of year	2021-12-31	$2,819,527
Total plan assets at beginning of year	2021-12-31	$2,661,833
Value of fidelity bond covering the plan	2021-12-31	$300,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$192,424
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$350,085
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$157,694
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,819,527
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,661,833
Assets. Value of participant loans	2021-12-31	$4,918
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
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	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$119
2020 : MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$550,851
Expenses. Total of all expenses incurred	2020-12-31	$22,245
Benefits paid (including direct rollovers)	2020-12-31	$22,125
Total plan assets at end of year	2020-12-31	$2,661,833
Total plan assets at beginning of year	2020-12-31	$2,133,227
Value of fidelity bond covering the plan	2020-12-31	$300,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$146,286
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$404,565
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$528,606
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,661,833
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,133,227
Assets. Value of participant loans	2020-12-31	$26,726
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
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	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$70
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$50
2019 : MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$519,198
Expenses. Total of all expenses incurred	2019-12-31	$135,168
Benefits paid (including direct rollovers)	2019-12-31	$128,104
Total plan assets at end of year	2019-12-31	$2,133,227
Total plan assets at beginning of year	2019-12-31	$1,749,197
Value of fidelity bond covering the plan	2019-12-31	$200,000
Total contributions received or receivable from participants	2019-12-31	$113,753
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$405,445
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$384,030
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,133,227
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,749,197
Assets. Value of participant loans	2019-12-31	$32,946
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$6,714
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$350
2018 : MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-1,474
Expenses. Total of all expenses incurred	2018-12-31	$177,211
Benefits paid (including direct rollovers)	2018-12-31	$177,011
Total plan assets at end of year	2018-12-31	$1,749,197
Total plan assets at beginning of year	2018-12-31	$1,927,882
Value of fidelity bond covering the plan	2018-12-31	$200,000
Total contributions received or receivable from participants	2018-12-31	$105,664
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-107,138
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-178,685
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,749,197
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,927,882
Assets. Value of participant loans	2018-12-31	$2,602
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$200
2017 : MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$398,655
Expenses. Total of all expenses incurred	2017-12-31	$35,505
Benefits paid (including direct rollovers)	2017-12-31	$35,399
Total plan assets at end of year	2017-12-31	$1,927,882
Total plan assets at beginning of year	2017-12-31	$1,564,732
Value of fidelity bond covering the plan	2017-12-31	$200,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$91,796
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$306,859
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$363,150
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,927,882
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,564,732
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
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	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$106
2016 : MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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	$177,508
Expenses. Total of all expenses incurred	2016-12-31	$91,898
Benefits paid (including direct rollovers)	2016-12-31	$91,785
Total plan assets at end of year	2016-12-31	$1,564,732
Total plan assets at beginning of year	2016-12-31	$1,479,122
Value of fidelity bond covering the plan	2016-12-31	$155,000
Total contributions received or receivable from participants	2016-12-31	$75,850
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	$101,658
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$85,610
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,564,732
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,479,122
Assets. Value of participant loans	2016-12-31	$1,011
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	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$0
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	$113
2015 : MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
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	$90,312
Expenses. Total of all expenses incurred	2015-12-31	$65,744
Benefits paid (including direct rollovers)	2015-12-31	$60,515
Total plan assets at end of year	2015-12-31	$1,479,122
Total plan assets at beginning of year	2015-12-31	$1,454,554
Value of fidelity bond covering the plan	2015-12-31	$140,000
Total contributions received or receivable from participants	2015-12-31	$96,565
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-6,253
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$24,568
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,479,122
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,454,554
Assets. Value of participant loans	2015-12-31	$4,143
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$5,054
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$175
2014 : MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
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	$183,586
Expenses. Total of all expenses incurred	2014-12-31	$11,580
Benefits paid (including direct rollovers)	2014-12-31	$6,777
Total plan assets at end of year	2014-12-31	$1,454,554
Total plan assets at beginning of year	2014-12-31	$1,282,548
Value of fidelity bond covering the plan	2014-12-31	$140,000
Total contributions received or receivable from participants	2014-12-31	$103,588
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$79,998
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$172,006
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,454,554
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,282,548
Assets. Value of participant loans	2014-12-31	$20,204
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$4,609
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$194
2013 : MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$305,478
Expenses. Total of all expenses incurred	2013-12-31	$45,738
Benefits paid (including direct rollovers)	2013-12-31	$42,190
Total plan assets at end of year	2013-12-31	$1,282,548
Total plan assets at beginning of year	2013-12-31	$1,022,808
Value of fidelity bond covering the plan	2013-12-31	$140,000
Total contributions received or receivable from participants	2013-12-31	$92,289
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$213,189
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$259,740
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,282,548
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,022,808
Assets. Value of participant loans	2013-12-31	$22,795
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$370
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,178
2012 : MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$163,600
Expenses. Total of all expenses incurred	2012-12-31	$110,881
Benefits paid (including direct rollovers)	2012-12-31	$110,656
Total plan assets at end of year	2012-12-31	$1,022,808
Total plan assets at beginning of year	2012-12-31	$970,089
Value of fidelity bond covering the plan	2012-12-31	$140,000
Total contributions received or receivable from participants	2012-12-31	$81,231
Other income received	2012-12-31	$82,369
Net income (gross income less expenses)	2012-12-31	$52,719
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,022,808
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$970,089
Assets. Value of participant loans	2012-12-31	$12,432
Value of corrective distributions	2012-12-31	$62
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$163
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2008 : MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$-277,723
Expenses. Total of all expenses incurred	2008-12-31	$123,397
Benefits paid (including direct rollovers)	2008-12-31	$121,908
Total plan assets at end of year	2008-12-31	$1,022,260
Total plan assets at beginning of year	2008-12-31	$1,423,380
Value of fidelity bond covering the plan	2008-12-31	$140,000
Total contributions received or receivable from participants	2008-12-31	$107,571
Other income received	2008-12-31	$-414,217
Net income (gross income less expenses)	2008-12-31	$-401,120
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$1,022,260
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$1,423,380
Assets. Value of participant loans	2008-12-31	$10,532
Total contributions received or receivable from employer(s)	2008-12-31	$28,923
Value of corrective distributions	2008-12-31	$579
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$910

Form 5500 Responses for MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2022: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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
2020: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2008: MORLEY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA39345

Policy instance

Insurance contract or identification number	GA39345
Number of Individuals Covered	44
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $569
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MORLEY AND ASSOCIATES, INC.
Employer identification number (EIN):	351383930
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1992-01-28
Company Identification Number:	C1815796
Legal Registered Office Address:	1418 4th St Los Osos United States of America (USA) 93402