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MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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 COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MORLEY COMPANIES, INC.
Employer identification number (EIN):382687736
NAIC Classification:561500

Additional information about MORLEY COMPANIES, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1991-04-15
Company Identification Number: 19911025667
Legal Registered Office Address: 20 Boulder Crescent St Ste 100

Colorado Springs
United States of America (USA)
80903

More information about MORLEY COMPANIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RICHARD MOTT
0012016-01-01RICHARD MOTT
0012015-01-01RICHARD J. MOTT
0012014-01-01RICHARD J. MOTT
0012013-01-01RICHARD J. MOTT
0012012-01-01RICHARD J. MOTT
0012011-01-01RICHARD J. MOTT
0012010-01-01RICHARD J. MOTT
0012009-01-01RICHARD J. MOTT

Plan Statistics for MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011,855
Total number of active participants reported on line 7a of the Form 55002022-01-011,879
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01172
Total of all active and inactive participants2022-01-012,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-012,058
Number of participants with account balances2022-01-011,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01109
2021: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-012,129
Total number of active participants reported on line 7a of the Form 55002021-01-011,634
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-01136
Total of all active and inactive participants2021-01-011,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,782
Number of participants with account balances2021-01-01834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0167
2020: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-012,211
Total number of active participants reported on line 7a of the Form 55002020-01-011,898
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-01171
Total of all active and inactive participants2020-01-012,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,078
Number of participants with account balances2020-01-01858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0158
2019: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,943
Total number of active participants reported on line 7a of the Form 55002019-01-011,871
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01152
Total of all active and inactive participants2019-01-012,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,028
Number of participants with account balances2019-01-01865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01128
2018: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,834
Total number of active participants reported on line 7a of the Form 55002018-01-011,615
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01165
Total of all active and inactive participants2018-01-011,784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,784
Number of participants with account balances2018-01-01896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0183
2017: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,893
Total number of active participants reported on line 7a of the Form 55002017-01-011,380
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01186
Total of all active and inactive participants2017-01-011,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,566
Number of participants with account balances2017-01-01813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0152
2016: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,731
Total number of active participants reported on line 7a of the Form 55002016-01-011,677
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01158
Total of all active and inactive participants2016-01-011,835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,835
Number of participants with account balances2016-01-01785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0176
2015: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011,604
Total number of active participants reported on line 7a of the Form 55002015-01-011,414
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01129
Total of all active and inactive participants2015-01-011,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,543
Number of participants with account balances2015-01-01757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0192
2014: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011,269
Total number of active participants reported on line 7a of the Form 55002014-01-011,459
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01105
Total of all active and inactive participants2014-01-011,564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,564
Number of participants with account balances2014-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0137
2013: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01982
Total number of active participants reported on line 7a of the Form 55002013-01-011,178
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0187
Total of all active and inactive participants2013-01-011,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,265
Number of participants with account balances2013-01-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0138
2012: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01761
Total number of active participants reported on line 7a of the Form 55002012-01-01952
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-011,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,009
Number of participants with account balances2012-01-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0133
2011: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01649
Total number of active participants reported on line 7a of the Form 55002011-01-01641
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0168
Total of all active and inactive participants2011-01-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01709
Number of participants with account balances2011-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0127
2010: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01596
Total number of active participants reported on line 7a of the Form 55002010-01-01552
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0160
Total of all active and inactive participants2010-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01612
Number of participants with account balances2010-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0117
2009: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01216
Total number of active participants reported on line 7a of the Form 55002009-01-01182
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01216
Number of participants with account balances2009-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$39,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$52,146
Total income from all sources (including contributions)2022-12-31$-4,680,693
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,836,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,810,167
Value of total corrective distributions2022-12-31$578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,682,324
Value of total assets at end of year2022-12-31$33,257,068
Value of total assets at beginning of year2022-12-31$40,786,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,597
Total interest from all sources2022-12-31$28,735
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,357,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,357,353
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$4,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,218,675
Participant contributions at end of year2022-12-31$663,301
Participant contributions at beginning of year2022-12-31$576,639
Participant contributions at end of year2022-12-31$87,964
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$171,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$39,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$52,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,517,035
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,217,718
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$40,734,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,475,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$40,210,260
Interest on participant loans2022-12-31$28,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,749,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$291,826
Employer contributions (assets) at end of year2022-12-31$30,191
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,810,167
Contract administrator fees2022-12-31$25,597
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31REHMANN ROBSON LLC
Accountancy firm EIN2022-12-31383635706
2021 : MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$52,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$65,765
Total income from all sources (including contributions)2021-12-31$7,474,312
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,399,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,362,538
Value of total corrective distributions2021-12-31$35
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,036,981
Value of total assets at end of year2021-12-31$40,786,899
Value of total assets at beginning of year2021-12-31$37,725,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,615
Total interest from all sources2021-12-31$36,860
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,352,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,352,728
Administrative expenses professional fees incurred2021-12-31$7,051
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,903,486
Participant contributions at end of year2021-12-31$576,639
Participant contributions at beginning of year2021-12-31$823,587
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$111,772
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$52,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$65,765
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$3,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,075,124
Value of net assets at end of year (total assets less liabilities)2021-12-31$40,734,753
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,659,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$40,210,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,896,421
Interest on participant loans2021-12-31$36,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,047,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$21,723
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,362,538
Contract administrator fees2021-12-31$29,564
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31REHMANN ROBSON LLC
Accountancy firm EIN2021-12-31383635706
2020 : MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$65,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$239,324
Total income from all sources (including contributions)2020-12-31$7,799,746
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,926,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,852,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,179,432
Value of total assets at end of year2020-12-31$37,725,394
Value of total assets at beginning of year2020-12-31$32,025,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$74,376
Total interest from all sources2020-12-31$29,937
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,630,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,630,494
Administrative expenses professional fees incurred2020-12-31$17,208
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$4,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,912,403
Participant contributions at end of year2020-12-31$823,587
Participant contributions at beginning of year2020-12-31$594,523
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$84,865
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$37,072
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$65,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$239,324
Total non interest bearing cash at end of year2020-12-31$3,708
Total non interest bearing cash at beginning of year2020-12-31$183,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,873,099
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,659,629
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,786,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,896,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,132,696
Interest on participant loans2020-12-31$29,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,959,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$229,957
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$27,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,852,271
Contract administrator fees2020-12-31$57,168
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31REHMANN ROBSON LLC
Accountancy firm EIN2020-12-31383635706
2019 : MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$239,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$45,848
Total income from all sources (including contributions)2019-12-31$8,803,510
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,632,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,549,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,038,991
Value of total assets at end of year2019-12-31$32,025,854
Value of total assets at beginning of year2019-12-31$25,661,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,844
Total interest from all sources2019-12-31$27,616
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,657,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,657,394
Administrative expenses professional fees incurred2019-12-31$5,804
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$4,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,081,111
Participant contributions at end of year2019-12-31$594,523
Participant contributions at beginning of year2019-12-31$560,486
Participant contributions at end of year2019-12-31$84,865
Participant contributions at beginning of year2019-12-31$75,168
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$198,361
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,301
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$239,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$45,848
Total non interest bearing cash at end of year2019-12-31$183,941
Total non interest bearing cash at beginning of year2019-12-31$6,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,170,589
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,786,530
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,615,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,132,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,991,519
Interest on participant loans2019-12-31$27,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,079,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$759,519
Employer contributions (assets) at end of year2019-12-31$27,528
Employer contributions (assets) at beginning of year2019-12-31$26,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,549,077
Contract administrator fees2019-12-31$78,040
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REHMANN ROBSON LLC
Accountancy firm EIN2019-12-31383635706
2018 : MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$45,848
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$39,315
Total income from all sources (including contributions)2018-12-31$1,216,996
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,560,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,497,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,811,633
Value of total assets at end of year2018-12-31$25,661,789
Value of total assets at beginning of year2018-12-31$26,998,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$62,974
Total interest from all sources2018-12-31$22,030
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,772,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,772,453
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,974,190
Participant contributions at end of year2018-12-31$560,486
Participant contributions at beginning of year2018-12-31$550,996
Participant contributions at end of year2018-12-31$75,168
Participant contributions at beginning of year2018-12-31$64,593
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$111,645
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$45,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$39,315
Total non interest bearing cash at end of year2018-12-31$6,250
Total non interest bearing cash at beginning of year2018-12-31$17,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,343,205
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,615,941
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,959,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,991,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,340,160
Interest on participant loans2018-12-31$22,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,389,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$725,798
Employer contributions (assets) at end of year2018-12-31$26,966
Employer contributions (assets) at beginning of year2018-12-31$23,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,497,227
Contract administrator fees2018-12-31$62,974
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REHMANN ROBSON LLC
Accountancy firm EIN2018-12-31383635706
2017 : MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$39,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$29,937
Total income from all sources (including contributions)2017-12-31$6,230,729
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,154,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,093,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,579,981
Value of total assets at end of year2017-12-31$26,998,461
Value of total assets at beginning of year2017-12-31$21,913,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,623
Total interest from all sources2017-12-31$16,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,351,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,351,929
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$4,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,720,716
Participant contributions at end of year2017-12-31$550,996
Participant contributions at beginning of year2017-12-31$448,092
Participant contributions at end of year2017-12-31$64,593
Participant contributions at beginning of year2017-12-31$63,142
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$232,544
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$39,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$29,937
Total non interest bearing cash at end of year2017-12-31$17,153
Total non interest bearing cash at beginning of year2017-12-31$18,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,075,995
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,959,146
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,883,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,340,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,360,664
Interest on participant loans2017-12-31$16,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,282,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$626,721
Employer contributions (assets) at end of year2017-12-31$23,332
Employer contributions (assets) at beginning of year2017-12-31$22,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,093,111
Contract administrator fees2017-12-31$61,623
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REHMANN ROBSON LLC
Accountancy firm EIN2017-12-31383635706
2016 : MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$29,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$25,307
Total income from all sources (including contributions)2016-12-31$3,241,894
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$952,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$896,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,289,380
Value of total assets at end of year2016-12-31$21,913,088
Value of total assets at beginning of year2016-12-31$19,618,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$55,985
Total interest from all sources2016-12-31$12,522
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$811,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$811,881
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$4,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,580,858
Participant contributions at end of year2016-12-31$448,092
Participant contributions at beginning of year2016-12-31$389,297
Participant contributions at end of year2016-12-31$63,142
Participant contributions at beginning of year2016-12-31$55,835
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$122,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$29,937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$25,307
Other income not declared elsewhere2016-12-31$2,507
Total non interest bearing cash at end of year2016-12-31$18,221
Total non interest bearing cash at beginning of year2016-12-31$9,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,289,482
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,883,151
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,593,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,360,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,143,566
Interest on participant loans2016-12-31$12,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$125,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$586,330
Employer contributions (assets) at end of year2016-12-31$22,969
Employer contributions (assets) at beginning of year2016-12-31$20,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$896,427
Contract administrator fees2016-12-31$55,985
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REHMANN ROBSON LLC
Accountancy firm EIN2016-12-31383635706
2015 : MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$25,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$47,071
Total income from all sources (including contributions)2015-12-31$2,222,933
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,153,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,085,009
Value of total corrective distributions2015-12-31$13,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,294,446
Value of total assets at end of year2015-12-31$19,618,976
Value of total assets at beginning of year2015-12-31$18,571,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$55,477
Total interest from all sources2015-12-31$14,770
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,207,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,207,643
Administrative expenses professional fees incurred2015-12-31$55,477
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,560,081
Participant contributions at end of year2015-12-31$389,297
Participant contributions at beginning of year2015-12-31$457,502
Participant contributions at end of year2015-12-31$55,835
Participant contributions at beginning of year2015-12-31$46,815
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$201,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$25,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$47,071
Total non interest bearing cash at end of year2015-12-31$9,361
Total non interest bearing cash at beginning of year2015-12-31$12,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,069,446
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,593,669
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,524,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,143,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,037,185
Interest on participant loans2015-12-31$14,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,293,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$532,475
Employer contributions (assets) at end of year2015-12-31$20,917
Employer contributions (assets) at beginning of year2015-12-31$17,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,085,009
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REHMANN ROBSON LLC
Accountancy firm EIN2015-12-31383635706
2014 : MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$47,071
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$59,134
Total income from all sources (including contributions)2014-12-31$2,954,410
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$443,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$389,768
Value of total corrective distributions2014-12-31$9,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,079,558
Value of total assets at end of year2014-12-31$18,571,294
Value of total assets at beginning of year2014-12-31$16,072,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$44,348
Total interest from all sources2014-12-31$15,605
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,245,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,245,220
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,391,203
Participant contributions at end of year2014-12-31$457,502
Participant contributions at beginning of year2014-12-31$490,294
Participant contributions at end of year2014-12-31$46,815
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$228,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$47,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$59,134
Other income not declared elsewhere2014-12-31$6
Total non interest bearing cash at end of year2014-12-31$12,510
Total non interest bearing cash at beginning of year2014-12-31$4,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,511,100
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,524,223
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,013,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,037,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,577,477
Interest on participant loans2014-12-31$15,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-385,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$459,691
Employer contributions (assets) at end of year2014-12-31$17,282
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$389,768
Contract administrator fees2014-12-31$44,348
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REHMANN ROBSON, LLC
Accountancy firm EIN2014-12-31383635706
2013 : MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$59,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$28,434
Total income from all sources (including contributions)2013-12-31$4,527,835
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$358,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$320,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,757,507
Value of total assets at end of year2013-12-31$16,072,257
Value of total assets at beginning of year2013-12-31$11,872,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,842
Total interest from all sources2013-12-31$12,871
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$628,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$628,244
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,230,386
Participant contributions at end of year2013-12-31$490,294
Participant contributions at beginning of year2013-12-31$378,210
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$68,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$59,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$28,434
Other income not declared elsewhere2013-12-31$854
Total non interest bearing cash at end of year2013-12-31$4,486
Total non interest bearing cash at beginning of year2013-12-31$6,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,168,860
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,013,123
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,844,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,577,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,487,692
Interest on participant loans2013-12-31$12,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,128,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$458,707
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$320,133
Contract administrator fees2013-12-31$38,842
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REHMANN ROBSON, LLC
Accountancy firm EIN2013-12-31383635706
2012 : MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,543
Total income from all sources (including contributions)2012-12-31$2,658,141
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$407,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$374,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,435,906
Value of total assets at end of year2012-12-31$11,872,697
Value of total assets at beginning of year2012-12-31$9,615,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$33,455
Total interest from all sources2012-12-31$11,957
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$284,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$284,781
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,042,008
Participant contributions at end of year2012-12-31$378,210
Participant contributions at beginning of year2012-12-31$365,904
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$28,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$21,543
Other income not declared elsewhere2012-12-31$4,753
Total non interest bearing cash at end of year2012-12-31$6,795
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,250,341
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,844,263
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,593,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,487,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,249,561
Interest on participant loans2012-12-31$11,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$920,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$378,224
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$374,345
Contract administrator fees2012-12-31$33,455
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REHMANN ACCOUNTING, LLC
Accountancy firm EIN2012-12-31383635706
2011 : MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,083,049
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$763,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$721,516
Value of total corrective distributions2011-12-31$21,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,300,949
Value of total assets at end of year2011-12-31$9,615,465
Value of total assets at beginning of year2011-12-31$9,274,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,214
Total interest from all sources2011-12-31$19,886
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$120,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$120,112
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$897,416
Participant contributions at end of year2011-12-31$365,904
Participant contributions at beginning of year2011-12-31$262,722
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$33,768
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$89,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$21,543
Total non interest bearing cash at end of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$319,776
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,593,922
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,274,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,249,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,965,477
Interest on participant loans2011-12-31$11,696
Interest earned on other investments2011-12-31$8,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-357,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$313,550
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$12,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$721,516
Contract administrator fees2011-12-31$20,214
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31THE REHMANN GROUP
Accountancy firm EIN2011-12-31382775013
2010 : MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,179,428
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$244,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$229,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,311,459
Value of total assets at end of year2010-12-31$9,274,146
Value of total assets at beginning of year2010-12-31$7,339,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,720
Total interest from all sources2010-12-31$10,320
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$54,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$54,463
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$804,738
Participant contributions at end of year2010-12-31$262,722
Participant contributions at beginning of year2010-12-31$261,953
Participant contributions at end of year2010-12-31$33,768
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$219,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,935,114
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,274,146
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,339,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,965,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,077,079
Interest on participant loans2010-12-31$10,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$803,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$287,538
Employer contributions (assets) at end of year2010-12-31$12,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$229,594
Contract administrator fees2010-12-31$14,720
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31THE REHMANN GROUP
Accountancy firm EIN2010-12-31382775013
2009 : MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST

2022: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MORLEY COMPANIES, INC. 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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