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MORGAN PENSION PLAN 401k Plan overview

Plan NameMORGAN PENSION PLAN
Plan identification number 004

MORGAN PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ANDERSEN CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:ANDERSEN CORPORATION
Employer identification number (EIN):410123208
NAIC Classification:321900

Additional information about ANDERSEN CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 1015755

More information about ANDERSEN CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORGAN PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01KATHY PRONDZINSKI
0042016-01-01KATHY PRONDZINSKI
0042015-01-01KATHY PRONDZINSKI
0042014-01-01KATHY PRONDZINSKI
0042013-01-01KATHY PRONDZINSKI
0042012-01-01KATHY PRONDZINSKI
0042011-09-01KATHY PRONDZINSKI

Plan Statistics for MORGAN PENSION PLAN

401k plan membership statisitcs for MORGAN PENSION PLAN

Measure Date Value
2022: MORGAN PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3138,271,313
Acturial value of plan assets2022-12-3138,919,606
Funding target for retired participants and beneficiaries receiving payment2022-12-3113,923,332
Number of terminated vested participants2022-12-31519
Fundng target for terminated vested participants2022-12-319,815,661
Active participant vested funding target2022-12-31157,455
Number of active participants2022-12-3110
Total funding liabilities for active participants2022-12-31156,958
Total participant count2022-12-311,228
Total funding target for all participants2022-12-3123,895,951
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31200,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,228
Total number of active participants reported on line 7a of the Form 55002022-01-018
Number of retired or separated participants receiving benefits2022-01-01505
Number of other retired or separated participants entitled to future benefits2022-01-01488
Total of all active and inactive participants2022-01-011,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01184
Total participants2022-01-011,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MORGAN PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3141,459,016
Acturial value of plan assets2021-12-3137,954,979
Funding target for retired participants and beneficiaries receiving payment2021-12-3114,867,642
Number of terminated vested participants2021-12-31538
Fundng target for terminated vested participants2021-12-319,436,775
Active participant vested funding target2021-12-31146,383
Number of active participants2021-12-3111
Total funding liabilities for active participants2021-12-31146,498
Total participant count2021-12-311,290
Total funding target for all participants2021-12-3124,450,915
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31210,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,290
Total number of active participants reported on line 7a of the Form 55002021-01-0110
Number of retired or separated participants receiving benefits2021-01-01517
Number of other retired or separated participants entitled to future benefits2021-01-01513
Total of all active and inactive participants2021-01-011,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01188
Total participants2021-01-011,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MORGAN PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3138,834,379
Acturial value of plan assets2020-12-3137,862,175
Funding target for retired participants and beneficiaries receiving payment2020-12-3116,408,789
Number of terminated vested participants2020-12-31549
Fundng target for terminated vested participants2020-12-319,544,280
Active participant vested funding target2020-12-31141,010
Number of active participants2020-12-3111
Total funding liabilities for active participants2020-12-31141,438
Total participant count2020-12-311,338
Total funding target for all participants2020-12-3126,094,507
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31220,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,338
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Number of retired or separated participants receiving benefits2020-01-01545
Number of other retired or separated participants entitled to future benefits2020-01-01532
Total of all active and inactive participants2020-01-011,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01202
Total participants2020-01-011,290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MORGAN PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3135,550,076
Acturial value of plan assets2019-12-3138,111,418
Funding target for retired participants and beneficiaries receiving payment2019-12-3117,150,399
Number of terminated vested participants2019-12-31561
Fundng target for terminated vested participants2019-12-319,061,770
Active participant vested funding target2019-12-31140,157
Number of active participants2019-12-3112
Total funding liabilities for active participants2019-12-31140,304
Total participant count2019-12-311,368
Total funding target for all participants2019-12-3126,352,473
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31260,000
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,368
Total number of active participants reported on line 7a of the Form 55002019-01-0111
Number of retired or separated participants receiving benefits2019-01-01563
Number of other retired or separated participants entitled to future benefits2019-01-01544
Total of all active and inactive participants2019-01-011,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01220
Total participants2019-01-011,338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MORGAN PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3139,541,258
Acturial value of plan assets2018-12-3139,356,607
Funding target for retired participants and beneficiaries receiving payment2018-12-3118,117,905
Number of terminated vested participants2018-12-31566
Fundng target for terminated vested participants2018-12-318,624,149
Active participant vested funding target2018-12-31173,120
Number of active participants2018-12-3120
Total funding liabilities for active participants2018-12-31173,698
Total participant count2018-12-311,397
Total funding target for all participants2018-12-3126,915,752
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31180,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,397
Total number of active participants reported on line 7a of the Form 55002018-01-0112
Number of retired or separated participants receiving benefits2018-01-01577
Number of other retired or separated participants entitled to future benefits2018-01-01556
Total of all active and inactive participants2018-01-011,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01223
Total participants2018-01-011,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MORGAN PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3119,007,262
Acturial value of plan assets2017-12-3119,036,522
Funding target for retired participants and beneficiaries receiving payment2017-12-318,456,977
Number of terminated vested participants2017-12-31371
Fundng target for terminated vested participants2017-12-313,772,547
Active participant vested funding target2017-12-31171,189
Number of active participants2017-12-3121
Total funding liabilities for active participants2017-12-31172,533
Total participant count2017-12-31929
Total funding target for all participants2017-12-3112,402,057
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-311,167
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,239
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31125,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01929
Total number of active participants reported on line 7a of the Form 55002017-01-0120
Number of retired or separated participants receiving benefits2017-01-01596
Number of other retired or separated participants entitled to future benefits2017-01-01563
Total of all active and inactive participants2017-01-011,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01218
Total participants2017-01-011,397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MORGAN PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31480,473
Acturial value of plan assets2016-12-31514,237
Funding target for retired participants and beneficiaries receiving payment2016-12-3129,091
Number of terminated vested participants2016-12-3132
Fundng target for terminated vested participants2016-12-31364,492
Active participant vested funding target2016-12-31165,328
Number of active participants2016-12-3122
Total funding liabilities for active participants2016-12-31167,346
Total participant count2016-12-3157
Total funding target for all participants2016-12-31560,929
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31542
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31577
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3147,338
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3143,882
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3135,000
Net shortfall amortization installment of oustanding balance2016-12-3146,692
Total funding amount beforereflecting carryover/prefunding balances2016-12-3142,715
Additional cash requirement2016-12-3142,715
Contributions allocatedtoward minimum required contributions for current year2016-12-3143,882
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0157
Total number of active participants reported on line 7a of the Form 55002016-01-0121
Number of retired or separated participants receiving benefits2016-01-01362
Number of other retired or separated participants entitled to future benefits2016-01-01368
Total of all active and inactive participants2016-01-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01178
Total participants2016-01-01929
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MORGAN PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0158
Total number of active participants reported on line 7a of the Form 55002015-01-0122
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MORGAN PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0155
Total number of active participants reported on line 7a of the Form 55002014-01-0124
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MORGAN PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0158
Total number of active participants reported on line 7a of the Form 55002013-01-0125
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MORGAN PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0166
Total number of active participants reported on line 7a of the Form 55002012-01-0127
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MORGAN PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-010
Total number of active participants reported on line 7a of the Form 55002011-09-0127
Number of other retired or separated participants entitled to future benefits2011-09-0137
Total of all active and inactive participants2011-09-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-012
Total participants2011-09-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010

Financial Data on MORGAN PENSION PLAN

Measure Date Value
2022 : MORGAN PENSION PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,894,949
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,031,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,755,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$28,344,869
Value of total assets at beginning of year2022-12-31$38,271,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$276,399
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$80,546
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$141
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$108,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,926,444
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,344,869
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,271,313
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
Investment advisory and management fees2022-12-31$56,846
Value of interest in master investment trust accounts at end of year2022-12-31$28,344,728
Value of interest in master investment trust accounts at beginning of year2022-12-31$38,271,313
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,755,096
Contract administrator fees2022-12-31$30,943
Did the plan have assets held for investment2022-12-31No
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 name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : MORGAN PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$52,643
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$-1,022,819
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,112,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,841,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$38,271,313
Value of total assets at beginning of year2021-12-31$41,459,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$270,765
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$61,044
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
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$0
Administrative expenses (other) incurred2021-12-31$110,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-3,135,060
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,271,313
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,459,016
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
Investment advisory and management fees2021-12-31$65,842
Value of interest in master investment trust accounts at end of year2021-12-31$38,271,313
Value of interest in master investment trust accounts at beginning of year2021-12-31$41,459,016
Net gain/loss from 103.12 investment entities2021-12-31$-1,022,819
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,841,476
Contract administrator fees2021-12-31$32,939
Did the plan have assets held for investment2021-12-31No
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 name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : MORGAN PENSION PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,948,877
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,324,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,935,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$41,459,016
Value of total assets at beginning of year2020-12-31$38,834,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$388,623
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$64,404
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$37
Administrative expenses (other) incurred2020-12-31$111,054
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$2,624,637
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,459,016
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$38,834,379
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
Investment advisory and management fees2020-12-31$177,077
Value of interest in master investment trust accounts at end of year2020-12-31$41,459,016
Value of interest in master investment trust accounts at beginning of year2020-12-31$38,834,342
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,935,617
Contract administrator fees2020-12-31$36,088
Did the plan have assets held for investment2020-12-31No
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : MORGAN PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,604,647
Total income from all sources (including contributions)2019-12-31$5,604,647
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,320,344
Total of all expenses incurred2019-12-31$2,320,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,053,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,053,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$38,834,379
Value of total assets at end of year2019-12-31$38,834,379
Value of total assets at beginning of year2019-12-31$35,550,076
Value of total assets at beginning of year2019-12-31$35,550,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$266,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$266,777
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$70,371
Administrative expenses professional fees incurred2019-12-31$70,371
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$37
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$37
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$956
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$956
Administrative expenses (other) incurred2019-12-31$109,440
Administrative expenses (other) incurred2019-12-31$109,440
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
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$3,284,303
Value of net income/loss2019-12-31$3,284,303
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,834,379
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,834,379
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,550,076
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,550,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$49,873
Investment advisory and management fees2019-12-31$49,873
Value of interest in master investment trust accounts at end of year2019-12-31$38,834,342
Value of interest in master investment trust accounts at end of year2019-12-31$38,834,342
Value of interest in master investment trust accounts at beginning of year2019-12-31$35,549,120
Value of interest in master investment trust accounts at beginning of year2019-12-31$35,549,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,053,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,053,567
Contract administrator fees2019-12-31$37,093
Contract administrator fees2019-12-31$37,093
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
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
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
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ERNEST & YOUNG, LLP
Accountancy firm name2019-12-31ERNEST & YOUNG, LLP
Accountancy firm EIN2019-12-31346565596
Accountancy firm EIN2019-12-31346565596
2018 : MORGAN PENSION PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,577,521
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,413,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,160,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$35,550,076
Value of total assets at beginning of year2018-12-31$39,541,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$253,304
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$115,462
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$956
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,854
Administrative expenses (other) incurred2018-12-31$103,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,991,182
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,550,076
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$39,541,258
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 master investment trust accounts at end of year2018-12-31$35,549,120
Value of interest in master investment trust accounts at beginning of year2018-12-31$39,539,404
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,160,357
Contract administrator fees2018-12-31$34,464
Did the plan have assets held for investment2018-12-31No
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNT
Accountancy firm EIN2018-12-31346565596
2017 : MORGAN PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$20,351,674
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,534,242
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,305,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,164,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$47,338
Value of total assets at end of year2017-12-31$39,541,258
Value of total assets at beginning of year2017-12-31$18,960,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$141,290
Total interest from all sources2017-12-31$672
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$64,871
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,854
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$18,541,869
Administrative expenses (other) incurred2017-12-31$64,351
Total non interest bearing cash at beginning of year2017-12-31$418,786
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$228,929
Value of net assets at end of year (total assets less liabilities)2017-12-31$39,541,258
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,960,655
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 master investment trust accounts at end of year2017-12-31$39,539,404
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$672
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$47,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,164,023
Contract administrator fees2017-12-31$12,068
Did the plan have assets held for investment2017-12-31No
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
Aggregate proceeds on sale of assets2017-12-31$883,281
Aggregate carrying amount (costs) on sale of assets2017-12-31$883,281
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2017-12-31346565596
2016 : MORGAN PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$18,541,756
Total income from all sources2016-12-31$34,233
Expenses. Total of all expenses incurred2016-12-31$63,997
Benefits paid (including direct rollovers)2016-12-31$30,311
Total plan assets at end of year2016-12-31$18,960,655
Total plan assets at beginning of year2016-12-31$448,663
Value of fidelity bond covering the plan2016-12-31$15,000,000
Other income received2016-12-31$1,598
Net income (gross income less expenses)2016-12-31$-29,764
Net plan assets at end of year (total assets less liabilities)2016-12-31$18,960,655
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$448,663
Total contributions received or receivable from employer(s)2016-12-31$32,635
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$33,686
2015 : MORGAN PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$727
Expenses. Total of all expenses incurred2015-12-31$60,640
Benefits paid (including direct rollovers)2015-12-31$28,142
Total plan assets at end of year2015-12-31$448,663
Total plan assets at beginning of year2015-12-31$508,576
Value of fidelity bond covering the plan2015-12-31$15,000,000
Other income received2015-12-31$727
Net income (gross income less expenses)2015-12-31$-59,913
Net plan assets at end of year (total assets less liabilities)2015-12-31$448,663
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$508,576
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$32,498
2014 : MORGAN PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$24,423
Total income from all sources2014-12-31$478
Expenses. Total of all expenses incurred2014-12-31$45,473
Benefits paid (including direct rollovers)2014-12-31$9,371
Total plan assets at end of year2014-12-31$508,576
Total plan assets at beginning of year2014-12-31$529,148
Value of fidelity bond covering the plan2014-12-31$15,000,000
Other income received2014-12-31$478
Net income (gross income less expenses)2014-12-31$-44,995
Net plan assets at end of year (total assets less liabilities)2014-12-31$508,576
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$529,148
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$36,102
2013 : MORGAN PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$651
Expenses. Total of all expenses incurred2013-12-31$51,063
Benefits paid (including direct rollovers)2013-12-31$29,743
Total plan assets at end of year2013-12-31$529,148
Total plan assets at beginning of year2013-12-31$579,560
Value of fidelity bond covering the plan2013-12-31$15,000,000
Other income received2013-12-31$651
Net income (gross income less expenses)2013-12-31$-50,412
Net plan assets at end of year (total assets less liabilities)2013-12-31$529,148
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$579,560
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$21,320
2012 : MORGAN PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$888
Expenses. Total of all expenses incurred2012-12-31$96,764
Benefits paid (including direct rollovers)2012-12-31$76,295
Total plan assets at end of year2012-12-31$579,560
Total plan assets at beginning of year2012-12-31$675,436
Value of fidelity bond covering the plan2012-12-31$15,000,000
Other income received2012-12-31$888
Net income (gross income less expenses)2012-12-31$-95,876
Net plan assets at end of year (total assets less liabilities)2012-12-31$579,560
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$675,436
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$20,469
2011 : MORGAN PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$836,639
Total income from all sources2011-12-31$213
Expenses. Total of all expenses incurred2011-12-31$161,416
Benefits paid (including direct rollovers)2011-12-31$161,308
Total plan assets at end of year2011-12-31$675,436
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$15,000,000
Other income received2011-12-31$213
Net income (gross income less expenses)2011-12-31$-161,203
Net plan assets at end of year (total assets less liabilities)2011-12-31$675,436
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$108

Form 5500 Responses for MORGAN PENSION PLAN

2022: MORGAN PENSION PLAN 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: MORGAN PENSION PLAN 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: MORGAN PENSION PLAN 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: MORGAN PENSION PLAN 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: MORGAN PENSION PLAN 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: MORGAN PENSION PLAN 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: MORGAN PENSION PLAN 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: MORGAN PENSION PLAN 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: MORGAN PENSION PLAN 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: MORGAN PENSION PLAN 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: MORGAN PENSION PLAN 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: MORGAN PENSION PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01First time form 5500 has been submittedYes
2011-09-01Submission has been amendedYes
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes

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