ANDERSEN CORPORATION has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: MORGAN PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 38,271,313 |
Acturial value of plan assets | 2022-12-31 | 38,919,606 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 13,923,332 |
Number of terminated vested participants | 2022-12-31 | 519 |
Fundng target for terminated vested participants | 2022-12-31 | 9,815,661 |
Active participant vested funding target | 2022-12-31 | 157,455 |
Number of active participants | 2022-12-31 | 10 |
Total funding liabilities for active participants | 2022-12-31 | 156,958 |
Total participant count | 2022-12-31 | 1,228 |
Total funding target for all participants | 2022-12-31 | 23,895,951 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 200,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 1,228 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 505 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 488 |
Total of all active and inactive participants | 2022-01-01 | 1,001 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 184 |
Total participants | 2022-01-01 | 1,185 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MORGAN PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 41,459,016 |
Acturial value of plan assets | 2021-12-31 | 37,954,979 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 14,867,642 |
Number of terminated vested participants | 2021-12-31 | 538 |
Fundng target for terminated vested participants | 2021-12-31 | 9,436,775 |
Active participant vested funding target | 2021-12-31 | 146,383 |
Number of active participants | 2021-12-31 | 11 |
Total funding liabilities for active participants | 2021-12-31 | 146,498 |
Total participant count | 2021-12-31 | 1,290 |
Total funding target for all participants | 2021-12-31 | 24,450,915 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 210,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 1,290 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 517 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 513 |
Total of all active and inactive participants | 2021-01-01 | 1,040 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 188 |
Total participants | 2021-01-01 | 1,228 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MORGAN PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 38,834,379 |
Acturial value of plan assets | 2020-12-31 | 37,862,175 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 16,408,789 |
Number of terminated vested participants | 2020-12-31 | 549 |
Fundng target for terminated vested participants | 2020-12-31 | 9,544,280 |
Active participant vested funding target | 2020-12-31 | 141,010 |
Number of active participants | 2020-12-31 | 11 |
Total funding liabilities for active participants | 2020-12-31 | 141,438 |
Total participant count | 2020-12-31 | 1,338 |
Total funding target for all participants | 2020-12-31 | 26,094,507 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 220,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,338 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 545 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 532 |
Total of all active and inactive participants | 2020-01-01 | 1,088 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 202 |
Total participants | 2020-01-01 | 1,290 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MORGAN PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 35,550,076 |
Acturial value of plan assets | 2019-12-31 | 38,111,418 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 17,150,399 |
Number of terminated vested participants | 2019-12-31 | 561 |
Fundng target for terminated vested participants | 2019-12-31 | 9,061,770 |
Active participant vested funding target | 2019-12-31 | 140,157 |
Number of active participants | 2019-12-31 | 12 |
Total funding liabilities for active participants | 2019-12-31 | 140,304 |
Total participant count | 2019-12-31 | 1,368 |
Total funding target for all participants | 2019-12-31 | 26,352,473 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 260,000 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,368 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 563 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 544 |
Total of all active and inactive participants | 2019-01-01 | 1,118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 220 |
Total participants | 2019-01-01 | 1,338 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MORGAN PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 39,541,258 |
Acturial value of plan assets | 2018-12-31 | 39,356,607 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 18,117,905 |
Number of terminated vested participants | 2018-12-31 | 566 |
Fundng target for terminated vested participants | 2018-12-31 | 8,624,149 |
Active participant vested funding target | 2018-12-31 | 173,120 |
Number of active participants | 2018-12-31 | 20 |
Total funding liabilities for active participants | 2018-12-31 | 173,698 |
Total participant count | 2018-12-31 | 1,397 |
Total funding target for all participants | 2018-12-31 | 26,915,752 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 180,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,397 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 577 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 556 |
Total of all active and inactive participants | 2018-01-01 | 1,145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 223 |
Total participants | 2018-01-01 | 1,368 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MORGAN PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 19,007,262 |
Acturial value of plan assets | 2017-12-31 | 19,036,522 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 8,456,977 |
Number of terminated vested participants | 2017-12-31 | 371 |
Fundng target for terminated vested participants | 2017-12-31 | 3,772,547 |
Active participant vested funding target | 2017-12-31 | 171,189 |
Number of active participants | 2017-12-31 | 21 |
Total funding liabilities for active participants | 2017-12-31 | 172,533 |
Total participant count | 2017-12-31 | 929 |
Total funding target for all participants | 2017-12-31 | 12,402,057 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 1,167 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,239 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 125,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 929 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 596 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 563 |
Total of all active and inactive participants | 2017-01-01 | 1,179 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 218 |
Total participants | 2017-01-01 | 1,397 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MORGAN PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 480,473 |
Acturial value of plan assets | 2016-12-31 | 514,237 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 29,091 |
Number of terminated vested participants | 2016-12-31 | 32 |
Fundng target for terminated vested participants | 2016-12-31 | 364,492 |
Active participant vested funding target | 2016-12-31 | 165,328 |
Number of active participants | 2016-12-31 | 22 |
Total funding liabilities for active participants | 2016-12-31 | 167,346 |
Total participant count | 2016-12-31 | 57 |
Total funding target for all participants | 2016-12-31 | 560,929 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 542 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 577 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 47,338 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 43,882 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 35,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 46,692 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 42,715 |
Additional cash requirement | 2016-12-31 | 42,715 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 43,882 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 362 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 368 |
Total of all active and inactive participants | 2016-01-01 | 751 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 178 |
Total participants | 2016-01-01 | 929 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MORGAN PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 28 |
Total of all active and inactive participants | 2015-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MORGAN PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 28 |
Total of all active and inactive participants | 2014-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MORGAN PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 26 |
Total of all active and inactive participants | 2013-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MORGAN PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 27 |
Total of all active and inactive participants | 2012-01-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MORGAN PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-09-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2011-09-01 | 37 |
Total of all active and inactive participants | 2011-09-01 | 64 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-09-01 | 2 |
Total participants | 2011-09-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-09-01 | 0 |
Measure | Date | Value |
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2022 : MORGAN PENSION PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-7,894,949 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,031,495 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $28,344,869 |
Value of total assets at beginning of year | 2022-12-31 | $38,271,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $276,399 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $80,546 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $141 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $56,846 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $28,344,728 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $38,271,313 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,755,096 |
Contract administrator fees | 2022-12-31 | $30,943 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2022-12-31 | 346565596 |
2021 : MORGAN PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,112,241 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $38,271,313 |
Value of total assets at beginning of year | 2021-12-31 | $41,459,016 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $270,765 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $61,044 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $65,842 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $38,271,313 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $41,459,016 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $-1,022,819 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,841,476 |
Contract administrator fees | 2021-12-31 | $32,939 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2021-12-31 | 346565596 |
2020 : MORGAN PENSION PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,324,240 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $41,459,016 |
Value of total assets at beginning of year | 2020-12-31 | $38,834,379 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $388,623 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $64,404 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $37 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $177,077 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $41,459,016 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $38,834,342 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,935,617 |
Contract administrator fees | 2020-12-31 | $36,088 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2020-12-31 | 346565596 |
2019 : MORGAN PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 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 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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,320,344 |
Total of all expenses incurred | 2019-12-31 | $2,320,344 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,053,567 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $38,834,379 |
Value of total assets at end of year | 2019-12-31 | $38,834,379 |
Value of total assets at beginning of year | 2019-12-31 | $35,550,076 |
Value of total assets at beginning of year | 2019-12-31 | $35,550,076 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $266,777 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $266,777 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $70,371 |
Administrative expenses professional fees incurred | 2019-12-31 | $70,371 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $37 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $37 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $956 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $956 |
Administrative expenses (other) incurred | 2019-12-31 | $109,440 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,284,303 |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $49,873 |
Investment advisory and management fees | 2019-12-31 | $49,873 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $38,834,342 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $38,834,342 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $35,549,120 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $35,549,120 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,053,567 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,053,567 |
Contract administrator fees | 2019-12-31 | $37,093 |
Contract administrator fees | 2019-12-31 | $37,093 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | ERNEST & YOUNG, LLP |
Accountancy firm name | 2019-12-31 | ERNEST & YOUNG, LLP |
Accountancy firm EIN | 2019-12-31 | 346565596 |
Accountancy firm EIN | 2019-12-31 | 346565596 |
2018 : MORGAN PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,413,661 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $35,550,076 |
Value of total assets at beginning of year | 2018-12-31 | $39,541,258 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $253,304 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $115,462 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $956 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $1,854 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $35,549,120 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $39,539,404 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,160,357 |
Contract administrator fees | 2018-12-31 | $34,464 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | ERNST & YOUNT |
Accountancy firm EIN | 2018-12-31 | 346565596 |
2017 : MORGAN PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,305,313 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $39,541,258 |
Value of total assets at beginning of year | 2017-12-31 | $18,960,655 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $141,290 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $64,871 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $1,854 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $18,541,869 |
Administrative expenses (other) incurred | 2017-12-31 | $64,351 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $47,338 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,164,023 |
Contract administrator fees | 2017-12-31 | $12,068 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $883,281 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $883,281 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2017-12-31 | 346565596 |
2016 : MORGAN PENSION PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $18,541,756 |
Total income from all sources | 2016-12-31 | $34,233 |
Expenses. Total of all expenses incurred | 2016-12-31 | $63,997 |
Benefits paid (including direct rollovers) | 2016-12-31 | $30,311 |
Total plan assets at end of year | 2016-12-31 | $18,960,655 |
Total plan assets at beginning of year | 2016-12-31 | $448,663 |
Value of fidelity bond covering the plan | 2016-12-31 | $15,000,000 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $727 |
Expenses. Total of all expenses incurred | 2015-12-31 | $60,640 |
Benefits paid (including direct rollovers) | 2015-12-31 | $28,142 |
Total plan assets at end of year | 2015-12-31 | $448,663 |
Total plan assets at beginning of year | 2015-12-31 | $508,576 |
Value of fidelity bond covering the plan | 2015-12-31 | $15,000,000 |
Other income received | 2015-12-31 | $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 |
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Transfers to/from the plan | 2014-12-31 | $24,423 |
Total income from all sources | 2014-12-31 | $478 |
Expenses. Total of all expenses incurred | 2014-12-31 | $45,473 |
Benefits paid (including direct rollovers) | 2014-12-31 | $9,371 |
Total plan assets at end of year | 2014-12-31 | $508,576 |
Total plan assets at beginning of year | 2014-12-31 | $529,148 |
Value of fidelity bond covering the plan | 2014-12-31 | $15,000,000 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $651 |
Expenses. Total of all expenses incurred | 2013-12-31 | $51,063 |
Benefits paid (including direct rollovers) | 2013-12-31 | $29,743 |
Total plan assets at end of year | 2013-12-31 | $529,148 |
Total plan assets at beginning of year | 2013-12-31 | $579,560 |
Value of fidelity bond covering the plan | 2013-12-31 | $15,000,000 |
Other income received | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $888 |
Expenses. Total of all expenses incurred | 2012-12-31 | $96,764 |
Benefits paid (including direct rollovers) | 2012-12-31 | $76,295 |
Total plan assets at end of year | 2012-12-31 | $579,560 |
Total plan assets at beginning of year | 2012-12-31 | $675,436 |
Value of fidelity bond covering the plan | 2012-12-31 | $15,000,000 |
Other income received | 2012-12-31 | $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 |
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Transfers to/from the plan | 2011-12-31 | $836,639 |
Total income from all sources | 2011-12-31 | $213 |
Expenses. Total of all expenses incurred | 2011-12-31 | $161,416 |
Benefits paid (including direct rollovers) | 2011-12-31 | $161,308 |
Total plan assets at end of year | 2011-12-31 | $675,436 |
Total plan assets at beginning of year | 2011-12-31 | $0 |
Value of fidelity bond covering the plan | 2011-12-31 | $15,000,000 |
Other income received | 2011-12-31 | $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 |