401k Plan data: MORRISON VALUATION & FORENSIC SERVICES 401K PLAN plan

MORRISON VALUATION & FORENSIC SERVICES 401K PLAN 401k Plan overview

Plan Name	MORRISON VALUATION & FORENSIC SERVICES 401K PLAN
Plan identification number	001

MORRISON VALUATION & FORENSIC SERVICES 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

MORRISON VALUATION & FORENSIC SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name: MORRISON VALUATION & FORENSIC SERVICES, LLC

Employer identification number (EIN): 452728757

NAIC Classification: 541600

Additional information about MORRISON VALUATION & FORENSIC SERVICES, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2011-07-13

Company Identification Number: L11000080428

Legal Registered Office Address: 301 east pine street

orlando

32801

More information about MORRISON VALUATION & FORENSIC SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORRISON VALUATION & FORENSIC SERVICES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 ROBERT B MORRISON III 2022-02-02 ROBERT B. MORRISON, III 2022-02-02
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 ROBERT B. MORRISON, III 2013-07-16

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Company Name:	MORRISON VALUATION & FORENSIC SERVICES, LLC
Employer identification number (EIN):	452728757
NAIC Classification:	541600

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2011-07-13
Company Identification Number:	L11000080428
Legal Registered Office Address:	301 east pine street orlando 32801

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	ROBERT B MORRISON III	2022-02-02	ROBERT B. MORRISON, III	2022-02-02
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ROBERT B. MORRISON, III	2013-07-16