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SPENCER G. MORGAN, P.A. RETIREMENT PLAN 401k Plan overview

Plan NameSPENCER G. MORGAN, P.A. RETIREMENT PLAN
Plan identification number 001

SPENCER G. MORGAN, P.A. RETIREMENT PLAN Benefits

401k Plan TypeDefined 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE LAW OFFICES OF SPENCER G. MORGAN, P.A. has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICES OF SPENCER G. MORGAN, P.A.
Employer identification number (EIN):651072392
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about THE LAW OFFICES OF SPENCER G. MORGAN, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2001-01-26
Company Identification Number: P01000010267
Legal Registered Office Address: 9155 S.DADELAND BLVD.

MIAMI

33156

More information about THE LAW OFFICES OF SPENCER G. MORGAN, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPENCER G. MORGAN, P.A. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARIA MORGAN2024-07-30
0012022-01-01MARIA MORGAN2023-06-21
0012021-01-01MARIA MORGAN2022-07-25
0012020-01-01MARIA MORGAN2021-08-24
0012019-01-01MARIA MORGAN2020-07-29
0012018-01-01MARIA MORGAN2019-07-18
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SPENCER G. MORGAN2015-08-12
0012013-01-01SPENCER G. MORGAN2014-06-06
0012012-01-01SPENCER G. MORGAN2013-05-06
0012011-01-01SPENCER G. MORGAN2012-05-14
0012010-01-01SPENCER G. MORGAN2011-06-28

Financial Data on SPENCER G. MORGAN, P.A. RETIREMENT PLAN

Measure Date Value
2025 : SPENCER G. MORGAN, P.A. RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-220
Total liabilities as of the beginning of the plan year2025-09-220
Total expenses incurred by plan in this plan year2025-09-2211423
Net assets as of the end of the plan year2025-09-221424585
Total assets as of the beginning of the plan year2025-09-221189180
Value of plan covered by a fidelity bond2025-09-22140000
Participant contributions to plan in this plan year2025-09-2266239
Other contributions to plan in this plan year2025-09-220
Other income to plan in this plan year2025-09-22121684
Plan net income in this plan year2025-09-22235405
Net assets as of the end of the plan year2025-09-221424585
Net assets as of the beginning of the plan year2025-09-221189180
Employer contributions to plan in this plan year2025-09-2258905
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2211423
2024 : SPENCER G. MORGAN, P.A. RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-309835
Net assets as of the end of the plan year2024-07-301189180
Total assets as of the beginning of the plan year2024-07-30991650
Value of plan covered by a fidelity bond2024-07-30130000
Participant contributions to plan in this plan year2024-07-3057739
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-30143422
Plan net income in this plan year2024-07-30197530
Net assets as of the end of the plan year2024-07-301189180
Net assets as of the beginning of the plan year2024-07-30991650
Employer contributions to plan in this plan year2024-07-306204
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-309835
2022 : SPENCER G. MORGAN, P.A. RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-250
Total liabilities as of the end of the plan year2022-07-250
Total liabilities as of the beginning of the plan year2022-07-250
Total expenses incurred by plan in this plan year2022-07-257874
Net assets as of the end of the plan year2022-07-251105362
Total assets as of the beginning of the plan year2022-07-25962059
Value of plan covered by a fidelity bond2022-07-25130000
Participant contributions to plan in this plan year2022-07-2544639
Other expenses paid from plan in this plan year2022-07-250
Other contributions to plan in this plan year2022-07-250
Other income to plan in this plan year2022-07-25106538
Plan net income in this plan year2022-07-25143303
Net assets as of the end of the plan year2022-07-251105362
Net assets as of the beginning of the plan year2022-07-25962059
Employer contributions to plan in this plan year2022-07-250
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-257874

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