401k Plan data: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN plan

MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 401k Plan overview

Plan Name	MORGUARD MANAGEMENT COMPANY INC. 401K PLAN
Plan identification number	001

MORGUARD MANAGEMENT COMPANY INC. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MORGUARD MANAGEMENT COMPANY INC has sponsored the creation of one or more 401k plans.

Company Name: MORGUARD MANAGEMENT COMPANY INC

Employer identification number (EIN): 721061630

NAIC Classification: 531310

Additional information about MORGUARD MANAGEMENT COMPANY INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 1860337

More information about MORGUARD MANAGEMENT COMPANY INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORGUARD MANAGEMENT COMPANY INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DARA RAGAN
001 2016-01-01 KATHY HARTWELL
001 2015-01-01 KATHY HARTWELL
001 2014-01-01 GARY STERN
001 2013-01-01 KATHY HARTWELL
001 2012-01-01 KATHY HARTWELL
001 2009-01-01 KATHY HARTWELL KATHY HARTWELL 2010-07-30

Plan Statistics for MORGUARD MANAGEMENT COMPANY INC. 401K PLAN

401k plan membership statisitcs for MORGUARD MANAGEMENT COMPANY INC. 401K PLAN

Measure Date Value
2022: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 140
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 58
Total of all active and inactive participants 2022-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 199
Number of participants with account balances 2022-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 141
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 50
Total of all active and inactive participants 2021-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 191
Number of participants with account balances 2021-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 16
2020: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 185
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 70
Total of all active and inactive participants 2020-01-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 255
Number of participants with account balances 2020-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 15
2019: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 190
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 61
Total of all active and inactive participants 2019-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 251
Number of participants with account balances 2019-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 181
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 47
Total of all active and inactive participants 2018-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 228
Number of participants with account balances 2018-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 12
2017: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 173
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 41
Total of all active and inactive participants 2017-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 214
Number of participants with account balances 2017-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 203
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 35
Total of all active and inactive participants 2016-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 238
Number of participants with account balances 2016-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 169
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 30
Total of all active and inactive participants 2015-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 199
Number of participants with account balances 2015-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 152
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 175
Number of participants with account balances 2014-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 120
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 22
Total of all active and inactive participants 2013-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 142
Number of participants with account balances 2013-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 107
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 28
Total of all active and inactive participants 2012-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 135
Number of participants with account balances 2012-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2009: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 105
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 18
Total of all active and inactive participants 2009-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 123
Number of participants with account balances 2009-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	140
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	58
Total of all active and inactive participants	2022-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	199
Number of participants with account balances	2022-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	141
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	50
Total of all active and inactive participants	2021-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	191
Number of participants with account balances	2021-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	16
2020: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	185
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	70
Total of all active and inactive participants	2020-01-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	255
Number of participants with account balances	2020-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	15
2019: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	190
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	61
Total of all active and inactive participants	2019-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	251
Number of participants with account balances	2019-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	181
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	47
Total of all active and inactive participants	2018-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	228
Number of participants with account balances	2018-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	12
2017: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	173
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	41
Total of all active and inactive participants	2017-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	214
Number of participants with account balances	2017-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	203
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	35
Total of all active and inactive participants	2016-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	238
Number of participants with account balances	2016-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	169
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	30
Total of all active and inactive participants	2015-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	199
Number of participants with account balances	2015-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	152
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	175
Number of participants with account balances	2014-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	120
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	22
Total of all active and inactive participants	2013-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	142
Number of participants with account balances	2013-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	107
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	28
Total of all active and inactive participants	2012-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	135
Number of participants with account balances	2012-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2009: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	105
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	18
Total of all active and inactive participants	2009-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	123
Number of participants with account balances	2009-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on MORGUARD MANAGEMENT COMPANY INC. 401K PLAN

Measure	Date	Value
2022 : MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	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	$-973,163
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$894,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$881,019
Expenses. Certain deemed distributions of participant loans	2022-12-31	$10,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,138,413
Value of total assets at end of year	2022-12-31	$10,428,248
Value of total assets at beginning of year	2022-12-31	$12,296,057
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,051
Total interest from all sources	2022-12-31	$8,168
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$570,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$570,511
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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
Contributions received from participants	2022-12-31	$740,836
Participant contributions at end of year	2022-12-31	$116,893
Participant contributions at beginning of year	2022-12-31	$128,784
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,805
Other income not declared elsewhere	2022-12-31	$15,791
Administrative expenses (other) incurred	2022-12-31	$3,051
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	$-1,867,809
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,428,248
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,296,057
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,291,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,380,742
Interest on participant loans	2022-12-31	$8,168
Value of interest in common/collective trusts at end of year	2022-12-31	$3,020,022
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,786,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,458,566
Net investment gain or loss from common/collective trusts	2022-12-31	$-247,480
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
Contributions received in cash from employer	2022-12-31	$393,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$881,019
Did the plan have assets held for investment	2022-12-31	Yes
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	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2022-12-31	721202445
2021 : MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$1,478
Total transfer of assets from this plan	2021-12-31	$-12,210
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	$2,593,301
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$967,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$933,508
Expenses. Certain deemed distributions of participant loans	2021-12-31	$14,982
Value of total corrective distributions	2021-12-31	$13,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,229,523
Value of total assets at end of year	2021-12-31	$12,296,057
Value of total assets at beginning of year	2021-12-31	$10,656,621
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,720
Total interest from all sources	2021-12-31	$9,503
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,035,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,035,019
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$740,882
Participant contributions at end of year	2021-12-31	$128,784
Participant contributions at beginning of year	2021-12-31	$143,739
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$74,070
Other income not declared elsewhere	2021-12-31	$15,471
Administrative expenses (other) incurred	2021-12-31	$5,720
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	$1,625,748
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,296,057
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,656,621
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,380,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,419,665
Interest on participant loans	2021-12-31	$9,503
Value of interest in common/collective trusts at end of year	2021-12-31	$2,786,531
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,093,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$26,779
Net investment gain or loss from common/collective trusts	2021-12-31	$277,006
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
Contributions received in cash from employer	2021-12-31	$414,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$933,508
Did the plan have assets held for investment	2021-12-31	Yes
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	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2021-12-31	721202445
2020 : MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	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	$2,742,178
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$428,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$369,721
Expenses. Certain deemed distributions of participant loans	2020-12-31	$9,940
Value of total corrective distributions	2020-12-31	$39,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,050,138
Value of total assets at end of year	2020-12-31	$10,656,621
Value of total assets at beginning of year	2020-12-31	$8,342,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$9,179
Total interest from all sources	2020-12-31	$7,168
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$503,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$503,718
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$668,203
Participant contributions at end of year	2020-12-31	$143,739
Participant contributions at beginning of year	2020-12-31	$101,099
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,131
Other income not declared elsewhere	2020-12-31	$10,695
Administrative expenses (other) incurred	2020-12-31	$9,179
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	$2,313,859
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,656,621
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,342,762
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,419,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,419,595
Interest on participant loans	2020-12-31	$7,168
Value of interest in common/collective trusts at end of year	2020-12-31	$2,093,217
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,822,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,035,730
Net investment gain or loss from common/collective trusts	2020-12-31	$134,729
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
Contributions received in cash from employer	2020-12-31	$380,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$369,721
Did the plan have assets held for investment	2020-12-31	Yes
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	Disclaimer
Accountancy firm name	2020-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2020-12-31	721202445
2019 : MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	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 income from all sources (including contributions)	2019-12-31	$2,495,325
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,215,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,179,832
Expenses. Certain deemed distributions of participant loans	2019-12-31	$5,958
Value of total corrective distributions	2019-12-31	$27,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,091,605
Value of total assets at end of year	2019-12-31	$8,342,762
Value of total assets at beginning of year	2019-12-31	$7,062,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,415
Total interest from all sources	2019-12-31	$8,086
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$404,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$404,843
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$699,197
Participant contributions at end of year	2019-12-31	$101,099
Participant contributions at beginning of year	2019-12-31	$155,251
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,941
Administrative expenses (other) incurred	2019-12-31	$2,415
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	$1,279,787
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,342,762
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,062,975
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,419,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,080,417
Interest on participant loans	2019-12-31	$8,086
Value of interest in common/collective trusts at end of year	2019-12-31	$1,822,068
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,827,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$781,178
Net investment gain or loss from common/collective trusts	2019-12-31	$209,613
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
Contributions received in cash from employer	2019-12-31	$388,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,179,832
Did the plan have assets held for investment	2019-12-31	Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2019-12-31	721202445
2018 : MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	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	$623,477
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$742,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$738,042
Expenses. Certain deemed distributions of participant loans	2018-12-31	$329
Value of total corrective distributions	2018-12-31	$1,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$946,639
Value of total assets at end of year	2018-12-31	$7,062,975
Value of total assets at beginning of year	2018-12-31	$7,181,956
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,320
Total interest from all sources	2018-12-31	$7,845
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$443,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$443,923
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$559,752
Participant contributions at end of year	2018-12-31	$155,251
Participant contributions at beginning of year	2018-12-31	$149,394
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$63,662
Administrative expenses (other) incurred	2018-12-31	$2,320
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	$-118,981
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,062,975
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,181,956
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 registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,080,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,260,376
Interest on participant loans	2018-12-31	$7,845
Value of interest in common/collective trusts at end of year	2018-12-31	$1,827,307
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,772,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-728,386
Net investment gain or loss from common/collective trusts	2018-12-31	$-46,544
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
Contributions received in cash from employer	2018-12-31	$323,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$738,042
Did the plan have assets held for investment	2018-12-31	Yes
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	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2018-12-31	721202445
2017 : MORGUARD MANAGEMENT COMPANY INC. 401K 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	$0
Total transfer of assets from this plan	2017-12-31	$0
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	$1,786,642
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$398,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$392,038
Expenses. Certain deemed distributions of participant loans	2017-12-31	$3,626
Value of total corrective distributions	2017-12-31	$523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$878,506
Value of total assets at end of year	2017-12-31	$7,181,956
Value of total assets at beginning of year	2017-12-31	$5,793,831
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,330
Total interest from all sources	2017-12-31	$7,140
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$325,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$325,470
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$522,340
Participant contributions at end of year	2017-12-31	$149,394
Participant contributions at beginning of year	2017-12-31	$123,190
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$64,571
Administrative expenses (other) incurred	2017-12-31	$2,330
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	$1,388,125
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,181,956
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,793,831
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 registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,260,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,798,438
Interest on participant loans	2017-12-31	$7,140
Value of interest in common/collective trusts at end of year	2017-12-31	$1,772,186
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,872,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$424,214
Net investment gain or loss from common/collective trusts	2017-12-31	$151,312
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	$291,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$392,038
Did the plan have assets held for investment	2017-12-31	Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2017-12-31	721202445
2016 : MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,084,609
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$385,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$379,530
Expenses. Certain deemed distributions of participant loans	2016-12-31	$5,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$814,130
Value of total assets at end of year	2016-12-31	$5,793,831
Value of total assets at beginning of year	2016-12-31	$5,095,012
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,150
Total interest from all sources	2016-12-31	$3,629
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$177,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$177,542
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$458,991
Participant contributions at end of year	2016-12-31	$123,190
Participant contributions at beginning of year	2016-12-31	$78,075
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$80,007
Administrative expenses (other) incurred	2016-12-31	$1,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$698,819
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,793,831
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,095,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,798,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,634,520
Interest on participant loans	2016-12-31	$3,629
Value of interest in common/collective trusts at end of year	2016-12-31	$1,872,203
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,382,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$19,020
Net investment gain or loss from common/collective trusts	2016-12-31	$70,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$275,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$379,530
Did the plan have assets held for investment	2016-12-31	Yes
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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2016-12-31	721202445
2015 : MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$531,111
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$249,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$247,532
Expenses. Certain deemed distributions of participant loans	2015-12-31	$95
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$633,919
Value of total assets at end of year	2015-12-31	$5,095,012
Value of total assets at beginning of year	2015-12-31	$4,813,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,500
Total interest from all sources	2015-12-31	$2,235
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$198,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$198,209
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$482,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$351,192
Participant contributions at end of year	2015-12-31	$78,075
Participant contributions at beginning of year	2015-12-31	$37,259
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$68,896
Administrative expenses (other) incurred	2015-12-31	$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$281,984
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,095,012
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,813,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,634,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,440,643
Interest on participant loans	2015-12-31	$2,235
Value of interest in common/collective trusts at end of year	2015-12-31	$1,382,417
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,335,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-283,553
Net investment gain or loss from common/collective trusts	2015-12-31	$-19,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$213,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$247,532
Did the plan have assets held for investment	2015-12-31	Yes
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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2015-12-31	721202445
2014 : MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$683,388
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$174,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$173,336
Expenses. Certain deemed distributions of participant loans	2014-12-31	$120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$515,056
Value of total assets at end of year	2014-12-31	$4,813,028
Value of total assets at beginning of year	2014-12-31	$4,304,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,325
Total interest from all sources	2014-12-31	$2,089
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$185,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$185,699
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$431,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$319,260
Participant contributions at end of year	2014-12-31	$37,259
Participant contributions at beginning of year	2014-12-31	$54,690
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$4,069
Administrative expenses (other) incurred	2014-12-31	$1,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$508,607
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,813,028
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,304,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,440,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,313,229
Interest on participant loans	2014-12-31	$2,089
Value of interest in common/collective trusts at end of year	2014-12-31	$1,335,126
Value of interest in common/collective trusts at beginning of year	2014-12-31	$936,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-66,297
Net investment gain or loss from common/collective trusts	2014-12-31	$46,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$191,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$173,336
Did the plan have assets held for investment	2014-12-31	Yes
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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2014-12-31	721202445
2013 : MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,113,297
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$410,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$409,500
Expenses. Certain deemed distributions of participant loans	2013-12-31	$163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$476,155
Value of total assets at end of year	2013-12-31	$4,304,421
Value of total assets at beginning of year	2013-12-31	$3,601,862
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,075
Total interest from all sources	2013-12-31	$2,476
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$176,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$176,398
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$361,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$299,771
Participant contributions at end of year	2013-12-31	$54,690
Participant contributions at beginning of year	2013-12-31	$68,899
Administrative expenses (other) incurred	2013-12-31	$1,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$702,559
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,304,421
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,601,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,313,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,515,910
Interest on participant loans	2013-12-31	$2,476
Value of interest in common/collective trusts at end of year	2013-12-31	$936,502
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,017,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$326,685
Net investment gain or loss from common/collective trusts	2013-12-31	$131,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$176,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$409,500
Did the plan have assets held for investment	2013-12-31	Yes
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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2013-12-31	721202445
2012 : MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$804,437
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$95,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$88,942
Expenses. Certain deemed distributions of participant loans	2012-12-31	$5,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$506,630
Value of total assets at end of year	2012-12-31	$3,601,862
Value of total assets at beginning of year	2012-12-31	$2,892,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$925
Total interest from all sources	2012-12-31	$2,668
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$81,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$81,041
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$290,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$300,896
Participant contributions at end of year	2012-12-31	$68,899
Participant contributions at beginning of year	2012-12-31	$82,006
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$6,455
Administrative expenses (other) incurred	2012-12-31	$925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$709,203
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,601,862
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,892,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,515,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,026,215
Interest on participant loans	2012-12-31	$2,668
Value of interest in common/collective trusts at end of year	2012-12-31	$1,017,053
Value of interest in common/collective trusts at beginning of year	2012-12-31	$784,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$168,667
Net investment gain or loss from common/collective trusts	2012-12-31	$45,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$199,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$88,942
Did the plan have assets held for investment	2012-12-31	Yes
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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN	2012-12-31	721202445
2010 : MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$630,729
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$70,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$58,904
Value of total corrective distributions	2010-12-31	$10,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$382,840
Value of total assets at end of year	2010-12-31	$2,629,247
Value of total assets at beginning of year	2010-12-31	$2,068,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$666
Total interest from all sources	2010-12-31	$1,048
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$36,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$36,449
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$207,754
Participant contributions at end of year	2010-12-31	$88,264
Participant contributions at beginning of year	2010-12-31	$9,894
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$21,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$560,577
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,629,247
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,068,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,540,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,058,776
Interest on participant loans	2010-12-31	$1,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$210,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$153,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$58,904
Contract administrator fees	2010-12-31	$666
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2010-12-31	346565596

Form 5500 Responses for MORGUARD MANAGEMENT COMPANY INC. 401K PLAN

2022: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: MORGUARD MANAGEMENT COMPANY INC. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MORGUARD MANAGEMENT COMPANY INC
Employer identification number (EIN):	721061630
NAIC Classification:	531310

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	1860337