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Plan Name | RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MORRISON CHILD AND FAMILY SERVICES |
Employer identification number (EIN): | 930354176 |
NAIC Classification: | 624100 |
NAIC Description: | Individual and Family Services |
Additional information about MORRISON CHILD AND FAMILY SERVICES
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2047-03-15 |
Company Identification Number: | 4533618 |
Legal Registered Office Address: |
11035 NE SANDY BLVD PORTLAND United States of America (USA) 97220 |
More information about MORRISON CHILD AND FAMILY SERVICES
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-07-01 | ||||
001 | 2020-07-01 | ||||
001 | 2019-07-01 | ||||
001 | 2019-07-01 | ||||
001 | 2018-07-01 | ||||
001 | 2017-07-01 | ||||
001 | 2016-07-01 | PATRICIA DINUCCI | |||
001 | 2015-07-01 | PATRICIA DINUCCI | |||
001 | 2014-07-01 | PATRICIA DINUCCI | |||
001 | 2013-07-01 | SALLY VERNHOLM | |||
001 | 2012-07-01 | SALLY VERNHOLM | |||
001 | 2011-07-01 | SALLY VERNHOLM | |||
001 | 2009-07-01 | SALLY J. VERNHOLM |
Measure | Date | Value |
---|---|---|
2021: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2021 401k membership | ||
Total participants, beginning-of-year | 2021-07-01 | 445 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 376 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 66 |
Total of all active and inactive participants | 2021-07-01 | 446 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 446 |
Number of participants with account balances | 2021-07-01 | 233 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 45 |
2020: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2020 401k membership | ||
Total participants, beginning-of-year | 2020-07-01 | 499 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 378 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 56 |
Total of all active and inactive participants | 2020-07-01 | 439 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
Total participants | 2020-07-01 | 439 |
Number of participants with account balances | 2020-07-01 | 233 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 19 |
2019: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2019 401k membership | ||
Total participants, beginning-of-year | 2019-07-01 | 513 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 445 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 51 |
Total of all active and inactive participants | 2019-07-01 | 499 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 499 |
Number of participants with account balances | 2019-07-01 | 237 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 24 |
2018: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2018 401k membership | ||
Total participants, beginning-of-year | 2018-07-01 | 409 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 404 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 73 |
Total of all active and inactive participants | 2018-07-01 | 477 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 477 |
Number of participants with account balances | 2018-07-01 | 215 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 54 |
2017: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2017 401k membership | ||
Total participants, beginning-of-year | 2017-07-01 | 483 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 412 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 54 |
Total of all active and inactive participants | 2017-07-01 | 471 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 471 |
Number of participants with account balances | 2017-07-01 | 177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
2016: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2016 401k membership | ||
Total participants, beginning-of-year | 2016-07-01 | 560 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 422 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 66 |
Total of all active and inactive participants | 2016-07-01 | 492 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 492 |
Number of participants with account balances | 2016-07-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
2015: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-07-01 | 492 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 452 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 81 |
Total of all active and inactive participants | 2015-07-01 | 533 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 533 |
Number of participants with account balances | 2015-07-01 | 151 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-07-01 | 457 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 393 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 85 |
Total of all active and inactive participants | 2014-07-01 | 478 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 478 |
Number of participants with account balances | 2014-07-01 | 163 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 516 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 391 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 67 |
Total of all active and inactive participants | 2013-07-01 | 458 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 458 |
Number of participants with account balances | 2013-07-01 | 154 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 1 |
2012: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 453 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 424 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 76 |
Total of all active and inactive participants | 2012-07-01 | 500 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 500 |
Number of participants with account balances | 2012-07-01 | 179 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 500 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 363 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 77 |
Total of all active and inactive participants | 2011-07-01 | 441 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 441 |
Number of participants with account balances | 2011-07-01 | 193 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 5 |
2009: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 470 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 358 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 107 |
Total of all active and inactive participants | 2009-07-01 | 465 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 465 |
Number of participants with account balances | 2009-07-01 | 277 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 9 |
Measure | Date | Value |
---|---|---|
2022 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2022 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2022-06-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Expenses. Interest paid | 2022-06-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-06-30 | $0 |
Total income from all sources (including contributions) | 2022-06-30 | $-69,363 |
Total loss/gain on sale of assets | 2022-06-30 | $0 |
Total of all expenses incurred | 2022-06-30 | $441,156 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $393,108 |
Expenses. Certain deemed distributions of participant loans | 2022-06-30 | $455 |
Value of total corrective distributions | 2022-06-30 | $3,790 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $749,337 |
Value of total assets at end of year | 2022-06-30 | $5,383,539 |
Value of total assets at beginning of year | 2022-06-30 | $5,894,058 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $43,803 |
Total income from rents | 2022-06-30 | $0 |
Total interest from all sources | 2022-06-30 | $876 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $102,685 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $102,685 |
Assets. Real estate other than employer real property at end of year | 2022-06-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-06-30 | $0 |
Administrative expenses professional fees incurred | 2022-06-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-06-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-06-30 | $0 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $646,186 |
Participant contributions at end of year | 2022-06-30 | $30,095 |
Participant contributions at beginning of year | 2022-06-30 | $16,697 |
Participant contributions at end of year | 2022-06-30 | $0 |
Participant contributions at beginning of year | 2022-06-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-06-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $23,445 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-06-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-06-30 | $0 |
Other income not declared elsewhere | 2022-06-30 | $0 |
Administrative expenses (other) incurred | 2022-06-30 | $0 |
Total non interest bearing cash at end of year | 2022-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2022-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Income. Non cash contributions | 2022-06-30 | $0 |
Value of net income/loss | 2022-06-30 | $-510,519 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $5,383,539 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $5,894,058 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Assets. partnership/joint venture interests at end of year | 2022-06-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-06-30 | $0 |
Investment advisory and management fees | 2022-06-30 | $18,566 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $1,311,535 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $2,925,455 |
Interest on participant loans | 2022-06-30 | $876 |
Income. Interest from loans (other than to participants) | 2022-06-30 | $0 |
Interest earned on other investments | 2022-06-30 | $0 |
Income. Interest from US Government securities | 2022-06-30 | $0 |
Income. Interest from corporate debt instruments | 2022-06-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-06-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-06-30 | $0 |
Value of interest in common/collective trusts at end of year | 2022-06-30 | $4,041,909 |
Value of interest in common/collective trusts at beginning of year | 2022-06-30 | $2,951,906 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-06-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-06-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-06-30 | $0 |
Asset value of US Government securities at end of year | 2022-06-30 | $0 |
Asset value of US Government securities at beginning of year | 2022-06-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-404,478 |
Net investment gain/loss from pooled separate accounts | 2022-06-30 | $0 |
Net investment gain or loss from common/collective trusts | 2022-06-30 | $-517,783 |
Net gain/loss from 103.12 investment entities | 2022-06-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Assets. Invements in employer securities at end of year | 2022-06-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-06-30 | $0 |
Assets. Value of employer real property at end of year | 2022-06-30 | $0 |
Assets. Value of employer real property at beginning of year | 2022-06-30 | $0 |
Contributions received in cash from employer | 2022-06-30 | $79,706 |
Employer contributions (assets) at end of year | 2022-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $0 |
Income. Dividends from preferred stock | 2022-06-30 | $0 |
Income. Dividends from common stock | 2022-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $393,108 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-06-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-06-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-06-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-06-30 | $0 |
Contract administrator fees | 2022-06-30 | $25,237 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-06-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-06-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-06-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-06-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-06-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-06-30 | $0 |
Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Aggregate proceeds on sale of assets | 2022-06-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-06-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-06-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-06-30 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | HOFFMAN, STEWART & SCHMIDT |
Accountancy firm EIN | 2022-06-30 | 930743240 |
2021 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2021 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2021-06-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-06-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Expenses. Interest paid | 2021-06-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-06-30 | $0 |
Total income from all sources (including contributions) | 2021-06-30 | $1,961,732 |
Total loss/gain on sale of assets | 2021-06-30 | $0 |
Total of all expenses incurred | 2021-06-30 | $326,528 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $294,077 |
Expenses. Certain deemed distributions of participant loans | 2021-06-30 | $0 |
Value of total corrective distributions | 2021-06-30 | $950 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $697,582 |
Value of total assets at end of year | 2021-06-30 | $5,894,058 |
Value of total assets at beginning of year | 2021-06-30 | $4,258,854 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $31,501 |
Total income from rents | 2021-06-30 | $0 |
Total interest from all sources | 2021-06-30 | $777 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $50,736 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $50,736 |
Assets. Real estate other than employer real property at end of year | 2021-06-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-06-30 | $0 |
Administrative expenses professional fees incurred | 2021-06-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-06-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-06-30 | $0 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $305,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $607,244 |
Participant contributions at end of year | 2021-06-30 | $16,697 |
Participant contributions at beginning of year | 2021-06-30 | $14,400 |
Participant contributions at end of year | 2021-06-30 | $0 |
Participant contributions at beginning of year | 2021-06-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-06-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $83,357 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-06-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-06-30 | $0 |
Other income not declared elsewhere | 2021-06-30 | $0 |
Administrative expenses (other) incurred | 2021-06-30 | $0 |
Total non interest bearing cash at end of year | 2021-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2021-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Income. Non cash contributions | 2021-06-30 | $0 |
Value of net income/loss | 2021-06-30 | $1,635,204 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $5,894,058 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $4,258,854 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Assets. partnership/joint venture interests at end of year | 2021-06-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-06-30 | $0 |
Investment advisory and management fees | 2021-06-30 | $11,993 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $2,925,455 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $3,689,038 |
Interest on participant loans | 2021-06-30 | $777 |
Income. Interest from loans (other than to participants) | 2021-06-30 | $0 |
Interest earned on other investments | 2021-06-30 | $0 |
Income. Interest from US Government securities | 2021-06-30 | $0 |
Income. Interest from corporate debt instruments | 2021-06-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-06-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-06-30 | $0 |
Value of interest in common/collective trusts at end of year | 2021-06-30 | $2,951,906 |
Value of interest in common/collective trusts at beginning of year | 2021-06-30 | $487,681 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-06-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-06-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-06-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-06-30 | $0 |
Asset value of US Government securities at end of year | 2021-06-30 | $0 |
Asset value of US Government securities at beginning of year | 2021-06-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $695,988 |
Net investment gain/loss from pooled separate accounts | 2021-06-30 | $0 |
Net investment gain or loss from common/collective trusts | 2021-06-30 | $516,649 |
Net gain/loss from 103.12 investment entities | 2021-06-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Assets. Invements in employer securities at end of year | 2021-06-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-06-30 | $0 |
Assets. Value of employer real property at end of year | 2021-06-30 | $0 |
Assets. Value of employer real property at beginning of year | 2021-06-30 | $0 |
Contributions received in cash from employer | 2021-06-30 | $6,981 |
Employer contributions (assets) at end of year | 2021-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2021-06-30 | $67,735 |
Income. Dividends from preferred stock | 2021-06-30 | $0 |
Income. Dividends from common stock | 2021-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $294,077 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-06-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-06-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-06-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-06-30 | $0 |
Contract administrator fees | 2021-06-30 | $19,508 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-06-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-06-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-06-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-06-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-06-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-06-30 | $0 |
Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Aggregate proceeds on sale of assets | 2021-06-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-06-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-06-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-06-30 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
Accountancy firm name | 2021-06-30 | HOFFMAN, STEWART & SCHMIDT |
Accountancy firm EIN | 2021-06-30 | 930743240 |
2020 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-06-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $19,451 |
Expenses. Interest paid | 2020-06-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-06-30 | $0 |
Total income from all sources (including contributions) | 2020-06-30 | $693,942 |
Total loss/gain on sale of assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $536,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $490,553 |
Expenses. Certain deemed distributions of participant loans | 2020-06-30 | $0 |
Value of total corrective distributions | 2020-06-30 | $17,383 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $603,507 |
Value of total assets at end of year | 2020-06-30 | $4,258,854 |
Value of total assets at beginning of year | 2020-06-30 | $4,120,415 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $28,116 |
Total income from rents | 2020-06-30 | $0 |
Total interest from all sources | 2020-06-30 | $1,457 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $132,776 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $132,776 |
Assets. Real estate other than employer real property at end of year | 2020-06-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2020-06-30 | $0 |
Administrative expenses professional fees incurred | 2020-06-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-06-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-06-30 | $0 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $305,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $514,926 |
Participant contributions at end of year | 2020-06-30 | $14,400 |
Participant contributions at beginning of year | 2020-06-30 | $35,666 |
Participant contributions at end of year | 2020-06-30 | $0 |
Participant contributions at beginning of year | 2020-06-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-06-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $20,846 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2020-06-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-06-30 | $19,451 |
Other income not declared elsewhere | 2020-06-30 | $0 |
Administrative expenses (other) incurred | 2020-06-30 | $0 |
Total non interest bearing cash at end of year | 2020-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2020-06-30 | $40,008 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Income. Non cash contributions | 2020-06-30 | $0 |
Value of net income/loss | 2020-06-30 | $157,890 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $4,258,854 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $4,100,964 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Assets. partnership/joint venture interests at end of year | 2020-06-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2020-06-30 | $0 |
Investment advisory and management fees | 2020-06-30 | $15,602 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $3,689,038 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $3,815,522 |
Interest on participant loans | 2020-06-30 | $1,457 |
Income. Interest from loans (other than to participants) | 2020-06-30 | $0 |
Interest earned on other investments | 2020-06-30 | $0 |
Income. Interest from US Government securities | 2020-06-30 | $0 |
Income. Interest from corporate debt instruments | 2020-06-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2020-06-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2020-06-30 | $0 |
Value of interest in common/collective trusts at end of year | 2020-06-30 | $487,681 |
Value of interest in common/collective trusts at beginning of year | 2020-06-30 | $186,612 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-06-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-06-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-06-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-06-30 | $0 |
Asset value of US Government securities at end of year | 2020-06-30 | $0 |
Asset value of US Government securities at beginning of year | 2020-06-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $-53,851 |
Net investment gain/loss from pooled separate accounts | 2020-06-30 | $0 |
Net investment gain or loss from common/collective trusts | 2020-06-30 | $10,053 |
Net gain/loss from 103.12 investment entities | 2020-06-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Assets. Invements in employer securities at end of year | 2020-06-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-06-30 | $0 |
Assets. Value of employer real property at end of year | 2020-06-30 | $0 |
Assets. Value of employer real property at beginning of year | 2020-06-30 | $0 |
Contributions received in cash from employer | 2020-06-30 | $67,735 |
Employer contributions (assets) at end of year | 2020-06-30 | $67,735 |
Employer contributions (assets) at beginning of year | 2020-06-30 | $42,607 |
Income. Dividends from preferred stock | 2020-06-30 | $0 |
Income. Dividends from common stock | 2020-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $490,553 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-06-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-06-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-06-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-06-30 | $0 |
Contract administrator fees | 2020-06-30 | $12,514 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-06-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-06-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2020-06-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-06-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-06-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-06-30 | $0 |
Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Aggregate proceeds on sale of assets | 2020-06-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-06-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-06-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-06-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | HOFFMAN, STEWART & SCHMIDT |
Accountancy firm EIN | 2020-06-30 | 930743240 |
2019 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2019 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2019-06-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $19,451 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $39,935 |
Expenses. Interest paid | 2019-06-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-06-30 | $0 |
Total income from all sources (including contributions) | 2019-06-30 | $712,052 |
Total loss/gain on sale of assets | 2019-06-30 | $0 |
Total of all expenses incurred | 2019-06-30 | $232,931 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $184,135 |
Expenses. Certain deemed distributions of participant loans | 2019-06-30 | $6,139 |
Value of total corrective distributions | 2019-06-30 | $19,451 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $452,644 |
Value of total assets at end of year | 2019-06-30 | $4,120,415 |
Value of total assets at beginning of year | 2019-06-30 | $3,661,778 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $23,206 |
Total income from rents | 2019-06-30 | $0 |
Total interest from all sources | 2019-06-30 | $1,803 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $103,770 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $103,770 |
Assets. Real estate other than employer real property at end of year | 2019-06-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-06-30 | $0 |
Administrative expenses professional fees incurred | 2019-06-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-06-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-06-30 | $0 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $305,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $368,295 |
Participant contributions at end of year | 2019-06-30 | $35,666 |
Participant contributions at beginning of year | 2019-06-30 | $19,702 |
Participant contributions at end of year | 2019-06-30 | $0 |
Participant contributions at beginning of year | 2019-06-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-06-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $41,742 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-06-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-06-30 | $19,451 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-06-30 | $39,935 |
Other income not declared elsewhere | 2019-06-30 | $-226 |
Administrative expenses (other) incurred | 2019-06-30 | $0 |
Total non interest bearing cash at end of year | 2019-06-30 | $40,008 |
Total non interest bearing cash at beginning of year | 2019-06-30 | $134 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Income. Non cash contributions | 2019-06-30 | $0 |
Value of net income/loss | 2019-06-30 | $479,121 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $4,100,964 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $3,621,843 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Assets. partnership/joint venture interests at end of year | 2019-06-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-06-30 | $0 |
Investment advisory and management fees | 2019-06-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $3,815,522 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $3,531,584 |
Interest on participant loans | 2019-06-30 | $1,349 |
Income. Interest from loans (other than to participants) | 2019-06-30 | $0 |
Interest earned on other investments | 2019-06-30 | $454 |
Income. Interest from US Government securities | 2019-06-30 | $0 |
Income. Interest from corporate debt instruments | 2019-06-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2019-06-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-06-30 | $0 |
Value of interest in common/collective trusts at end of year | 2019-06-30 | $186,612 |
Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $105,521 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-06-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-06-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-06-30 | $0 |
Asset value of US Government securities at end of year | 2019-06-30 | $0 |
Asset value of US Government securities at beginning of year | 2019-06-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $149,083 |
Net investment gain/loss from pooled separate accounts | 2019-06-30 | $0 |
Net investment gain or loss from common/collective trusts | 2019-06-30 | $4,978 |
Net gain/loss from 103.12 investment entities | 2019-06-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Assets. Invements in employer securities at end of year | 2019-06-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-06-30 | $0 |
Assets. Value of employer real property at end of year | 2019-06-30 | $0 |
Assets. Value of employer real property at beginning of year | 2019-06-30 | $0 |
Contributions received in cash from employer | 2019-06-30 | $42,607 |
Employer contributions (assets) at end of year | 2019-06-30 | $42,607 |
Employer contributions (assets) at beginning of year | 2019-06-30 | $4,837 |
Income. Dividends from preferred stock | 2019-06-30 | $0 |
Income. Dividends from common stock | 2019-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $184,135 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-06-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-06-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-06-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-06-30 | $0 |
Contract administrator fees | 2019-06-30 | $23,206 |
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 | 2019-06-30 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-06-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-06-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-06-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-06-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-06-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-06-30 | $0 |
Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Aggregate proceeds on sale of assets | 2019-06-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-06-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-06-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-06-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | HOFFMAN, STEWART & SCHMIDT |
Accountancy firm EIN | 2019-06-30 | 930743240 |
2018 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $39,935 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total income from all sources (including contributions) | 2018-06-30 | $591,881 |
Total loss/gain on sale of assets | 2018-06-30 | $0 |
Total of all expenses incurred | 2018-06-30 | $380,519 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $357,308 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $323,043 |
Value of total assets at end of year | 2018-06-30 | $3,661,778 |
Value of total assets at beginning of year | 2018-06-30 | $3,410,481 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $23,211 |
Total interest from all sources | 2018-06-30 | $459 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $96,231 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $96,231 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $341,100 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $317,488 |
Participant contributions at end of year | 2018-06-30 | $19,702 |
Participant contributions at beginning of year | 2018-06-30 | $4,988 |
Participant contributions at beginning of year | 2018-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $718 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-06-30 | $39,935 |
Other income not declared elsewhere | 2018-06-30 | $929 |
Administrative expenses (other) incurred | 2018-06-30 | $2,654 |
Total non interest bearing cash at end of year | 2018-06-30 | $134 |
Total non interest bearing cash at beginning of year | 2018-06-30 | $5 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $211,362 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $3,621,843 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $3,410,481 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Investment advisory and management fees | 2018-06-30 | $10,574 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $3,531,584 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $3,380,493 |
Interest on participant loans | 2018-06-30 | $459 |
Value of interest in common/collective trusts at end of year | 2018-06-30 | $105,521 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $24,995 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $24,995 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $170,834 |
Net investment gain or loss from common/collective trusts | 2018-06-30 | $385 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Contributions received in cash from employer | 2018-06-30 | $4,837 |
Employer contributions (assets) at end of year | 2018-06-30 | $4,837 |
Employer contributions (assets) at beginning of year | 2018-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $357,308 |
Contract administrator fees | 2018-06-30 | $9,983 |
Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
Accountancy firm name | 2018-06-30 | HOFFMAN, STEWART AND SCHMIDT, PC. |
Accountancy firm EIN | 2018-06-30 | 930743240 |
2017 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total income from all sources (including contributions) | 2017-06-30 | $613,714 |
Total loss/gain on sale of assets | 2017-06-30 | $0 |
Total of all expenses incurred | 2017-06-30 | $723,954 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $701,627 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $203,000 |
Value of total assets at end of year | 2017-06-30 | $3,410,481 |
Value of total assets at beginning of year | 2017-06-30 | $3,520,721 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $22,327 |
Total interest from all sources | 2017-06-30 | $559 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $83,871 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $83,871 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $352,100 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $191,921 |
Participant contributions at end of year | 2017-06-30 | $4,988 |
Participant contributions at beginning of year | 2017-06-30 | $23,451 |
Participant contributions at end of year | 2017-06-30 | $0 |
Participant contributions at beginning of year | 2017-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $11,079 |
Other income not declared elsewhere | 2017-06-30 | $1,358 |
Administrative expenses (other) incurred | 2017-06-30 | $2,501 |
Total non interest bearing cash at end of year | 2017-06-30 | $5 |
Total non interest bearing cash at beginning of year | 2017-06-30 | $9,268 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $-110,240 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $3,410,481 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $3,520,721 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Investment advisory and management fees | 2017-06-30 | $10,592 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $3,380,493 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $3,455,956 |
Interest on participant loans | 2017-06-30 | $559 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $24,995 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $32,046 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $32,046 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $324,926 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $701,627 |
Contract administrator fees | 2017-06-30 | $9,234 |
Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
Accountancy firm name | 2017-06-30 | HOFFMAN, STEWART AND SCHMIDT, PC. |
Accountancy firm EIN | 2017-06-30 | 930743240 |
2016 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total income from all sources (including contributions) | 2016-06-30 | $250,372 |
Total loss/gain on sale of assets | 2016-06-30 | $0 |
Total of all expenses incurred | 2016-06-30 | $646,460 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $624,604 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $275,036 |
Value of total assets at end of year | 2016-06-30 | $3,520,721 |
Value of total assets at beginning of year | 2016-06-30 | $3,916,809 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $21,856 |
Total interest from all sources | 2016-06-30 | $1,452 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $102,844 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $102,844 |
Administrative expenses professional fees incurred | 2016-06-30 | $21,856 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $391,594 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $183,408 |
Participant contributions at end of year | 2016-06-30 | $23,451 |
Participant contributions at beginning of year | 2016-06-30 | $16,171 |
Participant contributions at end of year | 2016-06-30 | $0 |
Participant contributions at beginning of year | 2016-06-30 | $176 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $91,628 |
Other income not declared elsewhere | 2016-06-30 | $3,007 |
Total non interest bearing cash at end of year | 2016-06-30 | $9,268 |
Total non interest bearing cash at beginning of year | 2016-06-30 | $655 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $-396,088 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $3,520,721 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $3,916,809 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $3,455,956 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $3,866,636 |
Income. Interest from loans (other than to participants) | 2016-06-30 | $1,452 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $32,046 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $33,171 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $33,171 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $-131,967 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $624,604 |
Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
Accountancy firm name | 2016-06-30 | HOFFMAN, STEWART AND SCHMIDT, PC. |
Accountancy firm EIN | 2016-06-30 | 930743240 |
2015 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $769 |
Total income from all sources (including contributions) | 2015-06-30 | $263,679 |
Total loss/gain on sale of assets | 2015-06-30 | $0 |
Total of all expenses incurred | 2015-06-30 | $637,575 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $613,579 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $169,683 |
Value of total assets at end of year | 2015-06-30 | $3,916,809 |
Value of total assets at beginning of year | 2015-06-30 | $4,291,474 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $23,996 |
Total interest from all sources | 2015-06-30 | $911 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $215,158 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $215,158 |
Administrative expenses professional fees incurred | 2015-06-30 | $8,897 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $391,681 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Contributions received from participants | 2015-06-30 | $155,651 |
Participant contributions at end of year | 2015-06-30 | $16,171 |
Participant contributions at beginning of year | 2015-06-30 | $25,555 |
Participant contributions at end of year | 2015-06-30 | $176 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $14,032 |
Other income not declared elsewhere | 2015-06-30 | $5,380 |
Administrative expenses (other) incurred | 2015-06-30 | $656 |
Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $769 |
Total non interest bearing cash at end of year | 2015-06-30 | $655 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $-373,896 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $3,916,809 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $4,290,705 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Investment advisory and management fees | 2015-06-30 | $9,419 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $3,866,636 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $4,264,708 |
Interest on participant loans | 2015-06-30 | $911 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $33,171 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $1,211 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $1,211 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $-127,453 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $613,579 |
Contract administrator fees | 2015-06-30 | $5,024 |
Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
Accountancy firm name | 2015-06-30 | HOFFMAN, STEWART AND SCHMIDT, PC. |
Accountancy firm EIN | 2015-06-30 | 930743240 |
2014 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $769 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $915 |
Total income from all sources (including contributions) | 2014-06-30 | $797,377 |
Total loss/gain on sale of assets | 2014-06-30 | $397,350 |
Total of all expenses incurred | 2014-06-30 | $494,171 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $467,633 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $172,370 |
Value of total assets at end of year | 2014-06-30 | $4,291,474 |
Value of total assets at beginning of year | 2014-06-30 | $3,988,414 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $26,538 |
Total interest from all sources | 2014-06-30 | $1,526 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $156,734 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $156,734 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $429,071 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Contributions received from participants | 2014-06-30 | $172,370 |
Participant contributions at end of year | 2014-06-30 | $25,555 |
Participant contributions at beginning of year | 2014-06-30 | $48,106 |
Other income not declared elsewhere | 2014-06-30 | $6,058 |
Administrative expenses (other) incurred | 2014-06-30 | $3,124 |
Liabilities. Value of operating payables at end of year | 2014-06-30 | $769 |
Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $915 |
Total non interest bearing cash at beginning of year | 2014-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $303,206 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $4,290,705 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $3,987,499 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Investment advisory and management fees | 2014-06-30 | $12,612 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $4,264,708 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $3,939,381 |
Interest on participant loans | 2014-06-30 | $1,521 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $1,211 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $927 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $927 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $5 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $63,339 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $467,633 |
Contract administrator fees | 2014-06-30 | $10,802 |
Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Aggregate proceeds on sale of assets | 2014-06-30 | $2,414,551 |
Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $2,017,201 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
Accountancy firm name | 2014-06-30 | GEFFEN, MESHER & COMPANY PC |
Accountancy firm EIN | 2014-06-30 | 931042710 |
2013 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2013 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $915 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total income from all sources (including contributions) | 2013-06-30 | $667,689 |
Total of all expenses incurred | 2013-06-30 | $182,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $158,324 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $176,422 |
Value of total assets at end of year | 2013-06-30 | $3,988,414 |
Value of total assets at beginning of year | 2013-06-30 | $3,502,637 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $24,503 |
Total interest from all sources | 2013-06-30 | $1,787 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $120,376 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $120,376 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $398,750 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $174,455 |
Participant contributions at end of year | 2013-06-30 | $48,106 |
Participant contributions at beginning of year | 2013-06-30 | $49,740 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $1,437 |
Other income not declared elsewhere | 2013-06-30 | $6,878 |
Administrative expenses (other) incurred | 2013-06-30 | $4,185 |
Liabilities. Value of operating payables at end of year | 2013-06-30 | $915 |
Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $484,862 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $3,987,499 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $3,502,637 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Investment advisory and management fees | 2013-06-30 | $11,064 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $3,939,381 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $3,356,428 |
Interest on participant loans | 2013-06-30 | $1,777 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $927 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $96,108 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $96,108 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $10 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $362,226 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $530 |
Employer contributions (assets) at end of year | 2013-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2013-06-30 | $361 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $158,324 |
Contract administrator fees | 2013-06-30 | $9,254 |
Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
Accountancy firm name | 2013-06-30 | GEFFEN, MESHER & COMPANY PC |
Accountancy firm EIN | 2013-06-30 | 931042710 |
2012 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-06-30 | $187,780 |
Total of all expenses incurred | 2012-06-30 | $429,870 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $402,398 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $181,389 |
Value of total assets at end of year | 2012-06-30 | $3,502,637 |
Value of total assets at beginning of year | 2012-06-30 | $3,744,727 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $27,472 |
Total interest from all sources | 2012-06-30 | $1,829 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $133,129 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $133,129 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $351,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $178,138 |
Participant contributions at end of year | 2012-06-30 | $49,740 |
Participant contributions at beginning of year | 2012-06-30 | $44,606 |
Other income not declared elsewhere | 2012-06-30 | $6,739 |
Administrative expenses (other) incurred | 2012-06-30 | $3,559 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $-242,090 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $3,502,637 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $3,744,727 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Investment advisory and management fees | 2012-06-30 | $10,506 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $3,356,428 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $3,699,635 |
Interest on participant loans | 2012-06-30 | $1,819 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $96,108 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $486 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $486 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $10 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-135,306 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $3,251 |
Employer contributions (assets) at end of year | 2012-06-30 | $361 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $402,398 |
Contract administrator fees | 2012-06-30 | $13,407 |
Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
Accountancy firm name | 2012-06-30 | BEEMER, SMITH, MUNRO & CO, LLP |
Accountancy firm EIN | 2012-06-30 | 930668420 |
2011 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total income from all sources (including contributions) | 2011-06-30 | $983,915 |
Total loss/gain on sale of assets | 2011-06-30 | $0 |
Total of all expenses incurred | 2011-06-30 | $277,944 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $254,414 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $306,309 |
Value of total assets at end of year | 2011-06-30 | $3,744,727 |
Value of total assets at beginning of year | 2011-06-30 | $3,038,756 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $23,530 |
Total interest from all sources | 2011-06-30 | $2,119 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $97,912 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $97,912 |
Administrative expenses professional fees incurred | 2011-06-30 | $2,096 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $374,480 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $172,985 |
Participant contributions at end of year | 2011-06-30 | $44,606 |
Participant contributions at beginning of year | 2011-06-30 | $23,799 |
Participant contributions at end of year | 2011-06-30 | $0 |
Participant contributions at beginning of year | 2011-06-30 | $150 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $125,056 |
Other income not declared elsewhere | 2011-06-30 | $3,312 |
Administrative expenses (other) incurred | 2011-06-30 | $4 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $705,971 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $3,744,727 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $3,038,756 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Investment advisory and management fees | 2011-06-30 | $10,105 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $3,699,635 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $3,008,491 |
Interest on participant loans | 2011-06-30 | $2,110 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $486 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $6,316 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $6,316 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $9 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $574,263 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $8,268 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $254,414 |
Contract administrator fees | 2011-06-30 | $11,325 |
Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
Accountancy firm name | 2011-06-30 | BEEMER, SMITH, MUNRO & CO, LLP |
Accountancy firm EIN | 2011-06-30 | 930668420 |
2010 : RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
2021: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2021 form 5500 responses | ||
---|---|---|
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Submission has been amended | No |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Insurance | Yes |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement – Insurance | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2020 form 5500 responses | ||
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | No |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Insurance | Yes |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement – Insurance | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2019 form 5500 responses | ||
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | Yes |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Insurance | Yes |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement – Insurance | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2017 form 5500 responses | ||
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2016 form 5500 responses | ||
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2015 form 5500 responses | ||
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2014 form 5500 responses | ||
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2013 form 5500 responses | ||
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | Yes |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2009: RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |