?>
Logo

MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 401k Plan overview

Plan NameMORRISON & FOERSTER LLP RETIREMENT PLAN PART II
Plan identification number 006

MORRISON & FOERSTER LLP RETIREMENT PLAN PART II Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

MORRISON & FOERSTER LLP has sponsored the creation of one or more 401k plans.

Company Name:MORRISON & FOERSTER LLP
Employer identification number (EIN):940697210
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORRISON & FOERSTER LLP RETIREMENT PLAN PART II

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062018-01-01
0062017-01-01JASON MCCORD
0062016-01-01JASON MCCORD
0062015-01-01JASON MCCORD
0062014-01-01MARGO LAMONT
0062013-01-01MARGO LAMONT
0062012-01-01MARGO LAMONT
0062011-01-01MARGO LAMONT

Plan Statistics for MORRISON & FOERSTER LLP RETIREMENT PLAN PART II

401k plan membership statisitcs for MORRISON & FOERSTER LLP RETIREMENT PLAN PART II

Measure Date Value
2018: MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2018 401k membership
Total participants, beginning-of-year2018-01-011,801
Total number of active participants reported on line 7a of the Form 55002018-01-010
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
2017: MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2017 401k membership
Total participants, beginning-of-year2017-01-011,757
Total number of active participants reported on line 7a of the Form 55002017-01-011,011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01782
Total of all active and inactive participants2017-01-011,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-011,801
Number of participants with account balances2017-01-01985
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2016 401k membership
Total participants, beginning-of-year2016-01-011,832
Total number of active participants reported on line 7a of the Form 55002016-01-01975
Number of other retired or separated participants entitled to future benefits2016-01-01775
Total of all active and inactive participants2016-01-011,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-011,757
Number of participants with account balances2016-01-01982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2015 401k membership
Total participants, beginning-of-year2015-01-011,765
Total number of active participants reported on line 7a of the Form 55002015-01-01961
Number of other retired or separated participants entitled to future benefits2015-01-01862
Total of all active and inactive participants2015-01-011,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-011,832
Number of participants with account balances2015-01-011,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0136
2014: MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2014 401k membership
Total participants, beginning-of-year2014-01-011,834
Total number of active participants reported on line 7a of the Form 55002014-01-011,014
Number of other retired or separated participants entitled to future benefits2014-01-01745
Total of all active and inactive participants2014-01-011,759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-011,765
Number of participants with account balances2014-01-011,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2013 401k membership
Total participants, beginning-of-year2013-01-011,843
Total number of active participants reported on line 7a of the Form 55002013-01-011,109
Number of other retired or separated participants entitled to future benefits2013-01-01720
Total of all active and inactive participants2013-01-011,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-011,834
Number of participants with account balances2013-01-011,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0129
2012: MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2012 401k membership
Total participants, beginning-of-year2012-01-011,878
Total number of active participants reported on line 7a of the Form 55002012-01-011,081
Number of other retired or separated participants entitled to future benefits2012-01-01754
Total of all active and inactive participants2012-01-011,835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-011,843
Number of participants with account balances2012-01-011,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2011 401k membership
Total participants, beginning-of-year2011-01-011,553
Total number of active participants reported on line 7a of the Form 55002011-01-011,107
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01762
Total of all active and inactive participants2011-01-011,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-011,878
Number of participants with account balances2011-01-011,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0124

Financial Data on MORRISON & FOERSTER LLP RETIREMENT PLAN PART II

Measure Date Value
2018 : MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-377,343
Total unrealized appreciation/depreciation of assets2018-12-31$-377,343
Total transfer of assets to this plan2018-12-31$1,465,868
Total transfer of assets from this plan2018-12-31$156,484,899
Total income from all sources (including contributions)2018-12-31$-1,194,361
Total of all expenses incurred2018-12-31$9,449,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,436,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,496,769
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$165,662,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,101
Total interest from all sources2018-12-31$47,193
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$158,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$952,351
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,916,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,342
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$3,715,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,643,468
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$165,662,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$77,538
Interest on participant loans2018-12-31$46,565
Interest earned on other investments2018-12-31$628
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$152,998,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,496,769
Income. Dividends from common stock2018-12-31$158,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,436,006
Contract administrator fees2018-12-31$13,101
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$434,766
Total unrealized appreciation/depreciation of assets2017-12-31$434,766
Total transfer of assets to this plan2017-12-31$20,326
Total income from all sources (including contributions)2017-12-31$29,868,980
Total of all expenses incurred2017-12-31$13,944,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,939,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,988,537
Value of total assets at end of year2017-12-31$165,662,499
Value of total assets at beginning of year2017-12-31$149,717,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,876
Total interest from all sources2017-12-31$57,859
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$173,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$952,351
Participant contributions at beginning of year2017-12-31$919,418
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,916,794
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,690,886
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,342
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,924,273
Value of net assets at end of year (total assets less liabilities)2017-12-31$165,662,499
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$149,717,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$77,538
Assets. partnership/joint venture interests at beginning of year2017-12-31$39,690
Interest on participant loans2017-12-31$48,948
Interest earned on other investments2017-12-31$8,911
Value of interest in master investment trust accounts at end of year2017-12-31$152,998,714
Value of interest in master investment trust accounts at beginning of year2017-12-31$138,101,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,988,537
Employer contributions (assets) at end of year2017-12-31$3,715,760
Employer contributions (assets) at beginning of year2017-12-31$2,964,609
Income. Dividends from common stock2017-12-31$173,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,939,831
Contract administrator fees2017-12-31$4,876
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$312,987
Total unrealized appreciation/depreciation of assets2016-12-31$312,987
Total income from all sources (including contributions)2016-12-31$17,827,305
Total of all expenses incurred2016-12-31$4,107,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,100,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,391,289
Value of total assets at end of year2016-12-31$149,717,900
Value of total assets at beginning of year2016-12-31$135,998,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,255
Total interest from all sources2016-12-31$56,621
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$112,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$919,418
Participant contributions at beginning of year2016-12-31$973,617
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,690,886
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$9,616,890
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,493
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$8,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$13,719,825
Value of net assets at end of year (total assets less liabilities)2016-12-31$149,717,900
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$135,998,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$39,690
Assets. partnership/joint venture interests at beginning of year2016-12-31$50,000
Interest on participant loans2016-12-31$49,596
Interest earned on other investments2016-12-31$7,025
Value of interest in master investment trust accounts at end of year2016-12-31$138,101,804
Value of interest in master investment trust accounts at beginning of year2016-12-31$122,739,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,391,289
Employer contributions (assets) at end of year2016-12-31$2,964,609
Employer contributions (assets) at beginning of year2016-12-31$2,609,153
Income. Dividends from common stock2016-12-31$112,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,100,225
Contract administrator fees2016-12-31$7,255
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-651,927
Total unrealized appreciation/depreciation of assets2015-12-31$-651,927
Total transfer of assets from this plan2015-12-31$964,078
Total income from all sources (including contributions)2015-12-31$5,549,470
Total of all expenses incurred2015-12-31$9,287,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,125,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,135,164
Value of total assets at end of year2015-12-31$135,998,075
Value of total assets at beginning of year2015-12-31$140,700,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$161,901
Total interest from all sources2015-12-31$142,242
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$109,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$973,617
Participant contributions at beginning of year2015-12-31$972,791
Assets. Other investments not covered elsewhere at end of year2015-12-31$9,616,890
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$11,249,544
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$8,687
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,737,996
Value of net assets at end of year (total assets less liabilities)2015-12-31$135,998,075
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$140,700,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$50,000
Assets. partnership/joint venture interests at beginning of year2015-12-31$50,000
Interest on participant loans2015-12-31$48,800
Interest earned on other investments2015-12-31$93,442
Value of interest in master investment trust accounts at end of year2015-12-31$122,739,728
Value of interest in master investment trust accounts at beginning of year2015-12-31$125,667,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$7,135,164
Employer contributions (assets) at end of year2015-12-31$2,609,153
Employer contributions (assets) at beginning of year2015-12-31$2,754,612
Income. Dividends from common stock2015-12-31$109,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,125,565
Contract administrator fees2015-12-31$161,901
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$139,559
Total unrealized appreciation/depreciation of assets2014-12-31$139,559
Total income from all sources (including contributions)2014-12-31$13,997,387
Total of all expenses incurred2014-12-31$8,716,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,707,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,509,640
Value of total assets at end of year2014-12-31$140,700,149
Value of total assets at beginning of year2014-12-31$135,419,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,199
Total interest from all sources2014-12-31$209,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$972,791
Participant contributions at beginning of year2014-12-31$980,959
Assets. Other investments not covered elsewhere at end of year2014-12-31$11,249,544
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$11,552,062
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$12,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,280,641
Value of net assets at end of year (total assets less liabilities)2014-12-31$140,700,149
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$135,419,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$50,000
Assets. partnership/joint venture interests at beginning of year2014-12-31$50,000
Interest on participant loans2014-12-31$48,569
Interest earned on other investments2014-12-31$160,898
Value of interest in master investment trust accounts at end of year2014-12-31$125,667,057
Value of interest in master investment trust accounts at beginning of year2014-12-31$119,793,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,509,640
Employer contributions (assets) at end of year2014-12-31$2,754,612
Employer contributions (assets) at beginning of year2014-12-31$3,030,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,707,547
Contract administrator fees2014-12-31$9,199
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$461,911
Total unrealized appreciation/depreciation of assets2013-12-31$461,911
Total income from all sources (including contributions)2013-12-31$24,868,155
Total of all expenses incurred2013-12-31$5,447,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,414,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,573,067
Value of total assets at end of year2013-12-31$135,419,508
Value of total assets at beginning of year2013-12-31$115,999,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,360
Total interest from all sources2013-12-31$258,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$980,959
Participant contributions at beginning of year2013-12-31$1,098,087
Assets. Other investments not covered elsewhere at end of year2013-12-31$11,552,062
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$11,011,012
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$12,655
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$10,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$19,420,389
Value of net assets at end of year (total assets less liabilities)2013-12-31$135,419,508
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$115,999,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$50,000
Assets. partnership/joint venture interests at beginning of year2013-12-31$50,000
Interest on participant loans2013-12-31$53,549
Interest earned on other investments2013-12-31$204,491
Value of interest in master investment trust accounts at end of year2013-12-31$119,793,134
Value of interest in master investment trust accounts at beginning of year2013-12-31$100,748,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,573,067
Employer contributions (assets) at end of year2013-12-31$3,030,698
Employer contributions (assets) at beginning of year2013-12-31$3,081,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,414,406
Contract administrator fees2013-12-31$33,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$542,585
Total unrealized appreciation/depreciation of assets2012-12-31$542,585
Total transfer of assets from this plan2012-12-31$16,444
Total income from all sources (including contributions)2012-12-31$20,168,652
Total of all expenses incurred2012-12-31$6,529,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,493,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,090,527
Value of total assets at end of year2012-12-31$115,999,119
Value of total assets at beginning of year2012-12-31$102,376,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,535
Total interest from all sources2012-12-31$250,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$1,098,087
Participant contributions at beginning of year2012-12-31$1,082,021
Assets. Other investments not covered elsewhere at end of year2012-12-31$11,011,012
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$10,590,618
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$373,432
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$10,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$14,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$13,638,710
Value of net assets at end of year (total assets less liabilities)2012-12-31$115,999,119
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$102,376,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$50,000
Assets. partnership/joint venture interests at beginning of year2012-12-31$50,000
Interest on participant loans2012-12-31$54,690
Interest earned on other investments2012-12-31$195,836
Value of interest in master investment trust accounts at end of year2012-12-31$100,748,225
Value of interest in master investment trust accounts at beginning of year2012-12-31$83,180,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,717,095
Employer contributions (assets) at end of year2012-12-31$3,081,095
Employer contributions (assets) at beginning of year2012-12-31$7,459,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,493,407
Contract administrator fees2012-12-31$36,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$675,964
Total unrealized appreciation/depreciation of assets2011-12-31$675,964
Total transfer of assets from this plan2011-12-31$-158,308
Total income from all sources (including contributions)2011-12-31$6,845,389
Total of all expenses incurred2011-12-31$5,319,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,280,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,693,366
Value of total assets at end of year2011-12-31$102,376,853
Value of total assets at beginning of year2011-12-31$101,008,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$38,211
Total interest from all sources2011-12-31$195,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$1,082,021
Participant contributions at beginning of year2011-12-31$1,091,600
Assets. Other investments not covered elsewhere at end of year2011-12-31$10,590,618
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$10,256,687
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$229,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$14,391
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$14,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,526,265
Value of net assets at end of year (total assets less liabilities)2011-12-31$102,376,853
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$101,008,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$50,000
Assets. partnership/joint venture interests at beginning of year2011-12-31$40,000
Interest on participant loans2011-12-31$55,516
Interest earned on other investments2011-12-31$140,097
Value of interest in master investment trust accounts at end of year2011-12-31$83,180,030
Value of interest in master investment trust accounts at beginning of year2011-12-31$86,812,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,464,163
Employer contributions (assets) at end of year2011-12-31$7,459,793
Employer contributions (assets) at beginning of year2011-12-31$2,793,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,280,913
Contract administrator fees2011-12-31$38,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2010 401k financial data
Total transfer of assets to this plan2010-12-31$84,296,396
Total income from all sources (including contributions)2010-12-31$23,267,135
Total of all expenses incurred2010-12-31$6,554,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,529,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,475,451
Value of total assets at end of year2010-12-31$101,008,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,718
Total interest from all sources2010-12-31$262,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$1,091,600
Assets. Other investments not covered elsewhere at end of year2010-12-31$10,256,687
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$14,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$16,712,500
Value of net assets at end of year (total assets less liabilities)2010-12-31$101,008,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$40,000
Interest earned on other investments2010-12-31$262,994
Value of interest in master investment trust accounts at end of year2010-12-31$86,812,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$13,475,451
Employer contributions (assets) at end of year2010-12-31$2,793,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,529,917
Contract administrator fees2010-12-31$24,718
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318

Form 5500 Responses for MORRISON & FOERSTER LLP RETIREMENT PLAN PART II

2018: MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MORRISON & FOERSTER LLP RETIREMENT PLAN PART II 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number905192
Policy instance 1
Insurance contract or identification number905192
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number24476
Policy instance 1
Insurance contract or identification number24476
Number of Individuals Covered1
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameSFBAG INS SERVICES INC.
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number905192
Policy instance 2
Insurance contract or identification number905192
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3