401k Plan data: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES plan

HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 401k Plan overview

Plan Name	HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES
Plan identification number	003

HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HANNA AND MORTON, LLP has sponsored the creation of one or more 401k plans.

Company Name: HANNA AND MORTON, LLP

Employer identification number (EIN): 952374061

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 NORMAN PEDERSEN 2023-05-16
003 2021-01-01 EDWARD RENWICK 2022-08-03
003 2020-01-01
003 2019-01-01
003 2018-01-01 EDWARD RENWICK
003 2017-01-01 EDWARD RENWICK
003 2017-01-01
003 2016-01-01 EDWARD RENWICK
003 2016-01-01
003 2015-01-01 EDWARD RENWICK
003 2014-01-01 EDWARD RENWICK
003 2013-01-01 EDWARD RENWICK 2014-02-04
003 2012-01-01 EDWARD RENWICK 2013-03-26
003 2011-01-01 EDWARD RENWICK 2012-04-12
003 2010-01-01 EDWARD RENWICK 2011-03-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	NORMAN PEDERSEN	2023-05-16
003	2021-01-01	EDWARD RENWICK	2022-08-03
003	2020-01-01
003	2019-01-01
003	2018-01-01	EDWARD RENWICK
003	2017-01-01	EDWARD RENWICK
003	2017-01-01
003	2016-01-01	EDWARD RENWICK
003	2016-01-01
003	2015-01-01	EDWARD RENWICK
003	2014-01-01	EDWARD RENWICK
003	2013-01-01	EDWARD RENWICK	2014-02-04
003	2012-01-01	EDWARD RENWICK	2013-03-26
003	2011-01-01	EDWARD RENWICK	2012-04-12
003	2010-01-01	EDWARD RENWICK	2011-03-16

Plan Statistics for HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES

401k plan membership statisitcs for HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES

Measure Date Value
2022: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES

Measure	Date	Value
2022 : HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-295,023
Expenses. Total of all expenses incurred	2022-12-31	$1,820,123
Benefits paid (including direct rollovers)	2022-12-31	$1,819,767
Total plan assets at end of year	2022-12-31	$2,052,363
Total plan assets at beginning of year	2022-12-31	$4,167,509
Value of fidelity bond covering the plan	2022-12-31	$1,750,000
Other income received	2022-12-31	$-360,006
Net income (gross income less expenses)	2022-12-31	$-2,115,146
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,052,363
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,167,509
Total contributions received or receivable from employer(s)	2022-12-31	$64,983
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$356
2021 : HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$471,855
Expenses. Total of all expenses incurred	2021-12-31	$1,761
Total plan assets at end of year	2021-12-31	$4,167,509
Total plan assets at beginning of year	2021-12-31	$3,697,415
Value of fidelity bond covering the plan	2021-12-31	$1,750,000
Other income received	2021-12-31	$406,636
Net income (gross income less expenses)	2021-12-31	$470,094
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,167,509
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,697,415
Total contributions received or receivable from employer(s)	2021-12-31	$65,219
Value of certain deemed distributions of participant loans	2021-12-31	$1,761
2020 : HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$179,622
Expenses. Total of all expenses incurred	2020-12-31	$7,534
Benefits paid (including direct rollovers)	2020-12-31	$5,071
Total plan assets at end of year	2020-12-31	$3,697,415
Total plan assets at beginning of year	2020-12-31	$3,525,327
Value of fidelity bond covering the plan	2020-12-31	$1,500,000
Other income received	2020-12-31	$120,054
Net income (gross income less expenses)	2020-12-31	$172,088
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,697,415
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,525,327
Total contributions received or receivable from employer(s)	2020-12-31	$59,568
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,463
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$190,626
Expenses. Total of all expenses incurred	2019-12-31	$5,903
Total plan assets at end of year	2019-12-31	$3,525,327
Total plan assets at beginning of year	2019-12-31	$3,340,604
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$129,318
Net income (gross income less expenses)	2019-12-31	$184,723
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,525,327
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,340,604
Total contributions received or receivable from employer(s)	2019-12-31	$61,308
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$5,903
2018 : HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$105,090
Expenses. Total of all expenses incurred	2018-12-31	$7,901
Total plan assets at end of year	2018-12-31	$3,340,604
Total plan assets at beginning of year	2018-12-31	$3,243,415
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$8,205
Other income received	2018-12-31	$53,264
Net income (gross income less expenses)	2018-12-31	$97,189
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,340,604
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,243,415
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$133,038
Assets. Value of real-estate (other than employer real property)	2018-12-31	$89,920
Total contributions received or receivable from employer(s)	2018-12-31	$43,621
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$7,901
2017 : HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$84,550
Expenses. Total of all expenses incurred	2017-12-31	$86
Total plan assets at end of year	2017-12-31	$796,278
Total plan assets at beginning of year	2017-12-31	$711,814
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$41,973
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$84,464
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$796,278
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$711,814
Assets. Value of real-estate (other than employer real property)	2017-12-31	$76,313
Total contributions received or receivable from employer(s)	2017-12-31	$42,577
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$86
2016 : HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$73,080
Expenses. Total of all expenses incurred	2016-12-31	$86
Total plan assets at end of year	2016-12-31	$710,776
Total plan assets at beginning of year	2016-12-31	$637,782
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$34,222
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$72,994
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$710,776
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$637,782
Assets. Value of real-estate (other than employer real property)	2016-12-31	$70,926
Total contributions received or receivable from employer(s)	2016-12-31	$38,858
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$86
2015 : HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$36,921
Expenses. Total of all expenses incurred	2015-12-31	$85
Total plan assets at end of year	2015-12-31	$637,782
Total plan assets at beginning of year	2015-12-31	$600,946
Value of fidelity bond covering the plan	2015-12-31	$200,000
Other income received	2015-12-31	$-1,938
Net income (gross income less expenses)	2015-12-31	$36,836
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$637,782
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$600,946
Assets. Value of real-estate (other than employer real property)	2015-12-31	$68,263
Total contributions received or receivable from employer(s)	2015-12-31	$38,859
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$85
2014 : HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$75,518
Expenses. Total of all expenses incurred	2014-12-31	$86
Total plan assets at end of year	2014-12-31	$600,946
Total plan assets at beginning of year	2014-12-31	$525,514
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$37,132
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$75,432
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$600,946
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$525,514
Assets. Value of real-estate (other than employer real property)	2014-12-31	$62,286
Total contributions received or receivable from employer(s)	2014-12-31	$38,386
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$86

Form 5500 Responses for HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES

2022: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HANNA AND MORTON, LLP, PROFIT SHARING PLAN FOR SELECTED EMPLOYEES 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HANNA AND MORTON, LLP
Employer identification number (EIN):	952374061
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers