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MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameMORLEY BUILDERS EMPLOYEE SAVINGS PLAN
Plan identification number 002

MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • 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

MORLEY BUILDERS has sponsored the creation of one or more 401k plans.

Company Name:MORLEY BUILDERS
Employer identification number (EIN):953920697
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORLEY BUILDERS EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01ERICK GARCIA2022-07-14
0022020-01-01ERICK GARCIA2021-06-21 ERICK GARCIA2021-06-21
0022019-01-01ERICK GARCIA2020-06-12 ERICK GARCIA2020-06-12
0022018-01-01
0022017-01-01
0022017-01-01
0022016-01-01
0022015-01-01MEGAN CULVER
0022014-01-01MEGAN CULVER
0022013-01-01CHERYL PELTZ
0022012-01-01CHERYL PELTZ
0022011-01-01CHERYL PELTZ
0022010-01-01CHERYL PELTZ CHERYL PELTZ2011-10-07
0022009-01-01CHERYL PELTZ

Plan Statistics for MORLEY BUILDERS EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for MORLEY BUILDERS EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01211
Total number of active participants reported on line 7a of the Form 55002022-01-01142
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0163
Total of all active and inactive participants2022-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01207
Number of participants with account balances2022-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01238
Total number of active participants reported on line 7a of the Form 55002021-01-01133
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0171
Total of all active and inactive participants2021-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01204
Number of participants with account balances2021-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01234
Total number of active participants reported on line 7a of the Form 55002020-01-01181
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01239
Number of participants with account balances2020-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01224
Total number of active participants reported on line 7a of the Form 55002019-01-01183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0145
Total of all active and inactive participants2019-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01228
Number of participants with account balances2019-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01218
Total number of active participants reported on line 7a of the Form 55002018-01-01176
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01220
Number of participants with account balances2018-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01210
Total number of active participants reported on line 7a of the Form 55002017-01-01178
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01217
Number of participants with account balances2017-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01204
Total number of active participants reported on line 7a of the Form 55002016-01-01174
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01207
Total participants2016-01-01207
Number of participants with account balances2016-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01197
Total number of active participants reported on line 7a of the Form 55002015-01-01167
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01204
Number of participants with account balances2015-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01213
Total number of active participants reported on line 7a of the Form 55002014-01-01158
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01195
Number of participants with account balances2014-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01211
Total number of active participants reported on line 7a of the Form 55002013-01-01181
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01209
Number of participants with account balances2013-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01203
Total number of active participants reported on line 7a of the Form 55002012-01-01172
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01209
Number of participants with account balances2012-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01206
Total number of active participants reported on line 7a of the Form 55002011-01-01164
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01202
Number of participants with account balances2011-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01203
Total number of active participants reported on line 7a of the Form 55002010-01-01167
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01201
Number of participants with account balances2010-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01213
Total number of active participants reported on line 7a of the Form 55002009-01-01165
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0138
Total of all active and inactive participants2009-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01203
Number of participants with account balances2009-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on MORLEY BUILDERS EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$235,609
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,669,365
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,382,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,288,099
Expenses. Certain deemed distributions of participant loans2022-12-31$3,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,529,281
Value of total assets at end of year2022-12-31$28,149,577
Value of total assets at beginning of year2022-12-31$33,966,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$91,142
Total interest from all sources2022-12-31$65,124
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$381,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$381,301
Administrative expenses professional fees incurred2022-12-31$13,131
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$4,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,672,336
Participant contributions at end of year2022-12-31$239,880
Participant contributions at beginning of year2022-12-31$327,541
Participant contributions at end of year2022-12-31$34,435
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$856,945
Other income not declared elsewhere2022-12-31$2,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,052,212
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,149,577
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,966,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,278,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,638,639
Interest on participant loans2022-12-31$395
Interest earned on other investments2022-12-31$64,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,596,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,647,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,288,099
Contract administrator fees2022-12-31$78,011
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS
Accountancy firm EIN2022-12-31910189318
2021 : MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$265,644
Total income from all sources (including contributions)2021-12-31$6,835,257
Total of all expenses incurred2021-12-31$3,284,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,126,684
Expenses. Certain deemed distributions of participant loans2021-12-31$52,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,572,808
Value of total assets at end of year2021-12-31$33,966,180
Value of total assets at beginning of year2021-12-31$30,149,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$105,242
Total interest from all sources2021-12-31$14,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,731,008
Participant contributions at end of year2021-12-31$327,541
Participant contributions at beginning of year2021-12-31$455,353
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$841,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$3,551,179
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,966,180
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,149,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$105,242
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$33,638,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,516,431
Interest on participant loans2021-12-31$14,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,177,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,248,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,126,684
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$194,763
Total transfer of assets from this plan2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,019,547
Total of all expenses incurred2020-12-31$1,030,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$924,185
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,954,419
Value of total assets at end of year2020-12-31$30,149,357
Value of total assets at beginning of year2020-12-31$24,965,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$106,369
Total interest from all sources2020-12-31$15,710
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$872,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$872,123
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$4,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,624,364
Participant contributions at end of year2020-12-31$455,353
Participant contributions at beginning of year2020-12-31$314,209
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$330,055
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$4,988,993
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,149,357
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,965,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,516,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,402,432
Interest on participant loans2020-12-31$15,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,177,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,248,960
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,177,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$924,185
Contract administrator fees2020-12-31$106,369
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$104,936
Total income from all sources (including contributions)2019-12-31$6,531,713
Total of all expenses incurred2019-12-31$2,541,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,392,968
Expenses. Certain deemed distributions of participant loans2019-12-31$48,956
Value of total corrective distributions2019-12-31$2,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,875,363
Value of total assets at end of year2019-12-31$24,965,601
Value of total assets at beginning of year2019-12-31$20,870,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,748
Total interest from all sources2019-12-31$33,175
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$416,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$416,433
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$4,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,546,821
Participant contributions at end of year2019-12-31$314,209
Participant contributions at beginning of year2019-12-31$376,424
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$328,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$3,990,155
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,965,601
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,870,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,402,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,338,256
Interest on participant loans2019-12-31$15,690
Interest earned on other investments2019-12-31$17,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,248,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,155,830
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,206,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,392,968
Contract administrator fees2019-12-31$96,748
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$115,125
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,102,436
Total of all expenses incurred2018-12-31$929,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$842,526
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,129,666
Value of total assets at end of year2018-12-31$20,870,510
Value of total assets at beginning of year2018-12-31$20,582,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$87,424
Total interest from all sources2018-12-31$63,832
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$363,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$363,961
Administrative expenses professional fees incurred2018-12-31$15,499
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,477,462
Participant contributions at end of year2018-12-31$376,424
Participant contributions at beginning of year2018-12-31$323,498
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$996
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$652,204
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$2,157
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$172,486
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,870,510
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,582,899
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,338,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,886,947
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$13,413
Interest earned on other investments2018-12-31$50,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,155,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,371,458
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,457,180
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$842,526
Contract administrator fees2018-12-31$71,925
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$34,499
Total transfer of assets from this plan2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,530,408
Total of all expenses incurred2017-12-31$731,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$700,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,520,133
Value of total assets at end of year2017-12-31$20,582,899
Value of total assets at beginning of year2017-12-31$16,749,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,831
Total interest from all sources2017-12-31$11,931
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$511,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$511,952
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,391,922
Participant contributions at end of year2017-12-31$323,498
Participant contributions at beginning of year2017-12-31$348,038
Participant contributions at end of year2017-12-31$996
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$125,583
Other income not declared elsewhere2017-12-31$1,671
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$3,799,244
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,582,899
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,749,156
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,886,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,639,452
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,388,089
Interest on participant loans2017-12-31$11,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,371,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,373,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,484,721
Net investment gain/loss from pooled separate accounts2017-12-31$0
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$2,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$700,333
Contract administrator fees2017-12-31$30,831
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$123,594
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,683,326
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,399,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,369,855
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,411,749
Value of total assets at end of year2016-12-31$16,749,156
Value of total assets at beginning of year2016-12-31$15,341,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$29,530
Total interest from all sources2016-12-31$38,567
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$129,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$129,356
Administrative expenses professional fees incurred2016-12-31$20,498
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,277,681
Participant contributions at end of year2016-12-31$348,038
Participant contributions at beginning of year2016-12-31$348,554
Participant contributions at beginning of year2016-12-31$343
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$134,068
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$47
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$1,283,941
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,749,156
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,341,621
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
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,639,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,931,860
Value of interest in pooled separate accounts at end of year2016-12-31$6,388,089
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,757,139
Interest on participant loans2016-12-31$11,922
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$26,645
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,373,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,303,725
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$428,923
Net investment gain/loss from pooled separate accounts2016-12-31$674,731
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,369,855
Contract administrator fees2016-12-31$8,985
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$27,049
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,431,687
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,494,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,447,855
Value of total corrective distributions2015-12-31$35,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,567,882
Value of total assets at end of year2015-12-31$15,341,621
Value of total assets at beginning of year2015-12-31$15,377,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,294
Total interest from all sources2015-12-31$40,961
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$139,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$139,878
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,270,532
Participant contributions at end of year2015-12-31$348,554
Participant contributions at beginning of year2015-12-31$375,904
Participant contributions at end of year2015-12-31$343
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$297,350
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-62,930
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,341,621
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,377,502
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,931,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,024,086
Value of interest in pooled separate accounts at end of year2015-12-31$5,757,139
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,619,290
Interest on participant loans2015-12-31$11,075
Interest earned on other investments2015-12-31$29,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,303,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,358,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-323,909
Net investment gain/loss from pooled separate accounts2015-12-31$6,875
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,447,855
Contract administrator fees2015-12-31$11,294
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$110,562
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$144,844
Total income from all sources (including contributions)2014-12-31$2,354,791
Total of all expenses incurred2014-12-31$2,930,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,907,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,528,860
Value of total assets at end of year2014-12-31$15,377,502
Value of total assets at beginning of year2014-12-31$15,987,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,025
Total interest from all sources2014-12-31$46,406
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$131,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$131,568
Administrative expenses professional fees incurred2014-12-31$16,583
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,239,359
Participant contributions at end of year2014-12-31$375,904
Participant contributions at beginning of year2014-12-31$440,031
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$289,501
Administrative expenses (other) incurred2014-12-31$824
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-575,575
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,377,502
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,842,515
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,024,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,714,880
Value of interest in pooled separate accounts at end of year2014-12-31$5,619,290
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,423,877
Interest on participant loans2014-12-31$14,008
Interest earned on other investments2014-12-31$32,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,358,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,408,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$67,811
Net investment gain/loss from pooled separate accounts2014-12-31$580,146
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,907,341
Contract administrator fees2014-12-31$5,618
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$144,844
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$1,188
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$144,844
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,860,607
Total of all expenses incurred2013-12-31$2,172,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,998,419
Value of total corrective distributions2013-12-31$144,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,493,007
Value of total assets at end of year2013-12-31$15,987,359
Value of total assets at beginning of year2013-12-31$14,153,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,635
Total interest from all sources2013-12-31$20,106
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$244,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$244,343
Administrative expenses professional fees incurred2013-12-31$13,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,223,812
Participant contributions at end of year2013-12-31$440,031
Participant contributions at beginning of year2013-12-31$375,437
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$269,195
Other income not declared elsewhere2013-12-31$-4
Administrative expenses (other) incurred2013-12-31$3,851
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$43,776
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$1,687,709
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,842,515
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,153,618
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,714,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,758,327
Value of interest in pooled separate accounts at end of year2013-12-31$5,423,877
Interest on participant loans2013-12-31$14,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,976,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,976,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,408,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,103,155
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,998,419
Contract administrator fees2013-12-31$12,284
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at end of year2013-12-31$144,844
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,477,994
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,423,840
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$940,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$907,566
Value of total corrective distributions2012-12-31$12,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,027,189
Value of total assets at end of year2012-12-31$14,153,618
Value of total assets at beginning of year2012-12-31$11,191,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,042
Total interest from all sources2012-12-31$11,877
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$387,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$387,834
Administrative expenses professional fees incurred2012-12-31$14,193
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,022,273
Participant contributions at end of year2012-12-31$375,437
Participant contributions at beginning of year2012-12-31$226,472
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,916
Administrative expenses (other) incurred2012-12-31$108
Total non interest bearing cash at end of year2012-12-31$43,776
Total non interest bearing cash at beginning of year2012-12-31$42,471
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$1,483,795
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,153,618
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,191,829
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,758,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,666,211
Interest on participant loans2012-12-31$11,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,976,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,256,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,256,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$996,940
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$907,566
Contract administrator fees2012-12-31$5,741
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$693,538
Total loss/gain on sale of assets2011-12-31$4,211
Total of all expenses incurred2011-12-31$954,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$920,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,103,669
Value of total assets at end of year2011-12-31$11,191,829
Value of total assets at beginning of year2011-12-31$11,452,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,186
Total interest from all sources2011-12-31$11,354
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$280,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$280,950
Administrative expenses professional fees incurred2011-12-31$21,595
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,096,113
Participant contributions at end of year2011-12-31$226,472
Participant contributions at beginning of year2011-12-31$301,208
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,556
Other income not declared elsewhere2011-12-31$31
Total non interest bearing cash at end of year2011-12-31$42,471
Total non interest bearing cash at beginning of year2011-12-31$40,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-261,091
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,191,829
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,452,920
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
Investment advisory and management fees2011-12-31$1,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,666,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,704,387
Interest on participant loans2011-12-31$10,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,256,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,370,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,370,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-706,716
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
Income. Dividends from common stock2011-12-31$39
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$920,443
Contract administrator fees2011-12-31$11,092
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$36,682
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
Aggregate proceeds on sale of assets2011-12-31$901,531
Aggregate carrying amount (costs) on sale of assets2011-12-31$897,320
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$6,919
Total unrealized appreciation/depreciation of assets2010-12-31$6,919
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,483,313
Total loss/gain on sale of assets2010-12-31$2,526
Total of all expenses incurred2010-12-31$322,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$286,976
Value of total corrective distributions2010-12-31$11,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,136,789
Value of total assets at end of year2010-12-31$11,452,920
Value of total assets at beginning of year2010-12-31$9,292,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,692
Total interest from all sources2010-12-31$13,269
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$230,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$230,039
Administrative expenses professional fees incurred2010-12-31$22,411
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,136,789
Participant contributions at end of year2010-12-31$301,208
Participant contributions at beginning of year2010-12-31$207,649
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$22,628
Other income not declared elsewhere2010-12-31$862
Administrative expenses (other) incurred2010-12-31$200
Total non interest bearing cash at end of year2010-12-31$40,516
Total non interest bearing cash at beginning of year2010-12-31$124
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$2,160,854
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,452,920
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,292,066
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
Investment advisory and management fees2010-12-31$31
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,704,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,837,176
Interest on participant loans2010-12-31$12,182
Interest earned on other investments2010-12-31$47
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,370,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,197,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,197,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,092,761
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
Income. Dividends from common stock2010-12-31$148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$286,976
Contract administrator fees2010-12-31$1,050
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$36,682
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$27,237
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
Aggregate proceeds on sale of assets2010-12-31$327,666
Aggregate carrying amount (costs) on sale of assets2010-12-31$325,140
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MORLEY BUILDERS EMPLOYEE SAVINGS PLAN

2022: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 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: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 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: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MORLEY BUILDERS EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered207
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,026
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2026
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered206
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,490
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1490
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered237
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,349
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1349
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered234
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,610
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1610
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered224
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,484
Total amount of fees paid to insurance companyUSD $1,431
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,482
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number524666
Policy instance 2
Insurance contract or identification number524666
Number of Individuals Covered219
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $20,273
Total amount of fees paid to insurance companyUSD $4,488
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,895
Insurance broker organization code?3
Amount paid for insurance broker fees1012
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered219
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,630
Total amount of fees paid to insurance companyUSD $4,265
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,015
Insurance broker organization code?3
Amount paid for insurance broker fees1274
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameMERRILL LYNCH PIERCE FENNER & SMITH
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number524666
Policy instance 2
Insurance contract or identification number524666
Number of Individuals Covered204
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $17,349
Total amount of fees paid to insurance companyUSD $4,255
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,349
Insurance broker organization code?4
Amount paid for insurance broker fees2168
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameQBI, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered204
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,121
Total amount of fees paid to insurance companyUSD $4,035
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,121
Insurance broker organization code?4
Amount paid for insurance broker fees2855
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameQBI, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered195
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,151
Total amount of fees paid to insurance companyUSD $2,176
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,151
Insurance broker organization code?4
Amount paid for insurance broker fees1209
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameMERRILL LYNCH PIERCE FENNER & SMITH
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered178
Insurance policy start date2013-04-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $37,192
Total amount of fees paid to insurance companyUSD $46,435
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,192
Amount paid for insurance broker fees36432
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH PIERCE FENNER & SMITH

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