Civic Intelligence
Filing

Morell Engineering & Development 401(K) P/S Plan

Morell Engineering & Development LLC • EIN 20-2147586 • Plan year 2008

Company ProfileSource Archive
Filing Insights

Participants

Flat

5 → 5

0 • 0.00%

Assets

Up

$0 → $18,928

$18,928

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$18,928

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201113$96,763$19,946$6,649iApproximate average salary by contribution assumption: employee only about $166,217 at 4% or $110,811 at 6%; with 50% employer match about $110,811 at 4% or $73,874 at 6%; with 100% employer match about $83,108 at 4% or $55,406 at 6%.
Morell Engineering & Development 401(K) P/S Plan-3$96,763$19,946$6,649iApproximate average salary by contribution assumption: employee only about $166,217 at 4% or $110,811 at 6%; with 50% employer match about $110,811 at 4% or $73,874 at 6%; with 100% employer match about $83,108 at 4% or $55,406 at 6%.
201013$79,275$20,542$6,847iApproximate average salary by contribution assumption: employee only about $171,183 at 4% or $114,122 at 6%; with 50% employer match about $114,122 at 4% or $76,081 at 6%; with 100% employer match about $85,592 at 4% or $57,061 at 6%.
Morell Engineering & Development 401(K) P/S Plan-3$79,275$20,542$6,847iApproximate average salary by contribution assumption: employee only about $171,183 at 4% or $114,122 at 6%; with 50% employer match about $114,122 at 4% or $76,081 at 6%; with 100% employer match about $85,592 at 4% or $57,061 at 6%.
200914$56,840$27,313$6,828iApproximate average salary by contribution assumption: employee only about $170,706 at 4% or $113,804 at 6%; with 50% employer match about $113,804 at 4% or $75,869 at 6%; with 100% employer match about $85,353 at 4% or $56,902 at 6%.
Morell Engineering & Development 401(K) P/S Plan-4$56,840$27,313$6,828iApproximate average salary by contribution assumption: employee only about $170,706 at 4% or $113,804 at 6%; with 50% employer match about $113,804 at 4% or $75,869 at 6%; with 100% employer match about $85,353 at 4% or $56,902 at 6%.
200815$18,928$18,992$3,798iApproximate average salary by contribution assumption: employee only about $94,960 at 4% or $63,307 at 6%; with 50% employer match about $63,307 at 4% or $42,204 at 6%; with 100% employer match about $47,480 at 4% or $31,653 at 6%.
Morell Engineering & Development 401(K) P/S PlanCurrent5$18,928$18,992$3,798iApproximate average salary by contribution assumption: employee only about $94,960 at 4% or $63,307 at 6%; with 50% employer match about $63,307 at 4% or $42,204 at 6%; with 100% employer match about $47,480 at 4% or $31,653 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$18,928$18,928 change

Balance Sheet

Beginning and end of plan year.

Total assets$0$18,928Increase +$18,928
Total liabilities$0$0No change $0
Net assets$0$18,928Increase +$18,928

Contributions

Employer contributions$2,144
Participant contributions$16,848
Other contributions$0

Income & Expenses

Total income$18,928
Total expenses$0
Net income$18,928
Source fields
Schedule I source fields
Filing Id
84037261180309
Schedule I EIN
20-2147586
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2008-01-01
Schedule I Tax Period
20081231
Small plan total assets at beginning of year
$0
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$0
Small plan total assets at end of year
$18,928
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$18,928
Small plan employer contributions
$2,144
Small plan participant contributions
$16,848
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-64
Small plan total income
$18,928
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$18,928
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0