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Filing

Morrison & Morrison Ltd. Employees' Profit Sharing and Savings Plan & Trust

Morrison & Morrison Ltd. • EIN 36-3143186 • Plan year 2008

Company ProfileSource Archive
Filing Insights

Participants

Down

40 → 29

-11 • -27.50%

Assets

Down

$10,798,184 → $8,601,375

-$2,196,809 • -20.34%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$-2,196,809

Status Flags

Fidelity bond in place

Yes

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
202410$0$0-
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-0$0--
2023150$7,865,960$804,567$16,091iApproximate average salary by contribution assumption: employee only about $402,284 at 4% or $268,189 at 6%; with 50% employer match about $268,189 at 4% or $178,793 at 6%; with 100% employer match about $201,142 at 4% or $134,095 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-50$7,865,960$804,567$16,091iApproximate average salary by contribution assumption: employee only about $402,284 at 4% or $268,189 at 6%; with 50% employer match about $268,189 at 4% or $178,793 at 6%; with 100% employer match about $201,142 at 4% or $134,095 at 6%.
2022148$33,249,574$1,029,368$21,445iApproximate average salary by contribution assumption: employee only about $536,129 at 4% or $357,419 at 6%; with 50% employer match about $357,419 at 4% or $238,280 at 6%; with 100% employer match about $268,065 at 4% or $178,710 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-48$33,249,574$1,029,368$21,445iApproximate average salary by contribution assumption: employee only about $536,129 at 4% or $357,419 at 6%; with 50% employer match about $357,419 at 4% or $238,280 at 6%; with 100% employer match about $268,065 at 4% or $178,710 at 6%.
2021153$40,523,325$1,568,751$29,599iApproximate average salary by contribution assumption: employee only about $739,977 at 4% or $493,318 at 6%; with 50% employer match about $493,318 at 4% or $328,879 at 6%; with 100% employer match about $369,988 at 4% or $246,659 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-53$40,523,325$1,568,751$29,599iApproximate average salary by contribution assumption: employee only about $739,977 at 4% or $493,318 at 6%; with 50% employer match about $493,318 at 4% or $328,879 at 6%; with 100% employer match about $369,988 at 4% or $246,659 at 6%.
2020148$35,393,066$934,496$19,469iApproximate average salary by contribution assumption: employee only about $486,717 at 4% or $324,478 at 6%; with 50% employer match about $324,478 at 4% or $216,319 at 6%; with 100% employer match about $243,358 at 4% or $162,239 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-48$35,393,066$934,496$19,469iApproximate average salary by contribution assumption: employee only about $486,717 at 4% or $324,478 at 6%; with 50% employer match about $324,478 at 4% or $216,319 at 6%; with 100% employer match about $243,358 at 4% or $162,239 at 6%.
2019143$30,328,525$924,436$21,499iApproximate average salary by contribution assumption: employee only about $537,463 at 4% or $358,309 at 6%; with 50% employer match about $358,309 at 4% or $238,872 at 6%; with 100% employer match about $268,731 at 4% or $179,154 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-43$30,328,525$924,436$21,499iApproximate average salary by contribution assumption: employee only about $537,463 at 4% or $358,309 at 6%; with 50% employer match about $358,309 at 4% or $238,872 at 6%; with 100% employer match about $268,731 at 4% or $179,154 at 6%.
2018144$24,863,658$902,785$20,518iApproximate average salary by contribution assumption: employee only about $512,946 at 4% or $341,964 at 6%; with 50% employer match about $341,964 at 4% or $227,976 at 6%; with 100% employer match about $256,473 at 4% or $170,982 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-44$24,863,658$902,785$20,518iApproximate average salary by contribution assumption: employee only about $512,946 at 4% or $341,964 at 6%; with 50% employer match about $341,964 at 4% or $227,976 at 6%; with 100% employer match about $256,473 at 4% or $170,982 at 6%.
2017143$25,359,602$809,779$18,832iApproximate average salary by contribution assumption: employee only about $470,802 at 4% or $313,868 at 6%; with 50% employer match about $313,868 at 4% or $209,245 at 6%; with 100% employer match about $235,401 at 4% or $156,934 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-43$25,359,602$809,779$18,832iApproximate average salary by contribution assumption: employee only about $470,802 at 4% or $313,868 at 6%; with 50% employer match about $313,868 at 4% or $209,245 at 6%; with 100% employer match about $235,401 at 4% or $156,934 at 6%.
2016141$21,466,223$765,517$18,671iApproximate average salary by contribution assumption: employee only about $466,779 at 4% or $311,186 at 6%; with 50% employer match about $311,186 at 4% or $207,457 at 6%; with 100% employer match about $233,389 at 4% or $155,593 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-41$21,466,223$765,517$18,671iApproximate average salary by contribution assumption: employee only about $466,779 at 4% or $311,186 at 6%; with 50% employer match about $311,186 at 4% or $207,457 at 6%; with 100% employer match about $233,389 at 4% or $155,593 at 6%.
2015144$20,048,008$804,577$18,286iApproximate average salary by contribution assumption: employee only about $457,146 at 4% or $304,764 at 6%; with 50% employer match about $304,764 at 4% or $203,176 at 6%; with 100% employer match about $228,573 at 4% or $152,382 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-44$20,048,008$804,577$18,286iApproximate average salary by contribution assumption: employee only about $457,146 at 4% or $304,764 at 6%; with 50% employer match about $304,764 at 4% or $203,176 at 6%; with 100% employer match about $228,573 at 4% or $152,382 at 6%.
2014142$19,192,947$685,908$16,331iApproximate average salary by contribution assumption: employee only about $408,279 at 4% or $272,186 at 6%; with 50% employer match about $272,186 at 4% or $181,457 at 6%; with 100% employer match about $204,139 at 4% or $136,093 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-42$19,192,947$685,908$16,331iApproximate average salary by contribution assumption: employee only about $408,279 at 4% or $272,186 at 6%; with 50% employer match about $272,186 at 4% or $181,457 at 6%; with 100% employer match about $204,139 at 4% or $136,093 at 6%.
2013140$17,689,631$656,358$16,409iApproximate average salary by contribution assumption: employee only about $410,224 at 4% or $273,483 at 6%; with 50% employer match about $273,483 at 4% or $182,322 at 6%; with 100% employer match about $205,112 at 4% or $136,741 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-40$17,689,631$656,358$16,409iApproximate average salary by contribution assumption: employee only about $410,224 at 4% or $273,483 at 6%; with 50% employer match about $273,483 at 4% or $182,322 at 6%; with 100% employer match about $205,112 at 4% or $136,741 at 6%.
2012139$14,398,688$633,097$16,233iApproximate average salary by contribution assumption: employee only about $405,831 at 4% or $270,554 at 6%; with 50% employer match about $270,554 at 4% or $180,370 at 6%; with 100% employer match about $202,916 at 4% or $135,277 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-39$14,398,688$633,097$16,233iApproximate average salary by contribution assumption: employee only about $405,831 at 4% or $270,554 at 6%; with 50% employer match about $270,554 at 4% or $180,370 at 6%; with 100% employer match about $202,916 at 4% or $135,277 at 6%.
2011140$12,342,789$717,753$17,944iApproximate average salary by contribution assumption: employee only about $448,596 at 4% or $299,064 at 6%; with 50% employer match about $299,064 at 4% or $199,376 at 6%; with 100% employer match about $224,298 at 4% or $149,532 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-40$12,342,789$717,753$17,944iApproximate average salary by contribution assumption: employee only about $448,596 at 4% or $299,064 at 6%; with 50% employer match about $299,064 at 4% or $199,376 at 6%; with 100% employer match about $224,298 at 4% or $149,532 at 6%.
2010140$12,088,995$643,459$16,086iApproximate average salary by contribution assumption: employee only about $402,162 at 4% or $268,108 at 6%; with 50% employer match about $268,108 at 4% or $178,739 at 6%; with 100% employer match about $201,081 at 4% or $134,054 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-40$12,088,995$643,459$16,086iApproximate average salary by contribution assumption: employee only about $402,162 at 4% or $268,108 at 6%; with 50% employer match about $268,108 at 4% or $178,739 at 6%; with 100% employer match about $201,081 at 4% or $134,054 at 6%.
2009139$10,842,636$618,858$15,868iApproximate average salary by contribution assumption: employee only about $396,704 at 4% or $264,469 at 6%; with 50% employer match about $264,469 at 4% or $176,313 at 6%; with 100% employer match about $198,352 at 4% or $132,235 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-39$10,842,636$618,858$15,868iApproximate average salary by contribution assumption: employee only about $396,704 at 4% or $264,469 at 6%; with 50% employer match about $264,469 at 4% or $176,313 at 6%; with 100% employer match about $198,352 at 4% or $132,235 at 6%.
2008129$8,601,375$550,643$18,988iApproximate average salary by contribution assumption: employee only about $474,692 at 4% or $316,461 at 6%; with 50% employer match about $316,461 at 4% or $210,974 at 6%; with 100% employer match about $237,346 at 4% or $158,231 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & TrustCurrent29$8,601,375$550,643$18,988iApproximate average salary by contribution assumption: employee only about $474,692 at 4% or $316,461 at 6%; with 50% employer match about $316,461 at 4% or $210,974 at 6%; with 100% employer match about $237,346 at 4% or $158,231 at 6%.
2007130$10,798,184$521,952$17,398iApproximate average salary by contribution assumption: employee only about $434,960 at 4% or $289,973 at 6%; with 50% employer match about $289,973 at 4% or $193,316 at 6%; with 100% employer match about $217,480 at 4% or $144,987 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-30$10,798,184$521,952$17,398iApproximate average salary by contribution assumption: employee only about $434,960 at 4% or $289,973 at 6%; with 50% employer match about $289,973 at 4% or $193,316 at 6%; with 100% employer match about $217,480 at 4% or $144,987 at 6%.
2006127$9,310,290$475,865$17,625iApproximate average salary by contribution assumption: employee only about $440,616 at 4% or $293,744 at 6%; with 50% employer match about $293,744 at 4% or $195,829 at 6%; with 100% employer match about $220,308 at 4% or $146,872 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-27$9,310,290$475,865$17,625iApproximate average salary by contribution assumption: employee only about $440,616 at 4% or $293,744 at 6%; with 50% employer match about $293,744 at 4% or $195,829 at 6%; with 100% employer match about $220,308 at 4% or $146,872 at 6%.
2005126$7,945,537$439,884$16,919iApproximate average salary by contribution assumption: employee only about $422,965 at 4% or $281,977 at 6%; with 50% employer match about $281,977 at 4% or $187,985 at 6%; with 100% employer match about $211,483 at 4% or $140,988 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-26$7,945,537$439,884$16,919iApproximate average salary by contribution assumption: employee only about $422,965 at 4% or $281,977 at 6%; with 50% employer match about $281,977 at 4% or $187,985 at 6%; with 100% employer match about $211,483 at 4% or $140,988 at 6%.
2004123$6,893,606$380,467$16,542iApproximate average salary by contribution assumption: employee only about $413,551 at 4% or $275,701 at 6%; with 50% employer match about $275,701 at 4% or $183,800 at 6%; with 100% employer match about $206,776 at 4% or $137,850 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-23$6,893,606$380,467$16,542iApproximate average salary by contribution assumption: employee only about $413,551 at 4% or $275,701 at 6%; with 50% employer match about $275,701 at 4% or $183,800 at 6%; with 100% employer match about $206,776 at 4% or $137,850 at 6%.
2003126$5,846,676$381,390$14,669iApproximate average salary by contribution assumption: employee only about $366,721 at 4% or $244,481 at 6%; with 50% employer match about $244,481 at 4% or $162,987 at 6%; with 100% employer match about $183,361 at 4% or $122,240 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-26$5,846,676$381,390$14,669iApproximate average salary by contribution assumption: employee only about $366,721 at 4% or $244,481 at 6%; with 50% employer match about $244,481 at 4% or $162,987 at 6%; with 100% employer match about $183,361 at 4% or $122,240 at 6%.
2002227$4,683,442$382,506$14,167iApproximate average salary by contribution assumption: employee only about $354,172 at 4% or $236,115 at 6%; with 50% employer match about $236,115 at 4% or $157,410 at 6%; with 100% employer match about $177,086 at 4% or $118,057 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-27$4,683,442$382,506$14,167iApproximate average salary by contribution assumption: employee only about $354,172 at 4% or $236,115 at 6%; with 50% employer match about $236,115 at 4% or $157,410 at 6%; with 100% employer match about $177,086 at 4% or $118,057 at 6%.
MORRISON & MORRISON, LTD. EMPLOYEES PENSION PLAN & TRUST-0---
2001225$0$0-
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-25---
MORRISON & MORRISON, LTD. EMPLOYEES PENSION PLAN & TRUST-25---
2000225$5,285,417$313,143$12,526iApproximate average salary by contribution assumption: employee only about $313,143 at 4% or $208,762 at 6%; with 50% employer match about $208,762 at 4% or $139,175 at 6%; with 100% employer match about $156,572 at 4% or $104,381 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-25$4,937,908$249,202$9,968iApproximate average salary by contribution assumption: employee only about $249,202 at 4% or $166,135 at 6%; with 50% employer match about $166,135 at 4% or $110,756 at 6%; with 100% employer match about $124,601 at 4% or $83,067 at 6%.
MORRISON & MORRISON, LTD. EMPLOYEES PENSION PLAN & TRUST-25$347,509$63,941$2,558iApproximate average salary by contribution assumption: employee only about $63,941 at 4% or $42,627 at 6%; with 50% employer match about $42,627 at 4% or $28,418 at 6%; with 100% employer match about $31,970 at 4% or $21,314 at 6%.
1999125$4,673,479$219,961$8,798iApproximate average salary by contribution assumption: employee only about $219,961 at 4% or $146,641 at 6%; with 50% employer match about $146,641 at 4% or $97,760 at 6%; with 100% employer match about $109,981 at 4% or $73,320 at 6%.
Morrison & Morrison Ltd. Employees Profit Sharing and Savings Plan & Trust-25$4,673,479$219,961$8,798iApproximate average salary by contribution assumption: employee only about $219,961 at 4% or $146,641 at 6%; with 50% employer match about $146,641 at 4% or $97,760 at 6%; with 100% employer match about $109,981 at 4% or $73,320 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$8,601,375-$2,196,809 change

Balance Sheet

Beginning and end of plan year.

Total assets$10,798,184$8,601,375Decrease -$2,196,809 (-20.34%)
Total liabilities$0$0No change $0
Net assets$10,798,184$8,601,375Decrease -$2,196,809 (-20.34%)

Contributions

Employer contributions$275,618
Participant contributions$275,025
Other contributions$0

Income & Expenses

Total income$-2,196,809
Total expenses$0
Net income$-2,196,809
Source fields
Schedule I source fields
Filing Id
84037190071309
Schedule I EIN
36-3143186
Schedule I Plan Num
003
Schedule I Plan Year Begin Date
2008-01-01
Schedule I Tax Period
20081231
Small plan total assets at beginning of year
$10,798,184
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$10,798,184
Small plan total assets at end of year
$8,601,375
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$8,601,375
Small plan employer contributions
$275,618
Small plan participant contributions
$275,025
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-2,747,452
Small plan total income
$-2,196,809
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
$-2,196,809
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
Yes
Small plan fidelity bond amount
$500,000
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