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MORRISON ASSET MANAGEMENT, LLC

Company Details

Name: MORRISON ASSET MANAGEMENT, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 18 Jan 2011 (14 years ago)
Financial Date End: 31 Jan 2026
Entity Number: 308314
Place of Formation: IDAHO
File Number: 308314
ZIP code: 83709
County: Ada County
Principal Address: SUITE 102 1542 S TIMESQUARE LN BOISE, ID 83709
Mailing Address: David Morrison STE 205 3715 E OVERLAND RD MERIDIAN, ID 83642-8302

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MORRISON ASSET MANAGEMENT, LLC CASH BALANCE PLAN 2022 274568825 2023-07-28 MORRISON ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2020-01-01
Business code 523120
Sponsor’s telephone number 2087890888
Plan sponsor’s address 1542 S. TIMESQUARE LANE, SUITE 102, SUITE 102, BOISE, ID, 83709
MORRISON ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2022 274568825 2023-07-28 MORRISON ASSET MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523120
Sponsor’s telephone number 2087890888
Plan sponsor’s address 1542 S. TIMESQUARE LANE, SUITE 102, SUITE 102, BOISE, ID, 83709
MORRISON ASSET MANAGEMENT, LLC CASH BALANCE PLAN 2021 274568825 2022-09-02 MORRISON ASSET MANAGEMENT, LLC 5
Three-digit plan number (PN) 003
Effective date of plan 2020-01-01
Business code 523120
Sponsor’s telephone number 2087890888
Plan sponsor’s address 1542 S. TIMESQUARE LANE, SUITE 102, BOISE, ID, 83709
MORRISON ASSET MANAGEMENT, LLC CASH BALANCE PLAN 2021 274568825 2022-10-07 MORRISON ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2020-01-01
Business code 523120
Sponsor’s telephone number 2087890888
Plan sponsor’s address 1542 S. TIMESQUARE LANE, SUITE 102, BOISE, ID, 83709
MORRISON ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 274568825 2022-10-07 MORRISON ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523120
Sponsor’s telephone number 2087890888
Plan sponsor’s address 1542 S. TIMESQUARE LANE, SUITE 102, BOISE, ID, 83709
MORRISON ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 274568825 2022-09-02 MORRISON ASSET MANAGEMENT, LLC 5
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523120
Sponsor’s telephone number 2087890888
Plan sponsor’s address 1542 S. TIMESQUARE LANE, SUITE 102, BOISE, ID, 83709
MORRISON ASSET MANAGEMENT, LLC CASH BALANCE PLAN 2020 274568825 2021-03-08 MORRISON ASSET MANAGEMENT, LLC 3
Three-digit plan number (PN) 003
Effective date of plan 2020-01-01
Business code 523120
Sponsor’s telephone number 2087890888
Plan sponsor’s address 1542 S. TIMESQUARE LANE, SUITE 102, BOISE, ID, 83709
MORRISON ASSET MANAGEMENT, LLC CASH BALANCE PLAN 2020 274568825 2021-08-25 MORRISON ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2020-01-01
Business code 523120
Sponsor’s telephone number 2087890888
Plan sponsor’s address 1542 S. TIMESQUARE LANE, SUITE 102, BOISE, ID, 83709
MORRISON ASSET MANAGEMENT, LLC CASH BALANCE PLAN 2020 274568825 2021-03-09 MORRISON ASSET MANAGEMENT, LLC 3
Three-digit plan number (PN) 003
Effective date of plan 2020-01-01
Business code 523120
Sponsor’s telephone number 2087890888
Plan sponsor’s address 1542 S. TIMESQUARE LANE, SUITE 102, BOISE, ID, 83709
MORRISON ASSET MANAGEMENT, LLC 401(K) PLAN 2020 274568825 2021-05-06 MORRISON ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523120
Sponsor’s telephone number 2087890888
Plan sponsor’s address 9328 W OVERLAND ROAD, BOISE, ID, 83709

Signature of

Role Plan administrator
Date 2021-05-06
Name of individual signing TERRI YUNGHANS
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address Appointed On
David Morrison Manager 3715 E OVERLAND RD, MERIDIAN, ID 83642 2020-12-03

Agent

Name Role Address
DAVID B MORRISON Agent 3715 E. OVERLAND RD, STE 205, DAVID MORRISON, MERIDIAN, ID 83642

Filing

Filing Name Filing Number Filing date
Annual Report 0006000079 2024-12-03
Annual Report 0005497258 2023-12-04
Statement of Change of Business Mailing Address 0005289498 2023-06-21
Annual Report 0005010174 2022-12-04
Amendment to Certificate 0004688241 2022-04-05
Annual Report 0004511494 2021-12-03
Annual Report 0004086677 2020-12-03
Statement of Change of Business Mailing Address 0003910646 2020-06-17
Change of Registered Office/Agent/Both (by Entity) 0003910696 2020-06-17
Annual Report 0003692988 2019-12-02

Date of last update: 10 Dec 2024

Sources: Idaho Secretary of State