Morgan Stanley & Co. Incorporated 401(k) Plan (terminated 2014): Login, Facts & Contact Information

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Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2014. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Morgan Stanley & Co. Incorporated 401(k) Plan Facts (plan year 2014)

Plan name

SANDLER O'NEILL ASSET MANAGEMENT 401(K) PLAN

Plan type

401(k) and profit sharing

Plan sponsor

SANDLER O'NEILL ASSET MANAGEMENT, LLC · formerly Morgan Stanley & Co. Incorporated

Participants

Former employees with a balance

Employer contributions

$48,394 in plan year 2014 (39% of all contributions)

Plan year

Jan 1, 2014 – Feb 28, 2014

Plan established

Jan 1, 1999

— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2014 (Jan 1, 2014 – Feb 28, 2014), filed Dec 7, 2015. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2014

$123,977 went into the plan in contributions, $48,394 of it from the employer (39%).
$220,415 was paid out to participants.
Investment and other income added $96,376.

How the Morgan Stanley & Co. Incorporated 401(k) changed, 2009–2014

Plan year	Participants	Plan assets	Employer contributions	Benefits paid
2009	41,414	$2.23 billion	$278.0 million	$144.5 million
2010	42,237	$2.40 billion	$0	$74.6 million
2013	22	$4.49 million	$69,921	$276,978
2014 (final)	26	$0	$48,394	$220,415

Morgan Stanley & Co. Incorporated 401(k) Contact Information

Phone

212-486-7300

Mailing address

150 EAST 52ND STREET 30TH FLOOR, NEW YORK NY 10022

Plan sponsor

SANDLER O'NEILL ASSET MANAGEMENT, LLC

Employer identification number (EIN)

13-2655998

Plan number

001

Questions about the Morgan Stanley & Co. Incorporated 401(k)

Is the Morgan Stanley & Co. Incorporated 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2014.

Does Morgan Stanley & Co. Incorporated contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $48,394 in employer contributions for plan year 2014.

Does the Morgan Stanley & Co. Incorporated 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Morgan Stanley & Co. Incorporated 401(k) plan?

26 participants at the start of plan year 2014.

Who manages the Morgan Stanley & Co. Incorporated 401(k) accounts?

HEWITT ASSOCIATES LLC is the plan's recordkeeper, which is where participants log in to see their balance.

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