MORRIS & MOFFITT, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MORRIS & MOFFITT, INC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : MORRIS & MOFFITT, INC 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-04-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-21 | 135118 |
| Net assets as of the end of the plan year | 2025-04-21 | 917528 |
| Total assets as of the beginning of the plan year | 2025-04-21 | 920597 |
| Value of plan covered by a fidelity bond | 2025-04-21 | 1000000 |
| Participant contributions to plan in this plan year | 2025-04-21 | 16185 |
| Value of participant loans at end of plan year | 2025-04-21 | 11706 |
| Other income to plan in this plan year | 2025-04-21 | 102463 |
| Plan net income in this plan year | 2025-04-21 | -3069 |
| Net assets as of the end of the plan year | 2025-04-21 | 917528 |
| Net assets as of the beginning of the plan year | 2025-04-21 | 920597 |
| Employer contributions to plan in this plan year | 2025-04-21 | 13401 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-21 | 150 |
| 2024 : MORRIS & MOFFITT, INC 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-05-01 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-01 | 0 |
| Net assets as of the end of the plan year | 2024-05-01 | 920597 |
| Total assets as of the beginning of the plan year | 2024-05-01 | 745000 |
| Value of plan covered by a fidelity bond | 2024-05-01 | 1000000 |
| Participant contributions to plan in this plan year | 2024-05-01 | 35115 |
| Value of participant loans at end of plan year | 2024-05-01 | 25928 |
| Other income to plan in this plan year | 2024-05-01 | 115442 |
| Plan net income in this plan year | 2024-05-01 | 175597 |
| Net assets as of the end of the plan year | 2024-05-01 | 920597 |
| Net assets as of the beginning of the plan year | 2024-05-01 | 745000 |
| Employer contributions to plan in this plan year | 2024-05-01 | 25040 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-01 | 0 |
| 2022 : MORRIS & MOFFITT, INC 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-06-15 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-15 | 21371 |
| Net assets as of the end of the plan year | 2022-06-15 | 872329 |
| Total assets as of the beginning of the plan year | 2022-06-15 | 736279 |
| Value of plan covered by a fidelity bond | 2022-06-15 | 1000000 |
| Participant contributions to plan in this plan year | 2022-06-15 | 50171 |
| Value of participant loans at end of plan year | 2022-06-15 | 107567 |
| Other income to plan in this plan year | 2022-06-15 | 73503 |
| Plan net income in this plan year | 2022-06-15 | 136050 |
| Net assets as of the end of the plan year | 2022-06-15 | 872329 |
| Net assets as of the beginning of the plan year | 2022-06-15 | 736279 |
| Employer contributions to plan in this plan year | 2022-06-15 | 33747 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-15 | 735 |
| 2013 : MORRIS & MOFFITT, INC 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-08-31 | $46,586 |
| Expenses. Total of all expenses incurred | 2013-08-31 | $272,723 |
| Benefits paid (including direct rollovers) | 2013-08-31 | $272,693 |
| Total plan assets at end of year | 2013-08-31 | $0 |
| Total plan assets at beginning of year | 2013-08-31 | $226,137 |
| Value of fidelity bond covering the plan | 2013-08-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-08-31 | $15,002 |
| Expenses. Other expenses not covered elsewhere | 2013-08-31 | $30 |
| Other income received | 2013-08-31 | $31,584 |
| Net income (gross income less expenses) | 2013-08-31 | $-226,137 |
| Net plan assets at end of year (total assets less liabilities) | 2013-08-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-08-31 | $226,137 |
| Total contributions received or receivable from employer(s) | 2013-08-31 | $0 |
| 2012 : MORRIS & MOFFITT, INC 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $56,899 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $28,729 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $22,253 |
| Total plan assets at end of year | 2012-12-31 | $226,137 |
| Total plan assets at beginning of year | 2012-12-31 | $197,967 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $32,091 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $62 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $24,808 |
| Net income (gross income less expenses) | 2012-12-31 | $28,170 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $226,137 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $197,967 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $6,414 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : MORRIS & MOFFITT, INC 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $47,350 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,058 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $988 |
| Total plan assets at end of year | 2011-12-31 | $197,967 |
| Total plan assets at beginning of year | 2011-12-31 | $151,675 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $54,701 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $70 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-7,351 |
| Net income (gross income less expenses) | 2011-12-31 | $46,292 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $197,967 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $151,675 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| 2010 : MORRIS & MOFFITT, INC 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $42,433 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $5,620 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $5,459 |
| Total plan assets at end of year | 2010-12-31 | $151,675 |
| Total plan assets at beginning of year | 2010-12-31 | $114,862 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $28,694 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $161 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $13,739 |
| Net income (gross income less expenses) | 2010-12-31 | $36,813 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $151,675 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $114,862 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : MORRIS & MOFFITT, INC 401(K) PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
