MURRAY & ASSOCIATES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2020 : MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $193,609 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $76,500 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $76,500 |
| Total plan assets at end of year | 2020-12-31 | $2,533,403 |
| Total plan assets at beginning of year | 2020-12-31 | $2,416,294 |
| Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
| Other income received | 2020-12-31 | $193,609 |
| Net income (gross income less expenses) | 2020-12-31 | $117,109 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,533,403 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,416,294 |
| 2019 : MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $385,376 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $92,500 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $92,500 |
| Total plan assets at end of year | 2019-12-31 | $2,416,294 |
| Total plan assets at beginning of year | 2019-12-31 | $2,123,418 |
| Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $385,376 |
| Net income (gross income less expenses) | 2019-12-31 | $292,876 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,416,294 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,123,418 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| 2018 : MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-136,844 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $96,000 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $96,000 |
| Total plan assets at end of year | 2018-12-31 | $2,123,418 |
| Total plan assets at beginning of year | 2018-12-31 | $2,356,262 |
| Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
| Other income received | 2018-12-31 | $-136,844 |
| Net income (gross income less expenses) | 2018-12-31 | $-232,844 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,123,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,356,262 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $252,886 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $84,105 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $84,105 |
| Total plan assets at end of year | 2017-12-31 | $2,356,262 |
| Total plan assets at beginning of year | 2017-12-31 | $2,187,481 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Other income received | 2017-12-31 | $252,318 |
| Net income (gross income less expenses) | 2017-12-31 | $168,781 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,356,262 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,187,481 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $568 |
| 2016 : MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $239,448 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $2,187,481 |
| Total plan assets at beginning of year | 2016-12-31 | $1,948,033 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Other income received | 2016-12-31 | $214,448 |
| Net income (gross income less expenses) | 2016-12-31 | $239,448 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,187,481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,948,033 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $25,000 |
| 2015 : MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-102,500 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,948,033 |
| Total plan assets at beginning of year | 2015-12-31 | $2,050,533 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-127,500 |
| Net income (gross income less expenses) | 2015-12-31 | $-102,500 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,948,033 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,050,533 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $25,000 |
| 2014 : MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $98,417 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $2,050,533 |
| Total plan assets at beginning of year | 2014-12-31 | $1,952,116 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $20,000 |
| Other income received | 2014-12-31 | $74,204 |
| Net income (gross income less expenses) | 2014-12-31 | $98,417 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,050,533 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,952,116 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $4,213 |
| 2013 : MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $351,671 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $1,952,116 |
| Total plan assets at beginning of year | 2013-12-31 | $1,600,445 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $33,975 |
| Other income received | 2013-12-31 | $278,973 |
| Net income (gross income less expenses) | 2013-12-31 | $351,671 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,952,116 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,600,445 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $38,723 |
| 2012 : MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $257,432 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,893 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $2,893 |
| Total plan assets at end of year | 2012-12-31 | $1,600,445 |
| Total plan assets at beginning of year | 2012-12-31 | $1,345,906 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $33,500 |
| Other income received | 2012-12-31 | $183,694 |
| Net income (gross income less expenses) | 2012-12-31 | $254,539 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,600,445 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,345,906 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $40,238 |
| 2011 : MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $34,471 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $839,176 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $839,176 |
| Total plan assets at end of year | 2011-12-31 | $1,345,906 |
| Total plan assets at beginning of year | 2011-12-31 | $2,150,611 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $22,000 |
| Other income received | 2011-12-31 | $-23,013 |
| Net income (gross income less expenses) | 2011-12-31 | $-804,705 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,345,906 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,150,611 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $35,484 |
| 2010 : MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $241,953 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $56,003 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $56,003 |
| Total plan assets at end of year | 2010-12-31 | $2,150,611 |
| Total plan assets at beginning of year | 2010-12-31 | $1,964,661 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $27,946 |
| Other income received | 2010-12-31 | $154,529 |
| Net income (gross income less expenses) | 2010-12-31 | $185,950 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,150,611 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,964,661 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $59,478 |
| 2020: MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | Yes |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MURRAY & ASSOCIATES, PC TAX DEFERRED SAVINGS PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
