401k Plan data: MOSS & COLELLA, PC PROFIT SHARING PLAN plan

MOSS & COLELLA, PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	MOSS & COLELLA, PC PROFIT SHARING PLAN
Plan identification number	001

MOSS & COLELLA, PC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MOSS & COLELLA, PC has sponsored the creation of one or more 401k plans.

Company Name: MOSS & COLELLA, PC

Employer identification number (EIN): 383370559

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOSS & COLELLA, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JESSICA MATHIAS 2024-05-31
001 2022-01-01 JESSICA MATHIAS 2023-06-09
001 2021-01-01 JESSICA MATHIAS 2022-06-06
001 2020-01-01 JESSICA MATHIAS 2021-06-30
001 2019-01-01 JESSICA MATHIAS 2020-04-30
001 2019-01-01 JESSICA MATHIAS 2021-03-15
001 2018-01-01 JESSICA MATHIAS 2019-07-09
001 2017-01-01 JESSICA MATHIAS 2018-06-27
001 2016-01-01 DAVID MOSS 2017-05-03
001 2015-01-01 DAVID MOSS 2016-06-13
001 2014-01-01 DAVID MOSS 2015-08-07
001 2013-01-01 DAVID MOSS 2014-06-09
001 2012-01-01 DAVID MOSS 2013-07-09
001 2011-01-01 VINCE COLELLA
001 2010-01-01 VINCE COLELLA
001 2009-01-01 VINCE COLELLA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JESSICA MATHIAS	2024-05-31
001	2022-01-01	JESSICA MATHIAS	2023-06-09
001	2021-01-01	JESSICA MATHIAS	2022-06-06
001	2020-01-01	JESSICA MATHIAS	2021-06-30
001	2019-01-01	JESSICA MATHIAS	2020-04-30
001	2019-01-01	JESSICA MATHIAS	2021-03-15
001	2018-01-01	JESSICA MATHIAS	2019-07-09
001	2017-01-01	JESSICA MATHIAS	2018-06-27
001	2016-01-01	DAVID MOSS	2017-05-03
001	2015-01-01	DAVID MOSS	2016-06-13
001	2014-01-01	DAVID MOSS	2015-08-07
001	2013-01-01	DAVID MOSS	2014-06-09
001	2012-01-01	DAVID MOSS	2013-07-09
001	2011-01-01	VINCE COLELLA
001	2010-01-01	VINCE COLELLA
001	2009-01-01	VINCE COLELLA

Plan Statistics for MOSS & COLELLA, PC PROFIT SHARING PLAN

401k plan membership statisitcs for MOSS & COLELLA, PC PROFIT SHARING PLAN

Measure Date Value
2025: MOSS & COLELLA, PC PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-03-18 11
Total number of particpants at end of year 2025-03-18 12
Number of Participants With Account Balances 2025-03-18 11
2024: MOSS & COLELLA, PC PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-05-31 12
Total number of particpants at end of year 2024-05-31 12
Number of Participants With Account Balances 2024-05-31 12
2022: MOSS & COLELLA, PC PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-06-06 12
Total number of particpants at end of year 2022-06-06 12
Number of Participants With Account Balances 2022-06-06 11
2011: MOSS & COLELLA, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MOSS & COLELLA, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MOSS & COLELLA, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: MOSS & COLELLA, PC PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-03-18	11
Total number of particpants at end of year	2025-03-18	12
Number of Participants With Account Balances	2025-03-18	11
2024: MOSS & COLELLA, PC PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-05-31	12
Total number of particpants at end of year	2024-05-31	12
Number of Participants With Account Balances	2024-05-31	12
2022: MOSS & COLELLA, PC PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-06-06	12
Total number of particpants at end of year	2022-06-06	12
Number of Participants With Account Balances	2022-06-06	11
2011: MOSS & COLELLA, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MOSS & COLELLA, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MOSS & COLELLA, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MOSS & COLELLA, PC PROFIT SHARING PLAN

Measure	Date	Value
2025 : MOSS & COLELLA, PC PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-03-18	624292
Net assets as of the end of the plan year	2025-03-18	4016596
Total assets as of the beginning of the plan year	2025-03-18	3944822
Value of plan covered by a fidelity bond	2025-03-18	400000
Participant contributions to plan in this plan year	2025-03-18	104148
Value of participant loans at end of plan year	2025-03-18	1106
Other income to plan in this plan year	2025-03-18	442824
Plan net income in this plan year	2025-03-18	71774
Net assets as of the end of the plan year	2025-03-18	4016596
Net assets as of the beginning of the plan year	2025-03-18	3944822
Employer contributions to plan in this plan year	2025-03-18	149094
Fees paid to broker by Benefit Provider	2025-03-18	2517
Expensese paid to adminstrative service provicers from plan in this plan year	2025-03-18	37880
2024 : MOSS & COLELLA, PC PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-05-31	0
Total expenses incurred by plan in this plan year	2024-05-31	34427
Net assets as of the end of the plan year	2024-05-31	3944822
Total assets as of the beginning of the plan year	2024-05-31	3182639
Value of plan covered by a fidelity bond	2024-05-31	400000
Participant contributions to plan in this plan year	2024-05-31	99850
Value of participant loans at end of plan year	2024-05-31	6521
Other income to plan in this plan year	2024-05-31	535230
Plan net income in this plan year	2024-05-31	762183
Net assets as of the end of the plan year	2024-05-31	3944822
Net assets as of the beginning of the plan year	2024-05-31	3182639
Employer contributions to plan in this plan year	2024-05-31	161530
Fees paid to broker by Benefit Provider	2024-05-31	1745
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-31	34427
2022 : MOSS & COLELLA, PC PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-06-06	0
Total liabilities as of the end of the plan year	2022-06-06	0
Total liabilities as of the beginning of the plan year	2022-06-06	0
Total expenses incurred by plan in this plan year	2022-06-06	32429
Net assets as of the end of the plan year	2022-06-06	3588157
Total assets as of the beginning of the plan year	2022-06-06	2974711
Value of plan covered by a fidelity bond	2022-06-06	91000
Participant contributions to plan in this plan year	2022-06-06	89667
Value of participant loans at end of plan year	2022-06-06	0
Other expenses paid from plan in this plan year	2022-06-06	0
Other contributions to plan in this plan year	2022-06-06	0
Other income to plan in this plan year	2022-06-06	426851
Plan net income in this plan year	2022-06-06	613446
Net assets as of the end of the plan year	2022-06-06	3588157
Net assets as of the beginning of the plan year	2022-06-06	2974711
Employer contributions to plan in this plan year	2022-06-06	129357
Fees paid to broker by Benefit Provider	2022-06-06	1647
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-06	32429
2011 : MOSS & COLELLA, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$41,715
Expenses. Total of all expenses incurred	2011-12-31	$5,483
Benefits paid (including direct rollovers)	2011-12-31	$5,483
Total plan assets at end of year	2011-12-31	$565,328
Total plan assets at beginning of year	2011-12-31	$529,096
Total contributions received or receivable from participants	2011-12-31	$59,392
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-41,786
Net income (gross income less expenses)	2011-12-31	$36,232
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$565,328
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$529,096
Total contributions received or receivable from employer(s)	2011-12-31	$24,109
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : MOSS & COLELLA, PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$154,819
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$529,096
Total plan assets at beginning of year	2010-12-31	$374,277
Total contributions received or receivable from participants	2010-12-31	$58,592
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$70,834
Net income (gross income less expenses)	2010-12-31	$154,819
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$529,096
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$374,277
Total contributions received or receivable from employer(s)	2010-12-31	$25,393
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for MOSS & COLELLA, PC PROFIT SHARING PLAN

2011: MOSS & COLELLA, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: MOSS & COLELLA, PC PROFIT SHARING 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 – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: MOSS & COLELLA, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	940293
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	940293
Policy instance	1

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Company Name:	MOSS & COLELLA, PC
Employer identification number (EIN):	383370559
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers