401k Plan data: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN plan

J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 401k Plan overview

Plan Name	J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN
Plan identification number	001

J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

J M MURPHY FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: J M MURPHY FINANCIAL SERVICES, INC.

Employer identification number (EIN): 462139802

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about J M MURPHY FINANCIAL SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2013-02-26

Company Identification Number: P13000018554

Legal Registered Office Address: 8250 NW 127TH LANE

PARKLAND

33076

More information about J M MURPHY FINANCIAL SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAMES M. MURPHY
001 2016-01-01 JAMES M. MURPHY JAMES M. MURPHY 2017-07-21
001 2015-01-01 JAMES M. MURPHY JAMES M. MURPHY 2016-07-28
001 2014-01-01 JAMES M. MURPHY JAMES M. MURPHY 2015-04-16
001 2013-02-27 JAMES M. MURPHY JAMES M. MURPHY 2014-02-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JAMES M. MURPHY
001	2016-01-01	JAMES M. MURPHY	JAMES M. MURPHY	2017-07-21
001	2015-01-01	JAMES M. MURPHY	JAMES M. MURPHY	2016-07-28
001	2014-01-01	JAMES M. MURPHY	JAMES M. MURPHY	2015-04-16
001	2013-02-27	JAMES M. MURPHY	JAMES M. MURPHY	2014-02-12

Plan Statistics for J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN

401k plan membership statisitcs for J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN

Measure Date Value
2022: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-27 1
Total number of active participants reported on line 7a of the Form 5500 2013-02-27 1
Number of retired or separated participants receiving benefits 2013-02-27 0
Number of other retired or separated participants entitled to future benefits 2013-02-27 0
Total of all active and inactive participants 2013-02-27 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-27 0
Total participants 2013-02-27 1
Number of participants with account balances 2013-02-27 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-27 0

Measure	Date	Value
2022: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-27	1
Total number of active participants reported on line 7a of the Form 5500	2013-02-27	1
Number of retired or separated participants receiving benefits	2013-02-27	0
Number of other retired or separated participants entitled to future benefits	2013-02-27	0
Total of all active and inactive participants	2013-02-27	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-27	0
Total participants	2013-02-27	1
Number of participants with account balances	2013-02-27	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-27	0

Financial Data on J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN

Measure	Date	Value
2022 : J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-45,623
Expenses. Total of all expenses incurred	2022-12-31	$0
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$490,242
Total plan assets at beginning of year	2022-12-31	$535,865
Value of fidelity bond covering the plan	2022-12-31	$53,587
Total contributions received or receivable from participants	2022-12-31	$242
Other income received	2022-12-31	$-46,106
Net income (gross income less expenses)	2022-12-31	$-45,623
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$490,242
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$535,865
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$342
Assets. Value of employer securities	2022-12-31	$450,550
Total contributions received or receivable from employer(s)	2022-12-31	$241
2021 : J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$57
Total income from all sources	2021-12-31	$43,236
Expenses. Total of all expenses incurred	2021-12-31	$12,056
Benefits paid (including direct rollovers)	2021-12-31	$11,706
Total plan assets at end of year	2021-12-31	$535,865
Total plan assets at beginning of year	2021-12-31	$504,742
Value of fidelity bond covering the plan	2021-12-31	$50,475
Total contributions received or receivable from participants	2021-12-31	$1,441
Other income received	2021-12-31	$40,354
Net income (gross income less expenses)	2021-12-31	$31,180
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$535,865
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$504,685
Assets. Value of participant loans	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$1,017
Assets. Value of employer securities	2021-12-31	$490,550
Total contributions received or receivable from employer(s)	2021-12-31	$1,441
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$57
Total plan liabilities at beginning of year	2020-12-31	$42
Total income from all sources	2020-12-31	$48,727
Expenses. Total of all expenses incurred	2020-12-31	$100
Total plan assets at end of year	2020-12-31	$504,742
Total plan assets at beginning of year	2020-12-31	$456,100
Value of fidelity bond covering the plan	2020-12-31	$50,474
Total contributions received or receivable from participants	2020-12-31	$1,741
Other income received	2020-12-31	$45,245
Net income (gross income less expenses)	2020-12-31	$48,627
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$504,685
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$456,058
Assets. Value of participant loans	2020-12-31	$3,770
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$1,584
Assets. Value of employer securities	2020-12-31	$457,500
Total contributions received or receivable from employer(s)	2020-12-31	$1,741
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$100
2019 : J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$42
Total plan liabilities at beginning of year	2019-12-31	$197
Total income from all sources	2019-12-31	$49,435
Expenses. Total of all expenses incurred	2019-12-31	$70
Total plan assets at end of year	2019-12-31	$456,100
Total plan assets at beginning of year	2019-12-31	$406,890
Value of fidelity bond covering the plan	2019-12-31	$40,689
Total contributions received or receivable from participants	2019-12-31	$2,795
Other income received	2019-12-31	$43,845
Net income (gross income less expenses)	2019-12-31	$49,365
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$456,058
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$406,693
Assets. Value of participant loans	2019-12-31	$4,910
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$1,738
Assets. Value of employer securities	2019-12-31	$417,425
Total contributions received or receivable from employer(s)	2019-12-31	$2,795
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$70
2018 : J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$197
Total plan liabilities at beginning of year	2018-12-31	$223
Total income from all sources	2018-12-31	$30,715
Expenses. Total of all expenses incurred	2018-12-31	$20
Total plan assets at end of year	2018-12-31	$406,890
Total plan assets at beginning of year	2018-12-31	$376,221
Value of fidelity bond covering the plan	2018-12-31	$37,600
Total contributions received or receivable from participants	2018-12-31	$3,172
Other income received	2018-12-31	$24,371
Net income (gross income less expenses)	2018-12-31	$30,695
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$406,693
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$375,998
Assets. Value of participant loans	2018-12-31	$1,495
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$1,010
Assets. Value of employer securities	2018-12-31	$379,478
Total contributions received or receivable from employer(s)	2018-12-31	$3,172
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$20
2017 : J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$223
Total plan liabilities at beginning of year	2017-12-31	$170
Total income from all sources	2017-12-31	$42,470
Expenses. Total of all expenses incurred	2017-12-31	$5
Total plan assets at end of year	2017-12-31	$376,221
Total plan assets at beginning of year	2017-12-31	$333,703
Value of fidelity bond covering the plan	2017-12-31	$33,371
Total contributions received or receivable from participants	2017-12-31	$1,194
Other income received	2017-12-31	$40,082
Net income (gross income less expenses)	2017-12-31	$42,465
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$375,998
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$333,533
Assets. Value of employer securities	2017-12-31	$353,039
Total contributions received or receivable from employer(s)	2017-12-31	$1,194
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$5
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$170
Total income from all sources	2016-12-31	$25,151
Expenses. Total of all expenses incurred	2016-12-31	$2,027
Benefits paid (including direct rollovers)	2016-12-31	$2,003
Total plan assets at end of year	2016-12-31	$333,703
Total plan assets at beginning of year	2016-12-31	$310,409
Value of fidelity bond covering the plan	2016-12-31	$33,354
Total contributions received or receivable from participants	2016-12-31	$2,791
Other income received	2016-12-31	$19,550
Net income (gross income less expenses)	2016-12-31	$23,124
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$333,533
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$310,409
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$1,719
Assets. Value of employer securities	2016-12-31	$315,813
Total contributions received or receivable from employer(s)	2016-12-31	$2,810
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$24
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$12,773
Expenses. Total of all expenses incurred	2015-12-31	$377
Benefits paid (including direct rollovers)	2015-12-31	$369
Total plan assets at end of year	2015-12-31	$310,409
Total plan assets at beginning of year	2015-12-31	$298,013
Value of fidelity bond covering the plan	2015-12-31	$29,802
Total contributions received or receivable from participants	2015-12-31	$4,472
Expenses. Other expenses not covered elsewhere	2015-12-31	$8
Other income received	2015-12-31	$4,101
Net income (gross income less expenses)	2015-12-31	$12,396
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$310,409
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$298,013
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$1,719
Assets. Value of employer securities	2015-12-31	$297,641
Total contributions received or receivable from employer(s)	2015-12-31	$4,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$2,148
Expenses. Total of all expenses incurred	2014-12-31	$100
Total plan assets at end of year	2014-12-31	$298,013
Total plan assets at beginning of year	2014-12-31	$295,965
Value of fidelity bond covering the plan	2014-12-31	$29,802
Total contributions received or receivable from participants	2014-12-31	$2,045
Expenses. Other expenses not covered elsewhere	2014-12-31	$100
Other income received	2014-12-31	$-1,941
Net income (gross income less expenses)	2014-12-31	$2,048
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$298,013
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$295,965
Assets. Value of employer securities	2014-12-31	$293,189
Total contributions received or receivable from employer(s)	2014-12-31	$2,044
2013 : J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$296,160
Expenses. Total of all expenses incurred	2013-12-31	$195
Total plan assets at end of year	2013-12-31	$295,965
Expenses. Other expenses not covered elsewhere	2013-12-31	$195
Contributions received from other sources (not participants or employers)	2013-12-31	$300,000
Other income received	2013-12-31	$-3,840
Net income (gross income less expenses)	2013-12-31	$295,965
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$295,965
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$295,135

Form 5500 Responses for J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN

2022: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: J M MURPHY FINANCIAL SERVICES RETIREMENT 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: J M MURPHY FINANCIAL SERVICES RETIREMENT 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: J M MURPHY FINANCIAL SERVICES RETIREMENT 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: J M MURPHY FINANCIAL SERVICES RETIREMENT 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: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
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: J M MURPHY FINANCIAL SERVICES RETIREMENT 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: J M MURPHY FINANCIAL SERVICES RETIREMENT 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: J M MURPHY FINANCIAL SERVICES RETIREMENT PLAN 2013 form 5500 responses
2013-02-27	Type of plan entity	Single employer plan
2013-02-27	First time form 5500 has been submitted	Yes
2013-02-27	Submission has been amended	No
2013-02-27	This submission is the final filing	No
2013-02-27	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-02-27	Plan is a collectively bargained plan	No
2013-02-27	Plan funding arrangement – Trust	Yes
2013-02-27	Plan benefit arrangement - Trust	Yes

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Company Name:	J M MURPHY FINANCIAL SERVICES, INC.
Employer identification number (EIN):	462139802
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2013-02-26
Company Identification Number:	P13000018554
Legal Registered Office Address:	8250 NW 127TH LANE PARKLAND 33076