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RICHARD H. MOOTZ, CFP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD H. MOOTZ, CFP 401(K) PROFIT SHARING PLAN
Plan identification number 001

RICHARD H. MOOTZ, CFP 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

RICHARD H. MOOTZ, CFP has sponsored the creation of one or more 401k plans.

Company Name:RICHARD H. MOOTZ, CFP
Employer identification number (EIN):680351267
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD H. MOOTZ, CFP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01

Plan Statistics for RICHARD H. MOOTZ, CFP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD H. MOOTZ, CFP 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: RICHARD H. MOOTZ, CFP 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-055
Total number of particpants at end of year2025-08-054
Number of Participants With Account Balances2025-08-054
2024: RICHARD H. MOOTZ, CFP 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-234
Total number of particpants at end of year2024-08-234
Number of Participants With Account Balances2024-08-234
2022: RICHARD H. MOOTZ, CFP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-113
Total number of particpants at end of year2022-10-113
Number of Participants With Account Balances2022-10-113

Financial Data on RICHARD H. MOOTZ, CFP 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : RICHARD H. MOOTZ, CFP 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-0513048
Net assets as of the end of the plan year2025-08-051309529
Total assets as of the beginning of the plan year2025-08-05987237
Value of plan covered by a fidelity bond2025-08-05100000
Participant contributions to plan in this plan year2025-08-0564543
Other expenses paid from plan in this plan year2025-08-050
Other income to plan in this plan year2025-08-05211496
Plan net income in this plan year2025-08-05322292
Net assets as of the end of the plan year2025-08-051309529
Net assets as of the beginning of the plan year2025-08-05987237
Employer contributions to plan in this plan year2025-08-0559301
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-052220
2024 : RICHARD H. MOOTZ, CFP 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-231205
Net assets as of the end of the plan year2024-08-23987237
Total assets as of the beginning of the plan year2024-08-23679331
Value of plan covered by a fidelity bond2024-08-23100000
Participant contributions to plan in this plan year2024-08-2358522
Other expenses paid from plan in this plan year2024-08-230
Other income to plan in this plan year2024-08-23193107
Plan net income in this plan year2024-08-23307906
Net assets as of the end of the plan year2024-08-23987237
Net assets as of the beginning of the plan year2024-08-23679331
Employer contributions to plan in this plan year2024-08-2357482
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-231205
2022 : RICHARD H. MOOTZ, CFP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-111039
Net assets as of the end of the plan year2022-10-11788507
Total assets as of the beginning of the plan year2022-10-11600085
Value of plan covered by a fidelity bond2022-10-1170000
Participant contributions to plan in this plan year2022-10-1130042
Other expenses paid from plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-11109626
Plan net income in this plan year2022-10-11188422
Net assets as of the end of the plan year2022-10-11788507
Net assets as of the beginning of the plan year2022-10-11600085
Employer contributions to plan in this plan year2022-10-1149793
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-111039

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