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MURRAY & STAFFORD, INC PROFIT SHARING PLAN 401k Plan overview

Plan NameMURRAY & STAFFORD, INC PROFIT SHARING PLAN
Plan identification number 001

MURRAY & STAFFORD, INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

MURRAY & STAFFORD, INC has sponsored the creation of one or more 401k plans.

Company Name:MURRAY & STAFFORD, INC
Employer identification number (EIN):840568215
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MURRAY & STAFFORD, INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICHOLAS J KARST2024-10-15 NICHOLAS J KARST2024-10-15
0012022-01-01NICHOLAS J KARST2023-10-06 NICHOLAS J KARST2023-10-06
0012021-01-01JOEL R SCOTT2022-06-22 JOEL R SCOTT2022-06-22
0012020-01-01NICHOLAS J KARST2021-10-14 NICHOLAS J KARST2021-10-14
0012019-01-01NICHOLAS J KARST2020-10-13 NICHOLAS J KARST2020-10-13
0012018-01-01JOEL R SCOTT2019-08-26 JOEL R SCOTT2019-08-26
0012017-01-01JOEL R SCOTT2018-07-25
0012016-01-01WARREN H WAGNER2017-07-07 WARREN H WAGNER2017-07-07
0012015-01-01WARREN H. WAGNER2016-05-23
0012014-01-01WARREN H. WAGNER2015-06-19
0012013-01-01WARREN H. WAGNER2014-05-22 WARREN H. WAGNER2014-05-22
0012012-01-01WARREN H. WAGNER2013-05-23 WARREN H. WAGNER2013-05-23
0012011-01-01WARREN H. WAGNER2012-05-14
0012010-01-01WARREN H. WAGNER2011-04-21

Financial Data on MURRAY & STAFFORD, INC PROFIT SHARING PLAN

Measure Date Value
2025 : MURRAY & STAFFORD, INC PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-08-110
Total expenses incurred by plan in this plan year2025-08-11225753
Net assets as of the end of the plan year2025-08-117381039
Total assets as of the beginning of the plan year2025-08-116191693
Value of plan covered by a fidelity bond2025-08-11500000
Other income to plan in this plan year2025-08-11609905
Plan net income in this plan year2025-08-111189346
Net assets as of the end of the plan year2025-08-117381039
Net assets as of the beginning of the plan year2025-08-116191693
Employer contributions to plan in this plan year2025-08-11805194
Fees paid to broker by Benefit Provider2025-08-1110016
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-1112008
2024 : MURRAY & STAFFORD, INC PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-15924391
Net assets as of the end of the plan year2024-10-156191693
Total assets as of the beginning of the plan year2024-10-155739736
Value of plan covered by a fidelity bond2024-10-15500000
Other income to plan in this plan year2024-10-15654696
Plan net income in this plan year2024-10-15451957
Net assets as of the end of the plan year2024-10-156191693
Net assets as of the beginning of the plan year2024-10-155739736
Employer contributions to plan in this plan year2024-10-15721652
Fees paid to broker by Benefit Provider2024-10-1515427
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-15500
2022 : MURRAY & STAFFORD, INC PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-06-220
Total expenses incurred by plan in this plan year2022-06-222011
Net assets as of the end of the plan year2022-06-225687454
Total assets as of the beginning of the plan year2022-06-224596457
Value of plan covered by a fidelity bond2022-06-22500000
Other income to plan in this plan year2022-06-22447303
Plan net income in this plan year2022-06-221090997
Net assets as of the end of the plan year2022-06-225687454
Net assets as of the beginning of the plan year2022-06-224596457
Employer contributions to plan in this plan year2022-06-22645705
Fees paid to broker by Benefit Provider2022-06-2213059
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-22100

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