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MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

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

Company Name:MURRAY & JAMES CONSULTING, INC.
Employer identification number (EIN):841587328
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012017-01-01PAUL BONATO PAUL BONATO2018-09-25
0012016-01-01PAUL BONATO PAUL BONATO2017-10-05
0012015-01-01PAUL BONATO
0012014-01-01PAUL BONATO
0012013-01-01PAUL BONATO
0012012-01-01PAUL BONATO
0012011-01-01PAUL BONATO
0012010-01-01PAUL BONATO
0012009-01-01PAUL BONATO

Plan Statistics for MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Total of all active and inactive participants2022-01-012
Total participants2022-01-012
Number of participants with account balances2022-01-012
2021: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Total of all active and inactive participants2021-01-012
Total participants2021-01-012
Number of participants with account balances2021-01-012
2020: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2017: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-12-31$-297,084
Total plan assets at end of year2022-12-31$1,995,060
Total plan assets at beginning of year2022-12-31$2,292,144
Other income received2022-12-31$-352,084
Net income (gross income less expenses)2022-12-31$-297,084
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,995,060
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,292,144
Total contributions received or receivable from employer(s)2022-12-31$55,000
2021 : MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-12-31$343,070
Total plan assets at end of year2021-12-31$2,292,144
Total plan assets at beginning of year2021-12-31$1,949,074
Total contributions received or receivable from participants2021-12-31$55,000
Other income received2021-12-31$288,070
Net income (gross income less expenses)2021-12-31$343,070
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,292,144
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,949,074
2020 : MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$240,832
Total plan assets at end of year2020-12-31$1,949,074
Total plan assets at beginning of year2020-12-31$1,708,242
Total contributions received or receivable from participants2020-12-31$50,000
Other income received2020-12-31$190,832
Net income (gross income less expenses)2020-12-31$240,832
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,949,074
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,708,242
2019 : MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$210,974
Total plan assets at end of year2019-12-31$1,708,242
Total plan assets at beginning of year2019-12-31$1,497,268
Other income received2019-12-31$210,974
Net income (gross income less expenses)2019-12-31$210,974
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,708,242
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,497,268
2018 : MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$-26,583
Total plan assets at end of year2018-12-31$1,497,268
Total plan assets at beginning of year2018-12-31$1,523,851
Total contributions received or receivable from participants2018-12-31$40,000
Other income received2018-12-31$-66,583
Net income (gross income less expenses)2018-12-31$-26,583
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,497,268
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,523,851
2017 : MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$163,191
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,523,851
Total plan assets at beginning of year2017-12-31$1,360,660
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$163,191
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$163,191
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,523,851
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,360,660
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$16,295
Expenses. Total of all expenses incurred2016-12-31$449
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,360,660
Total plan assets at beginning of year2016-12-31$1,344,814
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$16,295
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$15,846
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,360,660
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,344,814
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$449
2015 : MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$77,422
Expenses. Total of all expenses incurred2015-12-31$719
Total plan assets at end of year2015-12-31$1,344,814
Total plan assets at beginning of year2015-12-31$1,268,111
Other income received2015-12-31$37,422
Net income (gross income less expenses)2015-12-31$76,703
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,344,814
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,268,111
Total contributions received or receivable from employer(s)2015-12-31$40,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$719
2014 : MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$100,175
Expenses. Total of all expenses incurred2014-12-31$965
Total plan assets at end of year2014-12-31$1,268,111
Total plan assets at beginning of year2014-12-31$1,168,901
Contributions received from other sources (not participants or employers)2014-12-31$22,286
Other income received2014-12-31$37,889
Net income (gross income less expenses)2014-12-31$99,210
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,268,111
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,168,901
Total contributions received or receivable from employer(s)2014-12-31$40,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$965
2013 : MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$168,634
Expenses. Total of all expenses incurred2013-12-31$715
Total plan assets at end of year2013-12-31$1,168,901
Total plan assets at beginning of year2013-12-31$1,000,982
Other income received2013-12-31$128,634
Net income (gross income less expenses)2013-12-31$167,919
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,168,901
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,000,982
Total contributions received or receivable from employer(s)2013-12-31$40,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$715
2012 : MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$119,727
Expenses. Total of all expenses incurred2012-12-31$931
Total plan assets at end of year2012-12-31$1,000,982
Total plan assets at beginning of year2012-12-31$882,186
Total contributions received or receivable from participants2012-12-31$40,000
Other income received2012-12-31$79,727
Net income (gross income less expenses)2012-12-31$118,796
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,000,982
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$882,186
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$931
2011 : MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$45,540
Expenses. Total of all expenses incurred2011-12-31$945
Total plan assets at end of year2011-12-31$882,186
Total plan assets at beginning of year2011-12-31$837,591
Assets. Value of loans (other than to participants)2011-12-31$445,507
Other income received2011-12-31$5,540
Net income (gross income less expenses)2011-12-31$44,595
Net plan assets at end of year (total assets less liabilities)2011-12-31$882,186
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$837,591
Total contributions received or receivable from employer(s)2011-12-31$40,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$945
2010 : MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$112,129
Expenses. Total of all expenses incurred2010-12-31$955
Total plan assets at end of year2010-12-31$837,591
Total plan assets at beginning of year2010-12-31$726,417
Assets. Value of loans (other than to participants)2010-12-31$416,294
Other income received2010-12-31$72,129
Net income (gross income less expenses)2010-12-31$111,174
Net plan assets at end of year (total assets less liabilities)2010-12-31$837,591
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$726,417
Total contributions received or receivable from employer(s)2010-12-31$40,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$955

Form 5500 Responses for MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST

2022: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MURRAY AND JAMES CONSULTING INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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