MOVEMENT STRATEGY CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MOVEMENT STRATEGY CENTER 403(B) PLAN
| Measure | Date | Value |
|---|
| 2025 : MOVEMENT STRATEGY CENTER 403(B) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-17 | 51654 |
| Net assets as of the end of the plan year | 2025-06-17 | 1351430 |
| Total assets as of the beginning of the plan year | 2025-06-17 | 1012639 |
| Value of plan covered by a fidelity bond | 2025-06-17 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-17 | 219811 |
| Other contributions to plan in this plan year | 2025-06-17 | 49116 |
| Other income to plan in this plan year | 2025-06-17 | 103111 |
| Plan net income in this plan year | 2025-06-17 | 338791 |
| Net assets as of the end of the plan year | 2025-06-17 | 1351430 |
| Net assets as of the beginning of the plan year | 2025-06-17 | 1012639 |
| Value of contributions failed to transmitted timely | 2025-06-17 | 31112 |
| Employer contributions to plan in this plan year | 2025-06-17 | 18407 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-17 | 4016 |
| 2024 : MOVEMENT STRATEGY CENTER 403(B) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-12 | 240475 |
| Net assets as of the end of the plan year | 2024-09-12 | 1012639 |
| Total assets as of the beginning of the plan year | 2024-09-12 | 944300 |
| Value of plan covered by a fidelity bond | 2024-09-12 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-12 | 183862 |
| Other income to plan in this plan year | 2024-09-12 | 117113 |
| Plan net income in this plan year | 2024-09-12 | 68339 |
| Net assets as of the end of the plan year | 2024-09-12 | 1012639 |
| Net assets as of the beginning of the plan year | 2024-09-12 | 944300 |
| Value of contributions failed to transmitted timely | 2024-09-12 | 12218 |
| Employer contributions to plan in this plan year | 2024-09-12 | 7839 |
| 2022 : MOVEMENT STRATEGY CENTER 403(B) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $6,627 |
| Total income from all sources (including contributions) | 2022-12-31 | $87,278 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $65,221 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $52,394 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $231,220 |
| Value of total assets at end of year | 2022-12-31 | $944,300 |
| Value of total assets at beginning of year | 2022-12-31 | $928,870 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $12,827 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $12,827 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $177,571 |
| Participant contributions at end of year | 2022-12-31 | $13,318 |
| Participant contributions at beginning of year | 2022-12-31 | $1,240 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $760 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $6,627 |
| Total non interest bearing cash at end of year | 2022-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $22,057 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $944,300 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $922,243 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $901,101 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $926,270 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-143,942 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $52,889 |
| Employer contributions (assets) at end of year | 2022-12-31 | $29,881 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $1,360 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $52,394 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | ASSURANCE DIMENSIONS |
| Accountancy firm EIN | 2022-12-31 | 263429295 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $6,627 |
| Total income from all sources (including contributions) | 2022-01-01 | $87,278 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $65,221 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $52,394 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $231,220 |
| Value of total assets at end of year | 2022-01-01 | $944,300 |
| Value of total assets at beginning of year | 2022-01-01 | $928,870 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $12,827 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $12,827 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $177,571 |
| Participant contributions at end of year | 2022-01-01 | $13,318 |
| Participant contributions at beginning of year | 2022-01-01 | $1,240 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $760 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $6,627 |
| Total non interest bearing cash at end of year | 2022-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $22,057 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $944,300 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $922,243 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $901,101 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $926,270 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-143,942 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $52,889 |
| Employer contributions (assets) at end of year | 2022-01-01 | $29,881 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $1,360 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $52,394 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | ASSURANCE DIMENSIONS |
| Accountancy firm EIN | 2022-01-01 | 263429295 |
| 2021 : MOVEMENT STRATEGY CENTER 403(B) PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $130,768 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $130,768 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $6,627 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,211 |
| Total income from all sources (including contributions) | 2021-12-31 | $385,909 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $803,406 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $802,195 |
| Value of total corrective distributions | 2021-12-31 | $1,211 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $255,141 |
| Value of total assets at end of year | 2021-12-31 | $928,870 |
| Value of total assets at beginning of year | 2021-12-31 | $1,340,951 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $180,209 |
| Participant contributions at end of year | 2021-12-31 | $1,240 |
| Participant contributions at beginning of year | 2021-12-31 | $39,341 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $50,433 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $6,627 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $1,211 |
| Total non interest bearing cash at end of year | 2021-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-417,497 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $922,243 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,339,740 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $926,270 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,298,222 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $24,499 |
| Employer contributions (assets) at end of year | 2021-12-31 | $1,360 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $3,388 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $802,195 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | ASSURANCE DIMENSIONS |
| Accountancy firm EIN | 2021-12-31 | 263429295 |
| 2020 : MOVEMENT STRATEGY CENTER 403(B) PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $157,969 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $157,969 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,211 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $401,518 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $66,008 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $63,505 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $243,549 |
| Value of total assets at end of year | 2020-12-31 | $1,340,951 |
| Value of total assets at beginning of year | 2020-12-31 | $1,004,230 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,503 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $212,865 |
| Participant contributions at end of year | 2020-12-31 | $39,341 |
| Participant contributions at beginning of year | 2020-12-31 | $7,431 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $4,008 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $1,211 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
| Total non interest bearing cash at end of year | 2020-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $3,950 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $335,510 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,339,740 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,004,230 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $2,503 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,298,222 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $992,849 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $26,676 |
| Employer contributions (assets) at end of year | 2020-12-31 | $3,388 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $63,505 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | ASSURANCE DIMENSIONS |
| Accountancy firm EIN | 2020-12-31 | 263429295 |
