MORRISSEY GOODALE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE MORRISSEY GOODALE RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : THE MORRISSEY GOODALE RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-10 | 100 |
| Net assets as of the end of the plan year | 2025-07-10 | 5237435 |
| Total assets as of the beginning of the plan year | 2025-07-10 | 4184856 |
| Value of plan covered by a fidelity bond | 2025-07-10 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-10 | 252678 |
| Value of participant loans at end of plan year | 2025-07-10 | 2933 |
| Other income to plan in this plan year | 2025-07-10 | 452909 |
| Plan net income in this plan year | 2025-07-10 | 1052579 |
| Net assets as of the end of the plan year | 2025-07-10 | 5237435 |
| Net assets as of the beginning of the plan year | 2025-07-10 | 4184856 |
| Employer contributions to plan in this plan year | 2025-07-10 | 347092 |
| Fees paid to broker by Benefit Provider | 2025-07-10 | 12015 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-10 | 100 |
| 2024 : THE MORRISSEY GOODALE RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-04 | 0 |
| Net assets as of the end of the plan year | 2024-09-04 | 4184856 |
| Total assets as of the beginning of the plan year | 2024-09-04 | 3182459 |
| Value of plan covered by a fidelity bond | 2024-09-04 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-04 | 264447 |
| Value of participant loans at end of plan year | 2024-09-04 | 1050 |
| Other income to plan in this plan year | 2024-09-04 | 460084 |
| Plan net income in this plan year | 2024-09-04 | 1002397 |
| Net assets as of the end of the plan year | 2024-09-04 | 4184856 |
| Net assets as of the beginning of the plan year | 2024-09-04 | 3182459 |
| Employer contributions to plan in this plan year | 2024-09-04 | 277866 |
| Fees paid to broker by Benefit Provider | 2024-09-04 | 9175 |
| 2022 : THE MORRISSEY GOODALE RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-10 | 108520 |
| Net assets as of the end of the plan year | 2022-09-10 | 3335409 |
| Total assets as of the beginning of the plan year | 2022-09-10 | 2828085 |
| Value of plan covered by a fidelity bond | 2022-09-10 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-10 | 105586 |
| Other income to plan in this plan year | 2022-09-10 | 306460 |
| Plan net income in this plan year | 2022-09-10 | 507324 |
| Net assets as of the end of the plan year | 2022-09-10 | 3335409 |
| Net assets as of the beginning of the plan year | 2022-09-10 | 2828085 |
| Employer contributions to plan in this plan year | 2022-09-10 | 203798 |
| Fees paid to broker by Benefit Provider | 2022-09-10 | 50 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-10 | 50 |
| 2017 : THE MORRISSEY GOODALE RETIREMENT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-12-31 | $6,077 |
| Total income from all sources | 2017-12-31 | $212,453 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $6,474 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $6,077 |
| Total plan assets at end of year | 2017-12-31 | $1,398,174 |
| Total plan assets at beginning of year | 2017-12-31 | $1,198,272 |
| Value of fidelity bond covering the plan | 2017-12-31 | $140,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $71,756 |
| Other income received | 2017-12-31 | $9,463 |
| Net income (gross income less expenses) | 2017-12-31 | $205,979 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,398,174 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,192,195 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $131,234 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $397 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : THE MORRISSEY GOODALE RETIREMENT PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $6,077 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $224,014 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $30,387 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $30,387 |
| Total plan assets at end of year | 2016-12-31 | $1,198,272 |
| Total plan assets at beginning of year | 2016-12-31 | $998,568 |
| Value of fidelity bond covering the plan | 2016-12-31 | $0 |
| Assets. Value of tangible personal property | 2016-12-31 | $0 |
| Total contributions received or receivable from participants | 2016-12-31 | $78,500 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $52,983 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $193,627 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,192,195 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $998,568 |
| Assets. Value of participant loans | 2016-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2016-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2016-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $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 | 2016-12-31 | $0 |
| Assets. Value of employer securities | 2016-12-31 | $0 |
| Assets. Value of employer real property | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $92,531 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : THE MORRISSEY GOODALE RETIREMENT PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $119,663 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $998,568 |
| Total plan assets at beginning of year | 2015-12-31 | $878,905 |
| Value of fidelity bond covering the plan | 2015-12-31 | $0 |
| Assets. Value of tangible personal property | 2015-12-31 | $0 |
| Total contributions received or receivable from participants | 2015-12-31 | $71,733 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-52,774 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $119,663 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $998,568 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $878,905 |
| Assets. Value of participant loans | 2015-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2015-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2015-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $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 | 2015-12-31 | $0 |
| Assets. Value of employer securities | 2015-12-31 | $0 |
| Assets. Value of employer real property | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $100,704 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2014 : THE MORRISSEY GOODALE RETIREMENT PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $163,333 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $878,905 |
| Total plan assets at beginning of year | 2014-12-31 | $715,572 |
| Value of fidelity bond covering the plan | 2014-12-31 | $0 |
| Assets. Value of tangible personal property | 2014-12-31 | $0 |
| Total contributions received or receivable from participants | 2014-12-31 | $50,925 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $23,665 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $163,333 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $878,905 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $715,572 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2014-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2014-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $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 | 2014-12-31 | $0 |
| Assets. Value of employer securities | 2014-12-31 | $0 |
| Assets. Value of employer real property | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $88,743 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2013 : THE MORRISSEY GOODALE RETIREMENT PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $167,687 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $5,323 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $5,323 |
| Total plan assets at end of year | 2013-12-31 | $715,572 |
| Total plan assets at beginning of year | 2013-12-31 | $553,208 |
| Value of fidelity bond covering the plan | 2013-12-31 | $0 |
| Assets. Value of tangible personal property | 2013-12-31 | $0 |
| Total contributions received or receivable from participants | 2013-12-31 | $40,737 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $64,347 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $162,364 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $715,572 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $553,208 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2013-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2013-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $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 | 2013-12-31 | $0 |
| Assets. Value of employer securities | 2013-12-31 | $0 |
| Assets. Value of employer real property | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $62,603 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : THE MORRISSEY GOODALE RETIREMENT PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $127,091 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $553,208 |
| Total plan assets at beginning of year | 2012-12-31 | $426,117 |
| Value of fidelity bond covering the plan | 2012-12-31 | $0 |
| Assets. Value of tangible personal property | 2012-12-31 | $0 |
| Total contributions received or receivable from participants | 2012-12-31 | $34,000 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $22,993 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $127,091 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $553,208 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $426,117 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2012-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2012-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $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 | 2012-12-31 | $0 |
| Assets. Value of employer securities | 2012-12-31 | $0 |
| Assets. Value of employer real property | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $70,098 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| 2011 : THE MORRISSEY GOODALE RETIREMENT PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $73,620 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $249 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $249 |
| Total plan assets at end of year | 2011-12-31 | $426,117 |
| Total plan assets at beginning of year | 2011-12-31 | $352,746 |
| Value of fidelity bond covering the plan | 2011-12-31 | $0 |
| Assets. Value of tangible personal property | 2011-12-31 | $0 |
| Total contributions received or receivable from participants | 2011-12-31 | $33,000 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-19,791 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $73,371 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $426,117 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $352,746 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2011-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2011-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $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 | 2011-12-31 | $0 |
| Assets. Value of employer securities | 2011-12-31 | $0 |
| Assets. Value of employer real property | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $60,411 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : THE MORRISSEY GOODALE RETIREMENT PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $113,630 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $352,746 |
| Total plan assets at beginning of year | 2010-12-31 | $239,116 |
| Value of fidelity bond covering the plan | 2010-12-31 | $0 |
| Assets. Value of tangible personal property | 2010-12-31 | $0 |
| Total contributions received or receivable from participants | 2010-12-31 | $33,000 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $16,288 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $113,630 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $352,746 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $239,116 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2010-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2010-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $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 | 2010-12-31 | $0 |
| Assets. Value of employer securities | 2010-12-31 | $0 |
| Assets. Value of employer real property | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $64,342 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
