401k Plan data: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN plan

DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN
Plan identification number	001

DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

DAVE MURPHY & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: DAVE MURPHY & ASSOCIATES, LLC

Employer identification number (EIN): 223044857

NAIC Classification: 425120
NAIC Description: Wholesale Trade Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID MURPHY
001 2017-01-01 SAMUEL BERGER 2018-07-18
001 2016-01-01 DAVID S MURPHY DAVID S MURPHY 2017-07-21
001 2015-01-01 DAVID S MURPHY DAVID S MURPHY 2016-06-16
001 2014-01-01 DAVID S MURPHY DAVID S MURPHY 2015-07-17
001 2013-01-01 DAVID S MURPHY DAVID S MURPHY 2014-06-05
001 2012-01-01 DAVID S MURPHY DAVID S MURPHY 2013-07-18
001 2011-01-01 DAVID S MURPHY DAVID S MURPHY 2012-07-26
001 2009-01-01 DAVID S MURPHY DAVID S MURPHY 2010-07-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DAVID MURPHY
001	2017-01-01		SAMUEL BERGER	2018-07-18
001	2016-01-01	DAVID S MURPHY	DAVID S MURPHY	2017-07-21
001	2015-01-01	DAVID S MURPHY	DAVID S MURPHY	2016-06-16
001	2014-01-01	DAVID S MURPHY	DAVID S MURPHY	2015-07-17
001	2013-01-01	DAVID S MURPHY	DAVID S MURPHY	2014-06-05
001	2012-01-01	DAVID S MURPHY	DAVID S MURPHY	2013-07-18
001	2011-01-01	DAVID S MURPHY	DAVID S MURPHY	2012-07-26
001	2009-01-01	DAVID S MURPHY	DAVID S MURPHY	2010-07-07

Plan Statistics for DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN

Measure Date Value
2022: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 5
2021: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
2020: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 7
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 6
2019: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 7
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 6
2018: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 8
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 7
2017: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 7
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
2012: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
2011: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
2009: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	5
2021: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
2020: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	7
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	6
2019: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	7
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	6
2018: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	8
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	7
2017: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	7
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
2012: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
2011: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
2009: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN

Measure	Date	Value
2022 : DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$244,880
Expenses. Total of all expenses incurred	2022-12-31	$53,134
Benefits paid (including direct rollovers)	2022-12-31	$49,497
Total plan assets at end of year	2022-12-31	$3,184,898
Total plan assets at beginning of year	2022-12-31	$2,993,152
Value of fidelity bond covering the plan	2022-12-31	$350,000
Total contributions received or receivable from participants	2022-12-31	$78,180
Expenses. Other expenses not covered elsewhere	2022-12-31	$3,637
Other income received	2022-12-31	$83,893
Net income (gross income less expenses)	2022-12-31	$191,746
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,184,898
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,993,152
Total contributions received or receivable from employer(s)	2022-12-31	$82,807
2021 : DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$361,401
Expenses. Total of all expenses incurred	2021-12-31	$36,636
Total plan assets at end of year	2021-12-31	$2,993,152
Total plan assets at beginning of year	2021-12-31	$2,668,387
Value of fidelity bond covering the plan	2021-12-31	$250,000
Total contributions received or receivable from participants	2021-12-31	$75,371
Expenses. Other expenses not covered elsewhere	2021-12-31	$36,636
Other income received	2021-12-31	$194,518
Net income (gross income less expenses)	2021-12-31	$324,765
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,993,152
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,668,387
Total contributions received or receivable from employer(s)	2021-12-31	$91,512
2020 : DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$202,804
Expenses. Total of all expenses incurred	2020-12-31	$3,099
Benefits paid (including direct rollovers)	2020-12-31	$3,093
Total plan assets at end of year	2020-12-31	$2,668,387
Total plan assets at beginning of year	2020-12-31	$2,468,682
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$87,458
Expenses. Other expenses not covered elsewhere	2020-12-31	$6
Other income received	2020-12-31	$18,703
Net income (gross income less expenses)	2020-12-31	$199,705
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,668,387
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,468,682
Total contributions received or receivable from employer(s)	2020-12-31	$96,643
2019 : DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$292,542
Expenses. Total of all expenses incurred	2019-12-31	$13,633
Benefits paid (including direct rollovers)	2019-12-31	$13,346
Total plan assets at end of year	2019-12-31	$2,468,682
Total plan assets at beginning of year	2019-12-31	$2,189,773
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$77,525
Expenses. Other expenses not covered elsewhere	2019-12-31	$287
Other income received	2019-12-31	$124,730
Net income (gross income less expenses)	2019-12-31	$278,909
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,468,682
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,189,773
Total contributions received or receivable from employer(s)	2019-12-31	$90,287
2018 : DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$175,600
Expenses. Total of all expenses incurred	2018-12-31	$203,044
Benefits paid (including direct rollovers)	2018-12-31	$202,821
Total plan assets at end of year	2018-12-31	$2,189,773
Total plan assets at beginning of year	2018-12-31	$2,217,217
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$76,025
Expenses. Other expenses not covered elsewhere	2018-12-31	$223
Other income received	2018-12-31	$37,471
Net income (gross income less expenses)	2018-12-31	$-27,444
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,189,773
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,217,217
Total contributions received or receivable from employer(s)	2018-12-31	$62,104
2017 : DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$182,438
Expenses. Total of all expenses incurred	2017-12-31	$115
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,217,217
Total plan assets at beginning of year	2017-12-31	$2,034,894
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$79,150
Expenses. Other expenses not covered elsewhere	2017-12-31	$115
Other income received	2017-12-31	$74,719
Net income (gross income less expenses)	2017-12-31	$182,323
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,217,217
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,034,894
Total contributions received or receivable from employer(s)	2017-12-31	$28,569
2016 : DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$271,433
Expenses. Total of all expenses incurred	2016-12-31	$36,171
Benefits paid (including direct rollovers)	2016-12-31	$36,000
Total plan assets at end of year	2016-12-31	$2,034,894
Total plan assets at beginning of year	2016-12-31	$1,799,632
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$94,225
Expenses. Other expenses not covered elsewhere	2016-12-31	$171
Other income received	2016-12-31	$148,639
Net income (gross income less expenses)	2016-12-31	$235,262
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,034,894
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,799,632
Total contributions received or receivable from employer(s)	2016-12-31	$28,569
2015 : DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$82,784
Total plan assets at end of year	2015-12-31	$1,799,632
Total plan assets at beginning of year	2015-12-31	$1,716,848
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$85,500
Other income received	2015-12-31	$-73,724
Net income (gross income less expenses)	2015-12-31	$82,784
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,799,632
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,716,848
Total contributions received or receivable from employer(s)	2015-12-31	$71,008
2014 : DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$109,674
Expenses. Total of all expenses incurred	2014-12-31	$15
Total plan assets at end of year	2014-12-31	$1,716,848
Total plan assets at beginning of year	2014-12-31	$1,607,189
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$73,550
Other income received	2014-12-31	$-5,776
Net income (gross income less expenses)	2014-12-31	$109,659
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,716,848
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,607,189
Total contributions received or receivable from employer(s)	2014-12-31	$41,900
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$15
2013 : DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$290,954
Expenses. Total of all expenses incurred	2013-12-31	$135,666
Benefits paid (including direct rollovers)	2013-12-31	$135,626
Total plan assets at end of year	2013-12-31	$1,607,189
Total plan assets at beginning of year	2013-12-31	$1,451,901
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$83,500
Other income received	2013-12-31	$100,232
Net income (gross income less expenses)	2013-12-31	$155,288
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,607,189
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,451,901
Total contributions received or receivable from employer(s)	2013-12-31	$107,222
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$40
2012 : DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$248,541
Expenses. Total of all expenses incurred	2012-12-31	$120
Total plan assets at end of year	2012-12-31	$1,451,901
Total plan assets at beginning of year	2012-12-31	$1,203,480
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$63,400
Other income received	2012-12-31	$85,019
Net income (gross income less expenses)	2012-12-31	$248,421
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,451,901
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,203,480
Total contributions received or receivable from employer(s)	2012-12-31	$100,122
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$120
2011 : DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-11,657
Expenses. Total of all expenses incurred	2011-12-31	$72,425
Benefits paid (including direct rollovers)	2011-12-31	$72,400
Total plan assets at end of year	2011-12-31	$1,203,480
Total plan assets at beginning of year	2011-12-31	$1,287,562
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$46,725
Other income received	2011-12-31	$-80,268
Net income (gross income less expenses)	2011-12-31	$-84,082
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,203,480
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,287,562
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$32,300
Total contributions received or receivable from employer(s)	2011-12-31	$21,886
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$25
2010 : DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$174,653
Expenses. Total of all expenses incurred	2010-12-31	$3,843
Benefits paid (including direct rollovers)	2010-12-31	$3,843
Total plan assets at end of year	2010-12-31	$1,287,562
Total plan assets at beginning of year	2010-12-31	$1,116,752
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$22,350
Other income received	2010-12-31	$132,166
Net income (gross income less expenses)	2010-12-31	$170,810
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,287,562
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,116,752
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$63,200
Total contributions received or receivable from employer(s)	2010-12-31	$20,137

Form 5500 Responses for DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN

2022: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVE MURPHY & ASSOCIATES, LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVE MURPHY & ASSOCIATES, LLC
Employer identification number (EIN):	223044857
NAIC Classification:	425120
NAIC Description:	Wholesale Trade Agents and Brokers