MOORE'S WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MOORE'S WEALTH MANAGEMENT GCF BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2025 : MOORE'S WEALTH MANAGEMENT GCF BENEFIT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-28 | 31088 |
| Total liabilities as of the beginning of the plan year | 2025-10-28 | 31586 |
| Total expenses incurred by plan in this plan year | 2025-10-28 | 90284 |
| Net assets as of the end of the plan year | 2025-10-28 | 45856 |
| Total assets as of the beginning of the plan year | 2025-10-28 | 43031 |
| Value of plan covered by a fidelity bond | 2025-10-28 | 5000000 |
| Participant contributions to plan in this plan year | 2025-10-28 | 31731 |
| Other expenses paid from plan in this plan year | 2025-10-28 | 0 |
| Other contributions to plan in this plan year | 2025-10-28 | 0 |
| Other income to plan in this plan year | 2025-10-28 | 2947 |
| Plan net income in this plan year | 2025-10-28 | 3323 |
| Net assets as of the end of the plan year | 2025-10-28 | 14768 |
| Net assets as of the beginning of the plan year | 2025-10-28 | 11445 |
| Employer contributions to plan in this plan year | 2025-10-28 | 58929 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-28 | 4617 |
| 2024 : MOORE'S WEALTH MANAGEMENT GCF BENEFIT PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-28 | 31586 |
| Total liabilities as of the beginning of the plan year | 2024-10-28 | 24911 |
| Total expenses incurred by plan in this plan year | 2024-10-28 | 69547 |
| Net assets as of the end of the plan year | 2024-10-28 | 43031 |
| Total assets as of the beginning of the plan year | 2024-10-28 | 33999 |
| Value of plan covered by a fidelity bond | 2024-10-28 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-28 | 24382 |
| Other expenses paid from plan in this plan year | 2024-10-28 | 0 |
| Other contributions to plan in this plan year | 2024-10-28 | 0 |
| Other income to plan in this plan year | 2024-10-28 | 2243 |
| Plan net income in this plan year | 2024-10-28 | 2357 |
| Net assets as of the end of the plan year | 2024-10-28 | 11445 |
| Net assets as of the beginning of the plan year | 2024-10-28 | 9088 |
| Employer contributions to plan in this plan year | 2024-10-28 | 45279 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-28 | 3711 |
| 2022 : MOORE'S WEALTH MANAGEMENT GCF BENEFIT PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-10-31 | 23036 |
| Total liabilities as of the beginning of the plan year | 2022-10-31 | 14688 |
| Total expenses incurred by plan in this plan year | 2022-10-31 | 92072 |
| Net assets as of the end of the plan year | 2022-10-31 | 30157 |
| Total assets as of the beginning of the plan year | 2022-10-31 | 19001 |
| Value of plan covered by a fidelity bond | 2022-10-31 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-31 | 46413 |
| Other expenses paid from plan in this plan year | 2022-10-31 | 0 |
| Other contributions to plan in this plan year | 2022-10-31 | 0 |
| Other income to plan in this plan year | 2022-10-31 | 2054 |
| Plan net income in this plan year | 2022-10-31 | 2808 |
| Net assets as of the end of the plan year | 2022-10-31 | 7121 |
| Net assets as of the beginning of the plan year | 2022-10-31 | 4313 |
| Employer contributions to plan in this plan year | 2022-10-31 | 46413 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-31 | 4751 |
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