401k Plan data: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN plan

MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 401k Plan overview

Plan Name	MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN
Plan identification number	001

MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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

MOONEY & THOMAS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: MOONEY & THOMAS, P.C.

Employer identification number (EIN): 363031423

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOONEY & THOMAS, P.C. PROFIT SHARING 401K 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 RALPH T MOONEY
001 2016-01-01 RALPH T MOONEY
001 2015-01-01 RALPH T MOONEY
001 2014-01-01 RALPH T MOONEY
001 2013-01-01 RALPH T MOONEY
001 2012-01-01 RALPH T MOONEY
001 2011-01-01 RALPH T MOONEY
001 2010-01-01 RALPH T MOONEY
001 2009-01-01 RALPH T MOONEY

Plan Statistics for MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN

401k plan membership statisitcs for MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN

Measure Date Value
2022: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 15
Number of participants with account balances 2022-01-01 15
2021: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 15
Number of participants with account balances 2021-01-01 15
2020: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
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 3
Total of all active and inactive participants 2020-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 17
Number of participants with account balances 2020-01-01 17
2019: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 17
Number of participants with account balances 2019-01-01 17
2018: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 17
Total participants 2018-01-01 17
Number of participants with account balances 2018-01-01 17
2017: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 17
Total participants 2017-01-01 17
Number of participants with account balances 2017-01-01 17
2016: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 17
Total participants 2016-01-01 17
Number of participants with account balances 2016-01-01 17
2015: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 17
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 17
2014: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 18
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 17
2013: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 16
Total participants 2013-01-01 16
Number of participants with account balances 2013-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 16
Total participants 2012-01-01 16
Number of participants with account balances 2012-01-01 16
2011: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 12
Number of other retired or separated participants entitled to future benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 18
Total participants 2010-01-01 18
Number of participants with account balances 2010-01-01 18
2009: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 19
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 19

Measure	Date	Value
2022: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	15
Number of participants with account balances	2022-01-01	15
2021: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	15
Number of participants with account balances	2021-01-01	15
2020: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
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	3
Total of all active and inactive participants	2020-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	17
Number of participants with account balances	2020-01-01	17
2019: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	17
Number of participants with account balances	2019-01-01	17
2018: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	17
Total participants	2018-01-01	17
Number of participants with account balances	2018-01-01	17
2017: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	17
Total participants	2017-01-01	17
Number of participants with account balances	2017-01-01	17
2016: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	17
Total participants	2016-01-01	17
Number of participants with account balances	2016-01-01	17
2015: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	17
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	17
2014: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	18
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	17
2013: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	16
Total participants	2013-01-01	16
Number of participants with account balances	2013-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	16
Total participants	2012-01-01	16
Number of participants with account balances	2012-01-01	16
2011: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	12
Number of other retired or separated participants entitled to future benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	18
Total participants	2010-01-01	18
Number of participants with account balances	2010-01-01	18
2009: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	19
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	19

Financial Data on MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN

Measure	Date	Value
2022 : MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-878,080
Expenses. Total of all expenses incurred	2022-12-31	$217,819
Benefits paid (including direct rollovers)	2022-12-31	$217,819
Total plan assets at end of year	2022-12-31	$6,090,883
Total plan assets at beginning of year	2022-12-31	$7,186,782
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$65,730
Contributions received from other sources (not participants or employers)	2022-12-31	$38,193
Other income received	2022-12-31	$-995,185
Net income (gross income less expenses)	2022-12-31	$-1,095,899
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,090,883
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$7,186,782
Assets. Value of participant loans	2022-12-31	$69,297
Total contributions received or receivable from employer(s)	2022-12-31	$13,182
2021 : MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,010,482
Expenses. Total of all expenses incurred	2021-12-31	$283,014
Benefits paid (including direct rollovers)	2021-12-31	$283,014
Total plan assets at end of year	2021-12-31	$7,186,782
Total plan assets at beginning of year	2021-12-31	$6,459,314
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$76,500
Contributions received from other sources (not participants or employers)	2021-12-31	$32,846
Other income received	2021-12-31	$886,011
Net income (gross income less expenses)	2021-12-31	$727,468
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,186,782
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,459,314
Assets. Value of participant loans	2021-12-31	$106,072
Total contributions received or receivable from employer(s)	2021-12-31	$15,125
2020 : MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$937,575
Expenses. Total of all expenses incurred	2020-12-31	$100,000
Benefits paid (including direct rollovers)	2020-12-31	$100,000
Total plan assets at end of year	2020-12-31	$6,459,314
Total plan assets at beginning of year	2020-12-31	$5,621,739
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$63,437
Contributions received from other sources (not participants or employers)	2020-12-31	$19,423
Other income received	2020-12-31	$842,106
Net income (gross income less expenses)	2020-12-31	$837,575
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,459,314
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,621,739
Assets. Value of participant loans	2020-12-31	$103,573
Total contributions received or receivable from employer(s)	2020-12-31	$12,609
2019 : MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,075,500
Expenses. Total of all expenses incurred	2019-12-31	$91,505
Benefits paid (including direct rollovers)	2019-12-31	$91,505
Total plan assets at end of year	2019-12-31	$5,621,739
Total plan assets at beginning of year	2019-12-31	$4,637,744
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$69,734
Contributions received from other sources (not participants or employers)	2019-12-31	$9,466
Other income received	2019-12-31	$982,366
Net income (gross income less expenses)	2019-12-31	$983,995
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,621,739
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,637,744
Assets. Value of participant loans	2019-12-31	$22,318
Total contributions received or receivable from employer(s)	2019-12-31	$13,934
2018 : MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-55,935
Expenses. Total of all expenses incurred	2018-12-31	$94,025
Benefits paid (including direct rollovers)	2018-12-31	$94,025
Total plan assets at end of year	2018-12-31	$4,637,744
Total plan assets at beginning of year	2018-12-31	$4,787,704
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$82,407
Contributions received from other sources (not participants or employers)	2018-12-31	$9,466
Other income received	2018-12-31	$-162,410
Net income (gross income less expenses)	2018-12-31	$-149,960
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,637,744
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,787,704
Assets. Value of participant loans	2018-12-31	$31,239
Total contributions received or receivable from employer(s)	2018-12-31	$14,602
2017 : MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$773,461
Expenses. Total of all expenses incurred	2017-12-31	$78,828
Benefits paid (including direct rollovers)	2017-12-31	$78,828
Total plan assets at end of year	2017-12-31	$4,787,704
Total plan assets at beginning of year	2017-12-31	$4,093,071
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$83,504
Contributions received from other sources (not participants or employers)	2017-12-31	$5,522
Other income received	2017-12-31	$669,496
Net income (gross income less expenses)	2017-12-31	$694,633
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,787,704
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,093,071
Assets. Value of participant loans	2017-12-31	$39,981
Total contributions received or receivable from employer(s)	2017-12-31	$14,939
2016 : MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$315,531
Expenses. Total of all expenses incurred	2016-12-31	$34,531
Benefits paid (including direct rollovers)	2016-12-31	$34,531
Total plan assets at end of year	2016-12-31	$4,093,071
Total plan assets at beginning of year	2016-12-31	$3,812,071
Value of fidelity bond covering the plan	2016-12-31	$400,000
Total contributions received or receivable from participants	2016-12-31	$79,969
Contributions received from other sources (not participants or employers)	2016-12-31	$16,246
Other income received	2016-12-31	$205,324
Net income (gross income less expenses)	2016-12-31	$281,000
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,093,071
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,812,071
Assets. Value of participant loans	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$13,992
2015 : MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$165,303
Expenses. Total of all expenses incurred	2015-12-31	$62,020
Benefits paid (including direct rollovers)	2015-12-31	$62,020
Total plan assets at end of year	2015-12-31	$3,812,071
Total plan assets at beginning of year	2015-12-31	$3,708,788
Value of fidelity bond covering the plan	2015-12-31	$325,000
Total contributions received or receivable from participants	2015-12-31	$76,185
Contributions received from other sources (not participants or employers)	2015-12-31	$6,305
Other income received	2015-12-31	$69,767
Net income (gross income less expenses)	2015-12-31	$103,283
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,812,071
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,708,788
Assets. Value of participant loans	2015-12-31	$16,041
Total contributions received or receivable from employer(s)	2015-12-31	$13,046
2014 : MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$442,731
Expenses. Total of all expenses incurred	2014-12-31	$53,510
Benefits paid (including direct rollovers)	2014-12-31	$53,510
Total plan assets at end of year	2014-12-31	$3,708,788
Total plan assets at beginning of year	2014-12-31	$3,319,567
Value of fidelity bond covering the plan	2014-12-31	$325,000
Total contributions received or receivable from participants	2014-12-31	$72,204
Contributions received from other sources (not participants or employers)	2014-12-31	$6,243
Other income received	2014-12-31	$352,121
Net income (gross income less expenses)	2014-12-31	$389,221
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,708,788
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,319,567
Assets. Value of participant loans	2014-12-31	$22,346
Total contributions received or receivable from employer(s)	2014-12-31	$12,163
2013 : MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$604,034
Expenses. Total of all expenses incurred	2013-12-31	$53,076
Benefits paid (including direct rollovers)	2013-12-31	$53,076
Total plan assets at end of year	2013-12-31	$3,290,979
Total plan assets at beginning of year	2013-12-31	$2,740,021
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$74,119
Contributions received from other sources (not participants or employers)	2013-12-31	$3,249
Other income received	2013-12-31	$513,636
Net income (gross income less expenses)	2013-12-31	$550,958
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,290,979
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,740,021
Assets. Value of participant loans	2013-12-31	$28,588
Total contributions received or receivable from employer(s)	2013-12-31	$13,030
2012 : MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$388,003
Expenses. Total of all expenses incurred	2012-12-31	$118,396
Benefits paid (including direct rollovers)	2012-12-31	$118,396
Total plan assets at end of year	2012-12-31	$2,740,021
Total plan assets at beginning of year	2012-12-31	$2,470,414
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$82,007
Other income received	2012-12-31	$290,998
Net income (gross income less expenses)	2012-12-31	$269,607
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,740,021
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,470,414
Total contributions received or receivable from employer(s)	2012-12-31	$14,998
2011 : MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$167,569
Expenses. Total of all expenses incurred	2011-12-31	$36,340
Benefits paid (including direct rollovers)	2011-12-31	$36,340
Total plan assets at end of year	2011-12-31	$2,470,414
Total plan assets at beginning of year	2011-12-31	$2,339,188
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$82,503
Other income received	2011-12-31	$56,534
Net income (gross income less expenses)	2011-12-31	$131,229
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,470,414
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,339,188
Total contributions received or receivable from employer(s)	2011-12-31	$28,532
2010 : MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$322,765
Expenses. Total of all expenses incurred	2010-12-31	$38,068
Benefits paid (including direct rollovers)	2010-12-31	$33,190
Total plan assets at end of year	2010-12-31	$2,339,188
Total plan assets at beginning of year	2010-12-31	$2,054,491
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$79,323
Other income received	2010-12-31	$216,281
Net income (gross income less expenses)	2010-12-31	$284,697
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,339,188
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,054,491
Assets. Value of participant loans	2010-12-31	$1,000
Total contributions received or receivable from employer(s)	2010-12-31	$27,161
Value of certain deemed distributions of participant loans	2010-12-31	$4,878

Form 5500 Responses for MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN

2022: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MOONEY & THOMAS, P.C. PROFIT SHARING 401K 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: MOONEY & THOMAS, P.C. PROFIT SHARING 401K 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: MOONEY & THOMAS, P.C. PROFIT SHARING 401K 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: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MOONEY & THOMAS, P.C. PROFIT SHARING 401K 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: MOONEY & THOMAS, P.C. PROFIT SHARING 401K 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
2010: MOONEY & THOMAS, P.C. PROFIT SHARING 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MOONEY & THOMAS, P.C. PROFIT SHARING 401K 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:	MOONEY & THOMAS, P.C.
Employer identification number (EIN):	363031423
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants