401k Plan data: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN plan

R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 401k Plan overview

Plan Name	R.F. MURRAY & CO.,CPAS PC 401(K) PLAN
Plan identification number	001

R.F. MURRAY & CO.,CPAS PC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

R.F. MURRAY & CO., CPAS PC has sponsored the creation of one or more 401k plans.

Company Name: R.F. MURRAY & CO., CPAS PC

Employer identification number (EIN): 383154349

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.F. MURRAY & CO.,CPAS PC 401(K) 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 2018-01-01
001 2017-01-01 DAVID R MURRAY DAVID MURRAY 2018-07-18
001 2016-01-01 DAVID R MURRAY DAVID R MURRAY 2017-07-13
001 2015-01-01 DAVID R MURRAY DAVID R MURRAY 2016-07-18
001 2014-01-01 DAVID R MURRAY DAVID R MURRAY 2015-07-08
001 2013-01-01 DAVID R MURRAY DAVID R MURRAY 2014-07-30
001 2012-01-01 DAVID R MURRAY DAVID R MURRAY 2013-07-29
001 2011-01-01 DAVID R MURRAY
001 2010-01-01 DAVID R MURRAY DAVID R MURRAY 2011-07-19
001 2009-01-01 DAVID R MURRAY DAVID R MURRAY 2010-09-28

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	2018-01-01
001	2017-01-01	DAVID R MURRAY	DAVID MURRAY	2018-07-18
001	2016-01-01	DAVID R MURRAY	DAVID R MURRAY	2017-07-13
001	2015-01-01	DAVID R MURRAY	DAVID R MURRAY	2016-07-18
001	2014-01-01	DAVID R MURRAY	DAVID R MURRAY	2015-07-08
001	2013-01-01	DAVID R MURRAY	DAVID R MURRAY	2014-07-30
001	2012-01-01	DAVID R MURRAY	DAVID R MURRAY	2013-07-29
001	2011-01-01	DAVID R MURRAY
001	2010-01-01	DAVID R MURRAY	DAVID R MURRAY	2011-07-19
001	2009-01-01	DAVID R MURRAY	DAVID R MURRAY	2010-09-28

Plan Statistics for R.F. MURRAY & CO.,CPAS PC 401(K) PLAN

401k plan membership statisitcs for R.F. MURRAY & CO.,CPAS PC 401(K) PLAN

Measure Date Value
2022: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
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 2
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: R.F. MURRAY & CO.,CPAS PC 401(K) 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 0
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: R.F. MURRAY & CO.,CPAS PC 401(K) 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 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: R.F. MURRAY & CO.,CPAS PC 401(K) 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 7
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: R.F. MURRAY & CO.,CPAS PC 401(K) 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 7
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
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: R.F. MURRAY & CO.,CPAS PC 401(K) 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 7
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 0
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: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
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 0
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: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
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	2
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: R.F. MURRAY & CO.,CPAS PC 401(K) 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	0
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: R.F. MURRAY & CO.,CPAS PC 401(K) 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	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: R.F. MURRAY & CO.,CPAS PC 401(K) 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	7
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: R.F. MURRAY & CO.,CPAS PC 401(K) 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	7
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
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: R.F. MURRAY & CO.,CPAS PC 401(K) 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	7
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	0
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: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
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	0
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: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on R.F. MURRAY & CO.,CPAS PC 401(K) PLAN

Measure	Date	Value
2022 : R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-122,137
Expenses. Total of all expenses incurred	2022-12-31	$1,738,770
Benefits paid (including direct rollovers)	2022-12-31	$1,737,970
Total plan assets at end of year	2022-12-31	$0
Total plan assets at beginning of year	2022-12-31	$1,860,907
Total contributions received or receivable from participants	2022-12-31	$4,739
Other income received	2022-12-31	$-133,904
Net income (gross income less expenses)	2022-12-31	$-1,860,907
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,860,907
Total contributions received or receivable from employer(s)	2022-12-31	$7,028
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$800
2021 : R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$266,558
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$1,860,907
Total plan assets at beginning of year	2021-12-31	$1,594,349
Total contributions received or receivable from participants	2021-12-31	$25,149
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$231,415
Net income (gross income less expenses)	2021-12-31	$266,558
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,860,907
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,594,349
Total contributions received or receivable from employer(s)	2021-12-31	$9,994
2020 : R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$255,872
Expenses. Total of all expenses incurred	2020-12-31	$40
Total plan assets at end of year	2020-12-31	$1,594,349
Total plan assets at beginning of year	2020-12-31	$1,338,517
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$25,361
Other income received	2020-12-31	$218,993
Net income (gross income less expenses)	2020-12-31	$255,832
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,594,349
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,338,517
Total contributions received or receivable from employer(s)	2020-12-31	$11,518
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$40
2019 : R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$239,690
Expenses. Total of all expenses incurred	2019-12-31	$1,237
Total plan assets at end of year	2019-12-31	$1,338,517
Total plan assets at beginning of year	2019-12-31	$1,100,064
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$54,438
Other income received	2019-12-31	$173,501
Net income (gross income less expenses)	2019-12-31	$238,453
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,338,517
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,100,064
Assets. Value of participant loans	2019-12-31	$5,923
Total contributions received or receivable from employer(s)	2019-12-31	$11,751
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,237
2018 : R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$10,382
Expenses. Total of all expenses incurred	2018-12-31	$2,377
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,100,064
Total plan assets at beginning of year	2018-12-31	$1,092,059
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$52,204
Other income received	2018-12-31	$-54,824
Net income (gross income less expenses)	2018-12-31	$8,005
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,100,064
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,092,059
Assets. Value of participant loans	2018-12-31	$11,796
Total contributions received or receivable from employer(s)	2018-12-31	$13,002
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,377
2017 : R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$162,670
Expenses. Total of all expenses incurred	2017-12-31	$104,393
Benefits paid (including direct rollovers)	2017-12-31	$102,000
Total plan assets at end of year	2017-12-31	$1,092,059
Total plan assets at beginning of year	2017-12-31	$1,033,782
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$58,773
Other income received	2017-12-31	$90,498
Net income (gross income less expenses)	2017-12-31	$58,277
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,092,059
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,033,782
Assets. Value of participant loans	2017-12-31	$17,505
Total contributions received or receivable from employer(s)	2017-12-31	$13,399
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,393
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$125,381
Expenses. Total of all expenses incurred	2016-12-31	$103,399
Benefits paid (including direct rollovers)	2016-12-31	$100,970
Total plan assets at end of year	2016-12-31	$1,033,782
Total plan assets at beginning of year	2016-12-31	$1,011,800
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$61,509
Other income received	2016-12-31	$50,328
Net income (gross income less expenses)	2016-12-31	$21,982
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,033,782
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,011,800
Assets. Value of participant loans	2016-12-31	$22,751
Total contributions received or receivable from employer(s)	2016-12-31	$13,544
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,429
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$74,225
Expenses. Total of all expenses incurred	2015-12-31	$2,378
Total plan assets at end of year	2015-12-31	$1,011,800
Total plan assets at beginning of year	2015-12-31	$939,953
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$74,041
Other income received	2015-12-31	$-12,652
Net income (gross income less expenses)	2015-12-31	$71,847
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,011,800
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$939,953
Total contributions received or receivable from employer(s)	2015-12-31	$12,836
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,378
2014 : R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$156,524
Expenses. Total of all expenses incurred	2014-12-31	$2,404
Total plan assets at end of year	2014-12-31	$939,953
Total plan assets at beginning of year	2014-12-31	$785,833
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$68,500
Contributions received from other sources (not participants or employers)	2014-12-31	$35,821
Other income received	2014-12-31	$38,851
Net income (gross income less expenses)	2014-12-31	$154,120
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$939,953
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$785,833
Total contributions received or receivable from employer(s)	2014-12-31	$13,352
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,404
2013 : R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$199,079
Expenses. Total of all expenses incurred	2013-12-31	$2,440
Total plan assets at end of year	2013-12-31	$785,833
Total plan assets at beginning of year	2013-12-31	$589,194
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$66,804
Other income received	2013-12-31	$119,357
Net income (gross income less expenses)	2013-12-31	$196,639
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$785,833
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$589,194
Assets. Value of participant loans	2013-12-31	$385
Total contributions received or receivable from employer(s)	2013-12-31	$12,918
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,440
2012 : R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$176,322
Expenses. Total of all expenses incurred	2012-12-31	$452,826
Benefits paid (including direct rollovers)	2012-12-31	$450,000
Total plan assets at end of year	2012-12-31	$589,194
Total plan assets at beginning of year	2012-12-31	$865,698
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$64,878
Other income received	2012-12-31	$97,421
Net income (gross income less expenses)	2012-12-31	$-276,504
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$589,194
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$865,698
Assets. Value of participant loans	2012-12-31	$1,702
Total contributions received or receivable from employer(s)	2012-12-31	$14,023
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,826
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$32,080
Expenses. Total of all expenses incurred	2011-12-31	$7,990
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$865,698
Total plan assets at beginning of year	2011-12-31	$841,608
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$63,606
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	$-45,320
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$24,090
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$865,698
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$841,608
Assets. Value of participant loans	2011-12-31	$1,680
Total contributions received or receivable from employer(s)	2011-12-31	$13,794
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$7,990
2010 : R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$138,049
Expenses. Total of all expenses incurred	2010-12-31	$7,254
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$841,608
Total plan assets at beginning of year	2010-12-31	$710,813
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$62,768
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$61,841
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$130,795
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$841,608
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$710,813
Assets. Value of participant loans	2010-12-31	$2,263
Total contributions received or receivable from employer(s)	2010-12-31	$13,440
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,254

Form 5500 Responses for R.F. MURRAY & CO.,CPAS PC 401(K) PLAN

2022: R.F. MURRAY & CO.,CPAS PC 401(K) 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	Yes
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 – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: R.F. MURRAY & CO.,CPAS PC 401(K) 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 – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: R.F. MURRAY & CO.,CPAS PC 401(K) 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 – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: R.F. MURRAY & CO.,CPAS PC 401(K) 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 – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
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 – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: R.F. MURRAY & CO.,CPAS PC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

844213

Policy instance

Insurance contract or identification number	844213
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $4,153
Total amount of fees paid to insurance company	USD $831
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $4,153
Insurance broker organization code?	3
Amount paid for insurance broker fees	831
Additional information about fees paid to insurance broker	TPA FEES

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

844213

Policy instance

Insurance contract or identification number	844213
Number of Individuals Covered	7
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $4,153
Total amount of fees paid to insurance company	USD $831
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $4,153
Insurance broker organization code?	3
Amount paid for insurance broker fees	831
Additional information about fees paid to insurance broker	TPA FEES

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

844213

Policy instance

Insurance contract or identification number	844213
Number of Individuals Covered	7
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,142
Total amount of fees paid to insurance company	USD $662
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,142
Insurance broker organization code?	3
Amount paid for insurance broker fees	662
Additional information about fees paid to insurance broker	TPA FEES

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

844213

Policy instance

Insurance contract or identification number	844213
Number of Individuals Covered	7
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $12,612
Total amount of fees paid to insurance company	USD $5,144
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $12,612
Insurance broker organization code?	3
Amount paid for insurance broker fees	5144
Additional information about fees paid to insurance broker	TPA FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

39857

Policy instance

Insurance contract or identification number	39857
Number of Individuals Covered	7
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,568
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,784
Insurance broker organization code?	3
Insurance broker name	SIGMA FINANCIAL

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Company Name:	R.F. MURRAY & CO., CPAS PC
Employer identification number (EIN):	383154349
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants