MOSELEY INVESTMENT MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MOSELEY INVESTMENTS MANAGEMENT, INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : MOSELEY INVESTMENTS MANAGEMENT, INC. RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-16 | 21 |
| Net assets as of the end of the plan year | 2025-09-16 | 2053098 |
| Total assets as of the beginning of the plan year | 2025-09-16 | 1332030 |
| Value of plan covered by a fidelity bond | 2025-09-16 | 205310 |
| Participant contributions to plan in this plan year | 2025-09-16 | 104700 |
| Other income to plan in this plan year | 2025-09-16 | 500372 |
| Plan net income in this plan year | 2025-09-16 | 721068 |
| Net assets as of the end of the plan year | 2025-09-16 | 2053098 |
| Net assets as of the beginning of the plan year | 2025-09-16 | 1332030 |
| Employer contributions to plan in this plan year | 2025-09-16 | 116017 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-16 | 21 |
| 2024 : MOSELEY INVESTMENTS MANAGEMENT, INC. RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-03 | 60 |
| Net assets as of the end of the plan year | 2024-10-03 | 1332030 |
| Total assets as of the beginning of the plan year | 2024-10-03 | 707896 |
| Value of plan covered by a fidelity bond | 2024-10-03 | 133203 |
| Participant contributions to plan in this plan year | 2024-10-03 | 106000 |
| Other income to plan in this plan year | 2024-10-03 | 403585 |
| Plan net income in this plan year | 2024-10-03 | 624134 |
| Net assets as of the end of the plan year | 2024-10-03 | 1332030 |
| Net assets as of the beginning of the plan year | 2024-10-03 | 707896 |
| Employer contributions to plan in this plan year | 2024-10-03 | 114609 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-03 | 60 |
| 2022 : MOSELEY INVESTMENTS MANAGEMENT, INC. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-03 | 0 |
| Net assets as of the end of the plan year | 2022-10-03 | 960707 |
| Total assets as of the beginning of the plan year | 2022-10-03 | 710834 |
| Value of plan covered by a fidelity bond | 2022-10-03 | 96071 |
| Participant contributions to plan in this plan year | 2022-10-03 | 80920 |
| Other income to plan in this plan year | 2022-10-03 | 86209 |
| Plan net income in this plan year | 2022-10-03 | 249873 |
| Net assets as of the end of the plan year | 2022-10-03 | 960707 |
| Net assets as of the beginning of the plan year | 2022-10-03 | 710834 |
| Employer contributions to plan in this plan year | 2022-10-03 | 82744 |
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