MOSELEY INVESTMENT MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MOSELEY INVESTMENT MANAGEMENT, INC. CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2025 : MOSELEY INVESTMENT MANAGEMENT, INC. CASH BALANCE PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-16 | 0 |
| Net assets as of the end of the plan year | 2025-09-16 | 2098627 |
| Total assets as of the beginning of the plan year | 2025-09-16 | 1299975 |
| Value of plan covered by a fidelity bond | 2025-09-16 | 209863 |
| Other income to plan in this plan year | 2025-09-16 | 528652 |
| Plan net income in this plan year | 2025-09-16 | 798652 |
| Net assets as of the end of the plan year | 2025-09-16 | 2098627 |
| Net assets as of the beginning of the plan year | 2025-09-16 | 1299975 |
| Employer contributions to plan in this plan year | 2025-09-16 | 270000 |
| 2024 : MOSELEY INVESTMENT MANAGEMENT, INC. CASH BALANCE PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-03 | 0 |
| Net assets as of the end of the plan year | 2024-10-03 | 1299975 |
| Total assets as of the beginning of the plan year | 2024-10-03 | 762563 |
| Value of plan covered by a fidelity bond | 2024-10-03 | 129998 |
| Other income to plan in this plan year | 2024-10-03 | 237412 |
| Plan net income in this plan year | 2024-10-03 | 537412 |
| Net assets as of the end of the plan year | 2024-10-03 | 1299975 |
| Net assets as of the beginning of the plan year | 2024-10-03 | 762563 |
| Employer contributions to plan in this plan year | 2024-10-03 | 300000 |
| 2022 : MOSELEY INVESTMENT MANAGEMENT, INC. CASH BALANCE 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 | 783982 |
| Total assets as of the beginning of the plan year | 2022-10-03 | 492312 |
| Value of plan covered by a fidelity bond | 2022-10-03 | 78399 |
| Other income to plan in this plan year | 2022-10-03 | 26670 |
| Plan net income in this plan year | 2022-10-03 | 291670 |
| Net assets as of the end of the plan year | 2022-10-03 | 783982 |
| Net assets as of the beginning of the plan year | 2022-10-03 | 492312 |
| Employer contributions to plan in this plan year | 2022-10-03 | 265000 |
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