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WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

WALTER P MOORE AND ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WALTER P MOORE AND ASSOCIATES, INC.
Employer identification number (EIN):741554339
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01THOMAS MAGNUSSON
0022016-01-01THOMAS MAGNUSSON
0022015-01-01TOM MAGNUSSON
0022014-01-01THOMAS MAGNUSSON
0022013-01-01THOMAS MAGNUSSON THOMAS MAGNUSSON2014-10-13
0022012-01-01THOMAS MAGNUSSON
0022011-01-01THOMAS MAGNUSSON
0022009-01-01THOMAS MAGNUSSON

Plan Statistics for WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01912
Total number of active participants reported on line 7a of the Form 55002022-01-01618
Number of retired or separated participants receiving benefits2022-01-01341
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-01962
Total participants2022-01-01962
Number of participants with account balances2022-01-01934
2021: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01924
Total number of active participants reported on line 7a of the Form 55002021-01-01582
Number of retired or separated participants receiving benefits2021-01-01328
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-01912
Total participants2021-01-01912
Number of participants with account balances2021-01-01875
2020: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01890
Total number of active participants reported on line 7a of the Form 55002020-01-01607
Number of retired or separated participants receiving benefits2020-01-01314
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-01924
Total participants2020-01-01924
Number of participants with account balances2020-01-01892
2019: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01758
Total number of active participants reported on line 7a of the Form 55002019-01-01625
Number of retired or separated participants receiving benefits2019-01-01263
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-01890
Total participants2019-01-01890
Number of participants with account balances2019-01-01835
2018: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01775
Total number of active participants reported on line 7a of the Form 55002018-01-01490
Number of retired or separated participants receiving benefits2018-01-01266
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-01758
Total participants2018-01-01758
2017: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01745
Total number of active participants reported on line 7a of the Form 55002017-01-01500
Number of retired or separated participants receiving benefits2017-01-01273
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-01775
Total participants2017-01-01775
Number of participants with account balances2017-01-01775
2016: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01671
Total number of active participants reported on line 7a of the Form 55002016-01-01526
Number of retired or separated participants receiving benefits2016-01-01216
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-01745
Total participants2016-01-01745
Number of participants with account balances2016-01-01745
2015: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01620
Total number of active participants reported on line 7a of the Form 55002015-01-01468
Number of retired or separated participants receiving benefits2015-01-01200
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-01671
Total participants2015-01-01671
Number of participants with account balances2015-01-01671
2014: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01538
Total number of active participants reported on line 7a of the Form 55002014-01-01387
Number of retired or separated participants receiving benefits2014-01-01231
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-01620
Total participants2014-01-01620
Number of participants with account balances2014-01-01620
2013: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01490
Total number of active participants reported on line 7a of the Form 55002013-01-01373
Number of other retired or separated participants entitled to future benefits2013-01-01165
Total of all active and inactive participants2013-01-01538
Total participants2013-01-01538
Number of participants with account balances2013-01-01509
2012: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01480
Total number of active participants reported on line 7a of the Form 55002012-01-01332
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01156
Total of all active and inactive participants2012-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01491
Number of participants with account balances2012-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01492
Total number of active participants reported on line 7a of the Form 55002011-01-01323
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01156
Total of all active and inactive participants2011-01-01480
Total participants2011-01-01480
Number of participants with account balances2011-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01576
Total number of active participants reported on line 7a of the Form 55002009-01-01350
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-01164
Total of all active and inactive participants2009-01-01519
Total participants2009-01-01519
Number of participants with account balances2009-01-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0145

Financial Data on WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,219,640
Total unrealized appreciation/depreciation of assets2022-12-31$-1,219,640
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-19,577,896
Total loss/gain on sale of assets2022-12-31$34,533
Total of all expenses incurred2022-12-31$5,025,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,020,898
Value of total corrective distributions2022-12-31$26,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,159,664
Value of total assets at end of year2022-12-31$116,787,541
Value of total assets at beginning of year2022-12-31$141,391,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$-21,423
Total interest from all sources2022-12-31$41,982
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,413,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,257,803
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,597,591
Participant contributions at end of year2022-12-31$660,051
Participant contributions at beginning of year2022-12-31$596,515
Assets. Other investments not covered elsewhere at end of year2022-12-31$7,272,565
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$9,259,511
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$871,092
Administrative expenses (other) incurred2022-12-31$-38,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,603,522
Value of net assets at end of year (total assets less liabilities)2022-12-31$116,787,541
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$141,391,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$17,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$108,854,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$131,535,037
Interest on participant loans2022-12-31$37,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-36,007,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,690,981
Income. Dividends from common stock2022-12-31$155,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,020,898
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1,030,612
Aggregate carrying amount (costs) on sale of assets2022-12-31$996,079
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$217,369
Total unrealized appreciation/depreciation of assets2021-12-31$217,369
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$29,138,802
Total loss/gain on sale of assets2021-12-31$506,293
Total of all expenses incurred2021-12-31$7,116,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,086,053
Value of total corrective distributions2021-12-31$19,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,263,697
Value of total assets at end of year2021-12-31$141,391,063
Value of total assets at beginning of year2021-12-31$119,368,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,492
Total interest from all sources2021-12-31$36,789
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,915,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$11,677,431
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,950,249
Participant contributions at end of year2021-12-31$596,515
Participant contributions at beginning of year2021-12-31$444,154
Assets. Other investments not covered elsewhere at end of year2021-12-31$9,259,511
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$7,623,557
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$807,135
Administrative expenses (other) incurred2021-12-31$-10,161
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$3,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$22,022,342
Value of net assets at end of year (total assets less liabilities)2021-12-31$141,391,063
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$119,368,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$20,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$131,535,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$111,297,398
Interest on participant loans2021-12-31$36,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$39
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,199,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,506,313
Income. Dividends from common stock2021-12-31$238,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,086,053
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$4,661,140
Aggregate carrying amount (costs) on sale of assets2021-12-31$4,154,847
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$366,641
Total unrealized appreciation/depreciation of assets2020-12-31$366,641
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$29,740,313
Total loss/gain on sale of assets2020-12-31$515,498
Total of all expenses incurred2020-12-31$4,034,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,963,292
Expenses. Certain deemed distributions of participant loans2020-12-31$14,415
Value of total corrective distributions2020-12-31$2,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,705,265
Value of total assets at end of year2020-12-31$119,368,721
Value of total assets at beginning of year2020-12-31$93,663,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$54,271
Total interest from all sources2020-12-31$35,704
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,614,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,458,522
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,977,122
Participant contributions at end of year2020-12-31$444,154
Participant contributions at beginning of year2020-12-31$558,244
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,623,557
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,939,719
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$999,916
Administrative expenses (other) incurred2020-12-31$37,089
Total non interest bearing cash at end of year2020-12-31$3,612
Total non interest bearing cash at beginning of year2020-12-31$1,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$25,705,703
Value of net assets at end of year (total assets less liabilities)2020-12-31$119,368,721
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$93,663,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$17,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$111,297,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$87,163,986
Interest on participant loans2020-12-31$34,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,502,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,728,227
Income. Dividends from common stock2020-12-31$155,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,963,292
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$4,489,336
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,973,838
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$274,598
Total unrealized appreciation/depreciation of assets2019-12-31$274,598
Total income from all sources (including contributions)2019-12-31$23,313,551
Total loss/gain on sale of assets2019-12-31$201,963
Total of all expenses incurred2019-12-31$2,744,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,655,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,354,307
Value of total assets at end of year2019-12-31$93,663,018
Value of total assets at beginning of year2019-12-31$73,094,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$89,101
Total interest from all sources2019-12-31$42,397
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,005,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,872,362
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,798,365
Participant contributions at end of year2019-12-31$558,244
Participant contributions at beginning of year2019-12-31$614,928
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,939,719
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,543,701
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$555,942
Administrative expenses (other) incurred2019-12-31$72,408
Total non interest bearing cash at end of year2019-12-31$1,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,568,630
Value of net assets at end of year (total assets less liabilities)2019-12-31$93,663,018
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$73,094,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$16,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$87,163,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$66,629,025
Interest on participant loans2019-12-31$36,641
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,434,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,306,734
Income. Dividends from common stock2019-12-31$133,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,655,820
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,320,441
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,118,478
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-302,217
Total unrealized appreciation/depreciation of assets2018-12-31$-302,217
Total income from all sources (including contributions)2018-12-31$1,429,280
Total loss/gain on sale of assets2018-12-31$117,807
Total of all expenses incurred2018-12-31$4,478,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,433,635
Expenses. Certain deemed distributions of participant loans2018-12-31$-144
Value of total corrective distributions2018-12-31$15,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,609,975
Value of total assets at end of year2018-12-31$73,094,388
Value of total assets at beginning of year2018-12-31$76,143,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,838
Total interest from all sources2018-12-31$41,255
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,035,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,900,525
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,073,227
Participant contributions at end of year2018-12-31$614,928
Participant contributions at beginning of year2018-12-31$531,313
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,543,701
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,686,836
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$230,014
Other income not declared elsewhere2018-12-31$-1,297
Administrative expenses (other) incurred2018-12-31$17,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,049,122
Value of net assets at end of year (total assets less liabilities)2018-12-31$73,094,388
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$76,143,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$12,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$66,629,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$70,925,361
Interest on participant loans2018-12-31$36,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,071,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,306,734
Employer contributions (assets) at end of year2018-12-31$1,306,734
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from common stock2018-12-31$134,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,433,635
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$3,091,604
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,973,797
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$142,043
Total unrealized appreciation/depreciation of assets2017-12-31$142,043
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$18,051,798
Total loss/gain on sale of assets2017-12-31$201,353
Total of all expenses incurred2017-12-31$3,625,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,609,188
Expenses. Certain deemed distributions of participant loans2017-12-31$9,868
Value of total corrective distributions2017-12-31$4,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,931,652
Value of total assets at end of year2017-12-31$76,143,510
Value of total assets at beginning of year2017-12-31$61,717,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,668
Total interest from all sources2017-12-31$36,184
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,652,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,633,667
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,869,670
Participant contributions at end of year2017-12-31$531,313
Participant contributions at beginning of year2017-12-31$638,002
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,686,836
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,834,407
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,061,982
Other income not declared elsewhere2017-12-31$867
Administrative expenses (other) incurred2017-12-31$1,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$14,426,253
Value of net assets at end of year (total assets less liabilities)2017-12-31$76,143,510
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$61,717,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$70,925,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$54,859,195
Interest on participant loans2017-12-31$34,457
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,962,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,962,420
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,086,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at beginning of year2017-12-31$423,233
Income. Dividends from common stock2017-12-31$19,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,609,188
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,669,458
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,468,105
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-8,080
Total unrealized appreciation/depreciation of assets2016-12-31$-8,080
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,629,765
Total loss/gain on sale of assets2016-12-31$52,204
Total of all expenses incurred2016-12-31$2,040,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,029,587
Expenses. Certain deemed distributions of participant loans2016-12-31$745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,829,629
Value of total assets at end of year2016-12-31$61,717,257
Value of total assets at beginning of year2016-12-31$55,128,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,584
Total interest from all sources2016-12-31$39,448
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,224,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,207,797
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,532,880
Participant contributions at end of year2016-12-31$638,002
Participant contributions at beginning of year2016-12-31$675,626
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,834,407
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,604,744
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$865,560
Other income not declared elsewhere2016-12-31$12,500
Administrative expenses (other) incurred2016-12-31$10,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,588,849
Value of net assets at end of year (total assets less liabilities)2016-12-31$61,717,257
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$55,128,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$54,859,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$47,988,822
Interest on participant loans2016-12-31$39,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,962,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,757,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,757,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,479,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$431,189
Employer contributions (assets) at end of year2016-12-31$423,233
Employer contributions (assets) at beginning of year2016-12-31$1,101,558
Income. Dividends from common stock2016-12-31$16,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,029,587
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$672,373
Aggregate carrying amount (costs) on sale of assets2016-12-31$620,169
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-157,767
Total unrealized appreciation/depreciation of assets2015-12-31$-157,767
Total transfer of assets from this plan2015-12-31$947,331
Total income from all sources (including contributions)2015-12-31$5,728,847
Total loss/gain on sale of assets2015-12-31$60,512
Total of all expenses incurred2015-12-31$2,894,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,887,902
Expenses. Certain deemed distributions of participant loans2015-12-31$702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,376,577
Value of total assets at end of year2015-12-31$55,128,408
Value of total assets at beginning of year2015-12-31$53,241,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,649
Total interest from all sources2015-12-31$31,573
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,886,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,876,259
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,309,884
Participant contributions at end of year2015-12-31$675,626
Participant contributions at beginning of year2015-12-31$402,570
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,604,744
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,547,902
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$965,052
Administrative expenses (other) incurred2015-12-31$5,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,834,594
Value of net assets at end of year (total assets less liabilities)2015-12-31$55,128,408
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$53,241,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$47,988,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,876,645
Interest on participant loans2015-12-31$31,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,757,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,523,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,523,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$44
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,468,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,101,641
Employer contributions (assets) at end of year2015-12-31$1,101,558
Employer contributions (assets) at beginning of year2015-12-31$890,977
Income. Dividends from common stock2015-12-31$9,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,887,902
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,286,344
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,225,832
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-66,340
Total unrealized appreciation/depreciation of assets2014-12-31$-66,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,198,596
Total loss/gain on sale of assets2014-12-31$39,617
Total of all expenses incurred2014-12-31$2,534,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,529,962
Expenses. Certain deemed distributions of participant loans2014-12-31$662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,949,620
Value of total assets at end of year2014-12-31$53,241,145
Value of total assets at beginning of year2014-12-31$48,577,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,918
Total interest from all sources2014-12-31$28,867
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,501,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,492,903
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,652,278
Participant contributions at end of year2014-12-31$402,570
Participant contributions at beginning of year2014-12-31$472,431
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$132,621
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,547,902
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,539,279
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$406,365
Administrative expenses (other) incurred2014-12-31$3,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,664,054
Value of net assets at end of year (total assets less liabilities)2014-12-31$53,241,145
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$48,577,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$46,876,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,734,456
Interest on participant loans2014-12-31$28,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,523,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,952,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,952,422
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-254,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$890,977
Employer contributions (assets) at end of year2014-12-31$890,977
Employer contributions (assets) at beginning of year2014-12-31$745,882
Income. Dividends from common stock2014-12-31$8,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,529,962
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,929,281
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,889,664
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$172,493
Total unrealized appreciation/depreciation of assets2013-12-31$172,493
Total income from all sources (including contributions)2013-12-31$11,994,429
Total loss/gain on sale of assets2013-12-31$80,625
Total of all expenses incurred2013-12-31$1,386,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,381,258
Expenses. Certain deemed distributions of participant loans2013-12-31$1,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,006,059
Value of total assets at end of year2013-12-31$48,577,091
Value of total assets at beginning of year2013-12-31$37,968,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,031
Total interest from all sources2013-12-31$28,664
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,963,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,952,392
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,185,650
Participant contributions at end of year2013-12-31$472,431
Participant contributions at beginning of year2013-12-31$467,500
Participant contributions at end of year2013-12-31$132,621
Participant contributions at beginning of year2013-12-31$100,305
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,539,279
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,902,038
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$74,527
Administrative expenses (other) incurred2013-12-31$3,031
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$32
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,608,390
Value of net assets at end of year (total assets less liabilities)2013-12-31$48,577,091
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$37,968,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$41,734,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,524,246
Interest on participant loans2013-12-31$28,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,952,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,974,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,974,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,743,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$745,882
Employer contributions (assets) at end of year2013-12-31$745,882
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from common stock2013-12-31$10,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,381,258
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,939,762
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,859,137
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,727,083
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,023,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,010,225
Expenses. Certain deemed distributions of participant loans2012-12-31$10,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,461,699
Value of total assets at end of year2012-12-31$37,968,701
Value of total assets at beginning of year2012-12-31$33,265,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,486
Total interest from all sources2012-12-31$34,264
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$973,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,180,861
Participant contributions at end of year2012-12-31$467,500
Participant contributions at beginning of year2012-12-31$593,306
Participant contributions at end of year2012-12-31$100,305
Participant contributions at beginning of year2012-12-31$54,944
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,902,038
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,141,757
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$280,838
Administrative expenses (other) incurred2012-12-31$3,424
Total non interest bearing cash at end of year2012-12-31$32
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,703,219
Value of net assets at end of year (total assets less liabilities)2012-12-31$37,968,701
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,265,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$62
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$32,524,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,885,065
Interest on participant loans2012-12-31$34,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,974,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,590,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,590,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,257,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Income. Dividends from common stock2012-12-31$973,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,010,225
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-142,540
Total unrealized appreciation/depreciation of assets2011-12-31$-142,540
Total income from all sources (including contributions)2011-12-31$1,333,812
Total loss/gain on sale of assets2011-12-31$2,415
Total of all expenses incurred2011-12-31$2,646,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,643,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,888,865
Value of total assets at end of year2011-12-31$33,265,482
Value of total assets at beginning of year2011-12-31$34,578,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,392
Total interest from all sources2011-12-31$31,844
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$743,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,767,712
Participant contributions at end of year2011-12-31$593,306
Participant contributions at beginning of year2011-12-31$491,852
Participant contributions at end of year2011-12-31$54,944
Participant contributions at beginning of year2011-12-31$65,167
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,141,757
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,730,361
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$121,153
Administrative expenses (other) incurred2011-12-31$3,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,312,957
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,265,482
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,578,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$28,885,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,834,141
Interest on participant loans2011-12-31$31,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,590,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,456,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,456,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,190,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Income. Dividends from common stock2011-12-31$743,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,643,377
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$608,635
Aggregate carrying amount (costs) on sale of assets2011-12-31$606,220
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$32,493
Total unrealized appreciation/depreciation of assets2010-12-31$32,493
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,725
Total income from all sources (including contributions)2010-12-31$5,959,927
Total loss/gain on sale of assets2010-12-31$20,379
Total of all expenses incurred2010-12-31$1,994,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,987,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,728,863
Value of total assets at end of year2010-12-31$34,578,439
Value of total assets at beginning of year2010-12-31$30,624,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,189
Total interest from all sources2010-12-31$29,876
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$566,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,726,983
Participant contributions at end of year2010-12-31$491,852
Participant contributions at beginning of year2010-12-31$484,041
Participant contributions at end of year2010-12-31$65,167
Participant contributions at beginning of year2010-12-31$53,612
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,730,361
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,371,994
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$11,725
Administrative expenses (other) incurred2010-12-31$7,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,965,232
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,578,439
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,613,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$30,834,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$26,808,875
Interest on participant loans2010-12-31$29,936
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$55,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,456,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,850,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,850,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-60
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,581,490
Net investment gain or loss from common/collective trusts2010-12-31$168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$566,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,987,506
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$256,214
Aggregate carrying amount (costs) on sale of assets2010-12-31$235,835
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2022: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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