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| Company Name: | MOSELEY INVESTMENT MANAGEMENT |
| Employer identification number (EIN): | 650195103 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-06-30 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2011-07-20 | |||||
| Date last seen: 2011-07-20 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2024-10-03 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2024-10-03 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | MOSELEY INVESTMENT MANAGEMENT 401K PROFIT SHARING PLAN AND TRUST | 2011-01-01 | 2017-01-01 |
| 004 | MOSELEY INVESTMENT MANAGEMENT, INC. CASH BALANCE PLAN | 2019-01-01 | 2019-01-01 |
| 003 | MOSELEY INVESTMENTS MANAGEMENT, INC. RETIREMENT PLAN | 2019-01-01 | 2017-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-07-05 | Employer Contributions | $ 125,000 |
| 2023-07-05 | Employee Contributions | $ 125,000 |
| 2023-04-04 | Employer Contributions | $ 80,000 |
| 2023-04-04 | Employee Contributions | $ 80,000 |
| 2022-07-05 | Employer Contributions | $ 83,333 |
| 2022-07-05 | Employee Contributions | $ 83,333 |
| 2022-04-04 | Employer Contributions | $ 83,333 |
| 2022-04-04 | Employee Contributions | $ 83,333 |
| 2022-01-04 | Employer Contributions | $ 83,333 |
| 2022-01-04 | Employee Contributions | $ 83,333 |
| 2020-09-15 | Employer Contributions | $ 125,000 |
| 2020-09-15 | Employee Contributions | $ 125,000 |
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