401k Plan data: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN plan

MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan Name	MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN
Plan identification number	001

MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

MOORE & NEIDENTHAL INC. has sponsored the creation of one or more 401k plans.

Company Name: MOORE & NEIDENTHAL INC.

Employer identification number (EIN): 341115383

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 MATTHEW D. NEIDENTHAL MATTHEW D. NEIDENTHAL 2019-07-17
001 2017-01-01 MATTHEW D. NEIDENTHAL MATTHEW D. NEIDENTHAL 2018-06-21
001 2016-01-01 MATTHEW D. NEIDENTHAL MATTHEW D. NEIDENTHAL 2017-08-21
001 2015-01-01 MATTHEW D. NEIDENTHAL MATTHEW D. NEIDENTHAL 2016-06-13
001 2014-01-01 MATTHEW D. NEIDENTHAL MATTHEW D. NEIDENTHAL 2015-08-12
001 2013-01-01 MATTHEW D. NEIDENTHAL MATTHEW D. NEIDENTHAL 2014-07-24
001 2012-01-01 MATTHEW D. NEIDENTHAL MATTHEW D. NEIDENTHAL 2013-07-16
001 2011-01-01 MATTHEW D. NEIDENTHAL MATTHEW D. NEIDENTHAL 2012-05-30
001 2010-01-01 MATTHEW D. NEIDENTHAL MATTHEW D. NEIDENTHAL 2011-05-25
001 2009-01-01 MATTHEW D. NEIDENTHAL MATTHEW D. NEIDENTHAL 2010-08-20

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	MATTHEW D. NEIDENTHAL	MATTHEW D. NEIDENTHAL	2019-07-17
001	2017-01-01	MATTHEW D. NEIDENTHAL	MATTHEW D. NEIDENTHAL	2018-06-21
001	2016-01-01	MATTHEW D. NEIDENTHAL	MATTHEW D. NEIDENTHAL	2017-08-21
001	2015-01-01	MATTHEW D. NEIDENTHAL	MATTHEW D. NEIDENTHAL	2016-06-13
001	2014-01-01	MATTHEW D. NEIDENTHAL	MATTHEW D. NEIDENTHAL	2015-08-12
001	2013-01-01	MATTHEW D. NEIDENTHAL	MATTHEW D. NEIDENTHAL	2014-07-24
001	2012-01-01	MATTHEW D. NEIDENTHAL	MATTHEW D. NEIDENTHAL	2013-07-16
001	2011-01-01	MATTHEW D. NEIDENTHAL	MATTHEW D. NEIDENTHAL	2012-05-30
001	2010-01-01	MATTHEW D. NEIDENTHAL	MATTHEW D. NEIDENTHAL	2011-05-25
001	2009-01-01	MATTHEW D. NEIDENTHAL	MATTHEW D. NEIDENTHAL	2010-08-20

Plan Statistics for MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN

Measure Date Value
2023: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 11
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 13
Number of participants with account balances 2023-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 12
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 1
Total of all active and inactive participants 2022-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 13
Number of participants with account balances 2022-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
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 1
Total of all active and inactive participants 2021-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
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 1
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 11
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
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 1
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
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 1
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
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 1
Total of all active and inactive participants 2016-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
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 1
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Total of all active and inactive participants 2013-01-01 9
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
2012: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Total of all active and inactive participants 2012-01-01 8
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
2011: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
2009: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2023: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	11
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	13
Number of participants with account balances	2023-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	12
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	1
Total of all active and inactive participants	2022-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	13
Number of participants with account balances	2022-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
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	1
Total of all active and inactive participants	2021-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
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	1
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	11
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
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	1
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
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	1
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
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	1
Total of all active and inactive participants	2016-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
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	1
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Total of all active and inactive participants	2013-01-01	9
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
2012: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Total of all active and inactive participants	2012-01-01	8
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
2011: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
2009: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9

Financial Data on MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN

Measure	Date	Value
2023 : MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$588,628
Expenses. Total of all expenses incurred	2023-12-31	$8,785
Total plan assets at end of year	2023-12-31	$2,867,209
Total plan assets at beginning of year	2023-12-31	$2,287,366
Value of fidelity bond covering the plan	2023-12-31	$228,800
Total contributions received or receivable from participants	2023-12-31	$73,953
Expenses. Other expenses not covered elsewhere	2023-12-31	$8,785
Other income received	2023-12-31	$488,230
Net income (gross income less expenses)	2023-12-31	$579,843
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,867,209
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,287,366
Total contributions received or receivable from employer(s)	2023-12-31	$26,445
2022 : MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-382,408
Expenses. Total of all expenses incurred	2022-12-31	$8,796
Total plan assets at end of year	2022-12-31	$2,287,366
Total plan assets at beginning of year	2022-12-31	$2,678,570
Value of fidelity bond covering the plan	2022-12-31	$183,320
Total contributions received or receivable from participants	2022-12-31	$68,693
Other income received	2022-12-31	$-475,126
Net income (gross income less expenses)	2022-12-31	$-391,204
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,287,366
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,678,570
Total contributions received or receivable from employer(s)	2022-12-31	$24,025
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$8,796
2021 : MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$444,036
Expenses. Total of all expenses incurred	2021-12-31	$8,429
Total plan assets at end of year	2021-12-31	$2,678,570
Total plan assets at beginning of year	2021-12-31	$2,242,963
Value of fidelity bond covering the plan	2021-12-31	$183,320
Total contributions received or receivable from participants	2021-12-31	$61,702
Other income received	2021-12-31	$361,127
Net income (gross income less expenses)	2021-12-31	$435,607
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,678,570
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,242,963
Total contributions received or receivable from employer(s)	2021-12-31	$21,207
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$8,429
2020 : MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$386,473
Expenses. Total of all expenses incurred	2020-12-31	$6,713
Total plan assets at end of year	2020-12-31	$2,242,963
Total plan assets at beginning of year	2020-12-31	$1,863,203
Value of fidelity bond covering the plan	2020-12-31	$186,320
Total contributions received or receivable from participants	2020-12-31	$62,200
Other income received	2020-12-31	$303,154
Net income (gross income less expenses)	2020-12-31	$379,760
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,242,963
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,863,203
Total contributions received or receivable from employer(s)	2020-12-31	$21,119
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$6,713
2019 : MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$374,594
Expenses. Total of all expenses incurred	2019-12-31	$5,908
Total plan assets at end of year	2019-12-31	$1,863,203
Total plan assets at beginning of year	2019-12-31	$1,494,517
Value of fidelity bond covering the plan	2019-12-31	$186,320
Total contributions received or receivable from participants	2019-12-31	$58,780
Other income received	2019-12-31	$297,066
Net income (gross income less expenses)	2019-12-31	$368,686
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,863,203
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,494,517
Total contributions received or receivable from employer(s)	2019-12-31	$18,748
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$5,908
2018 : MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$10,612
Expenses. Total of all expenses incurred	2018-12-31	$397
Total plan assets at end of year	2018-12-31	$1,494,517
Total plan assets at beginning of year	2018-12-31	$1,484,302
Value of fidelity bond covering the plan	2018-12-31	$149,452
Total contributions received or receivable from participants	2018-12-31	$57,427
Other income received	2018-12-31	$-64,770
Net income (gross income less expenses)	2018-12-31	$10,215
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,494,517
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,484,302
Total contributions received or receivable from employer(s)	2018-12-31	$17,955
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$397
2017 : MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$282,380
Total plan assets at end of year	2017-12-31	$1,484,302
Total plan assets at beginning of year	2017-12-31	$1,201,922
Value of fidelity bond covering the plan	2017-12-31	$131,642
Total contributions received or receivable from participants	2017-12-31	$54,964
Other income received	2017-12-31	$210,374
Net income (gross income less expenses)	2017-12-31	$282,380
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,484,302
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,201,922
Total contributions received or receivable from employer(s)	2017-12-31	$17,042
2016 : MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$128,973
Total plan assets at end of year	2016-12-31	$1,201,922
Total plan assets at beginning of year	2016-12-31	$1,072,949
Value of fidelity bond covering the plan	2016-12-31	$131,642
Total contributions received or receivable from participants	2016-12-31	$43,669
Other income received	2016-12-31	$68,979
Net income (gross income less expenses)	2016-12-31	$128,973
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,201,922
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,072,949
Total contributions received or receivable from employer(s)	2016-12-31	$16,325
2015 : MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$67,842
Expenses. Total of all expenses incurred	2015-12-31	$30,000
Benefits paid (including direct rollovers)	2015-12-31	$30,000
Total plan assets at end of year	2015-12-31	$1,072,949
Total plan assets at beginning of year	2015-12-31	$1,035,107
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$42,443
Other income received	2015-12-31	$10,416
Net income (gross income less expenses)	2015-12-31	$37,842
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,072,949
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,035,107
Total contributions received or receivable from employer(s)	2015-12-31	$14,983
2014 : MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$105,487
Total plan assets at end of year	2014-12-31	$1,035,107
Total plan assets at beginning of year	2014-12-31	$929,620
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$41,724
Other income received	2014-12-31	$49,200
Net income (gross income less expenses)	2014-12-31	$105,487
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,035,107
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$929,620
Total contributions received or receivable from employer(s)	2014-12-31	$14,563
2013 : MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$235,556
Expenses. Total of all expenses incurred	2013-12-31	$38,386
Benefits paid (including direct rollovers)	2013-12-31	$38,386
Total plan assets at end of year	2013-12-31	$929,620
Total plan assets at beginning of year	2013-12-31	$732,450
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$37,288
Other income received	2013-12-31	$184,658
Net income (gross income less expenses)	2013-12-31	$197,170
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$929,620
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$732,450
Total contributions received or receivable from employer(s)	2013-12-31	$13,610
2012 : MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$135,409
Total plan assets at end of year	2012-12-31	$732,450
Total plan assets at beginning of year	2012-12-31	$597,041
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$33,157
Other income received	2012-12-31	$89,509
Net income (gross income less expenses)	2012-12-31	$135,409
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$732,450
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$597,041
Total contributions received or receivable from employer(s)	2012-12-31	$12,743
2011 : MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$45,424
Expenses. Total of all expenses incurred	2011-12-31	$197,571
Benefits paid (including direct rollovers)	2011-12-31	$197,571
Total plan assets at end of year	2011-12-31	$597,041
Total plan assets at beginning of year	2011-12-31	$749,188
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$31,605
Other income received	2011-12-31	$1,155
Net income (gross income less expenses)	2011-12-31	$-152,147
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$597,041
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$749,188
Total contributions received or receivable from employer(s)	2011-12-31	$12,664
2010 : MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$135,913
Total plan assets at end of year	2010-12-31	$749,188
Total plan assets at beginning of year	2010-12-31	$613,275
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$50,714
Other income received	2010-12-31	$70,625
Net income (gross income less expenses)	2010-12-31	$135,913
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$749,188
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$613,275
Total contributions received or receivable from employer(s)	2010-12-31	$14,574

Form 5500 Responses for MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN

2023: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MOORE & NEIDENTHAL, INC. SAFE HARBOR 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MOORE & NEIDENTHAL INC.
Employer identification number (EIN):	341115383
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants