401k Plan data: T & D MORAVITS AND COMPANY 401(K) PLAN plan

T & D MORAVITS AND COMPANY 401(K) PLAN 401k Plan overview

Plan Name	T & D MORAVITS AND COMPANY 401(K) PLAN
Plan identification number	001

T & D MORAVITS AND COMPANY 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

T & D MORAVITS AND COMPANY has sponsored the creation of one or more 401k plans.

Company Name: T & D MORAVITS AND COMPANY

Employer identification number (EIN): 742916787

NAIC Classification: 111100
NAIC Description: Oilseed and Grain Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T & D MORAVITS AND COMPANY 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 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01 WILLIAM ROBERTS 2019-07-23

Plan Statistics for T & D MORAVITS AND COMPANY 401(K) PLAN

401k plan membership statisitcs for T & D MORAVITS AND COMPANY 401(K) PLAN

Measure Date Value
2023: T & D MORAVITS AND COMPANY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
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 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: T & D MORAVITS AND COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 105
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 34
Total of all active and inactive participants 2022-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 141
Number of participants with account balances 2022-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: T & D MORAVITS AND COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 111
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 23
Total of all active and inactive participants 2021-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 134
Number of participants with account balances 2021-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 14
2020: T & D MORAVITS AND COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 126
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 15
Total of all active and inactive participants 2020-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 141
Number of participants with account balances 2020-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 27
2019: T & D MORAVITS AND COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 156
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 3
Total of all active and inactive participants 2019-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 159
Number of participants with account balances 2019-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12

Measure	Date	Value
2023: T & D MORAVITS AND COMPANY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
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	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: T & D MORAVITS AND COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	105
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	34
Total of all active and inactive participants	2022-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	141
Number of participants with account balances	2022-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: T & D MORAVITS AND COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	111
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	23
Total of all active and inactive participants	2021-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	134
Number of participants with account balances	2021-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	14
2020: T & D MORAVITS AND COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	126
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	15
Total of all active and inactive participants	2020-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	141
Number of participants with account balances	2020-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	27
2019: T & D MORAVITS AND COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	156
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	3
Total of all active and inactive participants	2019-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	159
Number of participants with account balances	2019-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12

Financial Data on T & D MORAVITS AND COMPANY 401(K) PLAN

Measure	Date	Value
2023 : T & D MORAVITS AND COMPANY 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-03-08	$0
Total transfer of assets to this plan	2023-03-08	$0
Total transfer of assets from this plan	2023-03-08	$2,771,508
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-03-08	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-03-08	$0
Total income from all sources (including contributions)	2023-03-08	$312,028
Total loss/gain on sale of assets	2023-03-08	$0
Total of all expenses incurred	2023-03-08	$161,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-03-08	$157,922
Expenses. Certain deemed distributions of participant loans	2023-03-08	$3,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-03-08	$212,182
Value of total assets at end of year	2023-03-08	$0
Value of total assets at beginning of year	2023-03-08	$2,620,661
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-03-08	$200
Total interest from all sources	2023-03-08	$266
Total dividends received (eg from common stock, registered investment company shares)	2023-03-08	$0
Was this plan covered by a fidelity bond	2023-03-08	Yes
Value of fidelity bond cover	2023-03-08	$250,000
If this is an individual account plan, was there a blackout period	2023-03-08	No
Were there any nonexempt tranactions with any party-in-interest	2023-03-08	No
Contributions received from participants	2023-03-08	$56,061
Participant contributions at end of year	2023-03-08	$0
Participant contributions at beginning of year	2023-03-08	$25,416
Income. Received or receivable in cash from other sources (including rollovers)	2023-03-08	$143,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-03-08	No
Value of net income/loss	2023-03-08	$150,847
Value of net assets at end of year (total assets less liabilities)	2023-03-08	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-03-08	$2,620,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-03-08	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-03-08	No
Were any leases to which the plan was party in default or uncollectible	2023-03-08	No
Value of interest in pooled separate accounts at end of year	2023-03-08	$0
Value of interest in pooled separate accounts at beginning of year	2023-03-08	$2,593,710
Interest on participant loans	2023-03-08	$266
Interest earned on other investments	2023-03-08	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-03-08	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-03-08	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-03-08	$1,535
Net investment gain/loss from pooled separate accounts	2023-03-08	$99,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-03-08	No
Was there a failure to transmit to the plan any participant contributions	2023-03-08	No
Has the plan failed to provide any benefit when due under the plan	2023-03-08	No
Contributions received in cash from employer	2023-03-08	$12,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-03-08	$157,922
Contract administrator fees	2023-03-08	$200
Did the plan have assets held for investment	2023-03-08	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-03-08	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-03-08	Yes
Opinion of an independent qualified public accountant for this plan	2023-03-08	Unqualified
Accountancy firm name	2023-03-08	ADFK,P.C.
Accountancy firm EIN	2023-03-08	742606559
2022 : T & D MORAVITS AND COMPANY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
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	$54,620
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$240,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$194,616
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$554,700
Value of total assets at end of year	2022-12-31	$2,617,603
Value of total assets at beginning of year	2022-12-31	$2,803,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$43,081
Total interest from all sources	2022-12-31	$2,052
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$250,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$368,135
Participant contributions at end of year	2022-12-31	$25,416
Participant contributions at beginning of year	2022-12-31	$10,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-186,136
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,617,603
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,803,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,590,652
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,793,110
Interest on participant loans	2022-12-31	$918
Interest earned on other investments	2022-12-31	$3
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-502,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$186,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$194,616
Contract administrator fees	2022-12-31	$43,081
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ADFK,P.C.
Accountancy firm EIN	2022-12-31	742606559
2021 : T & D MORAVITS AND COMPANY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
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	$935,218
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$202,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$139,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$611,590
Value of total assets at end of year	2021-12-31	$2,803,739
Value of total assets at beginning of year	2021-12-31	$2,071,506
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$63,858
Total interest from all sources	2021-12-31	$386
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$250,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$376,467
Participant contributions at end of year	2021-12-31	$10,629
Participant contributions at beginning of year	2021-12-31	$9,386
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$47,194
Other income not declared elsewhere	2021-12-31	$-3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$732,233
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,803,739
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,071,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,793,110
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$2,062,120
Interest on participant loans	2021-12-31	$386
Net investment gain/loss from pooled separate accounts	2021-12-31	$323,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$187,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$139,127
Contract administrator fees	2021-12-31	$63,858
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	ADFK,P.C.
Accountancy firm EIN	2021-12-31	742606559
2020 : T & D MORAVITS AND COMPANY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
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	$845,229
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$156,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$124,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$547,965
Value of total assets at end of year	2020-12-31	$2,071,506
Value of total assets at beginning of year	2020-12-31	$1,383,089
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$32,048
Total interest from all sources	2020-12-31	$163
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$250,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$365,138
Participant contributions at end of year	2020-12-31	$9,386
Participant contributions at beginning of year	2020-12-31	$1,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$688,417
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,071,506
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,383,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$2,062,120
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,381,311
Interest on participant loans	2020-12-31	$163
Net investment gain/loss from pooled separate accounts	2020-12-31	$297,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$182,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$124,764
Contract administrator fees	2020-12-31	$32,048
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ADFK,P.C.
Accountancy firm EIN	2020-12-31	742606559
2019 : T & D MORAVITS AND COMPANY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,137,219
Total income from all sources (including contributions)	2019-12-31	$1,137,219
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$68,614
Total of all expenses incurred	2019-12-31	$68,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$49,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$49,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$972,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$972,088
Value of total assets at end of year	2019-12-31	$1,383,089
Value of total assets at end of year	2019-12-31	$1,383,089
Value of total assets at beginning of year	2019-12-31	$314,484
Value of total assets at beginning of year	2019-12-31	$314,484
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,164
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,164
Total interest from all sources	2019-12-31	$80
Total interest from all sources	2019-12-31	$80
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$250,000
Value of fidelity bond cover	2019-12-31	$250,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$373,459
Contributions received from participants	2019-12-31	$373,459
Participant contributions at end of year	2019-12-31	$1,778
Participant contributions at end of year	2019-12-31	$1,778
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$409,122
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$409,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,068,605
Value of net income/loss	2019-12-31	$1,068,605
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,383,089
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,383,089
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$314,484
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$314,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,381,311
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,381,311
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$314,484
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$314,484
Interest on participant loans	2019-12-31	$74
Interest on participant loans	2019-12-31	$74
Interest earned on other investments	2019-12-31	$6
Interest earned on other investments	2019-12-31	$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$165,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$165,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$189,507
Contributions received in cash from employer	2019-12-31	$189,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$49,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$49,450
Contract administrator fees	2019-12-31	$19,164
Contract administrator fees	2019-12-31	$19,164
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	AKIN DOHERTY KLEIN & FEUGE
Accountancy firm name	2019-12-31	AKIN DOHERTY KLEIN & FEUGE
Accountancy firm EIN	2019-12-31	742606559
Accountancy firm EIN	2019-12-31	742606559

Form 5500 Responses for T & D MORAVITS AND COMPANY 401(K) PLAN

2023: T & D MORAVITS AND COMPANY 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: T & D MORAVITS AND COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: T & D MORAVITS AND COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: T & D MORAVITS AND COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: T & D MORAVITS AND COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

91692511

Policy instance

Insurance contract or identification number	91692511
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
Insurance policy end date	2023-03-08
Total amount of commissions paid to insurance broker	USD $853
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

91692511

Policy instance

Insurance contract or identification number	91692511
Number of Individuals Covered	114
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $2,770
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,770
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

91692511

Policy instance

Insurance contract or identification number	91692511
Number of Individuals Covered	110
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,690
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,690
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

91692511

Policy instance

Insurance contract or identification number	91692511
Number of Individuals Covered	113
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,972
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,972
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

91692511

Policy instance

Insurance contract or identification number	91692511
Number of Individuals Covered	118
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,319
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,028
Insurance broker organization code?	3

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Company Name:	T & D MORAVITS AND COMPANY
Employer identification number (EIN):	742916787
NAIC Classification:	111100
NAIC Description:	Oilseed and Grain Farming