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MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 401k Plan overview

Plan NameMOORE & COMPANY, P.A. 401K P/S PLAN & TRUST
Plan identification number 001

MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 & COMPANY, P.A has sponsored the creation of one or more 401k plans.

Company Name:MOORE & COMPANY, P.A
Employer identification number (EIN):753074105
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01ROBERT L. MOORE ROBERT L. MOORE2018-07-25
0012016-01-01ROBERT L. MOORE ROBERT L. MOORE2017-08-08
0012015-01-01ROBERT L. MOORE ROBERT L. MOORE2016-09-22
0012014-01-01ROBERT L. MOORE ROBERT L. MOORE2015-06-09
0012013-01-01ROBERT L. MOORE ROBERT L. MOORE2014-07-14
0012012-01-01ROBERT L. MOORE ROBERT L. MOORE2013-07-25
0012011-01-01ROBERT L. MOORE ROBERT L. MOORE2012-07-31
0012010-01-01ROBERT L. MOORE ROBERT L. MOORE2011-08-01
0012009-01-01ROBERT L. MOORE ROBERT L. MOORE2010-07-27

Plan Statistics for MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST

401k plan membership statisitcs for MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST

Measure Date Value
2017: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017
2009: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017

Financial Data on MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST

Measure Date Value
2017 : MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$303,008
Expenses. Total of all expenses incurred2017-12-31$3,643
Benefits paid (including direct rollovers)2017-12-31$2,640
Total plan assets at end of year2017-12-31$1,354,830
Total plan assets at beginning of year2017-12-31$1,055,465
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$58,591
Other income received2017-12-31$193,987
Net income (gross income less expenses)2017-12-31$299,365
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,354,830
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,055,465
Total contributions received or receivable from employer(s)2017-12-31$50,430
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,003
2016 : MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$196,765
Expenses. Total of all expenses incurred2016-12-31$718
Total plan assets at end of year2016-12-31$1,055,465
Total plan assets at beginning of year2016-12-31$859,418
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$58,688
Other income received2016-12-31$89,438
Net income (gross income less expenses)2016-12-31$196,047
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,055,465
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$859,418
Total contributions received or receivable from employer(s)2016-12-31$48,639
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$718
2015 : MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$48,361
Expenses. Total of all expenses incurred2015-12-31$68,353
Benefits paid (including direct rollovers)2015-12-31$68,123
Total plan assets at end of year2015-12-31$859,418
Total plan assets at beginning of year2015-12-31$879,410
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$54,651
Contributions received from other sources (not participants or employers)2015-12-31$881
Other income received2015-12-31$-53,877
Net income (gross income less expenses)2015-12-31$-19,992
Net plan assets at end of year (total assets less liabilities)2015-12-31$859,418
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$879,410
Total contributions received or receivable from employer(s)2015-12-31$46,706
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$230
2014 : MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$145,588
Total plan assets at end of year2014-12-31$879,410
Total plan assets at beginning of year2014-12-31$733,822
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$54,039
Other income received2014-12-31$46,566
Net income (gross income less expenses)2014-12-31$145,588
Net plan assets at end of year (total assets less liabilities)2014-12-31$879,410
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$733,822
Total contributions received or receivable from employer(s)2014-12-31$44,983
2013 : MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$247,682
Expenses. Total of all expenses incurred2013-12-31$192,243
Benefits paid (including direct rollovers)2013-12-31$188,438
Total plan assets at end of year2013-12-31$733,822
Total plan assets at beginning of year2013-12-31$678,383
Value of fidelity bond covering the plan2013-12-31$70,000
Total contributions received or receivable from participants2013-12-31$56,719
Other income received2013-12-31$144,906
Net income (gross income less expenses)2013-12-31$55,439
Net plan assets at end of year (total assets less liabilities)2013-12-31$733,822
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$678,383
Total contributions received or receivable from employer(s)2013-12-31$46,057
Value of certain deemed distributions of participant loans2013-12-31$3,800
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$46,057
Amount contributed by the employer to the plan for this plan year2013-12-31$46,057
2012 : MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$143,187
Expenses. Total of all expenses incurred2012-12-31$3,978
Benefits paid (including direct rollovers)2012-12-31$3,800
Total plan assets at end of year2012-12-31$674,583
Total plan assets at beginning of year2012-12-31$535,374
Value of fidelity bond covering the plan2012-12-31$70,000
Total contributions received or receivable from participants2012-12-31$55,397
Expenses. Other expenses not covered elsewhere2012-12-31$18
Other income received2012-12-31$78,047
Net income (gross income less expenses)2012-12-31$139,209
Net plan assets at end of year (total assets less liabilities)2012-12-31$674,583
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$535,374
Assets. Value of participant loans2012-12-31$3,800
Total contributions received or receivable from employer(s)2012-12-31$9,743
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$160
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$9,743
Amount contributed by the employer to the plan for this plan year2012-12-31$9,743
2011 : MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$40,037
Total plan assets at end of year2011-12-31$535,374
Total plan assets at beginning of year2011-12-31$495,337
Value of fidelity bond covering the plan2011-12-31$70,000
Total contributions received or receivable from participants2011-12-31$55,593
Other income received2011-12-31$-25,934
Net income (gross income less expenses)2011-12-31$40,037
Net plan assets at end of year (total assets less liabilities)2011-12-31$535,374
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$495,337
Total contributions received or receivable from employer(s)2011-12-31$10,378
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$10,378
Amount contributed by the employer to the plan for this plan year2011-12-31$10,378
2010 : MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$117,947
Expenses. Total of all expenses incurred2010-12-31$7,835
Benefits paid (including direct rollovers)2010-12-31$7,200
Total plan assets at end of year2010-12-31$495,337
Total plan assets at beginning of year2010-12-31$385,225
Value of fidelity bond covering the plan2010-12-31$70,000
Total contributions received or receivable from participants2010-12-31$57,086
Other income received2010-12-31$48,368
Net income (gross income less expenses)2010-12-31$110,112
Net plan assets at end of year (total assets less liabilities)2010-12-31$495,337
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$385,225
Total contributions received or receivable from employer(s)2010-12-31$12,493
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$635
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$12,493
Amount contributed by the employer to the plan for this plan year2010-12-31$12,493
2009 : MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$12,773
Amount contributed by the employer to the plan for this plan year2009-12-31$12,773

Form 5500 Responses for MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST

2017: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 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: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 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: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MOORE & COMPANY, P.A. 401K P/S PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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