401k Plan data: J E MOODY & COMPANY LLC 401(K) RETIREMENT PLAN plan

J E MOODY & COMPANY LLC 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	J E MOODY & COMPANY LLC 401(K) RETIREMENT PLAN
Plan identification number	001

J E MOODY & COMPANY LLC 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

J E MOODY & COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name: J E MOODY & COMPANY LLC

Employer identification number (EIN): 931325937

NAIC Classification: 525910
NAIC Description: Open-End Investment Funds

Additional information about J E MOODY & COMPANY LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3410380

More information about J E MOODY & COMPANY LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J E MOODY & COMPANY LLC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOHN MOODY 2024-10-10
001 2022-01-01 JOHN MOODY 2023-10-14
001 2021-01-01 JOHN MOODY 2022-10-11
001 2020-01-01 JOHN MOODY 2021-10-14
001 2019-01-01 JOHN MOODY 2020-10-13
001 2018-01-01 JOHN MOODY 2019-10-14
001 2017-01-01 JOHN MOODY 2018-10-09
001 2016-01-01 JOHN MOODY 2017-08-24
001 2015-01-01 JOHN MOODY 2016-08-16
001 2014-01-01 JOHN MOODY 2016-04-05
001 2014-01-01 JOHN MOODY 2015-10-08
001 2013-01-01 JOHN MOODY 2014-04-22
001 2012-01-01 JOHN MOODY 2013-09-25
001 2011-01-01 JOHN MOODY 2012-10-12
001 2010-01-01 JOHN MOODY 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JOHN MOODY	2024-10-10
001	2022-01-01	JOHN MOODY	2023-10-14
001	2021-01-01	JOHN MOODY	2022-10-11
001	2020-01-01	JOHN MOODY	2021-10-14
001	2019-01-01	JOHN MOODY	2020-10-13
001	2018-01-01	JOHN MOODY	2019-10-14
001	2017-01-01	JOHN MOODY	2018-10-09
001	2016-01-01	JOHN MOODY	2017-08-24
001	2015-01-01	JOHN MOODY	2016-08-16
001	2014-01-01	JOHN MOODY	2016-04-05
001	2014-01-01	JOHN MOODY	2015-10-08
001	2013-01-01	JOHN MOODY	2014-04-22
001	2012-01-01	JOHN MOODY	2013-09-25
001	2011-01-01	JOHN MOODY	2012-10-12
001	2010-01-01	JOHN MOODY	2011-10-14

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Company Name:	J E MOODY & COMPANY LLC
Employer identification number (EIN):	931325937
NAIC Classification:	525910
NAIC Description:	Open-End Investment Funds

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3410380