401k Plan data: MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN plan

MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 401k Plan overview

Plan Name	MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN
Plan identification number	001

MOSHOLDER INSURANCE AGENCY PROFIT SHARING 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MOSHOLDER INSURANCE AGENCY has sponsored the creation of one or more 401k plans.

Company Name: MOSHOLDER INSURANCE AGENCY

Employer identification number (EIN): 251855773

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ERIC MURPHY 2024-07-18
001 2022-01-01 ERIC MURPHY 2023-06-06
001 2021-01-01 ERIC MURPHY 2022-07-29
001 2020-01-01 JACK E MOSHOLDER 2021-06-14 JACK E MOSHOLDER 2021-06-14
001 2019-01-01 JACK E MOSHOLDER 2020-07-01
001 2018-01-01 JACK E MOSHOLDER 2019-07-25
001 2017-01-01 JACK E MOSHOLDER 2018-06-26 JACK E MOSHOLDER 2018-06-26
001 2016-01-01 JACK E MOSHOLDER 2017-06-26 JACK E MOSHOLDER 2017-06-26
001 2015-01-01 JACK MOSHOLDER 2017-06-27 JACK MOSHOLDER 2017-06-27
001 2015-01-01 JACK MOSHOLDER 2016-07-15 JACK MOSHOLDER 2016-07-15
001 2014-01-01 JACK MOSHOLDER 2015-06-26 JACK MOSHOLDER 2015-06-26
001 2013-01-01 JACK MOSHOLDER 2014-07-17 JACK MOSHOLDER 2014-07-17
001 2012-01-01 ERIC MURPHY 2013-06-27 ERIC MURPHY 2013-06-27
001 2011-01-01 JACK MOSHOLDER
001 2010-01-01 JACK E MOSHOLDER JACK E MOSHOLDER 2011-10-14
001 2009-01-01 JACK E MOSHOLDER JACK E MOSHOLDER 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ERIC MURPHY	2024-07-18
001	2022-01-01	ERIC MURPHY	2023-06-06
001	2021-01-01	ERIC MURPHY	2022-07-29
001	2020-01-01	JACK E MOSHOLDER	2021-06-14	JACK E MOSHOLDER	2021-06-14
001	2019-01-01	JACK E MOSHOLDER	2020-07-01
001	2018-01-01	JACK E MOSHOLDER	2019-07-25
001	2017-01-01	JACK E MOSHOLDER	2018-06-26	JACK E MOSHOLDER	2018-06-26
001	2016-01-01	JACK E MOSHOLDER	2017-06-26	JACK E MOSHOLDER	2017-06-26
001	2015-01-01	JACK MOSHOLDER	2017-06-27	JACK MOSHOLDER	2017-06-27
001	2015-01-01	JACK MOSHOLDER	2016-07-15	JACK MOSHOLDER	2016-07-15
001	2014-01-01	JACK MOSHOLDER	2015-06-26	JACK MOSHOLDER	2015-06-26
001	2013-01-01	JACK MOSHOLDER	2014-07-17	JACK MOSHOLDER	2014-07-17
001	2012-01-01	ERIC MURPHY	2013-06-27	ERIC MURPHY	2013-06-27
001	2011-01-01	JACK MOSHOLDER
001	2010-01-01	JACK E MOSHOLDER		JACK E MOSHOLDER	2011-10-14
001	2009-01-01	JACK E MOSHOLDER		JACK E MOSHOLDER	2010-10-15

Plan Statistics for MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN

401k plan membership statisitcs for MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN

Measure Date Value
2025: MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-10 18
Total number of particpants at end of year 2025-07-10 17
Number of Participants With Account Balances 2025-07-10 17
2024: MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-18 18
Total number of particpants at end of year 2024-07-18 19
Number of Participants With Account Balances 2024-07-18 17
2022: MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-07-29 17
Total number of particpants at end of year 2022-07-29 17
Number of Participants With Account Balances 2022-07-29 17
2011: MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 12
Total participants 2011-01-01 12
2010: MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
Number of retired or separated participants receiving benefits 2010-01-01 1
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 12
Number of participants with account balances 2010-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of retired or separated participants receiving benefits 2009-01-01 1
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 0

Measure	Date	Value
2025: MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-10	18
Total number of particpants at end of year	2025-07-10	17
Number of Participants With Account Balances	2025-07-10	17
2024: MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-18	18
Total number of particpants at end of year	2024-07-18	19
Number of Participants With Account Balances	2024-07-18	17
2022: MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-07-29	17
Total number of particpants at end of year	2022-07-29	17
Number of Participants With Account Balances	2022-07-29	17
2011: MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	12
Total participants	2011-01-01	12
2010: MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
Number of retired or separated participants receiving benefits	2010-01-01	1
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	12
Number of participants with account balances	2010-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of retired or separated participants receiving benefits	2009-01-01	1
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	0

Financial Data on MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN

Measure	Date	Value
2025 : MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-07-10	0
Total liabilities as of the beginning of the plan year	2025-07-10	0
Total expenses incurred by plan in this plan year	2025-07-10	104305
Net assets as of the end of the plan year	2025-07-10	3092307
Total assets as of the beginning of the plan year	2025-07-10	2806411
Value of plan covered by a fidelity bond	2025-07-10	300000
Participant contributions to plan in this plan year	2025-07-10	75840
Value of participant loans at end of plan year	2025-07-10	0
Other expenses paid from plan in this plan year	2025-07-10	0
Other contributions to plan in this plan year	2025-07-10	0
Other income to plan in this plan year	2025-07-10	247115
Plan net income in this plan year	2025-07-10	285896
Net assets as of the end of the plan year	2025-07-10	3092307
Net assets as of the beginning of the plan year	2025-07-10	2806411
Employer contributions to plan in this plan year	2025-07-10	67246
Fees paid to broker by Benefit Provider	2025-07-10	14857
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-10	400
2024 : MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-07-18	0
Total liabilities as of the beginning of the plan year	2024-07-18	0
Total expenses incurred by plan in this plan year	2024-07-18	284817
Net assets as of the end of the plan year	2024-07-18	2806411
Total assets as of the beginning of the plan year	2024-07-18	2563626
Value of plan covered by a fidelity bond	2024-07-18	300000
Participant contributions to plan in this plan year	2024-07-18	86171
Value of participant loans at end of plan year	2024-07-18	0
Other expenses paid from plan in this plan year	2024-07-18	0
Other contributions to plan in this plan year	2024-07-18	0
Other income to plan in this plan year	2024-07-18	368132
Plan net income in this plan year	2024-07-18	242785
Net assets as of the end of the plan year	2024-07-18	2806411
Net assets as of the beginning of the plan year	2024-07-18	2563626
Employer contributions to plan in this plan year	2024-07-18	73299
Fees paid to broker by Benefit Provider	2024-07-18	13623
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-18	118
2022 : MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year	2022-07-29	0
Total liabilities as of the beginning of the plan year	2022-07-29	0
Total expenses incurred by plan in this plan year	2022-07-29	229817
Net assets as of the end of the plan year	2022-07-29	2906541
Total assets as of the beginning of the plan year	2022-07-29	2686099
Participant contributions to plan in this plan year	2022-07-29	81805
Value of participant loans at end of plan year	2022-07-29	18813
Other expenses paid from plan in this plan year	2022-07-29	0
Other contributions to plan in this plan year	2022-07-29	0
Other income to plan in this plan year	2022-07-29	310732
Plan net income in this plan year	2022-07-29	220442
Net assets as of the end of the plan year	2022-07-29	2906541
Net assets as of the beginning of the plan year	2022-07-29	2686099
Employer contributions to plan in this plan year	2022-07-29	57722
Fees paid to broker by Benefit Provider	2022-07-29	14195
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-29	148
2011 : MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$42,156
Expenses. Total of all expenses incurred	2011-12-31	$1,369
Benefits paid (including direct rollovers)	2011-12-31	$1,369
Total plan assets at end of year	2011-12-31	$696,358
Total plan assets at beginning of year	2011-12-31	$655,571
Other income received	2011-12-31	$-22,869
Net income (gross income less expenses)	2011-12-31	$40,787
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$696,358
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$655,571
Total contributions received or receivable from employer(s)	2011-12-31	$65,025
2010 : MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$123,505
Expenses. Total of all expenses incurred	2010-12-31	$490
Benefits paid (including direct rollovers)	2010-12-31	$490
Total plan assets at end of year	2010-12-31	$655,571
Total plan assets at beginning of year	2010-12-31	$532,556
Other income received	2010-12-31	$61,239
Net income (gross income less expenses)	2010-12-31	$123,015
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$655,571
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$532,556
Total contributions received or receivable from employer(s)	2010-12-31	$62,266

Form 5500 Responses for MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN

2011: MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MOSHOLDER INSURANCE AGENCY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 )
Policy contract number	C6463690
Policy instance	1
OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 )
Policy contract number	C6463690
Policy instance	1

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Company Name:	MOSHOLDER INSURANCE AGENCY
Employer identification number (EIN):	251855773
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages