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MOREY & ASSOCIATES 401K 401k Plan overview

Plan NameMOREY & ASSOCIATES 401K
Plan identification number 001

MOREY & ASSOCIATES 401K Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

MOREY CPA & ASSOCIATES, INC has sponsored the creation of one or more 401k plans.

Company Name:MOREY CPA & ASSOCIATES, INC
Employer identification number (EIN):463562990
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOREY & ASSOCIATES 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JERRY MOREY
0012016-01-01JERRY MOREY
0012015-05-08JERRY MOREY

Plan Statistics for MOREY & ASSOCIATES 401K

401k plan membership statisitcs for MOREY & ASSOCIATES 401K

Measure Date Value
2022: MOREY & ASSOCIATES 401K 2022 401k membership
Total participants, beginning-of-year2022-01-0112
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MOREY & ASSOCIATES 401K 2021 401k membership
Total participants, beginning-of-year2021-01-019
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0112
Number of participants with account balances2021-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MOREY & ASSOCIATES 401K 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-019
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-019
Number of participants with account balances2020-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MOREY & ASSOCIATES 401K 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-018
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MOREY & ASSOCIATES 401K 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MOREY & ASSOCIATES 401K 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-012
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 participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MOREY & ASSOCIATES 401K 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
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 participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MOREY & ASSOCIATES 401K 2015 401k membership
Total participants, beginning-of-year2015-05-081
Total number of active participants reported on line 7a of the Form 55002015-05-081
Number of retired or separated participants receiving benefits2015-05-080
Number of other retired or separated participants entitled to future benefits2015-05-080
Total of all active and inactive participants2015-05-081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-080
Total participants2015-05-081
Number of participants with account balances2015-05-081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-080

Financial Data on MOREY & ASSOCIATES 401K

Measure Date Value
2022 : MOREY & ASSOCIATES 401K 2022 401k financial data
Total income from all sources2022-12-31$-25,541
Expenses. Total of all expenses incurred2022-12-31$71,734
Benefits paid (including direct rollovers)2022-12-31$71,734
Total plan assets at end of year2022-12-31$524,269
Total plan assets at beginning of year2022-12-31$621,544
Value of fidelity bond covering the plan2022-12-31$100,000
Total contributions received or receivable from participants2022-12-31$47,728
Other income received2022-12-31$-94,532
Net income (gross income less expenses)2022-12-31$-97,275
Net plan assets at end of year (total assets less liabilities)2022-12-31$524,269
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$621,544
Assets. Value of real-estate (other than employer real property)2022-12-31$106,000
Assets. Value of employer securities2022-12-31$278,366
Total contributions received or receivable from employer(s)2022-12-31$21,263
2021 : MOREY & ASSOCIATES 401K 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$-44,894
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$621,544
Total plan assets at beginning of year2021-12-31$666,438
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$41,217
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-104,012
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-44,894
Net plan assets at end of year (total assets less liabilities)2021-12-31$621,544
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$666,438
Assets. Value of employer securities2021-12-31$278,366
Total contributions received or receivable from employer(s)2021-12-31$17,901
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : MOREY & ASSOCIATES 401K 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$-227,037
Expenses. Total of all expenses incurred2020-12-31$8,702
Benefits paid (including direct rollovers)2020-12-31$8,702
Total plan assets at end of year2020-12-31$666,438
Total plan assets at beginning of year2020-12-31$902,177
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$29,385
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-272,081
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-235,739
Net plan assets at end of year (total assets less liabilities)2020-12-31$666,438
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$902,177
Assets. Value of real-estate (other than employer real property)2020-12-31$456,900
Total contributions received or receivable from employer(s)2020-12-31$15,659
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : MOREY & ASSOCIATES 401K 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$87,360
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$902,177
Total plan assets at beginning of year2019-12-31$814,817
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$25,321
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$10,000
Other income received2019-12-31$38,485
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$87,360
Net plan assets at end of year (total assets less liabilities)2019-12-31$902,177
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$814,817
Assets. Value of assets in partnership/joint-venture interests2019-12-31$50,000
Assets. Value of real-estate (other than employer real property)2019-12-31$271,000
Assets. Value of employer securities2019-12-31$530,976
Total contributions received or receivable from employer(s)2019-12-31$13,554
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : MOREY & ASSOCIATES 401K 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$538,862
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$814,817
Total plan assets at beginning of year2018-12-31$275,955
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$31,992
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$247,000
Other income received2018-12-31$248,679
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$538,862
Net plan assets at end of year (total assets less liabilities)2018-12-31$814,817
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$275,955
Assets. Value of assets in partnership/joint-venture interests2018-12-31$50,000
Assets. Value of real-estate (other than employer real property)2018-12-31$271,000
Assets. Value of employer securities2018-12-31$464,685
Total contributions received or receivable from employer(s)2018-12-31$11,191
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : MOREY & ASSOCIATES 401K 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$56,359
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$275,955
Total plan assets at beginning of year2017-12-31$219,596
Value of fidelity bond covering the plan2017-12-31$80,000
Total contributions received or receivable from participants2017-12-31$24,508
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$43,500
Other income received2017-12-31$-17,829
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$56,359
Net plan assets at end of year (total assets less liabilities)2017-12-31$275,955
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$219,596
Assets. Value of assets in partnership/joint-venture interests2017-12-31$50,000
Assets. Value of employer securities2017-12-31$188,985
Total contributions received or receivable from employer(s)2017-12-31$6,180
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : MOREY & ASSOCIATES 401K 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$88,282
Expenses. Total of all expenses incurred2016-12-31$100
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$219,596
Total plan assets at beginning of year2016-12-31$131,414
Value of fidelity bond covering the plan2016-12-31$30,000
Total contributions received or receivable from participants2016-12-31$18,000
Expenses. Other expenses not covered elsewhere2016-12-31$100
Contributions received from other sources (not participants or employers)2016-12-31$107,000
Other income received2016-12-31$-36,718
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$88,182
Net plan assets at end of year (total assets less liabilities)2016-12-31$219,596
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$131,414
Assets. Value of assets in partnership/joint-venture interests2016-12-31$50,000
Assets. Value of employer securities2016-12-31$167,906
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : MOREY & ASSOCIATES 401K 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$131,414
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$131,414
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$135,000
Other income received2015-12-31$-3,586
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$131,414
Net plan assets at end of year (total assets less liabilities)2015-12-31$131,414
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Assets. Value of employer securities2015-12-31$118,000
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0

Form 5500 Responses for MOREY & ASSOCIATES 401K

2022: MOREY & ASSOCIATES 401K 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MOREY & ASSOCIATES 401K 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MOREY & ASSOCIATES 401K 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MOREY & ASSOCIATES 401K 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MOREY & ASSOCIATES 401K 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MOREY & ASSOCIATES 401K 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MOREY & ASSOCIATES 401K 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MOREY & ASSOCIATES 401K 2015 form 5500 responses
2015-05-08Type of plan entitySingle employer plan
2015-05-08First time form 5500 has been submittedYes
2015-05-08Submission has been amendedNo
2015-05-08This submission is the final filingNo
2015-05-08This return/report is a short plan year return/report (less than 12 months)Yes
2015-05-08Plan is a collectively bargained planNo
2015-05-08Plan funding arrangement – TrustYes
2015-05-08Plan benefit arrangement - TrustYes

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