MOREY CPA & ASSOCIATES, INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: MOREY & ASSOCIATES 401K 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 6 |
Number of participants with account balances | 2022-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MOREY & ASSOCIATES 401K 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 12 |
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 | 0 |
Total of all active and inactive participants | 2021-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 12 |
Number of participants with account balances | 2021-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MOREY & ASSOCIATES 401K 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 9 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 9 |
Number of participants with account balances | 2020-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MOREY & ASSOCIATES 401K 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 8 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 8 |
Number of participants with account balances | 2019-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MOREY & ASSOCIATES 401K 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 6 |
Number of participants with account balances | 2018-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MOREY & ASSOCIATES 401K 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MOREY & ASSOCIATES 401K 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 1 |
Number of participants with account balances | 2016-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MOREY & ASSOCIATES 401K 2015 401k membership |
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Total participants, beginning-of-year | 2015-05-08 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-05-08 | 1 |
Number of retired or separated participants receiving benefits | 2015-05-08 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-05-08 | 0 |
Total of all active and inactive participants | 2015-05-08 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-05-08 | 0 |
Total participants | 2015-05-08 | 1 |
Number of participants with account balances | 2015-05-08 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-05-08 | 0 |
Measure | Date | Value |
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2022 : MOREY & ASSOCIATES 401K 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-25,541 |
Expenses. Total of all expenses incurred | 2022-12-31 | $71,734 |
Benefits paid (including direct rollovers) | 2022-12-31 | $71,734 |
Total plan assets at end of year | 2022-12-31 | $524,269 |
Total plan assets at beginning of year | 2022-12-31 | $621,544 |
Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
Total contributions received or receivable from participants | 2022-12-31 | $47,728 |
Other income received | 2022-12-31 | $-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 securities | 2022-12-31 | $278,366 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $21,263 |
2021 : MOREY & ASSOCIATES 401K 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $-44,894 |
Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $621,544 |
Total plan assets at beginning of year | 2021-12-31 | $666,438 |
Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
Total contributions received or receivable from participants | 2021-12-31 | $41,217 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $-104,012 |
Noncash contributions received | 2021-12-31 | $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 securities | 2021-12-31 | $278,366 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $17,901 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
2020 : MOREY & ASSOCIATES 401K 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $-227,037 |
Expenses. Total of all expenses incurred | 2020-12-31 | $8,702 |
Benefits paid (including direct rollovers) | 2020-12-31 | $8,702 |
Total plan assets at end of year | 2020-12-31 | $666,438 |
Total plan assets at beginning of year | 2020-12-31 | $902,177 |
Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
Total contributions received or receivable from participants | 2020-12-31 | $29,385 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $-272,081 |
Noncash contributions received | 2020-12-31 | $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 loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $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 securities | 2020-12-31 | $0 |
2019 : MOREY & ASSOCIATES 401K 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $87,360 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $902,177 |
Total plan assets at beginning of year | 2019-12-31 | $814,817 |
Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
Total contributions received or receivable from participants | 2019-12-31 | $25,321 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $10,000 |
Other income received | 2019-12-31 | $38,485 |
Noncash contributions received | 2019-12-31 | $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 interests | 2019-12-31 | $50,000 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $271,000 |
Assets. Value of employer securities | 2019-12-31 | $530,976 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $13,554 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
2018 : MOREY & ASSOCIATES 401K 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $538,862 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $814,817 |
Total plan assets at beginning of year | 2018-12-31 | $275,955 |
Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
Total contributions received or receivable from participants | 2018-12-31 | $31,992 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $247,000 |
Other income received | 2018-12-31 | $248,679 |
Noncash contributions received | 2018-12-31 | $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 interests | 2018-12-31 | $50,000 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $271,000 |
Assets. Value of employer securities | 2018-12-31 | $464,685 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $11,191 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
2017 : MOREY & ASSOCIATES 401K 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $56,359 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $275,955 |
Total plan assets at beginning of year | 2017-12-31 | $219,596 |
Value of fidelity bond covering the plan | 2017-12-31 | $80,000 |
Total contributions received or receivable from participants | 2017-12-31 | $24,508 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $43,500 |
Other income received | 2017-12-31 | $-17,829 |
Noncash contributions received | 2017-12-31 | $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 interests | 2017-12-31 | $50,000 |
Assets. Value of employer securities | 2017-12-31 | $188,985 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $6,180 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
2016 : MOREY & ASSOCIATES 401K 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $88,282 |
Expenses. Total of all expenses incurred | 2016-12-31 | $100 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $219,596 |
Total plan assets at beginning of year | 2016-12-31 | $131,414 |
Value of fidelity bond covering the plan | 2016-12-31 | $30,000 |
Total contributions received or receivable from participants | 2016-12-31 | $18,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $100 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $107,000 |
Other income received | 2016-12-31 | $-36,718 |
Noncash contributions received | 2016-12-31 | $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 interests | 2016-12-31 | $50,000 |
Assets. Value of employer securities | 2016-12-31 | $167,906 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
2015 : MOREY & ASSOCIATES 401K 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $131,414 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $131,414 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $135,000 |
Other income received | 2015-12-31 | $-3,586 |
Noncash contributions received | 2015-12-31 | $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 securities | 2015-12-31 | $118,000 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2022: MOREY & ASSOCIATES 401K 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MOREY & ASSOCIATES 401K 2021 form 5500 responses |
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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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MOREY & ASSOCIATES 401K 2020 form 5500 responses |
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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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MOREY & ASSOCIATES 401K 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MOREY & ASSOCIATES 401K 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MOREY & ASSOCIATES 401K 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MOREY & ASSOCIATES 401K 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MOREY & ASSOCIATES 401K 2015 form 5500 responses |
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2015-05-08 | Type of plan entity | Single employer plan |
2015-05-08 | First time form 5500 has been submitted | Yes |
2015-05-08 | Submission has been amended | No |
2015-05-08 | This submission is the final filing | No |
2015-05-08 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-05-08 | Plan is a collectively bargained plan | No |
2015-05-08 | Plan funding arrangement – Trust | Yes |
2015-05-08 | Plan benefit arrangement - Trust | Yes |