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MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN
Plan identification number 001

MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

MOORE INGRAM JOHNSON & STEELE, LLP has sponsored the creation of one or more 401k plans.

Company Name:MOORE INGRAM JOHNSON & STEELE, LLP
Employer identification number (EIN):582153374
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01TONY LEMONS TONY LEMONS2019-07-22
0012017-01-01TONY LEMON TONY LEMONS2018-09-24
0012016-01-01TONY LEMONS TONY LEMONS2017-09-27
0012015-01-01TONY LEMONS TONY LEMONS2016-09-14
0012014-01-01TONY LEMONS TONY LEMONS2015-09-03
0012013-01-01G. PHILLIP BEGGS G. PHILLIP BEGGS2014-09-26
0012012-01-01G. PHILLIP BEGGS2014-09-26 G. PHILLIP BEGGS2014-09-26
0012011-01-01PHILLIP BEGGS2012-09-21 PHILLIP BEGGS2012-09-21

Plan Statistics for MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01178
Total number of active participants reported on line 7a of the Form 55002022-01-01139
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01184
Number of participants with account balances2022-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01184
Total number of active participants reported on line 7a of the Form 55002021-01-01140
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01176
Number of participants with account balances2021-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01194
Total number of active participants reported on line 7a of the Form 55002020-01-01165
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01195
Number of participants with account balances2020-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01186
Total number of active participants reported on line 7a of the Form 55002019-01-01161
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01195
Number of participants with account balances2019-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01185
Total number of active participants reported on line 7a of the Form 55002018-01-01155
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01188
Total participants2018-01-01188
Number of participants with account balances2018-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01182
Total number of active participants reported on line 7a of the Form 55002017-01-01156
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01185
Number of participants with account balances2017-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01176
Total number of active participants reported on line 7a of the Form 55002016-01-01154
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01180
Number of participants with account balances2016-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01167
Total number of active participants reported on line 7a of the Form 55002015-01-01158
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01179
Number of participants with account balances2015-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01159
Total number of active participants reported on line 7a of the Form 55002014-01-01127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01152
Number of participants with account balances2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01155
Total number of active participants reported on line 7a of the Form 55002013-01-01123
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01149
Number of participants with account balances2013-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013

Financial Data on MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,238,315
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$249,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$245,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,223,705
Value of total assets at end of year2022-12-31$20,988,106
Value of total assets at beginning of year2022-12-31$23,475,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,663
Total interest from all sources2022-12-31$36,042
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$824,322
Participant contributions at end of year2022-12-31$87,828
Participant contributions at beginning of year2022-12-31$147,232
Other income not declared elsewhere2022-12-31$54,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,487,481
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,988,106
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,475,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$18,644,733
Value of interest in pooled separate accounts at beginning of year2022-12-31$21,220,848
Interest on participant loans2022-12-31$6,300
Interest earned on other investments2022-12-31$29,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,765,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,677,110
Net investment gain/loss from pooled separate accounts2022-12-31$-3,552,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$399,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$245,503
Contract administrator fees2022-12-31$3,663
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$490,397
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$430,397
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CAIN AND DAVID
Accountancy firm EIN2022-12-31201673789
2021 : MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,534,865
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,408,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,392,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,452,435
Value of total assets at end of year2021-12-31$23,475,587
Value of total assets at beginning of year2021-12-31$20,349,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,120
Total interest from all sources2021-12-31$35,453
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$962,434
Participant contributions at end of year2021-12-31$147,232
Participant contributions at beginning of year2021-12-31$192,053
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$16,588
Other income not declared elsewhere2021-12-31$187,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,126,566
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,475,587
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,349,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$21,220,848
Value of interest in pooled separate accounts at beginning of year2021-12-31$17,607,814
Interest on participant loans2021-12-31$9,036
Interest earned on other investments2021-12-31$26,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,677,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,059,988
Net investment gain/loss from pooled separate accounts2021-12-31$2,859,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$473,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,392,179
Contract administrator fees2021-12-31$16,120
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$430,397
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$489,166
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CAIN AND DAVID
Accountancy firm EIN2021-12-31201673789
2020 : MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,688,970
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,049,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,047,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,415,552
Value of total assets at end of year2020-12-31$20,349,021
Value of total assets at beginning of year2020-12-31$17,709,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,851
Total interest from all sources2020-12-31$42,608
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$860,365
Participant contributions at end of year2020-12-31$192,053
Participant contributions at beginning of year2020-12-31$149,928
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$127,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,639,073
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,349,021
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,709,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$17,607,814
Value of interest in pooled separate accounts at beginning of year2020-12-31$15,102,718
Interest on participant loans2020-12-31$9,627
Interest earned on other investments2020-12-31$32,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,059,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,917,373
Net investment gain/loss from pooled separate accounts2020-12-31$2,228,535
Net investment gain or loss from common/collective trusts2020-12-31$2,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$428,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,047,046
Contract administrator fees2020-12-31$2,851
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$489,166
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$539,929
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CAIN AND DAVID
Accountancy firm EIN2020-12-31201673789
2019 : MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,983,749
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$477,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$469,627
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,191,241
Value of total assets at end of year2019-12-31$17,709,948
Value of total assets at beginning of year2019-12-31$14,203,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,514
Total interest from all sources2019-12-31$39,651
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$794,472
Participant contributions at end of year2019-12-31$149,928
Participant contributions at beginning of year2019-12-31$104,386
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,011
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,506,608
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,709,948
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,203,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$15,102,718
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,766,518
Interest on participant loans2019-12-31$8,124
Interest earned on other investments2019-12-31$31,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,917,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,677,906
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$2,683,666
Net investment gain or loss from common/collective trusts2019-12-31$69,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$379,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$469,627
Contract administrator fees2019-12-31$7,514
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$539,929
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$654,530
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CAIN & DAVID
Accountancy firm EIN2019-12-31201673789
2018 : MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$645,339
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$886,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$879,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,132,175
Value of total assets at end of year2018-12-31$14,203,340
Value of total assets at beginning of year2018-12-31$14,444,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,696
Total interest from all sources2018-12-31$28,424
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$709,018
Participant contributions at end of year2018-12-31$104,386
Participant contributions at beginning of year2018-12-31$116,154
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$88,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-240,733
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,203,340
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,444,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$11,766,518
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,969,914
Interest on participant loans2018-12-31$5,665
Interest earned on other investments2018-12-31$22,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,677,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,425,295
Net investment gain/loss from pooled separate accounts2018-12-31$-655,359
Net investment gain or loss from common/collective trusts2018-12-31$140,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$335,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$879,376
Contract administrator fees2018-12-31$6,696
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$654,530
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$932,710
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CAIN & DAVID
Accountancy firm EIN2018-12-31201673789
2017 : MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,803,818
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$747,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$740,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,009,202
Value of total assets at end of year2017-12-31$14,444,073
Value of total assets at beginning of year2017-12-31$12,387,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,342
Total interest from all sources2017-12-31$21,680
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$290
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$661,487
Participant contributions at end of year2017-12-31$116,154
Participant contributions at beginning of year2017-12-31$118,572
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,056,433
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,444,073
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,387,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$11,969,914
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,453,821
Interest on participant loans2017-12-31$5,859
Interest earned on other investments2017-12-31$15,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,425,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$932,537
Net investment gain/loss from pooled separate accounts2017-12-31$1,758,326
Net investment gain or loss from common/collective trusts2017-12-31$14,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$318,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$740,043
Contract administrator fees2017-12-31$7,342
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$932,710
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$882,420
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CAIN & DAVID
Accountancy firm EIN2017-12-31201673789
2016 : MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$260,436
Total unrealized appreciation/depreciation of assets2016-12-31$260,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,288,310
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$899,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$897,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$933,193
Value of total assets at end of year2016-12-31$12,387,640
Value of total assets at beginning of year2016-12-31$10,998,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,208
Total interest from all sources2016-12-31$19,704
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$12,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$290
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$290
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$691,321
Participant contributions at end of year2016-12-31$118,572
Participant contributions at beginning of year2016-12-31$123,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,388,952
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,387,640
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,998,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$10,453,821
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,392,310
Interest on participant loans2016-12-31$5,787
Interest earned on other investments2016-12-31$13,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$932,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$910,757
Net investment gain/loss from pooled separate accounts2016-12-31$1,062,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$241,872
Income. Dividends from common stock2016-12-31$12,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$897,150
Contract administrator fees2016-12-31$2,208
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$882,420
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$572,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CAIN & DAVID
Accountancy firm EIN2016-12-31201673789
2015 : MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$128,511
Total unrealized appreciation/depreciation of assets2015-12-31$128,511
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$802,523
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$998,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$991,888
Value of total corrective distributions2015-12-31$1,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$894,568
Value of total assets at end of year2015-12-31$10,998,688
Value of total assets at beginning of year2015-12-31$11,194,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,644
Total interest from all sources2015-12-31$24,944
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$290
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$299
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$679,732
Participant contributions at end of year2015-12-31$123,331
Participant contributions at beginning of year2015-12-31$118,807
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-196,092
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,998,688
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,194,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$9,392,310
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,496,581
Interest on participant loans2015-12-31$5,937
Interest earned on other investments2015-12-31$19,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$910,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,175,993
Net investment gain/loss from pooled separate accounts2015-12-31$-245,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$214,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$991,888
Contract administrator fees2015-12-31$5,644
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$572,000
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$403,100
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CAIN & DAVID
Accountancy firm EIN2015-12-31201673789
2014 : MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$4,966
Total unrealized appreciation/depreciation of assets2014-12-31$4,966
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,480,063
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$243,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$215,984
Expenses. Certain deemed distributions of participant loans2014-12-31$20,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$828,125
Value of total assets at end of year2014-12-31$11,194,780
Value of total assets at beginning of year2014-12-31$9,958,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,759
Total interest from all sources2014-12-31$28,186
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$299
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$1,439
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$554,808
Participant contributions at end of year2014-12-31$118,807
Participant contributions at beginning of year2014-12-31$136,526
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$66,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,236,599
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,194,780
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,958,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$9,496,581
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,213,444
Interest on participant loans2014-12-31$5,486
Interest earned on other investments2014-12-31$22,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,175,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,172,352
Net investment gain/loss from pooled separate accounts2014-12-31$618,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$206,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$215,984
Contract administrator fees2014-12-31$6,759
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$403,100
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$434,420
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CAIN & DAVID
Accountancy firm EIN2014-12-31201673789
2013 : MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-125
Total unrealized appreciation/depreciation of assets2013-12-31$-125
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,302,972
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$807,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$801,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$745,388
Value of total assets at end of year2013-12-31$9,958,181
Value of total assets at beginning of year2013-12-31$8,463,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,405
Total interest from all sources2013-12-31$32,043
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$1,439
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$1,564
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$537,108
Participant contributions at end of year2013-12-31$136,526
Participant contributions at beginning of year2013-12-31$86,554
Other income not declared elsewhere2013-12-31$155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,495,047
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,958,181
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,463,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$8,213,444
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,528,634
Interest on participant loans2013-12-31$4,827
Interest earned on other investments2013-12-31$27,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,172,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,411,962
Net investment gain/loss from pooled separate accounts2013-12-31$1,525,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$208,280
Income. Dividends from preferred stock2013-12-31$250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$801,520
Contract administrator fees2013-12-31$6,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$434,420
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$434,420
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CAIN & DAVID
Accountancy firm EIN2013-12-31201673789

Form 5500 Responses for MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN

2022: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067823
Policy instance 1
Insurance contract or identification number067823
Number of Individuals Covered184
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067823
Policy instance 1
Insurance contract or identification number067823
Number of Individuals Covered176
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067823
Policy instance 1
Insurance contract or identification number067823
Number of Individuals Covered195
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067823
Policy instance 1
Insurance contract or identification number067823
Number of Individuals Covered195
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067823
Policy instance 1
Insurance contract or identification number067823
Number of Individuals Covered188
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067823
Policy instance 1
Insurance contract or identification number067823
Number of Individuals Covered185
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067823
Policy instance 1
Insurance contract or identification number067823
Number of Individuals Covered179
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067823
Policy instance 1
Insurance contract or identification number067823
Number of Individuals Covered152
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067823
Policy instance 1
Insurance contract or identification number067823
Number of Individuals Covered149
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $22,640
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $22,640
Insurance broker organization code?3
Insurance broker nameSII INVESTMENTS

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