401k Plan data: MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN plan

MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN
Plan identification number	003

MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

MOODY PRICE, LLC. has sponsored the creation of one or more 401k plans.

Company Name: MOODY PRICE, LLC.

Employer identification number (EIN): 721044462

NAIC Classification: 454390
NAIC Description: Other Direct Selling Establishments

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01 ERIN CONEY 2020-10-01
003 2018-01-01 ERIN CONEY 2019-08-29
003 2017-01-01 ERIN CONEY 2018-10-03
003 2016-01-01 DANNY DANIEL SR 2017-09-21
003 2015-01-01 DANNY DANIEL SR 2016-07-26
003 2014-01-01 DANNY A DANIEL 2015-07-13
003 2013-01-01 DANNY DANIEL SR 2014-06-26
003 2012-01-01 DANNY A DANIEL, SR. 2013-06-19
003 2011-01-01 DANNY A DANIEL, SR. 2012-07-06
003 2010-01-01 DANNY A. DANIEL, SR. 2011-06-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01	ERIN CONEY	2020-10-01
003	2018-01-01	ERIN CONEY	2019-08-29
003	2017-01-01	ERIN CONEY	2018-10-03
003	2016-01-01	DANNY DANIEL SR	2017-09-21
003	2015-01-01	DANNY DANIEL SR	2016-07-26
003	2014-01-01	DANNY A DANIEL	2015-07-13
003	2013-01-01	DANNY DANIEL SR	2014-06-26
003	2012-01-01	DANNY A DANIEL, SR.	2013-06-19
003	2011-01-01	DANNY A DANIEL, SR.	2012-07-06
003	2010-01-01	DANNY A. DANIEL, SR.	2011-06-09

Plan Statistics for MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 99
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 27
Total of all active and inactive participants 2023-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 127
Number of participants with account balances 2023-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 6
2022: MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 95
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 26
Total of all active and inactive participants 2022-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 122
Number of participants with account balances 2022-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 90
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 24
Total of all active and inactive participants 2021-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 115
Number of participants with account balances 2021-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 93
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 38
Total of all active and inactive participants 2020-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 131
Number of participants with account balances 2020-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 10

Measure	Date	Value
2023: MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	99
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	27
Total of all active and inactive participants	2023-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	127
Number of participants with account balances	2023-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	6
2022: MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	95
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	26
Total of all active and inactive participants	2022-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	122
Number of participants with account balances	2022-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	90
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	24
Total of all active and inactive participants	2021-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	115
Number of participants with account balances	2021-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	93
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	38
Total of all active and inactive participants	2020-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	131
Number of participants with account balances	2020-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	10

Financial Data on MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$2,758,517
Total of all expenses incurred	2023-12-31	$188,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$156,422
Value of total corrective distributions	2023-12-31	$16,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$907,911
Value of total assets at end of year	2023-12-31	$14,067,938
Value of total assets at beginning of year	2023-12-31	$11,498,196
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$15,533
Total interest from all sources	2023-12-31	$22,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$790,881
Participant contributions at end of year	2023-12-31	$139,889
Participant contributions at beginning of year	2023-12-31	$120,803
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$84
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,569,742
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$14,067,938
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$11,498,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in pooled separate accounts at end of year	2023-12-31	$13,215,063
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$10,655,982
Interest on participant loans	2023-12-31	$8,399
Interest earned on other investments	2023-12-31	$14,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$712,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$721,327
Net investment gain/loss from pooled separate accounts	2023-12-31	$1,827,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$117,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$156,422
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	No
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	LAPORTE, A PROFESSIONAL ACCOUNT COR
Accountancy firm EIN	2023-12-31	721088864
2022 : MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,720,101
Total of all expenses incurred	2022-12-31	$337,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$303,848
Value of total corrective distributions	2022-12-31	$19,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$710,030
Value of total assets at end of year	2022-12-31	$11,498,196
Value of total assets at beginning of year	2022-12-31	$13,555,433
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$14,191
Total interest from all sources	2022-12-31	$15,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$616,806
Participant contributions at end of year	2022-12-31	$120,803
Participant contributions at beginning of year	2022-12-31	$123,951
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$84
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$14,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,057,237
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,498,196
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,555,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$10,655,982
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$12,984,500
Interest on participant loans	2022-12-31	$5,519
Interest earned on other investments	2022-12-31	$9,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$721,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$446,982
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,445,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$93,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$303,848
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LAPORTE, A PROFESSIONAL ACCOUNT COR
Accountancy firm EIN	2022-12-31	721088864
2021 : MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,197,100
Total of all expenses incurred	2021-12-31	$1,243,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,207,030
Value of total corrective distributions	2021-12-31	$20,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$532,524
Value of total assets at end of year	2021-12-31	$13,555,433
Value of total assets at beginning of year	2021-12-31	$12,601,623
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$16,177
Total interest from all sources	2021-12-31	$12,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$532,524
Participant contributions at end of year	2021-12-31	$123,951
Participant contributions at beginning of year	2021-12-31	$135,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$50
Administrative expenses (other) incurred	2021-12-31	$16,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$953,810
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,555,433
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,601,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$12,984,500
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$11,357,069
Interest on participant loans	2021-12-31	$5,868
Interest earned on other investments	2021-12-31	$6,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$446,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,109,045
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,652,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	Yes
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,207,030
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LAPORTE, A PROFESSIONAL ACCOUNT COR
Accountancy firm EIN	2021-12-31	721088864
2020 : MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,248,346
Total of all expenses incurred	2020-12-31	$377,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$333,061
Value of total corrective distributions	2020-12-31	$31,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$486,674
Value of total assets at end of year	2020-12-31	$12,601,623
Value of total assets at beginning of year	2020-12-31	$10,730,804
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,590
Total interest from all sources	2020-12-31	$22,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$469,801
Participant contributions at end of year	2020-12-31	$135,459
Participant contributions at beginning of year	2020-12-31	$92,052
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$50
Administrative expenses (other) incurred	2020-12-31	$12,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,870,819
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,601,623
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,730,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$11,357,069
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$9,555,279
Interest on participant loans	2020-12-31	$5,490
Interest earned on other investments	2020-12-31	$16,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,109,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,083,473
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,739,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$16,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$333,061
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LAPORTE, A PROFESSIONAL ACCOUNT COR
Accountancy firm EIN	2020-12-31	721088864

Form 5500 Responses for MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN

2023: MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MOODY PRICE, L.LC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800642

Policy instance

Insurance contract or identification number	800642
Number of Individuals Covered	120
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $40,915
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800642

Policy instance

Insurance contract or identification number	800642
Number of Individuals Covered	117
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $39,103
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,295
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800642

Policy instance

Insurance contract or identification number	800642
Number of Individuals Covered	110
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $41,934
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,258
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800642

Policy instance

Insurance contract or identification number	800642
Number of Individuals Covered	125
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $35,150
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,951
Insurance broker organization code?	3

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MOODY PRICE, LLC.
Employer identification number (EIN):	721044462
NAIC Classification:	454390
NAIC Description:	Other Direct Selling Establishments