FLEWELLING & MOODY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $1,208,125 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $19,219 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $1,900 |
| Total plan assets at end of year | 2024-01-01 | $7,308,233 |
| Total plan assets at beginning of year | 2024-01-01 | $6,119,327 |
| Value of fidelity bond covering the plan | 2024-01-01 | $1,000,000 |
| Assets. Value of tangible personal property | 2024-01-01 | $0 |
| Total contributions received or receivable from participants | 2024-01-01 | $217,208 |
| Assets. Value of loans (other than to participants) | 2024-01-01 | $0 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $884,160 |
| Noncash contributions received | 2024-01-01 | $0 |
| Net income (gross income less expenses) | 2024-01-01 | $1,188,906 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $7,308,233 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $6,119,327 |
| Assets. Value of participant loans | 2024-01-01 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2024-01-01 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2024-01-01 | $0 |
| Assets. Value of employer securities | 2024-01-01 | $0 |
| Assets. Value of employer real property | 2024-01-01 | $0 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $106,757 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $17,294 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $25 |
| 2023 : FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,267,652 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $9,545 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $1,753 |
| Total plan assets at end of year | 2023-12-31 | $6,119,327 |
| Total plan assets at beginning of year | 2023-12-31 | $4,861,220 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $217,025 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $3,129 |
| Other income received | 2023-12-31 | $936,986 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,258,107 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,119,327 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,861,220 |
| Assets. Value of participant loans | 2023-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $110,512 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $7,767 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $25 |
| 2022 : FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-777,237 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $29,254 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $26,835 |
| Total plan assets at end of year | 2022-12-31 | $4,861,220 |
| Total plan assets at beginning of year | 2022-12-31 | $5,667,711 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $199,670 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-1,072,968 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-806,491 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,861,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,667,711 |
| Assets. Value of participant loans | 2022-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $96,061 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $2,394 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $25 |
| 2021 : FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,027,959 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $149,203 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $133,277 |
| Total plan assets at end of year | 2021-12-31 | $5,667,711 |
| Total plan assets at beginning of year | 2021-12-31 | $4,788,955 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $177,819 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $33,312 |
| Other income received | 2021-12-31 | $726,404 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $878,756 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,667,711 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,788,955 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $90,424 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $15,851 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $75 |
| 2020 : FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $914,530 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $9,274 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $4,788,955 |
| Total plan assets at beginning of year | 2020-12-31 | $3,883,699 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $162,238 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $2,058 |
| Other income received | 2020-12-31 | $669,268 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $905,256 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,788,955 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,883,699 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $80,966 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $9,249 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $25 |
| 2019 : FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $845,703 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $62,391 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $54,023 |
| Total plan assets at end of year | 2019-12-31 | $3,883,699 |
| Total plan assets at beginning of year | 2019-12-31 | $3,100,387 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $120,668 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $27,181 |
| Other income received | 2019-12-31 | $697,854 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $783,312 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,883,699 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,100,387 |
| Assets. Value of participant loans | 2019-12-31 | $17,948 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $8,249 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $119 |
| 2018 : FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-70,848 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $444,332 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $433,668 |
| Total plan assets at end of year | 2018-12-31 | $3,100,387 |
| Total plan assets at beginning of year | 2018-12-31 | $3,615,567 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $107,314 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $1,847 |
| Other income received | 2018-12-31 | $-180,009 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-515,180 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,100,387 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,615,567 |
| Assets. Value of participant loans | 2018-12-31 | $18,375 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $6,853 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,811 |
