WHITEFORD, TAYLOR & PRESTON, L.L.P. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST
401k plan membership statisitcs for WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST
Measure | Date | Value |
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2022 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-15,092,710 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,820,708 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,797,217 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,729,650 |
Value of total assets at end of year | 2022-12-31 | $100,863,887 |
Value of total assets at beginning of year | 2022-12-31 | $118,777,305 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $23,491 |
Total interest from all sources | 2022-12-31 | $8,491 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $4,325,201 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $4,325,201 |
Administrative expenses professional fees incurred | 2022-12-31 | $23,491 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
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 |
Participant contributions at end of year | 2022-12-31 | $169,479 |
Participant contributions at beginning of year | 2022-12-31 | $237,723 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $3,427,080 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $4,287,398 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $4,441 |
Other income not declared elsewhere | 2022-12-31 | $-814,244 |
Total non interest bearing cash at end of year | 2022-12-31 | $6,914 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $2,209 |
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 | $-17,913,418 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $100,863,887 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $118,777,305 |
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 registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $93,961,258 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $109,009,787 |
Interest on participant loans | 2022-12-31 | $8,491 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,292,934 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $5,074,529 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-21,055,712 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-1,286,096 |
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 | Yes |
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 | $3,725,209 |
Employer contributions (assets) at end of year | 2022-12-31 | $6,222 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $165,659 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,797,217 |
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 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2022-12-31 | 520959934 |
2021 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $16,886,812 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,990,295 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,976,328 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,590,243 |
Value of total assets at end of year | 2021-12-31 | $118,777,305 |
Value of total assets at beginning of year | 2021-12-31 | $107,880,788 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $13,967 |
Total interest from all sources | 2021-12-31 | $9,711 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,803,145 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,803,145 |
Administrative expenses professional fees incurred | 2021-12-31 | $13,967 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $3,590,243 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $3,590,243 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Participant contributions at end of year | 2021-12-31 | $237,723 |
Participant contributions at beginning of year | 2021-12-31 | $196,585 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $4,287,398 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $4,515,878 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $15,320 |
Other income not declared elsewhere | 2021-12-31 | $201,092 |
Total non interest bearing cash at end of year | 2021-12-31 | $2,209 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $19,451 |
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 | $10,896,517 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $118,777,305 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $107,880,788 |
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 registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $109,009,787 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $103,041,787 |
Interest on participant loans | 2021-12-31 | $9,711 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $5,074,529 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $8,113,351 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $169,270 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $3,590,243 |
Employer contributions (assets) at end of year | 2021-12-31 | $165,659 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $91,767 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,976,328 |
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 | Yes |
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 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2021-12-31 | 520959934 |
2020 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $14,353,277 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,315,765 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,313,292 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,373,599 |
Value of total assets at end of year | 2020-12-31 | $107,880,788 |
Value of total assets at beginning of year | 2020-12-31 | $95,843,276 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,473 |
Total interest from all sources | 2020-12-31 | $8,540 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,415,279 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,415,279 |
Administrative expenses professional fees incurred | 2020-12-31 | $2,473 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $3,373,599 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $3,373,599 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Participant contributions at end of year | 2020-12-31 | $196,585 |
Participant contributions at beginning of year | 2020-12-31 | $192,229 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $4,515,878 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $4,075,237 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $15,320 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $23,807 |
Other income not declared elsewhere | 2020-12-31 | $334,384 |
Total non interest bearing cash at end of year | 2020-12-31 | $19,451 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $34,477 |
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 | $12,037,512 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $107,880,788 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $95,843,276 |
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 registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $103,041,787 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $91,461,254 |
Interest on participant loans | 2020-12-31 | $8,540 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $9,221,475 |
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 | Yes |
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 | $3,373,599 |
Employer contributions (assets) at end of year | 2020-12-31 | $91,767 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $56,272 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,313,292 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2020-12-31 | 520959934 |
2019 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $21,183,661 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,590,295 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,588,725 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,294,422 |
Value of total assets at end of year | 2019-12-31 | $95,843,276 |
Value of total assets at beginning of year | 2019-12-31 | $79,249,910 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,570 |
Total interest from all sources | 2019-12-31 | $8,586 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,501,858 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,501,858 |
Administrative expenses professional fees incurred | 2019-12-31 | $1,570 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $3,294,422 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $3,294,422 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Participant contributions at end of year | 2019-12-31 | $192,229 |
Participant contributions at beginning of year | 2019-12-31 | $203,996 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $4,075,237 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $3,904,483 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $23,807 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $29,778 |
Other income not declared elsewhere | 2019-12-31 | $751,643 |
Total non interest bearing cash at end of year | 2019-12-31 | $34,477 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $35,900 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $16,593,366 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $95,843,276 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $79,249,910 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $91,461,254 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $75,004,919 |
Interest on participant loans | 2019-12-31 | $8,586 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $15,627,152 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $3,294,422 |
Employer contributions (assets) at end of year | 2019-12-31 | $56,272 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $70,834 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,588,725 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2019-12-31 | 520959934 |
2018 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $-1,371,913 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,693,107 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,691,322 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,234,860 |
Value of total assets at end of year | 2018-12-31 | $79,249,910 |
Value of total assets at beginning of year | 2018-12-31 | $82,314,930 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,785 |
Total interest from all sources | 2018-12-31 | $6,986 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,337,802 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,337,802 |
Administrative expenses professional fees incurred | 2018-12-31 | $1,785 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $3,234,860 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $3,234,860 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Participant contributions at end of year | 2018-12-31 | $203,996 |
Participant contributions at beginning of year | 2018-12-31 | $166,367 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $3,904,483 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $4,047,953 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $29,778 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $22,042 |
Other income not declared elsewhere | 2018-12-31 | $-264,294 |
Total non interest bearing cash at end of year | 2018-12-31 | $35,900 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $19,876 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-3,065,020 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $79,249,910 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $82,314,930 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $75,004,919 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $77,945,491 |
Interest on participant loans | 2018-12-31 | $6,986 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,687,267 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $3,234,860 |
Employer contributions (assets) at end of year | 2018-12-31 | $70,834 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $113,201 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,691,322 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2018-12-31 | 520959934 |
2017 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $15,401,180 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,487,371 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,485,266 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,059,911 |
Value of total assets at end of year | 2017-12-31 | $82,314,930 |
Value of total assets at beginning of year | 2017-12-31 | $68,401,121 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,105 |
Total interest from all sources | 2017-12-31 | $6,042 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,044,290 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,044,290 |
Administrative expenses professional fees incurred | 2017-12-31 | $2,105 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $3,048,377 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $3,048,377 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Participant contributions at end of year | 2017-12-31 | $166,367 |
Participant contributions at beginning of year | 2017-12-31 | $194,046 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $4,047,953 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $3,427,648 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $11,534 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $22,042 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $14,456 |
Other income not declared elsewhere | 2017-12-31 | $461,685 |
Total non interest bearing cash at end of year | 2017-12-31 | $19,876 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $33,680 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $13,913,809 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $82,314,930 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $68,401,121 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $77,945,491 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $64,659,258 |
Interest on participant loans | 2017-12-31 | $6,042 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $10,829,252 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $3,048,377 |
Employer contributions (assets) at end of year | 2017-12-31 | $113,201 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $72,033 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,485,266 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2017-12-31 | 520959934 |
2016 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
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 | $7,895,262 |
Total loss/gain on sale of assets | 2016-12-31 | $-5,195 |
Total of all expenses incurred | 2016-12-31 | $2,462,639 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,460,925 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,853,566 |
Value of total assets at end of year | 2016-12-31 | $68,401,121 |
Value of total assets at beginning of year | 2016-12-31 | $62,968,498 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,714 |
Total interest from all sources | 2016-12-31 | $7,297 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $957,094 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $957,094 |
Administrative expenses professional fees incurred | 2016-12-31 | $1,714 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $2,853,566 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $2,853,566 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Participant contributions at end of year | 2016-12-31 | $194,046 |
Participant contributions at beginning of year | 2016-12-31 | $238,971 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $3,427,648 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $2,511,119 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $14,456 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $13,910 |
Other income not declared elsewhere | 2016-12-31 | $308,456 |
Total non interest bearing cash at end of year | 2016-12-31 | $33,680 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $34,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $5,432,623 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $68,401,121 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $62,968,498 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $31,192 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $64,659,258 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $60,060,416 |
Interest on participant loans | 2016-12-31 | $7,297 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,774,044 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,853,566 |
Employer contributions (assets) at end of year | 2016-12-31 | $72,033 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $78,890 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,460,925 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $28,922 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $34,117 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2016-12-31 | 520959934 |
2015 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-3,086 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-3,086 |
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 | $3,254,723 |
Total loss/gain on sale of assets | 2015-12-31 | $1,139 |
Total of all expenses incurred | 2015-12-31 | $2,459,558 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,458,033 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,925,832 |
Value of total assets at end of year | 2015-12-31 | $62,968,498 |
Value of total assets at beginning of year | 2015-12-31 | $62,173,333 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,525 |
Total interest from all sources | 2015-12-31 | $10,904 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $878,359 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $878,359 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $2,916,289 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $2,916,289 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Participant contributions at end of year | 2015-12-31 | $238,971 |
Participant contributions at beginning of year | 2015-12-31 | $294,469 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $2,511,119 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $2,466,401 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $9,543 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $13,910 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $15,205 |
Other income not declared elsewhere | 2015-12-31 | $-128,457 |
Administrative expenses (other) incurred | 2015-12-31 | $1,525 |
Total non interest bearing cash at end of year | 2015-12-31 | $34,000 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $69,117 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $795,165 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $62,968,498 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $62,173,333 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $31,192 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $39,674 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $60,060,416 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $59,185,085 |
Interest on participant loans | 2015-12-31 | $9,202 |
Interest earned on other investments | 2015-12-31 | $1,702 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-429,968 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,916,289 |
Employer contributions (assets) at end of year | 2015-12-31 | $78,890 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $103,382 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,458,033 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $12,693 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $11,554 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2015-12-31 | 520959934 |
2014 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-161 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-161 |
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 | $7,265,901 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,347,900 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,344,385 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,954,975 |
Value of total assets at end of year | 2014-12-31 | $62,173,333 |
Value of total assets at beginning of year | 2014-12-31 | $57,255,332 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,515 |
Total interest from all sources | 2014-12-31 | $9,466 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $838,430 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $838,430 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $2,854,974 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $2,854,974 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Participant contributions at end of year | 2014-12-31 | $294,469 |
Participant contributions at beginning of year | 2014-12-31 | $290,078 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $2,466,401 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $340,012 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $100,000 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $15,205 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $10,136 |
Other income not declared elsewhere | 2014-12-31 | $79,842 |
Administrative expenses (other) incurred | 2014-12-31 | $3,515 |
Total non interest bearing cash at end of year | 2014-12-31 | $69,117 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $22,400 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $4,918,001 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $62,173,333 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $57,255,332 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $39,674 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $59,185,085 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $56,462,192 |
Interest on participant loans | 2014-12-31 | $9,228 |
Interest earned on other investments | 2014-12-31 | $238 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $3,383,349 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,854,975 |
Employer contributions (assets) at end of year | 2014-12-31 | $103,382 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $130,514 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,344,385 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2014-12-31 | 520959934 |
2013 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
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 | $12,678,604 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,137,569 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,133,902 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,949,337 |
Value of total assets at end of year | 2013-12-31 | $57,255,332 |
Value of total assets at beginning of year | 2013-12-31 | $45,714,297 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,667 |
Total interest from all sources | 2013-12-31 | $8,396 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $693,316 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $693,316 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $2,949,337 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $2,949,337 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Participant contributions at end of year | 2013-12-31 | $290,078 |
Participant contributions at beginning of year | 2013-12-31 | $304,821 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $340,012 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $10,136 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $9,192 |
Other income not declared elsewhere | 2013-12-31 | $31,740 |
Administrative expenses (other) incurred | 2013-12-31 | $3,667 |
Total non interest bearing cash at end of year | 2013-12-31 | $22,400 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $11,541,035 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $57,255,332 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $45,714,297 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $56,462,192 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $40,511,260 |
Interest on participant loans | 2013-12-31 | $8,396 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $4,708,545 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $4,708,545 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $8,995,815 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,949,337 |
Employer contributions (assets) at end of year | 2013-12-31 | $130,514 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $180,479 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,133,902 |
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 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2013-12-31 | 520959934 |
2012 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $525 |
Total income from all sources (including contributions) | 2012-12-31 | $8,054,119 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,027,419 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,027,419 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,982,381 |
Value of total assets at end of year | 2012-12-31 | $45,714,297 |
Value of total assets at beginning of year | 2012-12-31 | $39,688,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $10,387 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $686,814 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $686,814 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $2,951,517 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $2,951,517 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Participant contributions at end of year | 2012-12-31 | $304,821 |
Participant contributions at beginning of year | 2012-12-31 | $251,144 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $30,663 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $9,192 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $10,968 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $525 |
Other income not declared elsewhere | 2012-12-31 | $7,041 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $3,848,671 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $6,026,700 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $45,714,297 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $39,687,597 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $40,511,260 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $31,904,815 |
Interest on participant loans | 2012-12-31 | $10,371 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $4,708,545 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $3,431,115 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $3,431,115 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $16 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,367,496 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,951,718 |
Employer contributions (assets) at end of year | 2012-12-31 | $180,479 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $241,409 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,027,419 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2012-12-31 | 520959934 |
2011 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $1,061 |
Total transfer of assets from this plan | 2011-12-31 | $1,302 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $525 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $2,641,061 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,765,929 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,764,118 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,739,448 |
Value of total assets at end of year | 2011-12-31 | $39,688,122 |
Value of total assets at beginning of year | 2011-12-31 | $38,812,706 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,811 |
Total interest from all sources | 2011-12-31 | $11,894 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $692,257 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $692,257 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $2,739,448 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $2,739,448 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Participant contributions at end of year | 2011-12-31 | $251,144 |
Participant contributions at beginning of year | 2011-12-31 | $293,798 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $10,968 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $763 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $525 |
Other income not declared elsewhere | 2011-12-31 | $91 |
Administrative expenses (other) incurred | 2011-12-31 | $310 |
Total non interest bearing cash at end of year | 2011-12-31 | $3,848,671 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $875,132 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $39,687,597 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $38,812,706 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $31,904,815 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $35,477,941 |
Interest on participant loans | 2011-12-31 | $11,528 |
Interest earned on other investments | 2011-12-31 | $310 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $3,431,115 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,833,160 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,833,160 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $56 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-802,629 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $2,739,448 |
Employer contributions (assets) at end of year | 2011-12-31 | $241,409 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $207,044 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,764,118 |
Contract administrator fees | 2011-12-31 | $1,501 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ELLIN & TUCKER CHARTERED |
Accountancy firm EIN | 2011-12-31 | 520959934 |
2010 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $6,386 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $225 |
Total income from all sources (including contributions) | 2010-12-31 | $6,820,884 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,829,313 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,785,235 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $5,491 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,542,110 |
Value of total assets at end of year | 2010-12-31 | $38,812,706 |
Value of total assets at beginning of year | 2010-12-31 | $34,827,746 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $38,587 |
Total interest from all sources | 2010-12-31 | $13,900 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $556,346 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $556,346 |
Administrative expenses professional fees incurred | 2010-12-31 | $9,250 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $2,538,037 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $2,538,037 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Participant contributions at end of year | 2010-12-31 | $293,798 |
Participant contributions at beginning of year | 2010-12-31 | $300,234 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $763 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $225 |
Other income not declared elsewhere | 2010-12-31 | $61,234 |
Administrative expenses (other) incurred | 2010-12-31 | $1,144 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Income. Non cash contributions | 2010-12-31 | $3,950 |
Value of net income/loss | 2010-12-31 | $3,991,571 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $38,812,706 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $34,827,521 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $3,528 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $35,477,941 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $32,236,111 |
Interest on participant loans | 2010-12-31 | $13,620 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,833,160 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,150,734 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,150,734 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $280 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,647,294 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,538,160 |
Employer contributions (assets) at end of year | 2010-12-31 | $207,044 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $140,667 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,785,235 |
Contract administrator fees | 2010-12-31 | $24,665 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2010-12-31 | 520959934 |
2009 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k financial data |
---|
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $2,449,851 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $2,449,851 |