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WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 401k Plan overview

Plan NameWHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST
Plan identification number 002

WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WHITEFORD, TAYLOR & PRESTON, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:WHITEFORD, TAYLOR & PRESTON, L.L.P.
Employer identification number (EIN):520619214
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARY CLAIRE CHESSHIRE
0022016-01-01MARY CLAIRE CHESSHIRE
0022015-01-01MARY CLAIRE CHESSHIRE
0022014-01-01PAUL MADDEN
0022013-01-01PAUL MADDEN PAUL MADDEN2014-10-15
0022012-01-01JOANNE POTTER
0022011-01-01JOANNE POTTER
0022009-01-01JOANNE POTTER

Plan Statistics for 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
2022: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01340
Total number of active participants reported on line 7a of the Form 55002022-01-01275
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01351
Number of participants with account balances2022-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01340
Total number of active participants reported on line 7a of the Form 55002021-01-01258
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01330
Number of participants with account balances2021-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01346
Total number of active participants reported on line 7a of the Form 55002020-01-01270
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0163
Total of all active and inactive participants2020-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01338
Number of participants with account balances2020-01-01338
2019: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01327
Total number of active participants reported on line 7a of the Form 55002019-01-01267
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0162
Total of all active and inactive participants2019-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01336
Number of participants with account balances2019-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01317
Total number of active participants reported on line 7a of the Form 55002018-01-01266
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01327
Number of participants with account balances2018-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01321
Total number of active participants reported on line 7a of the Form 55002017-01-01252
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0159
Total of all active and inactive participants2017-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01317
Number of participants with account balances2017-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01315
Total number of active participants reported on line 7a of the Form 55002016-01-01248
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0166
Total of all active and inactive participants2016-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01321
Number of participants with account balances2016-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01310
Total number of active participants reported on line 7a of the Form 55002015-01-01236
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0173
Total of all active and inactive participants2015-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01315
Number of participants with account balances2015-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01312
Total number of active participants reported on line 7a of the Form 55002014-01-01244
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0160
Total of all active and inactive participants2014-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01310
Number of participants with account balances2014-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01321
Total number of active participants reported on line 7a of the Form 55002013-01-01252
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01312
Number of participants with account balances2013-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01302
Total number of active participants reported on line 7a of the Form 55002012-01-01242
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-0171
Total of all active and inactive participants2012-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01321
Number of participants with account balances2012-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01289
Total number of active participants reported on line 7a of the Form 55002011-01-01224
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-0169
Total of all active and inactive participants2011-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01302
Number of participants with account balances2011-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01298
Total number of active participants reported on line 7a of the Form 55002009-01-01207
Number of retired or separated participants receiving benefits2009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-0170
Total of all active and inactive participants2009-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01287
Number of participants with account balances2009-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2022 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-15,092,710
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,820,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$100,863,887
Value of total assets at beginning of year2022-12-31$118,777,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,491
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,325,201
Administrative expenses professional fees incurred2022-12-31$23,491
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$169,479
Participant contributions at beginning of year2022-12-31$237,723
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,427,080
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,287,398
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,441
Other income not declared elsewhere2022-12-31$-814,244
Total non interest bearing cash at end of year2022-12-31$6,914
Total non interest bearing cash at beginning of year2022-12-31$2,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$93,961,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$109,009,787
Interest on participant loans2022-12-31$8,491
Value of interest in common/collective trusts at end of year2022-12-31$3,292,934
Value of interest in common/collective trusts at beginning of year2022-12-31$5,074,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,055,712
Net investment gain or loss from common/collective trusts2022-12-31$-1,286,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,725,209
Employer contributions (assets) at end of year2022-12-31$6,222
Employer contributions (assets) at beginning of year2022-12-31$165,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,797,217
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2022-12-31520959934
2021 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$16,886,812
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,990,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$118,777,305
Value of total assets at beginning of year2021-12-31$107,880,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,967
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,803,145
Administrative expenses professional fees incurred2021-12-31$13,967
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$3,590,243
Amount contributed by the employer to the plan for this plan year2021-12-31$3,590,243
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$237,723
Participant contributions at beginning of year2021-12-31$196,585
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,287,398
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,515,878
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$15,320
Other income not declared elsewhere2021-12-31$201,092
Total non interest bearing cash at end of year2021-12-31$2,209
Total non interest bearing cash at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$109,009,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$103,041,787
Interest on participant loans2021-12-31$9,711
Value of interest in common/collective trusts at end of year2021-12-31$5,074,529
Value of interest in common/collective trusts at beginning of year2021-12-31$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 trusts2021-12-31$169,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,590,243
Employer contributions (assets) at end of year2021-12-31$165,659
Employer contributions (assets) at beginning of year2021-12-31$91,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$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 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2021-12-31520959934
2020 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$14,353,277
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,315,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$107,880,788
Value of total assets at beginning of year2020-12-31$95,843,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,473
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,415,279
Administrative expenses professional fees incurred2020-12-31$2,473
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$3,373,599
Amount contributed by the employer to the plan for this plan year2020-12-31$3,373,599
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$196,585
Participant contributions at beginning of year2020-12-31$192,229
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,515,878
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,075,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$15,320
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$23,807
Other income not declared elsewhere2020-12-31$334,384
Total non interest bearing cash at end of year2020-12-31$19,451
Total non interest bearing cash at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$103,041,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$91,461,254
Interest on participant loans2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,373,599
Employer contributions (assets) at end of year2020-12-31$91,767
Employer contributions (assets) at beginning of year2020-12-31$56,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,313,292
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2020-12-31520959934
2019 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$21,183,661
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,590,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$95,843,276
Value of total assets at beginning of year2019-12-31$79,249,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,570
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,501,858
Administrative expenses professional fees incurred2019-12-31$1,570
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$3,294,422
Amount contributed by the employer to the plan for this plan year2019-12-31$3,294,422
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$192,229
Participant contributions at beginning of year2019-12-31$203,996
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,075,237
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,904,483
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$23,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$29,778
Other income not declared elsewhere2019-12-31$751,643
Total non interest bearing cash at end of year2019-12-31$34,477
Total non interest bearing cash at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$91,461,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$75,004,919
Interest on participant loans2019-12-31$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 assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,294,422
Employer contributions (assets) at end of year2019-12-31$56,272
Employer contributions (assets) at beginning of year2019-12-31$70,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,588,725
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2019-12-31520959934
2018 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,371,913
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,693,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$79,249,910
Value of total assets at beginning of year2018-12-31$82,314,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,785
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,337,802
Administrative expenses professional fees incurred2018-12-31$1,785
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$3,234,860
Amount contributed by the employer to the plan for this plan year2018-12-31$3,234,860
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$203,996
Participant contributions at beginning of year2018-12-31$166,367
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,904,483
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,047,953
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$29,778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$22,042
Other income not declared elsewhere2018-12-31$-264,294
Total non interest bearing cash at end of year2018-12-31$35,900
Total non interest bearing cash at beginning of year2018-12-31$19,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$75,004,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$77,945,491
Interest on participant loans2018-12-31$6,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,687,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,234,860
Employer contributions (assets) at end of year2018-12-31$70,834
Employer contributions (assets) at beginning of year2018-12-31$113,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,691,322
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2018-12-31520959934
2017 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,401,180
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,487,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$82,314,930
Value of total assets at beginning of year2017-12-31$68,401,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,105
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,044,290
Administrative expenses professional fees incurred2017-12-31$2,105
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$3,048,377
Amount contributed by the employer to the plan for this plan year2017-12-31$3,048,377
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$166,367
Participant contributions at beginning of year2017-12-31$194,046
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,047,953
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$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 year2017-12-31$22,042
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$14,456
Other income not declared elsewhere2017-12-31$461,685
Total non interest bearing cash at end of year2017-12-31$19,876
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$77,945,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$64,659,258
Interest on participant loans2017-12-31$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 assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,048,377
Employer contributions (assets) at end of year2017-12-31$113,201
Employer contributions (assets) at beginning of year2017-12-31$72,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,485,266
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2017-12-31520959934
2016 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$7,895,262
Total loss/gain on sale of assets2016-12-31$-5,195
Total of all expenses incurred2016-12-31$2,462,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$68,401,121
Value of total assets at beginning of year2016-12-31$62,968,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,714
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$957,094
Administrative expenses professional fees incurred2016-12-31$1,714
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$2,853,566
Amount contributed by the employer to the plan for this plan year2016-12-31$2,853,566
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$194,046
Participant contributions at beginning of year2016-12-31$238,971
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,427,648
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,511,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$14,456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$13,910
Other income not declared elsewhere2016-12-31$308,456
Total non interest bearing cash at end of year2016-12-31$33,680
Total non interest bearing cash at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$31,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$64,659,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$60,060,416
Interest on participant loans2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,853,566
Employer contributions (assets) at end of year2016-12-31$72,033
Employer contributions (assets) at beginning of year2016-12-31$78,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,460,925
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$28,922
Aggregate carrying amount (costs) on sale of assets2016-12-31$34,117
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2016-12-31520959934
2015 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,086
Total unrealized appreciation/depreciation of assets2015-12-31$-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 assets2015-12-31$1,139
Total of all expenses incurred2015-12-31$2,459,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$62,968,498
Value of total assets at beginning of year2015-12-31$62,173,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,525
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$878,359
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,916,289
Amount contributed by the employer to the plan for this plan year2015-12-31$2,916,289
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$238,971
Participant contributions at beginning of year2015-12-31$294,469
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,511,119
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$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 year2015-12-31$13,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$15,205
Other income not declared elsewhere2015-12-31$-128,457
Administrative expenses (other) incurred2015-12-31$1,525
Total non interest bearing cash at end of year2015-12-31$34,000
Total non interest bearing cash at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$31,192
Assets. partnership/joint venture interests at beginning of year2015-12-31$39,674
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$60,060,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$59,185,085
Interest on participant loans2015-12-31$9,202
Interest earned on other investments2015-12-31$1,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-429,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,916,289
Employer contributions (assets) at end of year2015-12-31$78,890
Employer contributions (assets) at beginning of year2015-12-31$103,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,458,033
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$12,693
Aggregate carrying amount (costs) on sale of assets2015-12-31$11,554
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2015-12-31520959934
2014 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-161
Total unrealized appreciation/depreciation of assets2014-12-31$-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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,347,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$62,173,333
Value of total assets at beginning of year2014-12-31$57,255,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,515
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$838,430
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$2,854,974
Amount contributed by the employer to the plan for this plan year2014-12-31$2,854,974
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$294,469
Participant contributions at beginning of year2014-12-31$290,078
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,466,401
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$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 year2014-12-31$15,205
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$10,136
Other income not declared elsewhere2014-12-31$79,842
Administrative expenses (other) incurred2014-12-31$3,515
Total non interest bearing cash at end of year2014-12-31$69,117
Total non interest bearing cash at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$39,674
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$59,185,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$56,462,192
Interest on participant loans2014-12-31$9,228
Interest earned on other investments2014-12-31$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 assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,854,975
Employer contributions (assets) at end of year2014-12-31$103,382
Employer contributions (assets) at beginning of year2014-12-31$130,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,344,385
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2014-12-31520959934
2013 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,137,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$57,255,332
Value of total assets at beginning of year2013-12-31$45,714,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,667
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$693,316
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$2,949,337
Amount contributed by the employer to the plan for this plan year2013-12-31$2,949,337
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$290,078
Participant contributions at beginning of year2013-12-31$304,821
Assets. Other investments not covered elsewhere at end of year2013-12-31$340,012
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$10,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$9,192
Other income not declared elsewhere2013-12-31$31,740
Administrative expenses (other) incurred2013-12-31$3,667
Total non interest bearing cash at end of year2013-12-31$22,400
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$56,462,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$40,511,260
Interest on participant loans2013-12-31$8,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,708,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,949,337
Employer contributions (assets) at end of year2013-12-31$130,514
Employer contributions (assets) at beginning of year2013-12-31$180,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$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 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2013-12-31520959934
2012 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,027,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$45,714,297
Value of total assets at beginning of year2012-12-31$39,688,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$686,814
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$2,951,517
Amount contributed by the employer to the plan for this plan year2012-12-31$2,951,517
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$304,821
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$9,192
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$525
Other income not declared elsewhere2012-12-31$7,041
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$40,511,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,904,815
Interest on participant loans2012-12-31$10,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,708,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,431,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,951,718
Employer contributions (assets) at end of year2012-12-31$180,479
Employer contributions (assets) at beginning of year2012-12-31$241,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,027,419
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2012-12-31520959934
2011 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$1,061
Total transfer of assets from this plan2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,765,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$39,688,122
Value of total assets at beginning of year2011-12-31$38,812,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,811
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$692,257
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$2,739,448
Amount contributed by the employer to the plan for this plan year2011-12-31$2,739,448
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$251,144
Participant contributions at beginning of year2011-12-31$293,798
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$525
Other income not declared elsewhere2011-12-31$91
Administrative expenses (other) incurred2011-12-31$310
Total non interest bearing cash at end of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$31,904,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$35,477,941
Interest on participant loans2011-12-31$11,528
Interest earned on other investments2011-12-31$310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,431,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,833,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$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 assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,739,448
Employer contributions (assets) at end of year2011-12-31$241,409
Employer contributions (assets) at beginning of year2011-12-31$207,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,764,118
Contract administrator fees2011-12-31$1,501
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ELLIN & TUCKER CHARTERED
Accountancy firm EIN2011-12-31520959934
2010 : WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,829,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,785,235
Expenses. Certain deemed distributions of participant loans2010-12-31$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 year2010-12-31$38,812,706
Value of total assets at beginning of year2010-12-31$34,827,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$38,587
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$556,346
Administrative expenses professional fees incurred2010-12-31$9,250
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$2,538,037
Amount contributed by the employer to the plan for this plan year2010-12-31$2,538,037
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$293,798
Participant contributions at beginning of year2010-12-31$300,234
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$763
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$225
Other income not declared elsewhere2010-12-31$61,234
Administrative expenses (other) incurred2010-12-31$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 appraiser2010-12-31No
Income. Non cash contributions2010-12-31$3,950
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$3,528
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$35,477,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,236,111
Interest on participant loans2010-12-31$13,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,833,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,150,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,538,160
Employer contributions (assets) at end of year2010-12-31$207,044
Employer contributions (assets) at beginning of year2010-12-31$140,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,785,235
Contract administrator fees2010-12-31$24,665
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2010-12-31520959934
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 year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$2,449,851
Amount contributed by the employer to the plan for this plan year2009-12-31$2,449,851

Form 5500 Responses for WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST

2022: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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