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FORM 5500 DATA

Mark-Hall Limited Partnership Profit Sharing Plan

Overview

Plan Information

  • Plan Year01/01/2015 — 12/31/2015
  • Date of Plan01/01/1980
  • Net Assets as of 12/31/2015$1,543,472
  • Plan Number1
  • Plan TypeSingle Employer

Financial Information as of 12/31/2015

  • Total Assets (EOY)$1,543,472
  • Total Liabilities (EOY)$0
  • Net Assets (EOY)$1,543,472
  • Net Assets (EOY)$1,543,472

Financial Information as of 01/01/2015

  • Total Assets (BOY)$1,537,823
  • Total Liabilities (BOY)$0
  • Net Assets (BOY)$1,537,823
  • Net Assets (BOY)$1,537,823

Income

  • Cash from Employers$46,368
  • Cash from Participants$0
  • Others (including rollovers)$0
  • Other Income$-8,719
  • Total Income$37,649
  • Net Income$5,649

Expenses

  • Total Benefit Payments$31,775
  • Corrective Distributions$0
  • Administrative Service Providers$225
  • Other Expenses$0
  • Total Expenses$32,000
  • Total Transfers$0

Sponsor Information

  • Address305 W. Chesapeake Ave., Suite 110
  • CityTowson
  • StateMD
  • Zip21204
  • Telephone(410) 337-7740
  • EIN52-1216397
  • Industry Code531390

Benefits Provided Under the Plan

Code Benefit Description
2A 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 threshold or additional rate allowed under the permitted disparity rules of section 401(l)
2E Profit-sharing A defined contribution plan that allows employer discretionary contributions. These plans often contain a 401(k) feature.
3D 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.
3H Controlled Group Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

Questions and Answers

Question Answer Amount
During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No
Were there any nonexempt transactions with any party-in-interest? No
Was this plan covered by a fidelity bond? Yes $200,000
Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No
Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No
Has the plan failed to provide any benefit when due under the plan? No
If this is an individual account plan, was there a blackout period? No
If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3? No

Service Providers

Persons Receiving Only Eligible Indirect Compensation

There is no information on eligible indirect compensation for this plan.

Other Service Providers Receiving Direct or Indirect Compensation

There are no service providers listed for this plan.

Indirect Compensation

There are no service providers with indirect compensation listed for this plan.

Service Providers Who Fail or Refuse to Provide Information

There are no service providers who failed or refused to provide information.

Termination Information on Accountants and Enrolled Actuaries

There is no termination information for this plan.

Investments

Investments

No investments information available for this plan.

Insurance Information

Insurance Information

There are no insurance carriers listed for this plan.