401k Plan data: MARK C. POPE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN plan

MARK C. POPE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARK C. POPE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

MARK C. POPE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Stock bonus
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MARK C. POPE ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: MARK C. POPE ASSOCIATES, INC.

Employer identification number (EIN): 581020746

NAIC Classification: 335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK C. POPE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 LEE ISLEY 2024-08-16
002 2022-01-01 STEPHEN L JOSEY 2023-10-10
002 2021-01-01 STEPHEN L JOSEY 2022-09-08
002 2020-01-01 STEPHEN L. JOSEY 2021-07-29
002 2019-01-01 STEPHEN L JOSEY 2020-07-15
002 2018-01-01 STEVE JOSEY 2019-10-15
002 2017-01-01 STEPHEN L. JOSEY 2018-10-12
002 2016-01-01 STEPHEN L. JOSEY 2017-10-16
002 2016-01-01
002 2015-01-01 STEPHEN L. JOSEY 2016-10-17
002 2014-01-01 STEPHEN L. JOSEY 2015-10-14
002 2013-01-01 STEPHEN L. JOSEY 2014-10-13
002 2012-01-01 HARRY SMITH 2013-10-15
002 2011-01-01 BARBARA STRAFER 2012-07-06
002 2010-01-01 BARBARA STRAFER 2011-06-21 BARBARA STRAFER 2011-06-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	LEE ISLEY	2024-08-16
002	2022-01-01	STEPHEN L JOSEY	2023-10-10
002	2021-01-01	STEPHEN L JOSEY	2022-09-08
002	2020-01-01	STEPHEN L. JOSEY	2021-07-29
002	2019-01-01	STEPHEN L JOSEY	2020-07-15
002	2018-01-01	STEVE JOSEY	2019-10-15
002	2017-01-01	STEPHEN L. JOSEY	2018-10-12
002	2016-01-01	STEPHEN L. JOSEY	2017-10-16
002	2016-01-01
002	2015-01-01	STEPHEN L. JOSEY	2016-10-17
002	2014-01-01	STEPHEN L. JOSEY	2015-10-14
002	2013-01-01	STEPHEN L. JOSEY	2014-10-13
002	2012-01-01	HARRY SMITH	2013-10-15
002	2011-01-01	BARBARA STRAFER	2012-07-06
002	2010-01-01	BARBARA STRAFER	2011-06-21	BARBARA STRAFER	2011-06-21

Plan Statistics for MARK C. POPE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MARK C. POPE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: MARK C. POPE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2016: MARK C. POPE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on MARK C. POPE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2016 : MARK C. POPE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$0
Expenses. Total of all expenses incurred	2016-12-31	$1,133,901
Benefits paid (including direct rollovers)	2016-12-31	$1,133,901
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$1,133,901
Value of fidelity bond covering the plan	2016-12-31	$515,000
Net income (gross income less expenses)	2016-12-31	$-1,133,901
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,133,901

Form 5500 Responses for MARK C. POPE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2016: MARK C. POPE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARK C. POPE ASSOCIATES, INC.
Employer identification number (EIN):	581020746
NAIC Classification:	335900