401k Plan data: PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES plan

PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 401k Plan overview

Plan Name	PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES
Plan identification number	001

PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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. Plan covering Self-Employed individuals.

401k Sponsoring company profile

CARLYLE W HALL JR has sponsored the creation of one or more 401k plans.

Company Name: CARLYLE W HALL JR

Employer identification number (EIN): 954447016

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 CARLYLE HALL 2019-06-12 CARLYLE HALL 2019-06-12
001 2010-01-01 CARLYLE HALL JR 2011-09-29
001 2005-01-01 CARLYLE HALL JR
001 2004-01-01 CARLYLE HALL JR
001 2002-01-01 CARLYLE HALL JR
001 2001-01-01 CARLYLE HALL JR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	CARLYLE HALL	2019-06-12	CARLYLE HALL	2019-06-12
001	2010-01-01	CARLYLE HALL JR	2011-09-29
001	2005-01-01	CARLYLE HALL JR
001	2004-01-01	CARLYLE HALL JR
001	2002-01-01	CARLYLE HALL JR
001	2001-01-01	CARLYLE HALL JR

Plan Statistics for PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES

401k plan membership statisitcs for PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES

Measure Date Value
2005: PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2005 401k membership
Total participants, beginning-of-year 2005-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2005-01-01 0
Number of retired or separated participants receiving benefits 2005-01-01 0
Number of other retired or separated participants entitled to future benefits 2005-01-01 4
Total of all active and inactive participants 2005-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-01-01 0
Total participants 2005-01-01 4
Number of participants with account balances 2005-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-01-01 0
2004: PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2004 401k membership
Total participants, beginning-of-year 2004-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2004-01-01 0
Number of retired or separated participants receiving benefits 2004-01-01 0
Number of other retired or separated participants entitled to future benefits 2004-01-01 4
Total of all active and inactive participants 2004-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2004-01-01 0
Total participants 2004-01-01 4
Number of participants with account balances 2004-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2004-01-01 0
2002: PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2002 401k membership
Total participants, beginning-of-year 2002-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2002-01-01 0
Number of retired or separated participants receiving benefits 2002-01-01 0
Number of other retired or separated participants entitled to future benefits 2002-01-01 4
Total of all active and inactive participants 2002-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2002-01-01 0
Total participants 2002-01-01 4
Number of participants with account balances 2002-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2002-01-01 0
2001: PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2001 401k membership
Total participants, beginning-of-year 2001-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2001-01-01 0
Number of retired or separated participants receiving benefits 2001-01-01 0
Number of other retired or separated participants entitled to future benefits 2001-01-01 6
Total of all active and inactive participants 2001-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2001-01-01 0
Total participants 2001-01-01 6
Number of participants with account balances 2001-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2001-01-01 0

Measure	Date	Value
2005: PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2005 401k membership
Total participants, beginning-of-year	2005-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2005-01-01	0
Number of retired or separated participants receiving benefits	2005-01-01	0
Number of other retired or separated participants entitled to future benefits	2005-01-01	4
Total of all active and inactive participants	2005-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-01-01	0
Total participants	2005-01-01	4
Number of participants with account balances	2005-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-01-01	0
2004: PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2004 401k membership
Total participants, beginning-of-year	2004-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2004-01-01	0
Number of retired or separated participants receiving benefits	2004-01-01	0
Number of other retired or separated participants entitled to future benefits	2004-01-01	4
Total of all active and inactive participants	2004-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2004-01-01	0
Total participants	2004-01-01	4
Number of participants with account balances	2004-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2004-01-01	0
2002: PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2002 401k membership
Total participants, beginning-of-year	2002-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2002-01-01	0
Number of retired or separated participants receiving benefits	2002-01-01	0
Number of other retired or separated participants entitled to future benefits	2002-01-01	4
Total of all active and inactive participants	2002-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2002-01-01	0
Total participants	2002-01-01	4
Number of participants with account balances	2002-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2002-01-01	0
2001: PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2001 401k membership
Total participants, beginning-of-year	2001-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2001-01-01	0
Number of retired or separated participants receiving benefits	2001-01-01	0
Number of other retired or separated participants entitled to future benefits	2001-01-01	6
Total of all active and inactive participants	2001-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2001-01-01	0
Total participants	2001-01-01	6
Number of participants with account balances	2001-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2001-01-01	0

Financial Data on PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES

Measure	Date	Value
2008 : PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total plan liabilities at end of year	2008-12-31	$0
Total plan liabilities at beginning of year	2008-12-31	$0
Total income from all sources	2008-12-31	$-537,796
Expenses. Total of all expenses incurred	2008-12-31	$0
Benefits paid (including direct rollovers)	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$1,031,121
Total plan assets at beginning of year	2008-12-31	$1,568,917
Total contributions received or receivable from participants	2008-12-31	$0
Expenses. Other expenses not covered elsewhere	2008-12-31	$0
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$-537,796
Noncash contributions received	2008-12-31	$0
Net income (gross income less expenses)	2008-12-31	$-537,796
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$1,031,121
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$1,568,917
Total contributions received or receivable from employer(s)	2008-12-31	$0
Value of certain deemed distributions of participant loans	2008-12-31	$0
Value of corrective distributions	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$0
2007 : PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2007 401k financial data
Transfers to/from the plan	2007-12-31	$0
Total plan liabilities at end of year	2007-12-31	$0
Total plan liabilities at beginning of year	2007-12-31	$0
Total income from all sources	2007-12-31	$-537,796
Expenses. Total of all expenses incurred	2007-12-31	$0
Benefits paid (including direct rollovers)	2007-12-31	$0
Total plan assets at end of year	2007-12-31	$1,031,121
Total plan assets at beginning of year	2007-12-31	$1,568,917
Total contributions received or receivable from participants	2007-12-31	$0
Expenses. Other expenses not covered elsewhere	2007-12-31	$0
Contributions received from other sources (not participants or employers)	2007-12-31	$0
Other income received	2007-12-31	$-537,796
Noncash contributions received	2007-12-31	$0
Net income (gross income less expenses)	2007-12-31	$-537,796
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$1,031,121
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$1,568,917
Total contributions received or receivable from employer(s)	2007-12-31	$0
Value of certain deemed distributions of participant loans	2007-12-31	$0
Value of corrective distributions	2007-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2007-12-31	$0
2006 : PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2006 401k financial data
Transfers to/from the plan	2006-12-31	$0
Total plan liabilities at end of year	2006-12-31	$0
Total plan liabilities at beginning of year	2006-12-31	$0
Total income from all sources	2006-12-31	$108,311
Expenses. Total of all expenses incurred	2006-12-31	$0
Benefits paid (including direct rollovers)	2006-12-31	$0
Total plan assets at end of year	2006-12-31	$1,453,814
Total plan assets at beginning of year	2006-12-31	$1,345,503
Total contributions received or receivable from participants	2006-12-31	$0
Expenses. Other expenses not covered elsewhere	2006-12-31	$0
Contributions received from other sources (not participants or employers)	2006-12-31	$0
Other income received	2006-12-31	$108,311
Noncash contributions received	2006-12-31	$0
Net income (gross income less expenses)	2006-12-31	$108,311
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$1,453,814
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$1,345,503
Total contributions received or receivable from employer(s)	2006-12-31	$0
Value of certain deemed distributions of participant loans	2006-12-31	$0
Value of corrective distributions	2006-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2006-12-31	$0
2005 : PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2005 401k financial data
Transfers to/from the plan	2005-12-31	$0
Total plan liabilities at end of year	2005-12-31	$0
Total plan liabilities at beginning of year	2005-12-31	$0
Total income from all sources	2005-12-31	$86,642
Expenses. Total of all expenses incurred	2005-12-31	$0
Benefits paid (including direct rollovers)	2005-12-31	$0
Total plan assets at end of year	2005-12-31	$1,345,503
Total plan assets at beginning of year	2005-12-31	$1,262,861
Total contributions received or receivable from participants	2005-12-31	$0
Expenses. Other expenses not covered elsewhere	2005-12-31	$0
Contributions received from other sources (not participants or employers)	2005-12-31	$0
Other income received	2005-12-31	$86,642
Noncash contributions received	2005-12-31	$0
Net income (gross income less expenses)	2005-12-31	$86,642
Net plan assets at end of year (total assets less liabilities)	2005-12-31	$1,345,503
Net plan assets at beginning of year (total assets less liabilities)	2005-12-31	$1,262,861
Total contributions received or receivable from employer(s)	2005-12-31	$0
Value of certain deemed distributions of participant loans	2005-12-31	$0
Value of corrective distributions	2005-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2005-12-31	$0
2004 : PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2004 401k financial data
Transfers to/from the plan	2004-12-31	$0
Total plan liabilities at end of year	2004-12-31	$0
Total plan liabilities at beginning of year	2004-12-31	$0
Total income from all sources	2004-12-31	$121,600
Expenses. Total of all expenses incurred	2004-12-31	$0
Benefits paid (including direct rollovers)	2004-12-31	$0
Total plan assets at end of year	2004-12-31	$1,262,861
Total plan assets at beginning of year	2004-12-31	$1,141,261
Total contributions received or receivable from participants	2004-12-31	$0
Expenses. Other expenses not covered elsewhere	2004-12-31	$0
Contributions received from other sources (not participants or employers)	2004-12-31	$0
Other income received	2004-12-31	$121,600
Noncash contributions received	2004-12-31	$0
Net income (gross income less expenses)	2004-12-31	$121,600
Net plan assets at end of year (total assets less liabilities)	2004-12-31	$1,262,861
Net plan assets at beginning of year (total assets less liabilities)	2004-12-31	$1,141,261
Total contributions received or receivable from employer(s)	2004-12-31	$0
Value of certain deemed distributions of participant loans	2004-12-31	$0
Value of corrective distributions	2004-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2004-12-31	$0
2003 : PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2003 401k financial data
Transfers to/from the plan	2003-12-31	$0
Total plan liabilities at end of year	2003-12-31	$0
Total plan liabilities at beginning of year	2003-12-31	$0
Total income from all sources	2003-12-31	$126,608
Expenses. Total of all expenses incurred	2003-12-31	$0
Benefits paid (including direct rollovers)	2003-12-31	$0
Total plan assets at end of year	2003-12-31	$1,141,261
Total plan assets at beginning of year	2003-12-31	$1,014,653
Total contributions received or receivable from participants	2003-12-31	$0
Expenses. Other expenses not covered elsewhere	2003-12-31	$0
Contributions received from other sources (not participants or employers)	2003-12-31	$0
Other income received	2003-12-31	$126,608
Noncash contributions received	2003-12-31	$0
Net income (gross income less expenses)	2003-12-31	$126,608
Net plan assets at end of year (total assets less liabilities)	2003-12-31	$1,141,261
Net plan assets at beginning of year (total assets less liabilities)	2003-12-31	$1,014,653
Total contributions received or receivable from employer(s)	2003-12-31	$0
Value of certain deemed distributions of participant loans	2003-12-31	$0
Value of corrective distributions	2003-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2003-12-31	$0
2002 : PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2002 401k financial data
Transfers to/from the plan	2002-12-31	$0
Total plan liabilities at end of year	2002-12-31	$0
Total plan liabilities at beginning of year	2002-12-31	$0
Total income from all sources	2002-12-31	$-26,665
Expenses. Total of all expenses incurred	2002-12-31	$89,708
Benefits paid (including direct rollovers)	2002-12-31	$89,708
Total plan assets at end of year	2002-12-31	$1,014,653
Total plan assets at beginning of year	2002-12-31	$1,131,026
Total contributions received or receivable from participants	2002-12-31	$0
Expenses. Other expenses not covered elsewhere	2002-12-31	$0
Contributions received from other sources (not participants or employers)	2002-12-31	$0
Other income received	2002-12-31	$-26,665
Noncash contributions received	2002-12-31	$0
Net income (gross income less expenses)	2002-12-31	$-116,373
Net plan assets at end of year (total assets less liabilities)	2002-12-31	$1,014,653
Net plan assets at beginning of year (total assets less liabilities)	2002-12-31	$1,131,026
Total contributions received or receivable from employer(s)	2002-12-31	$0
Value of certain deemed distributions of participant loans	2002-12-31	$0
Value of corrective distributions	2002-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2002-12-31	$0
2001 : PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2001 401k financial data
Transfers to/from the plan	2001-12-31	$0
Total plan liabilities at end of year	2001-12-31	$0
Total plan liabilities at beginning of year	2001-12-31	$0
Total income from all sources	2001-12-31	$-119,941
Expenses. Total of all expenses incurred	2001-12-31	$31,452
Benefits paid (including direct rollovers)	2001-12-31	$31,452
Total plan assets at end of year	2001-12-31	$1,131,026
Total plan assets at beginning of year	2001-12-31	$1,282,419
Total contributions received or receivable from participants	2001-12-31	$0
Expenses. Other expenses not covered elsewhere	2001-12-31	$0
Contributions received from other sources (not participants or employers)	2001-12-31	$0
Other income received	2001-12-31	$-119,941
Noncash contributions received	2001-12-31	$0
Net income (gross income less expenses)	2001-12-31	$-151,393
Net plan assets at end of year (total assets less liabilities)	2001-12-31	$1,131,026
Net plan assets at beginning of year (total assets less liabilities)	2001-12-31	$1,282,419
Total contributions received or receivable from employer(s)	2001-12-31	$0
Value of certain deemed distributions of participant loans	2001-12-31	$0
Value of corrective distributions	2001-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2001-12-31	$0

Form 5500 Responses for PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES

2005: PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – Trust	Yes
2005-01-01	Plan benefit arrangement - Trust	Yes
2004: PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2004-01-01	Plan funding arrangement – Trust	Yes
2004-01-01	Plan benefit arrangement - Trust	Yes
2002: PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2002 form 5500 responses
2002-01-01	Type of plan entity	Single employer plan
2002-01-01	Submission has been amended	No
2002-01-01	This submission is the final filing	No
2002-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-01-01	Plan is a collectively bargained plan	No
2002-01-01	Plan funding arrangement – Trust	Yes
2002-01-01	Plan benefit arrangement - Trust	Yes
2001: PROFIT SHARING PLAN AND TRUST OF CARLYLE W HALL JR DBA HALL & ASSOCIATES 2001 form 5500 responses
2001-01-01	Type of plan entity	Single employer plan
2001-01-01	Submission has been amended	No
2001-01-01	This submission is the final filing	No
2001-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2001-01-01	Plan is a collectively bargained plan	No
2001-01-01	Plan funding arrangement – Trust	Yes
2001-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CARLYLE W HALL JR
Employer identification number (EIN):	954447016
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers