401k Plan data: MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN plan

MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN
Plan identification number	001

MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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.

401k Sponsoring company profile

MESTEL, LONG & SCHRADE INC has sponsored the creation of one or more 401k plans.

Company Name: MESTEL, LONG & SCHRADE INC

Employer identification number (EIN): 341755858

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 DAVID SCHRADE
001 2012-01-01 DAVID SCHRADE
001 2011-01-01 DAVID SCHRADE
001 2010-01-01 DAVID SCHRADE
001 2009-01-01 DAVID SCHRADE

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	DAVID SCHRADE
001	2012-01-01	DAVID SCHRADE
001	2011-01-01	DAVID SCHRADE
001	2010-01-01	DAVID SCHRADE
001	2009-01-01	DAVID SCHRADE

Plan Statistics for MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2013: MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total of all active and inactive participants 2013-01-01 0
Total participants 2013-01-01 0
2012: MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
2011: MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2010: MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Total of all active and inactive participants 2010-01-01 4
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
2009: MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2013: MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total of all active and inactive participants	2013-01-01	0
Total participants	2013-01-01	0
2012: MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
2011: MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2010: MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Total of all active and inactive participants	2010-01-01	4
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
2009: MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2013 : MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$33,283
Expenses. Total of all expenses incurred	2013-12-31	$600,610
Benefits paid (including direct rollovers)	2013-12-31	$600,141
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$567,327
Expenses. Other expenses not covered elsewhere	2013-12-31	$469
Other income received	2013-12-31	$15,795
Net income (gross income less expenses)	2013-12-31	$-567,327
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$567,327
Total contributions received or receivable from employer(s)	2013-12-31	$17,488
2012 : MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$18,170
Expenses. Total of all expenses incurred	2012-12-31	$32,845
Benefits paid (including direct rollovers)	2012-12-31	$32,345
Total plan assets at end of year	2012-12-31	$567,327
Total plan assets at beginning of year	2012-12-31	$582,002
Expenses. Other expenses not covered elsewhere	2012-12-31	$500
Other income received	2012-12-31	$18,170
Net income (gross income less expenses)	2012-12-31	$-14,675
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$567,327
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$582,002
2011 : MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$22,280
Expenses. Total of all expenses incurred	2011-12-31	$17,130
Benefits paid (including direct rollovers)	2011-12-31	$16,630
Total plan assets at end of year	2011-12-31	$582,002
Total plan assets at beginning of year	2011-12-31	$576,852
Expenses. Other expenses not covered elsewhere	2011-12-31	$500
Other income received	2011-12-31	$12,060
Net income (gross income less expenses)	2011-12-31	$5,150
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$582,002
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$576,852
Total contributions received or receivable from employer(s)	2011-12-31	$10,220
2010 : MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$35,134
Expenses. Total of all expenses incurred	2010-12-31	$16,894
Benefits paid (including direct rollovers)	2010-12-31	$16,394
Total plan assets at end of year	2010-12-31	$576,852
Total plan assets at beginning of year	2010-12-31	$558,612
Expenses. Other expenses not covered elsewhere	2010-12-31	$500
Other income received	2010-12-31	$25,393
Net income (gross income less expenses)	2010-12-31	$18,240
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$576,852
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$558,612
Total contributions received or receivable from employer(s)	2010-12-31	$9,741

Form 5500 Responses for MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN

2013: MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MESTEL, LONG & SCHRADE, INC. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MESTEL, LONG & SCHRADE INC
Employer identification number (EIN):	341755858
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants