401k Plan data: HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN plan

HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN
Plan identification number	002

HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

HALL, MONAHAN, ENGLE, MAHAN & MITCHELL has sponsored the creation of one or more 401k plans.

Company Name: HALL, MONAHAN, ENGLE, MAHAN & MITCHELL

Employer identification number (EIN): 541439716

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01
002 2015-01-01
002 2014-01-01 O. LELAND MAHAN 2015-09-29
002 2013-01-01 O. LELAND MAHAN 2014-10-14
002 2012-01-01 O. LELAND MAHAN 2013-10-14
002 2011-01-01 O. LELAND MAHAN
002 2009-01-01 O. LELAND MAHAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2016-01-01
002	2015-01-01
002	2014-01-01	O. LELAND MAHAN	2015-09-29
002	2013-01-01	O. LELAND MAHAN	2014-10-14
002	2012-01-01	O. LELAND MAHAN	2013-10-14
002	2011-01-01	O. LELAND MAHAN
002	2009-01-01	O. LELAND MAHAN

Plan Statistics for HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-2,976
Expenses. Total of all expenses incurred	2011-12-31	$69,068
Benefits paid (including direct rollovers)	2011-12-31	$62,167
Total plan assets at end of year	2011-12-31	$1,595,390
Total plan assets at beginning of year	2011-12-31	$1,667,434
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$13,100
Expenses. Other expenses not covered elsewhere	2011-12-31	$6,901
Other income received	2011-12-31	$-68,895
Net income (gross income less expenses)	2011-12-31	$-72,044
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,595,390
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,667,434
Assets. Value of participant loans	2011-12-31	$4,859
Total contributions received or receivable from employer(s)	2011-12-31	$52,819
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$269,135
Expenses. Total of all expenses incurred	2010-12-31	$23,622
Benefits paid (including direct rollovers)	2010-12-31	$17,686
Total plan assets at end of year	2010-12-31	$1,667,434
Total plan assets at beginning of year	2010-12-31	$1,421,921
Value of fidelity bond covering the plan	2010-12-31	$125,000
Total contributions received or receivable from participants	2010-12-31	$23,740
Expenses. Other expenses not covered elsewhere	2010-12-31	$5,936
Other income received	2010-12-31	$191,290
Net income (gross income less expenses)	2010-12-31	$245,513
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,667,434
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,421,921
Assets. Value of participant loans	2010-12-31	$793
Total contributions received or receivable from employer(s)	2010-12-31	$54,105
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN

2011: HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HALL, MONAHAN, ENGLE, MAHAN & MITCHELL 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HALL, MONAHAN, ENGLE, MAHAN & MITCHELL
Employer identification number (EIN):	541439716
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services