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EMPLOYEE BENEFIT PLAN OF LEWIS & MURPHY REALTY, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF LEWIS & MURPHY REALTY, INC.
Plan identification number 003

EMPLOYEE BENEFIT PLAN OF LEWIS & MURPHY REALTY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

LEWIS & MURPHY REALTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:LEWIS & MURPHY REALTY, INC.
Employer identification number (EIN):111539845
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Additional information about LEWIS & MURPHY REALTY, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1946-06-07
Company Identification Number: 58975
Legal Registered Office Address: 47 HILLSIDE AVENUE
Queens
MANHASSET
United States of America (USA)
11030

More information about LEWIS & MURPHY REALTY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF LEWIS & MURPHY REALTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01LOUIS MACARI2024-04-15 LOUIS MACARI2024-04-15
0032021-07-01LOUIS MACARI2023-04-18 LOUIS MACARI2023-04-18
0032020-07-01LOUIS MACARI2022-04-13 LOUIS MACARI2022-04-13
0032019-07-01LOUIS MACARI2021-04-06 LOUIS MACARI2021-04-06
0032018-07-01LOUIS MACARI2020-04-10 LOUIS MACARI2020-04-10
0032017-07-01LOUIS MACARI2019-04-08 LOUIS MACARI2019-04-08
0032016-07-01LOUIS MACARI2018-01-24 LOUIS MACARI2018-01-24
0032015-07-01LOUIS MACARI2017-01-30 LOUIS MACARI2017-01-30
0032014-07-01LOUIS MACARI2016-04-18 LOUIS MACARI2016-04-18
0032013-07-01LOUIS MACARI2015-04-10 LOUIS MACARI2015-04-10
0032012-07-01LOUIS MACARI2014-04-14 LOUIS MACARI2014-04-14
0032011-07-01LOUIS MACARI2013-04-04 LOUIS MACARI2013-04-04
0032010-07-01LOUIS MACARI2012-04-05 LOUIS MACARI2012-04-05

Financial Data on EMPLOYEE BENEFIT PLAN OF LEWIS & MURPHY REALTY, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF LEWIS & MURPHY REALTY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-110
Total liabilities as of the end of the plan year2025-04-110
Total liabilities as of the beginning of the plan year2025-04-110
Total expenses incurred by plan in this plan year2025-04-11130065
Net assets as of the end of the plan year2025-04-112750868
Total assets as of the beginning of the plan year2025-04-112437469
Value of plan covered by a fidelity bond2025-04-11250000
Participant contributions to plan in this plan year2025-04-110
Other expenses paid from plan in this plan year2025-04-110
Other contributions to plan in this plan year2025-04-110
Other income to plan in this plan year2025-04-11443464
Plan net income in this plan year2025-04-11313399
Net assets as of the end of the plan year2025-04-112750868
Net assets as of the beginning of the plan year2025-04-112437469
Employer contributions to plan in this plan year2025-04-110
Fees paid to broker by Benefit Provider2025-04-1160
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1152
2023 : EMPLOYEE BENEFIT PLAN OF LEWIS & MURPHY REALTY, INC. 2023 401k financial data
Total transfers to/from plan in this plan year2023-04-180
Total liabilities as of the end of the plan year2023-04-180
Total liabilities as of the beginning of the plan year2023-04-180
Total expenses incurred by plan in this plan year2023-04-1875111
Net assets as of the end of the plan year2023-04-182377352
Total assets as of the beginning of the plan year2023-04-182677508
Value of plan covered by a fidelity bond2023-04-18250000
Participant contributions to plan in this plan year2023-04-1868015
Value of participant loans at end of plan year2023-04-181677
Other expenses paid from plan in this plan year2023-04-1874
Other contributions to plan in this plan year2023-04-18226
Other income to plan in this plan year2023-04-18-309108
Plan net income in this plan year2023-04-18-300156
Net assets as of the end of the plan year2023-04-182377352
Net assets as of the beginning of the plan year2023-04-182677508
Employer contributions to plan in this plan year2023-04-1815822
Fees paid to broker by Benefit Provider2023-04-18978

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