401k Plan data: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN plan

JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN
Plan identification number	005

JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN Benefits

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

401k Sponsoring company profile

JOHN J. LEASE, JR. has sponsored the creation of one or more 401k plans.

Company Name: JOHN J. LEASE, JR.

Employer identification number (EIN): 141590507

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01
005 2021-01-01
005 2020-01-01
005 2019-01-01
005 2018-01-01 LUDWIG BACH
005 2017-01-01 LUDWIG BACH
005 2016-01-01 LUDWIG BACH
005 2015-01-01 LUDWIG BACH
005 2014-01-01 LUDWIG BACH
005 2013-01-01 LUDWIG BACH
005 2012-01-01 LUDWIG BACH
005 2011-01-01 LUDWIG BACH
005 2009-01-01 LUDWIG BACH

Plan Statistics for JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
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 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
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 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
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 0
Total of all active and inactive participants 2009-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
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	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
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	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
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	0
Total of all active and inactive participants	2009-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2022 : JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-226,278
Expenses. Total of all expenses incurred	2022-12-31	$121,595
Benefits paid (including direct rollovers)	2022-12-31	$120,000
Total plan assets at end of year	2022-12-31	$1,143,966
Total plan assets at beginning of year	2022-12-31	$1,491,839
Expenses. Other expenses not covered elsewhere	2022-12-31	$1,595
Other income received	2022-12-31	$-226,278
Net income (gross income less expenses)	2022-12-31	$-347,873
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,143,966
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,491,839
Assets. Value of real-estate (other than employer real property)	2022-12-31	$75,000
2021 : JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$90,758
Expenses. Total of all expenses incurred	2021-12-31	$115,000
Benefits paid (including direct rollovers)	2021-12-31	$115,000
Total plan assets at end of year	2021-12-31	$1,491,839
Total plan assets at beginning of year	2021-12-31	$1,516,081
Other income received	2021-12-31	$90,758
Net income (gross income less expenses)	2021-12-31	$-24,242
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,491,839
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,516,081
Assets. Value of real-estate (other than employer real property)	2021-12-31	$151,273
2020 : JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$36,373
Expenses. Total of all expenses incurred	2020-12-31	$114,000
Benefits paid (including direct rollovers)	2020-12-31	$114,000
Total plan assets at end of year	2020-12-31	$1,516,081
Total plan assets at beginning of year	2020-12-31	$1,593,708
Other income received	2020-12-31	$36,373
Net income (gross income less expenses)	2020-12-31	$-77,627
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,516,081
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,593,708
Assets. Value of real-estate (other than employer real property)	2020-12-31	$237,919
2019 : JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$184,993
Expenses. Total of all expenses incurred	2019-12-31	$102,080
Benefits paid (including direct rollovers)	2019-12-31	$102,080
Total plan assets at end of year	2019-12-31	$1,593,708
Total plan assets at beginning of year	2019-12-31	$1,510,795
Other income received	2019-12-31	$184,993
Net income (gross income less expenses)	2019-12-31	$82,913
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,593,708
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,510,795
Assets. Value of real-estate (other than employer real property)	2019-12-31	$229,141
2018 : JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-4,791
Expenses. Total of all expenses incurred	2018-12-31	$104,523
Benefits paid (including direct rollovers)	2018-12-31	$104,523
Total plan assets at end of year	2018-12-31	$1,510,795
Total plan assets at beginning of year	2018-12-31	$1,620,109
Other income received	2018-12-31	$-4,791
Net income (gross income less expenses)	2018-12-31	$-109,314
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,510,795
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,620,109
Assets. Value of real-estate (other than employer real property)	2018-12-31	$321,374
2017 : JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$126,542
Expenses. Total of all expenses incurred	2017-12-31	$103,005
Benefits paid (including direct rollovers)	2017-12-31	$103,005
Total plan assets at end of year	2017-12-31	$1,620,109
Total plan assets at beginning of year	2017-12-31	$1,596,572
Other income received	2017-12-31	$126,542
Net income (gross income less expenses)	2017-12-31	$23,537
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,620,109
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,596,572
Assets. Value of real-estate (other than employer real property)	2017-12-31	$268,841
2016 : JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$5,437
Expenses. Total of all expenses incurred	2016-12-31	$100,000
Benefits paid (including direct rollovers)	2016-12-31	$100,000
Total plan assets at end of year	2016-12-31	$1,596,572
Total plan assets at beginning of year	2016-12-31	$1,691,135
Other income received	2016-12-31	$5,437
Net income (gross income less expenses)	2016-12-31	$-94,563
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,596,572
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,691,135
Assets. Value of real-estate (other than employer real property)	2016-12-31	$303,359
2015 : JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-99,812
Expenses. Total of all expenses incurred	2015-12-31	$105,973
Benefits paid (including direct rollovers)	2015-12-31	$105,973
Total plan assets at end of year	2015-12-31	$1,691,135
Total plan assets at beginning of year	2015-12-31	$1,896,920
Other income received	2015-12-31	$-99,812
Net income (gross income less expenses)	2015-12-31	$-205,785
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,691,135
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,896,920
Assets. Value of real-estate (other than employer real property)	2015-12-31	$373,615
2014 : JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-55,779
Expenses. Total of all expenses incurred	2014-12-31	$111,000
Benefits paid (including direct rollovers)	2014-12-31	$111,000
Total plan assets at end of year	2014-12-31	$1,896,920
Total plan assets at beginning of year	2014-12-31	$2,063,699
Other income received	2014-12-31	$-55,779
Net income (gross income less expenses)	2014-12-31	$-166,779
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,896,920
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,063,699
Assets. Value of real-estate (other than employer real property)	2014-12-31	$409,715
2013 : JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$64,264
Expenses. Total of all expenses incurred	2013-12-31	$100,000
Benefits paid (including direct rollovers)	2013-12-31	$100,000
Total plan assets at end of year	2013-12-31	$2,063,699
Total plan assets at beginning of year	2013-12-31	$2,099,435
Other income received	2013-12-31	$64,264
Net income (gross income less expenses)	2013-12-31	$-35,736
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,063,699
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,099,435
Assets. Value of real-estate (other than employer real property)	2013-12-31	$720,269
2012 : JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$120,233
Expenses. Total of all expenses incurred	2012-12-31	$100,000
Benefits paid (including direct rollovers)	2012-12-31	$100,000
Total plan assets at end of year	2012-12-31	$2,099,435
Total plan assets at beginning of year	2012-12-31	$2,079,202
Other income received	2012-12-31	$120,233
Net income (gross income less expenses)	2012-12-31	$20,233
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,099,435
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,079,202
Assets. Value of real-estate (other than employer real property)	2012-12-31	$758,217
2011 : JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$132,336
Expenses. Total of all expenses incurred	2011-12-31	$100,000
Benefits paid (including direct rollovers)	2011-12-31	$100,000
Total plan assets at end of year	2011-12-31	$2,079,202
Total plan assets at beginning of year	2011-12-31	$2,046,866
Other income received	2011-12-31	$132,336
Net income (gross income less expenses)	2011-12-31	$32,336
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,079,202
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,046,866
Assets. Value of real-estate (other than employer real property)	2011-12-31	$727,925
2010 : JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$24,344
Expenses. Total of all expenses incurred	2010-12-31	$100,000
Benefits paid (including direct rollovers)	2010-12-31	$100,000
Total plan assets at end of year	2010-12-31	$2,046,866
Total plan assets at beginning of year	2010-12-31	$2,122,522
Other income received	2010-12-31	$24,344
Net income (gross income less expenses)	2010-12-31	$-75,656
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,046,866
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,122,522

Form 5500 Responses for JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN

2022: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN J. LEASE, JR. MONEY PURCHASE PENSION 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	No
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
2015: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN J. LEASE, JR. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN J. LEASE, JR. MONEY PURCHASE PENSION 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: JOHN J. LEASE, JR. MONEY PURCHASE PENSION 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:	JOHN J. LEASE, JR.
Employer identification number (EIN):	141590507
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers