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Plan Name | THE MARGOLIS TEAM 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | THE MARGOLIS TEAM, INC. |
Employer identification number (EIN): | 200268364 |
NAIC Classification: | 531210 |
NAIC Description: | Offices of Real Estate Agents and Brokers |
Additional information about THE MARGOLIS TEAM, INC.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 2003-09-29 |
Company Identification Number: | 20031310079 |
Legal Registered Office Address: |
4770 Baseline Road Suite 200 Boulder United States of America (USA) 80303 |
More information about THE MARGOLIS TEAM, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2013-01-01 | BRIAN MARGOLIS | |||
001 | 2012-01-01 | BRIAN MARGOLIS | |||
001 | 2011-01-01 | BRIAN MARGOLIS | |||
001 | 2010-01-01 | BRIAN MARGOLIS |
Measure | Date | Value |
---|---|---|
2013: THE MARGOLIS TEAM 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE MARGOLIS TEAM 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE MARGOLIS TEAM 401(K) 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 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: THE MARGOLIS TEAM 401(K) 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 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 4 |
Number of participants with account balances | 2010-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2013 : THE MARGOLIS TEAM 401(K) PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $35,042 |
Expenses. Total of all expenses incurred | 2013-12-31 | $127,420 |
Benefits paid (including direct rollovers) | 2013-12-31 | $127,420 |
Total plan assets at end of year | 2013-12-31 | $34,933 |
Total plan assets at beginning of year | 2013-12-31 | $127,311 |
Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
Total contributions received or receivable from participants | 2013-12-31 | $9,414 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $21,987 |
Net income (gross income less expenses) | 2013-12-31 | $-92,378 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $34,933 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $127,311 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $3,641 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : THE MARGOLIS TEAM 401(K) PLAN 2012 401k financial data | ||
Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $39,687 |
Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $127,311 |
Total plan assets at beginning of year | 2012-12-31 | $87,624 |
Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
Total contributions received or receivable from participants | 2012-12-31 | $18,291 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $14,938 |
Net income (gross income less expenses) | 2012-12-31 | $39,687 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $127,311 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $87,624 |
Assets. Value of participant loans | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $6,458 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
2011 : THE MARGOLIS TEAM 401(K) PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $13,212 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $87,624 |
Total plan assets at beginning of year | 2011-12-31 | $74,412 |
Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
Total contributions received or receivable from participants | 2011-12-31 | $12,359 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-6,117 |
Net income (gross income less expenses) | 2011-12-31 | $13,212 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $87,624 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $74,412 |
Assets. Value of participant loans | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $6,970 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
2010 : THE MARGOLIS TEAM 401(K) PLAN 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $23,280 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $74,412 |
Total plan assets at beginning of year | 2010-12-31 | $51,131 |
Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
Total contributions received or receivable from participants | 2010-12-31 | $12,490 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $6,447 |
Net income (gross income less expenses) | 2010-12-31 | $23,280 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $74,412 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $51,131 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $4,343 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
2013: THE MARGOLIS TEAM 401(K) PLAN 2013 form 5500 responses | ||
---|---|---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
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 – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: THE MARGOLIS TEAM 401(K) 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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: THE MARGOLIS TEAM 401(K) 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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: THE MARGOLIS TEAM 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |