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CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN
Plan identification number 001

CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

COMMONWEALTH REALTY GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:COMMONWEALTH REALTY GROUP, LLC
Employer identification number (EIN):204747831
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JENNY MUNROE2024-07-19
0012022-01-01JENNY MUNROE2023-08-31
0012021-01-01
0012021-01-01JENNY MUNROE
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENNY MUNROE
0012016-01-01GEORGE PATSIO2017-10-16
0012015-01-01GEORGE PATSIO2016-06-14
0012014-01-01NICHOLAS PATSIO2015-10-13
0012013-01-01NICHOLAS PATSIO2014-10-14
0012012-01-01NICHOLAS PATSIO2013-06-20
0012011-01-01NICHOLAS PATSIO2012-11-29
0012010-01-01NICHOLAS PATSIO2011-06-10

Financial Data on CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-100
Total expenses incurred by plan in this plan year2025-06-10363596
Net assets as of the end of the plan year2025-06-104415549
Total assets as of the beginning of the plan year2025-06-103914500
Value of plan covered by a fidelity bond2025-06-103100000
Participant contributions to plan in this plan year2025-06-10364496
Value of participant loans at end of plan year2025-06-1039774
Other income to plan in this plan year2025-06-10500149
Plan net income in this plan year2025-06-10501049
Net assets as of the end of the plan year2025-06-104415549
Net assets as of the beginning of the plan year2025-06-103914500
Fees paid to broker by Benefit Provider2025-06-1020842
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-101550
2024 : CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-190
Total liabilities as of the end of the plan year2024-07-190
Total liabilities as of the beginning of the plan year2024-07-190
Total expenses incurred by plan in this plan year2024-07-19665126
Net assets as of the end of the plan year2024-07-193914500
Total assets as of the beginning of the plan year2024-07-193608689
Value of plan covered by a fidelity bond2024-07-193100000
Participant contributions to plan in this plan year2024-07-19349731
Value of participant loans at end of plan year2024-07-195519
Other expenses paid from plan in this plan year2024-07-190
Other contributions to plan in this plan year2024-07-19108377
Other income to plan in this plan year2024-07-19512829
Plan net income in this plan year2024-07-19305811
Net assets as of the end of the plan year2024-07-193914500
Net assets as of the beginning of the plan year2024-07-193608689
Employer contributions to plan in this plan year2024-07-190
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-191825
2021 : CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,323,960
Expenses. Total of all expenses incurred2021-12-31$1,092,144
Benefits paid (including direct rollovers)2021-12-31$1,092,144
Total plan assets at end of year2021-12-31$3,770,953
Total plan assets at beginning of year2021-12-31$3,539,137
Value of fidelity bond covering the plan2021-12-31$360,000
Total contributions received or receivable from participants2021-12-31$344,921
Contributions received from other sources (not participants or employers)2021-12-31$206,063
Other income received2021-12-31$616,855
Net income (gross income less expenses)2021-12-31$231,816
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,770,953
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,539,137
Assets. Value of participant loans2021-12-31$25,794
Total contributions received or receivable from employer(s)2021-12-31$156,121
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$842,332
Expenses. Total of all expenses incurred2020-12-31$106,643
Benefits paid (including direct rollovers)2020-12-31$106,643
Total plan assets at end of year2020-12-31$3,539,137
Total plan assets at beginning of year2020-12-31$2,803,448
Value of fidelity bond covering the plan2020-12-31$290,000
Total contributions received or receivable from participants2020-12-31$239,684
Contributions received from other sources (not participants or employers)2020-12-31$75,099
Other income received2020-12-31$439,562
Net income (gross income less expenses)2020-12-31$735,689
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,539,137
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,803,448
Assets. Value of participant loans2020-12-31$35,484
Total contributions received or receivable from employer(s)2020-12-31$87,987
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$825,258
Expenses. Total of all expenses incurred2019-12-31$42,028
Benefits paid (including direct rollovers)2019-12-31$42,028
Total plan assets at end of year2019-12-31$2,803,448
Total plan assets at beginning of year2019-12-31$2,020,218
Value of fidelity bond covering the plan2019-12-31$210,000
Total contributions received or receivable from participants2019-12-31$224,835
Contributions received from other sources (not participants or employers)2019-12-31$61,991
Other income received2019-12-31$451,853
Net income (gross income less expenses)2019-12-31$783,230
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,803,448
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,020,218
Assets. Value of participant loans2019-12-31$132,759
Total contributions received or receivable from employer(s)2019-12-31$86,579
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$208,002
Expenses. Total of all expenses incurred2018-12-31$128,608
Benefits paid (including direct rollovers)2018-12-31$128,608
Total plan assets at end of year2018-12-31$2,020,218
Total plan assets at beginning of year2018-12-31$1,940,824
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$213,000
Contributions received from other sources (not participants or employers)2018-12-31$8,656
Other income received2018-12-31$-105,959
Net income (gross income less expenses)2018-12-31$79,394
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,020,218
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,940,824
Total contributions received or receivable from employer(s)2018-12-31$92,305
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$578,922
Expenses. Total of all expenses incurred2017-12-31$194,908
Benefits paid (including direct rollovers)2017-12-31$194,908
Total plan assets at end of year2017-12-31$1,940,824
Total plan assets at beginning of year2017-12-31$1,556,810
Value of fidelity bond covering the plan2017-12-31$194,083
Total contributions received or receivable from participants2017-12-31$233,735
Contributions received from other sources (not participants or employers)2017-12-31$3,846
Other income received2017-12-31$239,197
Net income (gross income less expenses)2017-12-31$384,014
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,940,824
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,556,810
Total contributions received or receivable from employer(s)2017-12-31$102,144
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN

2021: CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTURY 21 - COMMONWEALTH 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817676
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817676
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817676
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817676
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number940175-01
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817676
Policy instance 2

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