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REAL ESTATE ESTABLISHMENT 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameREAL ESTATE ESTABLISHMENT 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

REAL ESTATE ESTABLISHMENT 401 K PROFIT SHARING PLAN TRUST 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.
  • 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

REAL ESTATE ESTABLISHMENT INC has sponsored the creation of one or more 401k plans.

Company Name:REAL ESTATE ESTABLISHMENT INC
Employer identification number (EIN):330072971
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Additional information about REAL ESTATE ESTABLISHMENT INC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1327144

More information about REAL ESTATE ESTABLISHMENT INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REAL ESTATE ESTABLISHMENT 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARK DRENNER2024-04-04
0012022-01-01MARK DRENNER2023-04-08
0012021-01-01MARK D DRENNER2022-04-03
0012020-01-01EDWARD ROJAS2021-04-02
0012019-01-01MARK D. DRENNER2020-05-23
0012018-01-01MARK DRENNER2019-04-30

Plan Statistics for REAL ESTATE ESTABLISHMENT 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for REAL ESTATE ESTABLISHMENT 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: REAL ESTATE ESTABLISHMENT 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-216
Total number of particpants at end of year2025-04-216
Number of Participants With Account Balances2025-04-216
2024: REAL ESTATE ESTABLISHMENT 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-04-046
Total number of particpants at end of year2024-04-046
Number of Participants With Account Balances2024-04-046

Financial Data on REAL ESTATE ESTABLISHMENT 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : REAL ESTATE ESTABLISHMENT 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-210
Total liabilities as of the end of the plan year2025-04-210
Total liabilities as of the beginning of the plan year2025-04-210
Total expenses incurred by plan in this plan year2025-04-214893
Net assets as of the end of the plan year2025-04-21268693
Total assets as of the beginning of the plan year2025-04-21185910
Value of plan covered by a fidelity bond2025-04-2130000
Participant contributions to plan in this plan year2025-04-2123255
Value of participant loans at end of plan year2025-04-2123800
Other expenses paid from plan in this plan year2025-04-210
Other contributions to plan in this plan year2025-04-210
Other income to plan in this plan year2025-04-2147949
Plan net income in this plan year2025-04-2182783
Net assets as of the end of the plan year2025-04-21268693
Net assets as of the beginning of the plan year2025-04-21185910
Employer contributions to plan in this plan year2025-04-2116472
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-214893
2024 : REAL ESTATE ESTABLISHMENT 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-040
Total liabilities as of the end of the plan year2024-04-040
Total liabilities as of the beginning of the plan year2024-04-040
Total expenses incurred by plan in this plan year2024-04-043963
Net assets as of the end of the plan year2024-04-04185910
Total assets as of the beginning of the plan year2024-04-04120434
Participant contributions to plan in this plan year2024-04-0423036
Other expenses paid from plan in this plan year2024-04-040
Other contributions to plan in this plan year2024-04-040
Other income to plan in this plan year2024-04-0433226
Plan net income in this plan year2024-04-0465476
Net assets as of the end of the plan year2024-04-04185910
Net assets as of the beginning of the plan year2024-04-04120434
Employer contributions to plan in this plan year2024-04-0413177
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-043963

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