401k Plan data: COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN plan

COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN
Plan identification number	002

COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CBSRR, INC. has sponsored the creation of one or more 401k plans.

Company Name: CBSRR, INC.

Employer identification number (EIN): 330206056

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-09-01
002 2014-09-01
002 2013-09-01 STEVEN KEEFE
002 2012-09-01 STEVEN KEEFE
002 2011-09-01 STEVEN KEEFE

Plan Statistics for COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN

401k plan membership statisitcs for COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN

Measure Date Value
2015: COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 0
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 0
Total of all active and inactive participants 2015-09-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 0
2014: COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 4
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 9
Total of all active and inactive participants 2014-09-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 4
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 10
Total of all active and inactive participants 2013-09-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 5
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 10
Total of all active and inactive participants 2012-09-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 5
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 10
Total of all active and inactive participants 2011-09-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0

Measure	Date	Value
2015: COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	0
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	0
Total of all active and inactive participants	2015-09-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	0
2014: COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	4
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	9
Total of all active and inactive participants	2014-09-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	4
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	10
Total of all active and inactive participants	2013-09-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	5
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	10
Total of all active and inactive participants	2012-09-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	5
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	10
Total of all active and inactive participants	2011-09-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0

Financial Data on COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN

Measure	Date	Value
2016 : COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2016 401k financial data
Total income from all sources	2016-08-31	$1,563
Expenses. Total of all expenses incurred	2016-08-31	$120,256
Benefits paid (including direct rollovers)	2016-08-31	$120,206
Total plan assets at end of year	2016-08-31	$0
Total plan assets at beginning of year	2016-08-31	$118,693
Value of fidelity bond covering the plan	2016-08-31	$5,000,000
Expenses. Other expenses not covered elsewhere	2016-08-31	$50
Other income received	2016-08-31	$1,563
Net income (gross income less expenses)	2016-08-31	$-118,693
Net plan assets at end of year (total assets less liabilities)	2016-08-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-08-31	$118,693
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-31	$0
2015 : COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2015 401k financial data
Total income from all sources	2015-08-31	$-536
Expenses. Total of all expenses incurred	2015-08-31	$28,292
Benefits paid (including direct rollovers)	2015-08-31	$1,065
Total plan assets at end of year	2015-08-31	$118,693
Total plan assets at beginning of year	2015-08-31	$147,521
Value of fidelity bond covering the plan	2015-08-31	$500,000
Other income received	2015-08-31	$-536
Net income (gross income less expenses)	2015-08-31	$-28,828
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$118,693
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$147,521
Assets. Value of participant loans	2015-08-31	$33,251
Expenses. Administrative service providers (salaries,fees and commissions)	2015-08-31	$27,227
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
2014 : COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2014 401k financial data
Total income from all sources	2014-08-31	$39,571
Expenses. Total of all expenses incurred	2014-08-31	$12,710
Benefits paid (including direct rollovers)	2014-08-31	$2,113
Total plan assets at end of year	2014-08-31	$147,521
Total plan assets at beginning of year	2014-08-31	$120,660
Value of fidelity bond covering the plan	2014-08-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-08-31	$12
Other income received	2014-08-31	$9,571
Net income (gross income less expenses)	2014-08-31	$26,861
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$147,521
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$120,660
Assets. Value of participant loans	2014-08-31	$33,251
Total contributions received or receivable from employer(s)	2014-08-31	$30,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-08-31	$10,585
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-08-31	$0
2013 : COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-08-31	$6,300
Expenses. Total of all expenses incurred	2013-08-31	$19,275
Total plan assets at end of year	2013-08-31	$120,660
Total plan assets at beginning of year	2013-08-31	$133,635
Value of fidelity bond covering the plan	2013-08-31	$500,000
Other income received	2013-08-31	$6,300
Net income (gross income less expenses)	2013-08-31	$-12,975
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$120,660
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$133,635
Assets. Value of participant loans	2013-08-31	$33,251
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-31	$19,275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
2012 : COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-08-31	$5,998
Expenses. Total of all expenses incurred	2012-08-31	$9,776
Total plan assets at end of year	2012-08-31	$133,635
Total plan assets at beginning of year	2012-08-31	$137,413
Value of fidelity bond covering the plan	2012-08-31	$500,000
Other income received	2012-08-31	$5,998
Net income (gross income less expenses)	2012-08-31	$-3,778
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$133,635
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$137,413
Assets. Value of participant loans	2012-08-31	$33,251
Expenses. Administrative service providers (salaries,fees and commissions)	2012-08-31	$9,776
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
2011 : COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-08-31	$6,046
Expenses. Total of all expenses incurred	2011-08-31	$11,125
Total plan assets at end of year	2011-08-31	$137,413
Total plan assets at beginning of year	2011-08-31	$142,492
Value of fidelity bond covering the plan	2011-08-31	$500,000
Other income received	2011-08-31	$6,046
Net income (gross income less expenses)	2011-08-31	$-5,079
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$137,413
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$142,492
Assets. Value of participant loans	2011-08-31	$33,251
Expenses. Administrative service providers (salaries,fees and commissions)	2011-08-31	$11,125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-31	$0

Form 5500 Responses for COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN

2015: COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	Yes
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: COLDWELL BANKER SKY RIDGE REALTY CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CBSRR, INC.
Employer identification number (EIN):	330206056
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate