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| Plan Name | REAL ESTATE TAX ADVISORS, LTD. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | REAL ESTATE TAX ADVISORS, LTD. |
| Employer identification number (EIN): | 362849898 |
| NAIC Classification: | 531390 |
| NAIC Description: | Other Activities Related to Real Estate |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2016-01-01 | JILL H. LEFF | 2017-05-10 | ||
| 003 | 2015-01-01 | JILL H. LEFF | 2016-08-25 | ||
| 003 | 2014-01-01 | JILL H. LEFF | 2015-08-13 | JILL H. LEFF | 2015-08-13 |
| Measure | Date | Value |
|---|---|---|
| 2025 : REAL ESTATE TAX ADVISORS, LTD. 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-06-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-10 | 30727 |
| Net assets as of the end of the plan year | 2025-06-10 | 592976 |
| Total assets as of the beginning of the plan year | 2025-06-10 | 534241 |
| Value of plan covered by a fidelity bond | 2025-06-10 | 40000 |
| Value of participant loans at end of plan year | 2025-06-10 | 9634 |
| Other income to plan in this plan year | 2025-06-10 | 89462 |
| Plan net income in this plan year | 2025-06-10 | 58735 |
| Net assets as of the end of the plan year | 2025-06-10 | 592976 |
| Net assets as of the beginning of the plan year | 2025-06-10 | 534241 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-10 | 5476 |
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