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DANIEL J. SWEENEY REAL ESTATE, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameDANIEL J. SWEENEY REAL ESTATE, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

DANIEL J. SWEENEY REAL ESTATE, INC. RETIREMENT SAVINGS PLAN 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.
  • 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

DANIEL J. SWEENEY REAL ESTATE, INC. has sponsored the creation of one or more 401k plans.

Company Name:DANIEL J. SWEENEY REAL ESTATE, INC.
Employer identification number (EIN):391392841
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL J. SWEENEY REAL ESTATE, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DANIEL J. SWEENEY2013-08-12 DANIEL J. SWEENEY2013-08-12
0012011-01-01DANIEL J. SWEENEY2012-10-08 DANIEL J. SWEENEY2012-10-08
0012010-01-01DANIEL J. SWEENEY2011-08-04 DANIEL J. SWEENEY2011-08-04

Plan Statistics for DANIEL J. SWEENEY REAL ESTATE, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for DANIEL J. SWEENEY REAL ESTATE, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2025: DANIEL J. SWEENEY REAL ESTATE, INC. RETIREMENT SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-192
Total number of particpants at end of year2025-06-192
Number of Participants With Account Balances2025-06-192
2024: DANIEL J. SWEENEY REAL ESTATE, INC. RETIREMENT SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-172
Total number of particpants at end of year2024-07-172
Number of Participants With Account Balances2024-07-172

Financial Data on DANIEL J. SWEENEY REAL ESTATE, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : DANIEL J. SWEENEY REAL ESTATE, INC. RETIREMENT SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-1962381
Net assets as of the end of the plan year2025-06-191851096
Total assets as of the beginning of the plan year2025-06-191671197
Value of plan covered by a fidelity bond2025-06-1950000
Participant contributions to plan in this plan year2025-06-1912345
Other income to plan in this plan year2025-06-19217590
Plan net income in this plan year2025-06-19179899
Net assets as of the end of the plan year2025-06-191851096
Net assets as of the beginning of the plan year2025-06-191671197
Employer contributions to plan in this plan year2025-06-1912345
2024 : DANIEL J. SWEENEY REAL ESTATE, INC. RETIREMENT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1755850
Net assets as of the end of the plan year2024-07-171671197
Total assets as of the beginning of the plan year2024-07-171534271
Value of plan covered by a fidelity bond2024-07-1750000
Participant contributions to plan in this plan year2024-07-179399
Other income to plan in this plan year2024-07-17173978
Plan net income in this plan year2024-07-17136926
Net assets as of the end of the plan year2024-07-171671197
Net assets as of the beginning of the plan year2024-07-171534271
Employer contributions to plan in this plan year2024-07-179399

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