SULLIVAN & ASSOCIATES REAL ESTATE INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SULLIVAN & ASSOCIATES REAL ESTATE INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for SULLIVAN & ASSOCIATES REAL ESTATE INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019: SULLIVAN & ASSOCIATES REAL ESTATE INC. 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: SULLIVAN & ASSOCIATES REAL ESTATE INC. 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Total participants | 2018-01-01 | 3 |
| Number of participants with account balances | 2018-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2019 : SULLIVAN & ASSOCIATES REAL ESTATE INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $229,000 |
| Total plan liabilities at beginning of year | 2019-12-31 | $339,000 |
| Total income from all sources | 2019-12-31 | $130,609 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $32,703 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $3,288 |
| Total plan assets at end of year | 2019-12-31 | $838,275 |
| Total plan assets at beginning of year | 2019-12-31 | $850,369 |
| Value of fidelity bond covering the plan | 2019-12-31 | $402,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $38,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $26,260 |
| Other income received | 2019-12-31 | $49,517 |
| Net income (gross income less expenses) | 2019-12-31 | $97,906 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $609,275 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $511,369 |
| Assets. Value of participant loans | 2019-12-31 | $23,799 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $737,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $43,092 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,155 |
| 2018 : SULLIVAN & ASSOCIATES REAL ESTATE INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $339,000 |
| Total income from all sources | 2018-12-31 | $109,503 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $32,467 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $850,369 |
| Total plan assets at beginning of year | 2018-12-31 | $434,333 |
| Value of fidelity bond covering the plan | 2018-12-31 | $420,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $37,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $32,467 |
| Other income received | 2018-12-31 | $42,253 |
| Net income (gross income less expenses) | 2018-12-31 | $77,036 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $511,369 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $434,333 |
| Assets. Value of participant loans | 2018-12-31 | $28,622 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $737,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $30,250 |
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