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S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameS & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN
Plan identification number 001

S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

S & R REAL ESTATE ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name:S & R REAL ESTATE ADVISORS, LLC
Employer identification number (EIN):472472813
NAIC Classification:541600

Additional information about S & R REAL ESTATE ADVISORS, LLC

Jurisdiction of Incorporation: California Secretary of State
Incorporation Date: 2014-11-18
Company Identification Number: 201432410268
Legal Registered Office Address: 602 N ALPINE DR

BEVERLY HILLS
United States of America (USA)
90210

More information about S & R REAL ESTATE ADVISORS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01STANLEY ITSKOWICH2019-09-27
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01

Plan Statistics for S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-313,800,952
Acturial value of plan assets2022-12-313,800,952
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-313,553,451
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-313,553,451
Total participant count2022-12-312
Total funding target for all participants2022-12-313,553,451
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31622,310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31622,310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31900,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31897,780
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31689,710
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31442,209
Additional cash requirement2022-12-31442,209
Contributions allocatedtoward minimum required contributions for current year2022-12-31897,780
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-313,289,430
Acturial value of plan assets2021-12-313,289,430
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-312,795,614
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-312,795,614
Total participant count2021-12-312
Total funding target for all participants2021-12-312,795,614
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31110,902
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31110,902
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31937,719
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31931,307
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31802,813
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31308,997
Additional cash requirement2021-12-31308,997
Contributions allocatedtoward minimum required contributions for current year2021-12-31931,307
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,421,432
Acturial value of plan assets2020-12-312,421,432
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-311,843,439
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-311,843,439
Total participant count2020-12-312
Total funding target for all participants2020-12-311,843,439
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31179,185
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31179,185
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31457,591
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31456,615
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31923,706
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31345,713
Additional cash requirement2020-12-31345,713
Contributions allocatedtoward minimum required contributions for current year2020-12-31456,615
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,548,432
Acturial value of plan assets2019-12-311,548,432
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-311,090,635
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-311,090,635
Total participant count2019-12-312
Total funding target for all participants2019-12-311,090,635
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31262,925
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31262,925
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31635,254
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31631,525
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31910,137
Net shortfall amortization installment of oustanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31452,340
Additional cash requirement2019-12-31452,340
Contributions allocatedtoward minimum required contributions for current year2019-12-31631,525
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31641,124
Acturial value of plan assets2018-12-31641,124
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-31473,243
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-31591,554
Total participant count2018-12-312
Total funding target for all participants2018-12-31591,554
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31139,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31139,919
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31673,636
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31671,192
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31457,837
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31408,267
Additional cash requirement2018-12-31408,267
Contributions allocatedtoward minimum required contributions for current year2018-12-31671,192
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31295,173
Acturial value of plan assets2017-12-31295,173
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31134,798
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-31224,663
Total participant count2017-12-312
Total funding target for all participants2017-12-31224,663
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3162,568
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3162,568
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31413,010
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31405,971
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31336,562
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31266,052
Additional cash requirement2017-12-31266,052
Contributions allocatedtoward minimum required contributions for current year2017-12-31405,971
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3169,239
Acturial value of plan assets2016-12-3169,239
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-3131,324
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-3178,310
Total participant count2016-12-312
Total funding target for all participants2016-12-3178,310
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31169
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31169
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31203,470
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31199,716
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31135,503
Net shortfall amortization installment of oustanding balance2016-12-319,071
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31137,148
Additional cash requirement2016-12-31137,148
Contributions allocatedtoward minimum required contributions for current year2016-12-31199,716
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018 : S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$606,989
Expenses. Total of all expenses incurred2018-12-31$100
Total plan assets at end of year2018-12-31$1,315,071
Total plan assets at beginning of year2018-12-31$708,182
Other income received2018-12-31$-66,647
Net income (gross income less expenses)2018-12-31$606,889
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,315,071
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$708,182
Assets. Value of assets in partnership/joint-venture interests2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$673,636
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$435,523
Expenses. Total of all expenses incurred2017-12-31$50
Total plan assets at end of year2017-12-31$708,182
Total plan assets at beginning of year2017-12-31$272,709
Total contributions received or receivable from participants2017-12-31$0
Other income received2017-12-31$22,513
Net income (gross income less expenses)2017-12-31$435,473
Net plan assets at end of year (total assets less liabilities)2017-12-31$708,182
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$272,709
Assets. Value of assets in partnership/joint-venture interests2017-12-31$40,000
Total contributions received or receivable from employer(s)2017-12-31$413,010
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$204,009
Expenses. Total of all expenses incurred2016-12-31$50
Total plan assets at end of year2016-12-31$272,709
Total plan assets at beginning of year2016-12-31$68,750
Assets. Value of loans (other than to participants)2016-12-31$40,400
Other income received2016-12-31$539
Net income (gross income less expenses)2016-12-31$203,959
Net plan assets at end of year (total assets less liabilities)2016-12-31$272,709
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$68,750
Total contributions received or receivable from employer(s)2016-12-31$203,470
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN

2018: S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: S & R REAL ESTATE ADVISORS, LLC DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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