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REAL ESTATE 401(K) PLAN 401k Plan overview

Plan NameREAL ESTATE 401(K) PLAN
Plan identification number 001

REAL ESTATE 401(K) 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JAMIE WHITE has sponsored the creation of one or more 401k plans.

Company Name:JAMIE WHITE
Employer identification number (EIN):472818497
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REAL ESTATE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-02
0012022-01-01CHRISTINE RIMER2023-05-26
0012021-01-01CHRISTINE RIMER2022-06-01
0012020-01-01CAROL HO2021-06-15
0012018-01-01CAROL HO2019-07-23
0012018-01-01CAROL HO2020-05-18
0012017-07-22CAROL HO2018-07-27

Plan Statistics for REAL ESTATE 401(K) PLAN

401k plan membership statisitcs for REAL ESTATE 401(K) PLAN

Measure Date Value
2025: REAL ESTATE 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-238
Total number of particpants at end of year2025-04-234
Number of Participants With Account Balances2025-04-234
2024: REAL ESTATE 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-026
Total number of particpants at end of year2024-05-028
Number of Participants With Account Balances2024-05-028
2022: REAL ESTATE 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-016
Total number of particpants at end of year2022-06-015
Number of Participants With Account Balances2022-06-015

Financial Data on REAL ESTATE 401(K) PLAN

Measure Date Value
2025 : REAL ESTATE 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-230
Total liabilities as of the end of the plan year2025-04-230
Total liabilities as of the beginning of the plan year2025-04-230
Total expenses incurred by plan in this plan year2025-04-2361451
Net assets as of the end of the plan year2025-04-23488083
Total assets as of the beginning of the plan year2025-04-23417250
Value of plan covered by a fidelity bond2025-04-23917471694
Participant contributions to plan in this plan year2025-04-2324736
Other expenses paid from plan in this plan year2025-04-230
Other contributions to plan in this plan year2025-04-230
Other income to plan in this plan year2025-04-23101688
Plan net income in this plan year2025-04-2370833
Net assets as of the end of the plan year2025-04-23488083
Net assets as of the beginning of the plan year2025-04-23417250
Value of contributions failed to transmitted timely2025-04-230
Employer contributions to plan in this plan year2025-04-235860
Fees paid to broker by Benefit Provider2025-04-230
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-23563
2024 : REAL ESTATE 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-020
Total liabilities as of the end of the plan year2024-05-020
Total liabilities as of the beginning of the plan year2024-05-020
Total expenses incurred by plan in this plan year2024-05-02578
Net assets as of the end of the plan year2024-05-02417250
Total assets as of the beginning of the plan year2024-05-02190031
Value of plan covered by a fidelity bond2024-05-02705050000
Participant contributions to plan in this plan year2024-05-0226738
Other expenses paid from plan in this plan year2024-05-020
Other contributions to plan in this plan year2024-05-02128536
Other income to plan in this plan year2024-05-0264255
Plan net income in this plan year2024-05-02227219
Net assets as of the end of the plan year2024-05-02417250
Net assets as of the beginning of the plan year2024-05-02190031
Value of contributions failed to transmitted timely2024-05-020
Employer contributions to plan in this plan year2024-05-028268
Fees paid to broker by Benefit Provider2024-05-020
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-02578
2022 : REAL ESTATE 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-010
Total liabilities as of the end of the plan year2022-06-010
Total liabilities as of the beginning of the plan year2022-06-010
Total expenses incurred by plan in this plan year2022-06-01186
Net assets as of the end of the plan year2022-06-01228920
Total assets as of the beginning of the plan year2022-06-01147035
Value of plan covered by a fidelity bond2022-06-01336000000
Participant contributions to plan in this plan year2022-06-0129531
Other expenses paid from plan in this plan year2022-06-010
Other contributions to plan in this plan year2022-06-010
Other income to plan in this plan year2022-06-0140116
Plan net income in this plan year2022-06-0181885
Net assets as of the end of the plan year2022-06-01228920
Net assets as of the beginning of the plan year2022-06-01147035
Value of contributions failed to transmitted timely2022-06-010
Employer contributions to plan in this plan year2022-06-0112424
Fees paid to broker by Benefit Provider2022-06-010
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-01186

Potentially related plans

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