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S & R REALTY INVESTMENTS LLC 401k Plan overview

Plan NameS & R REALTY INVESTMENTS LLC
Plan identification number 001

S & R REALTY INVESTMENTS LLC 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

S & R REALTY INVESTMENTS LLC has sponsored the creation of one or more 401k plans.

Company Name:S & R REALTY INVESTMENTS LLC
Employer identification number (EIN):561505345
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & R REALTY INVESTMENTS LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GLENN RUSSELL2024-06-05
0012022-01-01GLENN RUSSELL2023-06-21
0012021-01-01GLENN RUSSELL2022-05-24
0012020-01-01GLENN RUSSELL2021-06-28
0012019-01-01GLENN RUSSELL2020-10-30
0012019-01-01GLENN RUSSELL2021-06-09

Plan Statistics for S & R REALTY INVESTMENTS LLC

401k plan membership statisitcs for S & R REALTY INVESTMENTS LLC

Measure Date Value
2025: S & R REALTY INVESTMENTS LLC 2025 401k membership
Total number of particpants at beginning of year2025-06-0312
Total number of particpants at end of year2025-06-0310
Number of Participants With Account Balances2025-06-0310
2024: S & R REALTY INVESTMENTS LLC 2024 401k membership
Total number of particpants at beginning of year2024-06-0512
Total number of particpants at end of year2024-06-0512
Number of Participants With Account Balances2024-06-0512
2022: S & R REALTY INVESTMENTS LLC 2022 401k membership
Total number of particpants at beginning of year2022-05-2411
Total number of particpants at end of year2022-05-2412
Number of Participants With Account Balances2022-05-2412

Financial Data on S & R REALTY INVESTMENTS LLC

Measure Date Value
2025 : S & R REALTY INVESTMENTS LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-0323309
Net assets as of the end of the plan year2025-06-03764868
Total assets as of the beginning of the plan year2025-06-03580530
Value of plan covered by a fidelity bond2025-06-0359000
Participant contributions to plan in this plan year2025-06-0392977
Other income to plan in this plan year2025-06-0384225
Plan net income in this plan year2025-06-03184338
Net assets as of the end of the plan year2025-06-03764868
Net assets as of the beginning of the plan year2025-06-03580530
Employer contributions to plan in this plan year2025-06-0330445
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-033225
2024 : S & R REALTY INVESTMENTS LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-052286
Net assets as of the end of the plan year2024-06-05580530
Total assets as of the beginning of the plan year2024-06-05372408
Value of plan covered by a fidelity bond2024-06-0538000
Participant contributions to plan in this plan year2024-06-0596942
Other income to plan in this plan year2024-06-0577476
Plan net income in this plan year2024-06-05208122
Net assets as of the end of the plan year2024-06-05580530
Net assets as of the beginning of the plan year2024-06-05372408
Employer contributions to plan in this plan year2024-06-0535990
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-052079
2022 : S & R REALTY INVESTMENTS LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-241037
Net assets as of the end of the plan year2022-05-24305009
Total assets as of the beginning of the plan year2022-05-24174336
Value of plan covered by a fidelity bond2022-05-2418000
Participant contributions to plan in this plan year2022-05-2475426
Other income to plan in this plan year2022-05-2423309
Plan net income in this plan year2022-05-24130673
Net assets as of the end of the plan year2022-05-24305009
Net assets as of the beginning of the plan year2022-05-24174336
Employer contributions to plan in this plan year2022-05-2432975
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-241037

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