401k Plan data: D & B REALTY, INC. DEFINED BENEFIT PLAN plan

D & B REALTY, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	D & B REALTY, INC. DEFINED BENEFIT PLAN
Plan identification number	002

D & B REALTY, INC. DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined 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

D & B REALTY, INC. has sponsored the creation of one or more 401k plans.

Company Name: D & B REALTY, INC.

Employer identification number (EIN): 562114291

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Additional information about D & B REALTY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1982-01-18

Company Identification Number: F63523

Legal Registered Office Address: 4445 CROSSJACK CT.

FORT MYERS

33907

More information about D & B REALTY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan D & B REALTY, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01

Plan Statistics for D & B REALTY, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for D & B REALTY, INC. DEFINED BENEFIT PLAN

Measure Date Value
2022: D & B REALTY, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 639,635
Acturial value of plan assets 2022-12-31 639,635
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 3,913
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 410,116
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 410,116
Total participant count 2022-12-31 2
Total funding target for all participants 2022-12-31 414,029
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 113,236
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 113,236
Present value of excess contributions 2022-12-31 91,369
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 96,321
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 96,321
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 211,448
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 68,354
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 54,196
Prefunding balance elected to use to offset funding requirement 2022-12-31 54,196
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: D & B REALTY, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 483,738
Acturial value of plan assets 2021-12-31 483,738
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 348,403
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 348,403
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 348,403
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 44,333
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 44,333
Present value of excess contributions 2021-12-31 61,107
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 64,266
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 64,266
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 113,236
Total employer contributions 2021-12-31 150,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 138,951
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 69,681
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 47,582
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 47,582
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 138,951
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: D & B REALTY, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 295,355
Acturial value of plan assets 2020-12-31 295,355
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 259,503
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 259,503
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 259,503
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 42,667
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 2,210
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 40,457
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 44,333
Total employer contributions 2020-12-31 160,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 149,408
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 80,801
Net shortfall amortization installment of oustanding balance 2020-12-31 30,390
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 88,301
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 88,301
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 149,408
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0

Measure	Date	Value
2022: D & B REALTY, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	639,635
Acturial value of plan assets	2022-12-31	639,635
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	3,913
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	410,116
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	410,116
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	414,029
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	113,236
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	113,236
Present value of excess contributions	2022-12-31	91,369
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	96,321
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	96,321
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	211,448
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	68,354
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	54,196
Prefunding balance elected to use to offset funding requirement	2022-12-31	54,196
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: D & B REALTY, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	483,738
Acturial value of plan assets	2021-12-31	483,738
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	348,403
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	348,403
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	348,403
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	44,333
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	44,333
Present value of excess contributions	2021-12-31	61,107
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	64,266
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	64,266
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	113,236
Total employer contributions	2021-12-31	150,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	138,951
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	69,681
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	47,582
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	47,582
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	138,951
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: D & B REALTY, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	295,355
Acturial value of plan assets	2020-12-31	295,355
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	259,503
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	259,503
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	259,503
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	42,667
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	2,210
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	40,457
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	44,333
Total employer contributions	2020-12-31	160,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	149,408
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	80,801
Net shortfall amortization installment of oustanding balance	2020-12-31	30,390
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	88,301
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	88,301
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	149,408
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

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Company Name:	D & B REALTY, INC.
Employer identification number (EIN):	562114291
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1982-01-18
Company Identification Number:	F63523
Legal Registered Office Address:	4445 CROSSJACK CT. FORT MYERS 33907