401k Plan data: REALTOR ASSOCIATION OF GREATER 401 K PROFIT SHARING PLAN TRUST plan

REALTOR ASSOCIATION OF GREATER 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	REALTOR ASSOCIATION OF GREATER 401 K PROFIT SHARING PLAN TRUST
Plan identification number	002

REALTOR ASSOCIATION OF GREATER 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROYAL PALM COAST REALTOR ASSOC has sponsored the creation of one or more 401k plans.

Company Name: ROYAL PALM COAST REALTOR ASSOC

Employer identification number (EIN): 591367495

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REALTOR ASSOCIATION OF GREATER 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 SEAN O'BRIEN 2024-04-18
002 2022-01-01 BEATE JONES 2023-06-05
002 2021-01-01 BEATE JONES 2022-03-30
002 2020-01-01 BEATE JONES 2021-04-01
002 2018-01-01 BEATE JONES 2019-03-14
002 2017-01-01 BEATE JONES 2018-05-23
002 2016-01-01 BEATE JONES 2017-06-06
002 2015-01-01 AMY DUNNIGAN 2016-07-19
002 2013-01-01 GRAZYNA BARTOSZYNSKI 2014-05-05
002 2012-01-01 REALTOR ASSOCIATION OF GREATER 2013-06-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	SEAN O'BRIEN	2024-04-18
002	2022-01-01	BEATE JONES	2023-06-05
002	2021-01-01	BEATE JONES	2022-03-30
002	2020-01-01	BEATE JONES	2021-04-01
002	2018-01-01	BEATE JONES	2019-03-14
002	2017-01-01	BEATE JONES	2018-05-23
002	2016-01-01	BEATE JONES	2017-06-06
002	2015-01-01	AMY DUNNIGAN	2016-07-19
002	2013-01-01	GRAZYNA BARTOSZYNSKI	2014-05-05
002	2012-01-01	REALTOR ASSOCIATION OF GREATER	2013-06-06

Plan Statistics for REALTOR ASSOCIATION OF GREATER 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for REALTOR ASSOCIATION OF GREATER 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: REALTOR ASSOCIATION OF GREATER 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-06-04 32
Total number of particpants at end of year 2025-06-04 37
Number of Participants With Account Balances 2025-06-04 37
2024: REALTOR ASSOCIATION OF GREATER 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-04-18 34
Total number of particpants at end of year 2024-04-18 32
Number of Participants With Account Balances 2024-04-18 32

Measure	Date	Value
2025: REALTOR ASSOCIATION OF GREATER 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-06-04	32
Total number of particpants at end of year	2025-06-04	37
Number of Participants With Account Balances	2025-06-04	37
2024: REALTOR ASSOCIATION OF GREATER 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-04-18	34
Total number of particpants at end of year	2024-04-18	32
Number of Participants With Account Balances	2024-04-18	32

Financial Data on REALTOR ASSOCIATION OF GREATER 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2025 : REALTOR ASSOCIATION OF GREATER 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year	2025-06-04	0
Total liabilities as of the end of the plan year	2025-06-04	0
Total liabilities as of the beginning of the plan year	2025-06-04	0
Total expenses incurred by plan in this plan year	2025-06-04	30244
Net assets as of the end of the plan year	2025-06-04	1161354
Total assets as of the beginning of the plan year	2025-06-04	910521
Value of plan covered by a fidelity bond	2025-06-04	116135
Participant contributions to plan in this plan year	2025-06-04	68008
Value of participant loans at end of plan year	2025-06-04	6738
Other expenses paid from plan in this plan year	2025-06-04	0
Other contributions to plan in this plan year	2025-06-04	0
Other income to plan in this plan year	2025-06-04	136568
Plan net income in this plan year	2025-06-04	250833
Net assets as of the end of the plan year	2025-06-04	1161354
Net assets as of the beginning of the plan year	2025-06-04	910521
Employer contributions to plan in this plan year	2025-06-04	76501
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-04	285
2024 : REALTOR ASSOCIATION OF GREATER 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year	2024-04-18	0
Total liabilities as of the end of the plan year	2024-04-18	0
Total liabilities as of the beginning of the plan year	2024-04-18	0
Total expenses incurred by plan in this plan year	2024-04-18	201437
Net assets as of the end of the plan year	2024-04-18	910521
Total assets as of the beginning of the plan year	2024-04-18	860907
Value of plan covered by a fidelity bond	2024-04-18	86091
Participant contributions to plan in this plan year	2024-04-18	46198
Value of participant loans at end of plan year	2024-04-18	17136
Other expenses paid from plan in this plan year	2024-04-18	0
Other contributions to plan in this plan year	2024-04-18	3979
Other income to plan in this plan year	2024-04-18	144694
Plan net income in this plan year	2024-04-18	49614
Net assets as of the end of the plan year	2024-04-18	910521
Net assets as of the beginning of the plan year	2024-04-18	860907
Employer contributions to plan in this plan year	2024-04-18	56180
Expensese paid to adminstrative service provicers from plan in this plan year	2024-04-18	535

Potentially related plans

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Company Name:	ROYAL PALM COAST REALTOR ASSOC
Employer identification number (EIN):	591367495
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate