401k Plan data: QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN plan

QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 401k Plan overview

Plan Name	QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN
Plan identification number	002

QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 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.
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.
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

QUAIL RIDGE PROPERTY OWNERS ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: QUAIL RIDGE PROPERTY OWNERS ASSOCIATION, INC.

Employer identification number (EIN): 591609438

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan QUAIL RIDGE PROPERTY OWNERS INC. 401K 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
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2012-01-01 MAUREEN EVANS 2013-09-24
002 2011-01-01 MAUREEN EVANS 2012-06-05
002 2010-01-01 MAUREEN EVANS 2011-07-01
002 2009-01-01 ANDREW TRANSLEAU ANDREW TRANSLEAU 2010-07-16
002 2009-01-01

Plan Statistics for QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN

401k plan membership statisitcs for QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN

Measure Date Value
2022: QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 183
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 23
Total of all active and inactive participants 2022-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 207
Number of participants with account balances 2022-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 148
2021: QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 192
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 23
Total of all active and inactive participants 2021-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 215
Number of participants with account balances 2021-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 193
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 20
Total of all active and inactive participants 2020-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 214
Number of participants with account balances 2020-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 188
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 33
Total of all active and inactive participants 2019-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 222
Number of participants with account balances 2019-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2009: QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 85
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 88
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	183
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	23
Total of all active and inactive participants	2022-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	207
Number of participants with account balances	2022-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	148
2021: QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	192
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	23
Total of all active and inactive participants	2021-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	215
Number of participants with account balances	2021-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	193
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	20
Total of all active and inactive participants	2020-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	214
Number of participants with account balances	2020-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	188
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	33
Total of all active and inactive participants	2019-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	222
Number of participants with account balances	2019-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2009: QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	85
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	88
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN

Measure	Date	Value
2022 : QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$129,269
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$678,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$673,796
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,068,736
Value of total assets at end of year	2022-12-31	$7,614,608
Value of total assets at beginning of year	2022-12-31	$8,163,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$4,271
Total interest from all sources	2022-12-31	$30,660
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$638,085
Participant contributions at end of year	2022-12-31	$215,936
Participant contributions at beginning of year	2022-12-31	$216,053
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$131,876
Other income not declared elsewhere	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-548,798
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,614,608
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,163,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$5,911,332
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$6,602,824
Interest on participant loans	2022-12-31	$9,995
Interest earned on other investments	2022-12-31	$20,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,487,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,344,529
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-970,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$298,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$673,796
Contract administrator fees	2022-12-31	$4,271
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	PALMETTO ZEIGLER CHAMBERLAIN & PERR
Accountancy firm EIN	2022-12-31	463679792
2021 : QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,804,875
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$179,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$169,794
Expenses. Certain deemed distributions of participant loans	2021-12-31	$5,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$876,142
Value of total assets at end of year	2021-12-31	$8,163,406
Value of total assets at beginning of year	2021-12-31	$6,538,035
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,217
Total interest from all sources	2021-12-31	$27,484
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$565,103
Participant contributions at end of year	2021-12-31	$216,053
Participant contributions at beginning of year	2021-12-31	$182,508
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$28,986
Other income not declared elsewhere	2021-12-31	$1,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,625,371
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,163,406
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,538,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$6,602,824
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,257,863
Interest on participant loans	2021-12-31	$9,620
Interest earned on other investments	2021-12-31	$17,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,344,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,097,664
Net investment gain/loss from pooled separate accounts	2021-12-31	$899,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$282,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$169,794
Contract administrator fees	2021-12-31	$4,217
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	PALMETTO, ZEIGLER, CHAMBERLAIN & PE
Accountancy firm EIN	2021-12-31	463679792
2020 : QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$13,629
Total income from all sources (including contributions)	2020-12-31	$1,423,444
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$323,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$320,060
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$814,184
Value of total assets at end of year	2020-12-31	$6,538,035
Value of total assets at beginning of year	2020-12-31	$5,451,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,090
Total interest from all sources	2020-12-31	$24,117
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$488,933
Participant contributions at end of year	2020-12-31	$182,508
Participant contributions at beginning of year	2020-12-31	$147,751
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$61,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$13,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,100,294
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,538,035
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,437,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,257,863
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,359,348
Interest on participant loans	2020-12-31	$8,923
Interest earned on other investments	2020-12-31	$15,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,097,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$944,271
Net investment gain/loss from pooled separate accounts	2020-12-31	$585,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$263,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$320,060
Contract administrator fees	2020-12-31	$3,090
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PALMETTO ZEIGLER CHAMBERLAIN
Accountancy firm EIN	2020-12-31	463679792
2019 : QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$13,629
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$13,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,542,109
Total income from all sources (including contributions)	2019-12-31	$1,542,109
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$308,546
Total of all expenses incurred	2019-12-31	$308,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$296,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$296,594
Expenses. Certain deemed distributions of participant loans	2019-12-31	$9,189
Expenses. Certain deemed distributions of participant loans	2019-12-31	$9,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$683,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$683,688
Value of total assets at end of year	2019-12-31	$5,451,370
Value of total assets at end of year	2019-12-31	$5,451,370
Value of total assets at beginning of year	2019-12-31	$4,204,178
Value of total assets at beginning of year	2019-12-31	$4,204,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,763
Total interest from all sources	2019-12-31	$21,761
Total interest from all sources	2019-12-31	$21,761
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$442,976
Contributions received from participants	2019-12-31	$442,976
Participant contributions at end of year	2019-12-31	$147,751
Participant contributions at end of year	2019-12-31	$147,751
Participant contributions at beginning of year	2019-12-31	$170,825
Participant contributions at beginning of year	2019-12-31	$170,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$13,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$13,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,233,563
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,437,741
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,437,741
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,204,178
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,204,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,359,348
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,224,007
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,224,007
Interest on participant loans	2019-12-31	$8,604
Interest earned on other investments	2019-12-31	$13,157
Interest earned on other investments	2019-12-31	$13,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$944,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$944,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$809,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$809,346
Net investment gain/loss from pooled separate accounts	2019-12-31	$836,660
Net investment gain/loss from pooled separate accounts	2019-12-31	$836,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$240,712
Contributions received in cash from employer	2019-12-31	$240,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$296,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$296,594
Contract administrator fees	2019-12-31	$2,763
Contract administrator fees	2019-12-31	$2,763
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PALMETTO, ZEIGLER, CHAMBERLAIN
Accountancy firm name	2019-12-31	PALMETTO, ZEIGLER, CHAMBERLAIN
Accountancy firm EIN	2019-12-31	112472100
Accountancy firm EIN	2019-12-31	112472100
2009 : QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN

2022: QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2009: QUAIL RIDGE PROPERTY OWNERS INC. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

067947

Policy instance

Insurance contract or identification number	067947
Number of Individuals Covered	207
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $25,329
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $25,329
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

067947

Policy instance

Insurance contract or identification number	067947
Number of Individuals Covered	215
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $24,782
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24,782
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

067947

Policy instance

Insurance contract or identification number	067947
Number of Individuals Covered	214
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $18,519
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,519
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

067947

Policy instance

Insurance contract or identification number	067947
Number of Individuals Covered	222
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $16,203
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,203
Insurance broker organization code?	3

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Company Name:	QUAIL RIDGE PROPERTY OWNERS ASSOCIATION, INC.
Employer identification number (EIN):	591609438
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations