401k Plan data: COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN plan

COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN
Plan identification number	002

COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING 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.

401k Sponsoring company profile

COLONIAL PROPERTIES TRUST has sponsored the creation of one or more 401k plans.

Company Name: COLONIAL PROPERTIES TRUST

Employer identification number (EIN): 597007599

NAIC Classification: 525930
NAIC Description: Real Estate Investment Trusts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 MINDY REED MINDY REED 2014-06-25
002 2012-01-01 MINDY REED MINDY REED 2013-07-24
002 2011-01-01 MINDY REED MINDY REED 2012-07-11
002 2009-01-01 MINDY REED MINDY REED 2010-07-28

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	MINDY REED	MINDY REED	2014-06-25
002	2012-01-01	MINDY REED	MINDY REED	2013-07-24
002	2011-01-01	MINDY REED	MINDY REED	2012-07-11
002	2009-01-01	MINDY REED	MINDY REED	2010-07-28

Plan Statistics for COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,170
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,244
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 941
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 250
Total of all active and inactive participants 2012-01-01 1,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 1,194
Number of participants with account balances 2012-01-01 995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 235
2011: COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,238
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,031
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 207
Total of all active and inactive participants 2011-01-01 1,238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 1,240
Number of participants with account balances 2011-01-01 1,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 152
2009: COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,609
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,071
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 796
Total of all active and inactive participants 2009-01-01 1,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,867
Number of participants with account balances 2009-01-01 941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 331

Measure	Date	Value
2013: COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,170
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,244
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	941
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	250
Total of all active and inactive participants	2012-01-01	1,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	1,194
Number of participants with account balances	2012-01-01	995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	235
2011: COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,238
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,031
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	207
Total of all active and inactive participants	2011-01-01	1,238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	1,240
Number of participants with account balances	2011-01-01	1,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	152
2009: COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,609
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,071
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	796
Total of all active and inactive participants	2009-01-01	1,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,867
Number of participants with account balances	2009-01-01	941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	331

Financial Data on COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-18	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-18	$-4,748,190
Total unrealized appreciation/depreciation of assets	2013-12-18	$-4,748,190
Total transfer of assets to this plan	2013-12-18	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-18	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-18	$64,691
Total income from all sources (including contributions)	2013-12-18	$5,844,379
Total loss/gain on sale of assets	2013-12-18	$4,975,615
Total of all expenses incurred	2013-12-18	$34,267,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-18	$34,190,994
Value of total corrective distributions	2013-12-18	$34,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-18	$1,703,344
Value of total assets at end of year	2013-12-18	$0
Value of total assets at beginning of year	2013-12-18	$28,487,756
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-18	$41,908
Total income from rents	2013-12-18	$0
Total interest from all sources	2013-12-18	$83,300
Total dividends received (eg from common stock, registered investment company shares)	2013-12-18	$271,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-18	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-18	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-18	$83,762
Administrative expenses professional fees incurred	2013-12-18	$0
Was this plan covered by a fidelity bond	2013-12-18	Yes
Value of fidelity bond cover	2013-12-18	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-18	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-18	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-18	No
Amount of non-exempt transactions with any party-in-interest	2013-12-18	$0
Contributions received from participants	2013-12-18	$1,326,725
Participant contributions at end of year	2013-12-18	$0
Participant contributions at beginning of year	2013-12-18	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-18	$10,130
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-18	$110
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-18	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-18	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-18	$64,691
Other income not declared elsewhere	2013-12-18	$0
Administrative expenses (other) incurred	2013-12-18	$0
Liabilities. Value of operating payables at beginning of year	2013-12-18	$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	2013-12-18	No
Value of net income/loss	2013-12-18	$-28,423,065
Value of net assets at end of year (total assets less liabilities)	2013-12-18	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-18	$28,423,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-18	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-18	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-12-18	$0
Were any leases to which the plan was party in default or uncollectible	2013-12-18	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-12-18	$0
Investment advisory and management fees	2013-12-18	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-18	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-18	$18,677,775
Income. Interest from loans (other than to participants)	2013-12-18	$0
Interest earned on other investments	2013-12-18	$83,300
Income. Interest from US Government securities	2013-12-18	$0
Income. Interest from corporate debt instruments	2013-12-18	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-18	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-18	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-18	$4,536,103
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-18	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-18	$3,558,725
Net investment gain/loss from pooled separate accounts	2013-12-18	$0
Net investment gain or loss from common/collective trusts	2013-12-18	$0
Net gain/loss from 103.12 investment entities	2013-12-18	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-18	No
Was there a failure to transmit to the plan any participant contributions	2013-12-18	No
Has the plan failed to provide any benefit when due under the plan	2013-12-18	No
Assets. Invements in employer securities at end of year	2013-12-18	$0
Assets. Invements in employer securities at beginning of year	2013-12-18	$4,816,652
Contributions received in cash from employer	2013-12-18	$366,489
Employer contributions (assets) at end of year	2013-12-18	$0
Employer contributions (assets) at beginning of year	2013-12-18	$457,226
Income. Dividends from preferred stock	2013-12-18	$0
Income. Dividends from common stock	2013-12-18	$187,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-18	$34,190,884
Contract administrator fees	2013-12-18	$41,908
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-18	Yes
Liabilities. Value of benefit claims payable at beginning of year	2013-12-18	$0
Did the plan have assets held for investment	2013-12-18	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	2013-12-18	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-18	Yes
Aggregate proceeds on sale of assets	2013-12-18	$10,243,001
Aggregate carrying amount (costs) on sale of assets	2013-12-18	$5,267,386
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-18	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-18	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-18	Disclaimer
Accountancy firm name	2013-12-18	SELLERS, RICHARDSON, HOLMAN & WEST
Accountancy firm EIN	2013-12-18	262732677
2012 : COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$99,511
Total unrealized appreciation/depreciation of assets	2012-12-31	$99,511
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$64,691
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$64,735
Total income from all sources (including contributions)	2012-12-31	$5,597,986
Total loss/gain on sale of assets	2012-12-31	$-7,415
Total of all expenses incurred	2012-12-31	$5,195,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,130,002
Value of total corrective distributions	2012-12-31	$64,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,614,240
Value of total assets at end of year	2012-12-31	$28,487,756
Value of total assets at beginning of year	2012-12-31	$28,085,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$875
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$117,665
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$404,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$241,047
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$0
Contributions received from participants	2012-12-31	$1,992,220
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$164,794
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$201
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$64,691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$64,735
Other income not declared elsewhere	2012-12-31	$657
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$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	2012-12-31	No
Value of net income/loss	2012-12-31	$402,418
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$28,423,065
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$28,020,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$18,677,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$18,257,049
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$117,665
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,536,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$4,968,600
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,368,363
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$4,816,652
Assets. Invements in employer securities at beginning of year	2012-12-31	$4,859,733
Contributions received in cash from employer	2012-12-31	$457,226
Employer contributions (assets) at end of year	2012-12-31	$457,226
Employer contributions (assets) at beginning of year	2012-12-31	$0
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$163,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,129,801
Contract administrator fees	2012-12-31	$875
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$968,705
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$976,120
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	SELLERS, RICHARDSON, HOLMAN & WEST
Accountancy firm EIN	2012-12-31	262732677
2011 : COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$600,785
Total unrealized appreciation/depreciation of assets	2011-12-31	$600,785
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$64,735
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$47,821
Total income from all sources (including contributions)	2011-12-31	$2,387,951
Total loss/gain on sale of assets	2011-12-31	$76,459
Total of all expenses incurred	2011-12-31	$3,932,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,925,423
Value of total corrective distributions	2011-12-31	$5,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,966,537
Value of total assets at end of year	2011-12-31	$28,085,382
Value of total assets at beginning of year	2011-12-31	$29,613,020
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,120
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$124,413
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$347,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$203,760
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$0
Contributions received from participants	2011-12-31	$1,906,042
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$60,495
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$64,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$47,821
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$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	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,544,552
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$28,020,647
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$29,565,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$18,257,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$20,433,779
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$124,413
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,968,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$4,522,859
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-727,590
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$4,859,733
Assets. Invements in employer securities at beginning of year	2011-12-31	$4,656,382
Contributions received in cash from employer	2011-12-31	$0
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$143,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,925,423
Contract administrator fees	2011-12-31	$1,120
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$1,126,907
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$1,050,448
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	SELLERS, RICHARDSON, HOLMAN & WEST
Accountancy firm EIN	2011-12-31	262732677
2010 : COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,521,947
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,521,947
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$47,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$6,942,317
Total loss/gain on sale of assets	2010-12-31	$86,346
Total of all expenses incurred	2010-12-31	$3,860,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,859,599
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,144,261
Value of total assets at end of year	2010-12-31	$29,613,020
Value of total assets at beginning of year	2010-12-31	$26,483,359
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$878
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$136,087
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$321,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$170,038
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$0
Contributions received from participants	2010-12-31	$2,051,094
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$223
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$93,167
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$2,533
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$47,821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$4
Liabilities. Value of operating payables at beginning of year	2010-12-31	$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	2010-12-31	No
Value of net income/loss	2010-12-31	$3,081,840
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$29,565,199
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$26,483,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2010-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$20,433,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$17,756,917
Interest on participant loans	2010-12-31	$2
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$136,085
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$4,522,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$5,054,079
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,732,308
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$4,656,382
Assets. Invements in employer securities at beginning of year	2010-12-31	$2,881,225
Contributions received in cash from employer	2010-12-31	$0
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$790,915
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$151,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,857,066
Contract administrator fees	2010-12-31	$874
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$401,994
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$315,648
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	SELLERS, RICHARDSON, HOLMAN & WEST
Accountancy firm EIN	2010-12-31	262732677
2009 : COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING 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 COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN

2013: COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: COLONIAL PROPERTIES TRUST 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	COLONIAL PROPERTIES TRUST
Employer identification number (EIN):	597007599
NAIC Classification:	525930
NAIC Description:	Real Estate Investment Trusts