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COLDWELL BANKER SRE REALTORS 401K PLAN 401k Plan overview

Plan NameCOLDWELL BANKER SRE REALTORS 401K PLAN
Plan identification number 002

COLDWELL BANKER SRE REALTORS 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

COLDWELL BANKER SRE REALTORS has sponsored the creation of one or more 401k plans.

Company Name:COLDWELL BANKER SRE REALTORS
Employer identification number (EIN):640543892
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLDWELL BANKER SRE REALTORS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MICHELLE AMOS2023-06-22 MICHELLE AMOS2023-06-22
0022021-01-01MICHELLE AMOS2022-05-10 MICHELLE AMOS2022-05-10
0022020-01-01MICHELLE AMOS2021-05-21
0022018-01-01MICHELLE AMOS2019-05-31 MICHELLE AMOS2019-05-31
0022017-01-01MICHELLE L AMOS2018-04-26
0022017-01-01MICHELLE L AMOS2018-05-09 MICHELLE L. AMOS2018-05-09
0022016-01-01MICHELLE L AMOS2017-05-23 MICHELLE L AMOS2017-05-23
0022015-01-01MICHELLE L AMOS2016-05-31
0022014-01-01MICHELLE L AMOS2015-10-29 MICHELLE L AMOS2015-10-29
0022014-01-01MICHELLE L AMOS2015-05-12 MICHELLE L AMOS2015-05-12
0022013-01-01
0022012-01-01JEAN AMOS2013-03-13 JEAN AMOS2013-03-13
0022011-01-01JEAN AMOS JEAN AMOS2012-04-03
0022010-01-01JEAN AMOS JEAN AMOS2011-03-07
0022009-01-01JEAN AMOS JEAN AMOS2010-07-16

Plan Statistics for COLDWELL BANKER SRE REALTORS 401K PLAN

401k plan membership statisitcs for COLDWELL BANKER SRE REALTORS 401K PLAN

Measure Date Value
2011: COLDWELL BANKER SRE REALTORS 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-017
Total participants2011-01-017
Number of participants with account balances2011-01-017
2010: COLDWELL BANKER SRE REALTORS 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Total of all active and inactive participants2010-01-015
Total participants2010-01-015
Number of participants with account balances2010-01-015
2009: COLDWELL BANKER SRE REALTORS 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on COLDWELL BANKER SRE REALTORS 401K PLAN

Measure Date Value
2011 : COLDWELL BANKER SRE REALTORS 401K PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$66,885
Expenses. Total of all expenses incurred2011-12-31$18,138
Benefits paid (including direct rollovers)2011-12-31$18,138
Total plan assets at end of year2011-12-31$692,205
Total plan assets at beginning of year2011-12-31$643,458
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$28,346
Other income received2011-12-31$32,010
Net income (gross income less expenses)2011-12-31$48,747
Net plan assets at end of year (total assets less liabilities)2011-12-31$692,205
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$643,458
Total contributions received or receivable from employer(s)2011-12-31$6,529
2010 : COLDWELL BANKER SRE REALTORS 401K PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$101,502
Expenses. Total of all expenses incurred2010-12-31$15,730
Benefits paid (including direct rollovers)2010-12-31$15,730
Total plan assets at end of year2010-12-31$643,458
Total plan assets at beginning of year2010-12-31$557,686
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$28,254
Other income received2010-12-31$66,555
Net income (gross income less expenses)2010-12-31$85,772
Net plan assets at end of year (total assets less liabilities)2010-12-31$643,458
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$557,686
Total contributions received or receivable from employer(s)2010-12-31$6,693

Form 5500 Responses for COLDWELL BANKER SRE REALTORS 401K PLAN

2011: COLDWELL BANKER SRE REALTORS 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COLDWELL BANKER SRE REALTORS 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COLDWELL BANKER SRE REALTORS 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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