401k Plan data: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN plan

JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

JOHN CUMBELICH & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN CUMBELICH & ASSOCIATES, INC.

Employer identification number (EIN): 680457851

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JOHN L. CUMBELICH 2023-10-11 JOHN L. CUMBELICH 2023-10-11
001 2021-01-01 JOHN L. CUMBELICH 2022-10-14 JOHN L. CUMBELICH 2022-10-14
001 2020-01-01 JOHN L. CUMBELICH 2021-10-11 JOHN L. CUMBELICH 2021-10-11
001 2019-01-01 JOHN CUMBELICH 2020-10-07 JOHN CUMBELICH 2020-10-07
001 2018-01-01 JOHN CUMBELICH 2019-10-11 JOHN CUMBELICH 2019-10-11
001 2017-01-01
001 2016-01-01 MANUEL P PINTO 2017-10-17
001 2015-01-01 MANUEL P PINTO 2016-10-17 MANUEL P PINTO 2016-10-17
001 2014-01-01 MANUEL P PINTO 2015-10-12 MANUEL P PINTO 2015-10-12
001 2013-01-01 MANUEL P PINTO 2014-10-15 MANUEL P PINTO 2014-10-15
001 2012-01-01 MANUEL P PINTO
001 2011-01-01 MANUEL P PINTO MANUEL P PINTO 2012-10-15
001 2010-01-01 MANUEL P PINTO MANUEL P PINTO 2011-09-15
001 2009-01-01 JOHN CUMBELICH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JOHN L. CUMBELICH	2023-10-11	JOHN L. CUMBELICH	2023-10-11
001	2021-01-01	JOHN L. CUMBELICH	2022-10-14	JOHN L. CUMBELICH	2022-10-14
001	2020-01-01	JOHN L. CUMBELICH	2021-10-11	JOHN L. CUMBELICH	2021-10-11
001	2019-01-01	JOHN CUMBELICH	2020-10-07	JOHN CUMBELICH	2020-10-07
001	2018-01-01	JOHN CUMBELICH	2019-10-11	JOHN CUMBELICH	2019-10-11
001	2017-01-01
001	2016-01-01	MANUEL P PINTO	2017-10-17
001	2015-01-01	MANUEL P PINTO	2016-10-17	MANUEL P PINTO	2016-10-17
001	2014-01-01	MANUEL P PINTO	2015-10-12	MANUEL P PINTO	2015-10-12
001	2013-01-01	MANUEL P PINTO	2014-10-15	MANUEL P PINTO	2014-10-15
001	2012-01-01	MANUEL P PINTO
001	2011-01-01	MANUEL P PINTO		MANUEL P PINTO	2012-10-15
001	2010-01-01	MANUEL P PINTO		MANUEL P PINTO	2011-09-15
001	2009-01-01	JOHN CUMBELICH

Plan Statistics for JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
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 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
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 1
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
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 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
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 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2012: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2022: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
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	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
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	1
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
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	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
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	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2012: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-34,127
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$704,818
Total plan assets at beginning of year	2022-12-31	$738,945
Value of fidelity bond covering the plan	2022-12-31	$25,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-46,374
Net income (gross income less expenses)	2022-12-31	$-34,127
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$704,818
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$738,945
Assets. Value of participant loans	2022-12-31	$23,778
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$136,636
Assets. Value of real-estate (other than employer real property)	2022-12-31	$110,000
Total contributions received or receivable from employer(s)	2022-12-31	$12,247
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$66,667
Total income from all sources	2021-12-31	$137,551
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$738,945
Total plan assets at beginning of year	2021-12-31	$534,727
Value of fidelity bond covering the plan	2021-12-31	$25,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$130,798
Net income (gross income less expenses)	2021-12-31	$137,551
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$738,945
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$534,727
Assets. Value of participant loans	2021-12-31	$73,807
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$130,396
Assets. Value of real-estate (other than employer real property)	2021-12-31	$110,000
Total contributions received or receivable from employer(s)	2021-12-31	$6,753
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-10,615
Expenses. Total of all expenses incurred	2020-12-31	$200,000
Benefits paid (including direct rollovers)	2020-12-31	$200,000
Total plan assets at end of year	2020-12-31	$534,727
Total plan assets at beginning of year	2020-12-31	$745,342
Value of fidelity bond covering the plan	2020-12-31	$25,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Noncash contributions received	2020-12-31	$-12,717
Net income (gross income less expenses)	2020-12-31	$-210,615
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$534,727
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$745,342
Assets. Value of participant loans	2020-12-31	$86,904
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$126,365
Assets. Value of real-estate (other than employer real property)	2020-12-31	$100,000
Total contributions received or receivable from employer(s)	2020-12-31	$2,102
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total income from all sources	2019-12-31	$151,796
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$745,342
Total plan assets at beginning of year	2019-12-31	$593,546
Value of fidelity bond covering the plan	2019-12-31	$25,000
Total contributions received or receivable from participants	2019-12-31	$0
Assets. Value of loans (other than to participants)	2019-12-31	$30,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$151,796
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$151,796
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$745,342
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$593,546
Assets. Value of participant loans	2019-12-31	$100,000
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$50,000
Assets. Value of real-estate (other than employer real property)	2019-12-31	$123,913
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-6,074
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$593,546
Total plan assets at beginning of year	2018-12-31	$599,620
Value of fidelity bond covering the plan	2018-12-31	$25,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-12,124
Net income (gross income less expenses)	2018-12-31	$-6,074
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$593,546
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$599,620
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$50,000
Assets. Value of real-estate (other than employer real property)	2018-12-31	$130,000
Total contributions received or receivable from employer(s)	2018-12-31	$6,050
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$52,668
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$599,620
Total plan assets at beginning of year	2017-12-31	$546,952
Value of fidelity bond covering the plan	2017-12-31	$25,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$44,351
Net income (gross income less expenses)	2017-12-31	$52,668
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$599,620
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$546,952
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$50,000
Assets. Value of real-estate (other than employer real property)	2017-12-31	$130,000
Total contributions received or receivable from employer(s)	2017-12-31	$8,317
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2012 : JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$45,167
Total plan assets at end of year	2012-12-31	$332,398
Total plan assets at beginning of year	2012-12-31	$287,231
Value of fidelity bond covering the plan	2012-12-31	$25,000
Other income received	2012-12-31	$45,167
Net income (gross income less expenses)	2012-12-31	$45,167
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$332,398
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$287,231
2011 : JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-33,688
Expenses. Total of all expenses incurred	2011-12-31	$23,247
Benefits paid (including direct rollovers)	2011-12-31	$23,232
Total plan assets at end of year	2011-12-31	$287,231
Total plan assets at beginning of year	2011-12-31	$344,166
Value of fidelity bond covering the plan	2011-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$15
Other income received	2011-12-31	$-33,688
Net income (gross income less expenses)	2011-12-31	$-56,935
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$287,231
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$344,166
2010 : JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$43,357
Total plan assets at end of year	2010-12-31	$344,166
Total plan assets at beginning of year	2010-12-31	$300,809
Value of fidelity bond covering the plan	2010-12-31	$25,000
Other income received	2010-12-31	$43,357
Net income (gross income less expenses)	2010-12-31	$43,357
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$344,166
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$300,809

Form 5500 Responses for JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2022: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN CUMBELICH & ASSOCIATES, INC.
Employer identification number (EIN):	680457851
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers