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SAN ANTONIO BOARD OF REALTORS EMPLOYEE SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameSAN ANTONIO BOARD OF REALTORS EMPLOYEE SAVINGS AND RETIREMENT PLAN
Plan identification number 001

SAN ANTONIO BOARD OF REALTORS EMPLOYEE SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

SAN ANTONIO BOARD OF REALTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAN ANTONIO BOARD OF REALTORS, INC.
Employer identification number (EIN):740879693
NAIC Classification:531120
NAIC Description:Lessors of Nonresidential Buildings (except Miniwarehouses)

Additional information about SAN ANTONIO BOARD OF REALTORS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1924-05-19
Company Identification Number: 0004175401
Legal Registered Office Address: 9110 W INTERSTATE 10 STE 1

SAN ANTONIO
United States of America (USA)
78230

More information about SAN ANTONIO BOARD OF REALTORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN ANTONIO BOARD OF REALTORS EMPLOYEE SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01ANGELA SHIELDS2017-07-26
0012015-01-01ANGELA SHIELDS2016-07-22
0012014-01-01ANGELA SHIELDS2015-09-25
0012013-01-01ANGELA SHIELDS2014-07-28
0012012-01-01ANGELA SHIELDS2013-10-01
0012011-01-01ANGELA SHIELDS2012-07-27
0012010-01-01ANGELA SHIELDS2011-07-22

Financial Data on SAN ANTONIO BOARD OF REALTORS EMPLOYEE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2025 : SAN ANTONIO BOARD OF REALTORS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-12515593
Net assets as of the end of the plan year2025-09-122700996
Total assets as of the beginning of the plan year2025-09-122830271
Value of plan covered by a fidelity bond2025-09-12200000
Participant contributions to plan in this plan year2025-09-12121291
Value of participant loans at end of plan year2025-09-1224241
Other income to plan in this plan year2025-09-12191439
Plan net income in this plan year2025-09-12-129275
Net assets as of the end of the plan year2025-09-122700996
Net assets as of the beginning of the plan year2025-09-122830271
Value of contributions failed to transmitted timely2025-09-128420
Employer contributions to plan in this plan year2025-09-1273588
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-12590
2024 : SAN ANTONIO BOARD OF REALTORS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-26239107
Net assets as of the end of the plan year2024-08-262830271
Total assets as of the beginning of the plan year2024-08-262604662
Value of plan covered by a fidelity bond2024-08-26200000
Participant contributions to plan in this plan year2024-08-26135108
Value of participant loans at end of plan year2024-08-2611829
Other income to plan in this plan year2024-08-26241721
Plan net income in this plan year2024-08-26225609
Net assets as of the end of the plan year2024-08-262830271
Net assets as of the beginning of the plan year2024-08-262604662
Value of contributions failed to transmitted timely2024-08-2614274
Employer contributions to plan in this plan year2024-08-2687887
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-26710
2022 : SAN ANTONIO BOARD OF REALTORS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-1980735
Net assets as of the end of the plan year2022-05-192616053
Total assets as of the beginning of the plan year2022-05-192220922
Value of plan covered by a fidelity bond2022-05-19200000
Participant contributions to plan in this plan year2022-05-19138405
Value of participant loans at end of plan year2022-05-1929227
Other contributions to plan in this plan year2022-05-1925135
Other income to plan in this plan year2022-05-19200700
Plan net income in this plan year2022-05-19395131
Net assets as of the end of the plan year2022-05-192616053
Net assets as of the beginning of the plan year2022-05-192220922
Value of contributions failed to transmitted timely2022-05-195541
Employer contributions to plan in this plan year2022-05-19111626
Fees paid to broker by Benefit Provider2022-05-194972
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-19840

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