BEN FITZGERALD REAL ESTATE SERVICES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CONTRACTORS AND EMPLOYEES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : CONTRACTORS AND EMPLOYEES 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-15 | 734767 |
| Net assets as of the end of the plan year | 2025-07-15 | 963089 |
| Total assets as of the beginning of the plan year | 2025-07-15 | 1499170 |
| Value of plan covered by a fidelity bond | 2025-07-15 | 200000 |
| Participant contributions to plan in this plan year | 2025-07-15 | 21600 |
| Value of participant loans at end of plan year | 2025-07-15 | 25944 |
| Other income to plan in this plan year | 2025-07-15 | 104998 |
| Plan net income in this plan year | 2025-07-15 | -536081 |
| Net assets as of the end of the plan year | 2025-07-15 | 963089 |
| Net assets as of the beginning of the plan year | 2025-07-15 | 1499170 |
| Value of contributions failed to transmitted timely | 2025-07-15 | 200 |
| Employer contributions to plan in this plan year | 2025-07-15 | 72088 |
| 2024 : CONTRACTORS AND EMPLOYEES 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-15 | 108112 |
| Net assets as of the end of the plan year | 2024-05-15 | 1499170 |
| Total assets as of the beginning of the plan year | 2024-05-15 | 1229444 |
| Value of plan covered by a fidelity bond | 2024-05-15 | 200000 |
| Participant contributions to plan in this plan year | 2024-05-15 | 40302 |
| Value of participant loans at end of plan year | 2024-05-15 | 34508 |
| Other expenses paid from plan in this plan year | 2024-05-15 | 0 |
| Other contributions to plan in this plan year | 2024-05-15 | 0 |
| Other income to plan in this plan year | 2024-05-15 | 165232 |
| Plan net income in this plan year | 2024-05-15 | 269726 |
| Net assets as of the end of the plan year | 2024-05-15 | 1499170 |
| Net assets as of the beginning of the plan year | 2024-05-15 | 1229444 |
| Employer contributions to plan in this plan year | 2024-05-15 | 172304 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-15 | 0 |
| 2022 : CONTRACTORS AND EMPLOYEES 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-09 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-09 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-09 | 173180 |
| Net assets as of the end of the plan year | 2022-05-09 | 1423832 |
| Total assets as of the beginning of the plan year | 2022-05-09 | 1039909 |
| Value of plan covered by a fidelity bond | 2022-05-09 | 200000 |
| Participant contributions to plan in this plan year | 2022-05-09 | 46766 |
| Value of participant loans at end of plan year | 2022-05-09 | 33523 |
| Other expenses paid from plan in this plan year | 2022-05-09 | 0 |
| Other contributions to plan in this plan year | 2022-05-09 | 241724 |
| Other income to plan in this plan year | 2022-05-09 | 89262 |
| Plan net income in this plan year | 2022-05-09 | 383923 |
| Net assets as of the end of the plan year | 2022-05-09 | 1423832 |
| Net assets as of the beginning of the plan year | 2022-05-09 | 1039909 |
| Employer contributions to plan in this plan year | 2022-05-09 | 179351 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-09 | 0 |
| 2019 : CONTRACTORS AND EMPLOYEES 401(K) PLAN 2019 401k financial data |
|---|
| 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 | $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 | $305,690 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $194,204 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $187,554 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $209,488 |
| Value of total assets at end of year | 2019-12-31 | $790,258 |
| Value of total assets at beginning of year | 2019-12-31 | $678,772 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,650 |
| Total interest from all sources | 2019-12-31 | $585 |
| 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 |
| Administrative expenses professional fees incurred | 2019-12-31 | $6,650 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $100,000 |
| 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 |
| Contributions received from participants | 2019-12-31 | $33,452 |
| Participant contributions at end of year | 2019-12-31 | $53,468 |
| Participant contributions at beginning of year | 2019-12-31 | $3,372 |
| 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 | $111,486 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $790,258 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $678,772 |
| 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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Interest on participant loans | 2019-12-31 | $585 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $736,790 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $675,400 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $95,617 |
| 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 | Yes |
| 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 | $176,036 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $187,554 |
| 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 |
| 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 |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | ERICKSON, DEMEL & CO., PLLC |
| Accountancy firm EIN | 2019-12-31 | 464064364 |
| 2018 : CONTRACTORS AND EMPLOYEES 401(K) PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $93,857 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $158,523 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $152,323 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $149,054 |
| Value of total assets at end of year | 2018-12-31 | $678,772 |
| Value of total assets at beginning of year | 2018-12-31 | $743,438 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,200 |
| Total interest from all sources | 2018-12-31 | $7 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $6,200 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $38,092 |
| Assets. Loans (other than to participants) at end of year | 2018-12-31 | $3,372 |
| Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $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 | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-64,666 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $678,772 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $743,438 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Interest on participant loans | 2018-12-31 | $7 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $675,400 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $743,438 |
| Net gain/loss from 103.12 investment entities | 2018-12-31 | $-55,204 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $110,962 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $152,323 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | ERICKSON, DEMEL & CO., PLLC |
| Accountancy firm EIN | 2018-12-31 | 464064364 |
| 2017 : CONTRACTORS AND EMPLOYEES 401(K) PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $236,255 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $109,024 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $109,024 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $155,953 |
| Value of total assets at end of year | 2017-12-31 | $743,438 |
| Value of total assets at beginning of year | 2017-12-31 | $616,207 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $70,204 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $3,057 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $127,231 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $743,438 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $616,207 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $743,438 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $616,207 |
| Net gain/loss from 103.12 investment entities | 2017-12-31 | $80,302 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $82,692 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $109,024 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | ERICKSON, DEMEL & CO., PLLC |
| Accountancy firm EIN | 2017-12-31 | 464064364 |
| 2009 : CONTRACTORS AND EMPLOYEES 401(K) 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 |
