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ROBERT J. SCULLY, JR. REALTOR 401(K) PLAN 401k Plan overview

Plan NameROBERT J. SCULLY, JR. REALTOR 401(K) PLAN
Plan identification number 003

ROBERT J. SCULLY, JR. REALTOR 401(K) 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.
  • Plan covering Self-Employed individuals.
  • 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

ROBERT J. SCULLY, JR. REALTOR has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. SCULLY, JR. REALTOR
Employer identification number (EIN):824167446
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. SCULLY, JR. REALTOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01ROBERT J SCULLY2024-08-15
0032022-01-01ROBERT J SCULLY2023-08-25
0032021-01-01
0032020-01-01
0032019-01-01

Financial Data on ROBERT J. SCULLY, JR. REALTOR 401(K) PLAN

Measure Date Value
2025 : ROBERT J. SCULLY, JR. REALTOR 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-280
Total liabilities as of the beginning of the plan year2025-09-280
Total expenses incurred by plan in this plan year2025-09-2820593
Net assets as of the end of the plan year2025-09-28429005
Total assets as of the beginning of the plan year2025-09-28355043
Value of plan covered by a fidelity bond2025-09-28100000
Participant contributions to plan in this plan year2025-09-2816175
Other income to plan in this plan year2025-09-2847044
Plan net income in this plan year2025-09-2873962
Net assets as of the end of the plan year2025-09-28429005
Net assets as of the beginning of the plan year2025-09-28355043
Employer contributions to plan in this plan year2025-09-2831336
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-281690
2024 : ROBERT J. SCULLY, JR. REALTOR 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-150
Total liabilities as of the beginning of the plan year2024-08-150
Total expenses incurred by plan in this plan year2024-08-15581
Net assets as of the end of the plan year2024-08-15355043
Total assets as of the beginning of the plan year2024-08-15266364
Value of plan covered by a fidelity bond2024-08-15100000
Participant contributions to plan in this plan year2024-08-155500
Other income to plan in this plan year2024-08-1560176
Plan net income in this plan year2024-08-1588679
Net assets as of the end of the plan year2024-08-15355043
Net assets as of the beginning of the plan year2024-08-15266364
Employer contributions to plan in this plan year2024-08-1523584
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-15581
2022 : ROBERT J. SCULLY, JR. REALTOR 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-220
Net assets as of the end of the plan year2022-09-22300680
Total assets as of the beginning of the plan year2022-09-22180205
Value of plan covered by a fidelity bond2022-09-2225000
Participant contributions to plan in this plan year2022-09-2240015
Other income to plan in this plan year2022-09-2227358
Plan net income in this plan year2022-09-22120475
Net assets as of the end of the plan year2022-09-22300680
Net assets as of the beginning of the plan year2022-09-22180205
Employer contributions to plan in this plan year2022-09-2253102

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