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PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 401k Plan overview

Plan NamePROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST
Plan identification number 002

PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.
  • 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

PROPERTY MANAGEMENT SPECIALISTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PROPERTY MANAGEMENT SPECIALISTS, INC.
Employer identification number (EIN):860389945
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-03-01
0022014-03-01AUDREY DEMSON
0022013-03-01AUDREY DEMSON
0022012-03-01AUDREY DEMSON
0022011-03-01AUDREY DEMSON
0022010-03-01AUDREY DEMSON
0022009-03-01HANS J THIELE

Plan Statistics for PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST

401k plan membership statisitcs for PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST

Measure Date Value
2015: PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-03-014
Total number of active participants reported on line 7a of the Form 55002015-03-010
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-010
Total of all active and inactive participants2015-03-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-010
Total participants2015-03-010
Number of participants with account balances2015-03-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-010
2014: PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-03-014
Total number of active participants reported on line 7a of the Form 55002014-03-011
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-013
Total of all active and inactive participants2014-03-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-010
Total participants2014-03-014
Number of participants with account balances2014-03-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-010
2013: PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-03-014
Total number of active participants reported on line 7a of the Form 55002013-03-014
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-010
Total of all active and inactive participants2013-03-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-010
Total participants2013-03-014
Number of participants with account balances2013-03-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-010
2012: PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-03-014
Total number of active participants reported on line 7a of the Form 55002012-03-014
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-010
Total of all active and inactive participants2012-03-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-010
Total participants2012-03-014
Number of participants with account balances2012-03-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-010
2011: PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-03-014
Total number of active participants reported on line 7a of the Form 55002011-03-014
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-010
Total of all active and inactive participants2011-03-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-014
Number of participants with account balances2011-03-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-010
2010: PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-03-013
Total number of active participants reported on line 7a of the Form 55002010-03-014
Total of all active and inactive participants2010-03-014
Total participants2010-03-014
2009: PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-03-013
Total number of active participants reported on line 7a of the Form 55002009-03-013
Total of all active and inactive participants2009-03-013
Total participants2009-03-013
Number of employers contributing to the scheme2009-03-011

Financial Data on PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST

Measure Date Value
2015 : PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-10-31$0
Total plan liabilities at end of year2015-10-31$0
Total plan liabilities at beginning of year2015-10-31$0
Total income from all sources2015-10-31$-385,566
Expenses. Total of all expenses incurred2015-10-31$492,152
Benefits paid (including direct rollovers)2015-10-31$489,978
Total plan assets at end of year2015-10-31$0
Total plan assets at beginning of year2015-10-31$877,718
Value of fidelity bond covering the plan2015-10-31$640,450
Assets. Value of tangible personal property2015-10-31$0
Total contributions received or receivable from participants2015-10-31$0
Assets. Value of loans (other than to participants)2015-10-31$0
Expenses. Other expenses not covered elsewhere2015-10-31$79
Contributions received from other sources (not participants or employers)2015-10-31$0
Other income received2015-10-31$-385,566
Noncash contributions received2015-10-31$0
Net income (gross income less expenses)2015-10-31$-877,718
Net plan assets at end of year (total assets less liabilities)2015-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$877,718
Assets. Value of assets in partnership/joint-venture interests2015-10-31$0
Assets. Value of real-estate (other than employer real property)2015-10-31$0
Total contributions received or receivable from employer(s)2015-10-31$0
Value of certain deemed distributions of participant loans2015-10-31$0
Value of corrective distributions2015-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$2,095
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
Transfers to/from the plan2015-02-28$0
Total plan liabilities at end of year2015-02-28$0
Total plan liabilities at beginning of year2015-02-28$0
Total income from all sources2015-02-28$60,194
Expenses. Total of all expenses incurred2015-02-28$46,652
Benefits paid (including direct rollovers)2015-02-28$28,774
Total plan assets at end of year2015-02-28$877,718
Total plan assets at beginning of year2015-02-28$864,176
Value of fidelity bond covering the plan2015-02-28$640,450
Assets. Value of tangible personal property2015-02-28$155,196
Total contributions received or receivable from participants2015-02-28$0
Assets. Value of loans (other than to participants)2015-02-28$19,831
Expenses. Other expenses not covered elsewhere2015-02-28$13,693
Contributions received from other sources (not participants or employers)2015-02-28$0
Other income received2015-02-28$60,194
Noncash contributions received2015-02-28$0
Net income (gross income less expenses)2015-02-28$13,542
Net plan assets at end of year (total assets less liabilities)2015-02-28$877,718
Net plan assets at beginning of year (total assets less liabilities)2015-02-28$864,176
Assets. Value of assets in partnership/joint-venture interests2015-02-28$465,423
Assets. Value of real-estate (other than employer real property)2015-02-28$0
Total contributions received or receivable from employer(s)2015-02-28$0
Value of certain deemed distributions of participant loans2015-02-28$0
Value of corrective distributions2015-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-02-28$4,185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-02-28$0
2014 : PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-02-28$0
Total plan liabilities at beginning of year2014-02-28$0
Total income from all sources2014-02-28$-18,480
Expenses. Total of all expenses incurred2014-02-28$33,073
Benefits paid (including direct rollovers)2014-02-28$28,348
Total plan assets at end of year2014-02-28$864,176
Total plan assets at beginning of year2014-02-28$915,729
Value of fidelity bond covering the plan2014-02-28$692,450
Assets. Value of tangible personal property2014-02-28$155,196
Total contributions received or receivable from participants2014-02-28$0
Assets. Value of loans (other than to participants)2014-02-28$19,831
Expenses. Other expenses not covered elsewhere2014-02-28$4,145
Contributions received from other sources (not participants or employers)2014-02-28$0
Other income received2014-02-28$-18,480
Noncash contributions received2014-02-28$0
Net income (gross income less expenses)2014-02-28$-51,553
Net plan assets at end of year (total assets less liabilities)2014-02-28$864,176
Net plan assets at beginning of year (total assets less liabilities)2014-02-28$915,729
Assets. Value of assets in partnership/joint-venture interests2014-02-28$465,423
Assets. Value of real-estate (other than employer real property)2014-02-28$52,000
Total contributions received or receivable from employer(s)2014-02-28$0
Value of certain deemed distributions of participant loans2014-02-28$0
Value of corrective distributions2014-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-02-28$580
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-02-28$0
2013 : PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-02-28$0
Total plan liabilities at beginning of year2013-02-28$0
Total income from all sources2013-02-28$30,029
Expenses. Total of all expenses incurred2013-02-28$6,013
Benefits paid (including direct rollovers)2013-02-28$0
Total plan assets at end of year2013-02-28$915,729
Total plan assets at beginning of year2013-02-28$891,713
Value of fidelity bond covering the plan2013-02-28$910,196
Assets. Value of tangible personal property2013-02-28$211,891
Total contributions received or receivable from participants2013-02-28$2,200
Assets. Value of loans (other than to participants)2013-02-28$63,251
Expenses. Other expenses not covered elsewhere2013-02-28$5,360
Contributions received from other sources (not participants or employers)2013-02-28$0
Other income received2013-02-28$27,829
Noncash contributions received2013-02-28$0
Net income (gross income less expenses)2013-02-28$24,016
Net plan assets at end of year (total assets less liabilities)2013-02-28$915,729
Net plan assets at beginning of year (total assets less liabilities)2013-02-28$891,713
Assets. Value of assets in partnership/joint-venture interests2013-02-28$583,054
Assets. Value of real-estate (other than employer real property)2013-02-28$52,000
Total contributions received or receivable from employer(s)2013-02-28$0
Value of certain deemed distributions of participant loans2013-02-28$0
Value of corrective distributions2013-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-02-28$653
2012 : PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-02-29$0
Total plan liabilities at end of year2012-02-29$0
Total plan liabilities at beginning of year2012-02-29$0
Total income from all sources2012-02-29$32,677
Expenses. Total of all expenses incurred2012-02-29$249,048
Benefits paid (including direct rollovers)2012-02-29$235,250
Total plan assets at end of year2012-02-29$891,713
Total plan assets at beginning of year2012-02-29$1,108,084
Assets. Value of tangible personal property2012-02-29$87,859
Total contributions received or receivable from participants2012-02-29$0
Assets. Value of loans (other than to participants)2012-02-29$63,251
Expenses. Other expenses not covered elsewhere2012-02-29$12,688
Contributions received from other sources (not participants or employers)2012-02-29$0
Other income received2012-02-29$32,677
Noncash contributions received2012-02-29$0
Net income (gross income less expenses)2012-02-29$-216,371
Net plan assets at end of year (total assets less liabilities)2012-02-29$891,713
Net plan assets at beginning of year (total assets less liabilities)2012-02-29$1,108,084
Assets. Value of assets in partnership/joint-venture interests2012-02-29$638,688
Assets. Value of real-estate (other than employer real property)2012-02-29$52,000
Total contributions received or receivable from employer(s)2012-02-29$0
Value of certain deemed distributions of participant loans2012-02-29$0
Value of corrective distributions2012-02-29$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-02-29$1,110
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-02-29$0
2011 : PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-02-28$-1,151,232
Expenses. Total of all expenses incurred2011-02-28$13,076
Total plan assets at end of year2011-02-28$1,108,084
Total plan assets at beginning of year2011-02-28$2,272,392
Expenses. Other expenses not covered elsewhere2011-02-28$13,076
Other income received2011-02-28$-1,167,993
Net income (gross income less expenses)2011-02-28$-1,164,308
Net plan assets at end of year (total assets less liabilities)2011-02-28$1,108,084
Net plan assets at beginning of year (total assets less liabilities)2011-02-28$2,272,392
Assets. Value of assets in partnership/joint-venture interests2011-02-28$467,286
Assets. Value of real-estate (other than employer real property)2011-02-28$264,349
Total contributions received or receivable from employer(s)2011-02-28$16,761

Form 5500 Responses for PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST

2015: PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingYes
2015-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement - TrustYes
2014: PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement - TrustYes
2013: PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement - TrustYes
2012: PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement - TrustYes
2011: PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement - TrustYes
2010: PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement - TrustYes
2009: PROPERTY MANAGEMENT SPECIALISTS, INC. RETIREMENT SAVINGS PLAN AND TRUST 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan funding arrangement – General assets of the sponsorYes
2009-03-01Plan benefit arrangement - TrustYes
2009-03-01Plan benefit arrangement – General assets of the sponsorYes

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