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JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 401k Plan overview

Plan NameJOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING
Plan identification number 001

JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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 HANSEN REAL ESTATE INVESTMENTS INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN HANSEN REAL ESTATE INVESTMENTS INC.
Employer identification number (EIN):870436852
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-08-01JOHN W HANSEN2024-01-12
0012021-08-01JOHN W HANSEN2023-04-27
0012020-08-01
0012019-08-01
0012018-08-01
0012017-08-01
0012016-08-01JOHN W HANSEN
0012015-08-01JOHN W HANSEN
0012014-08-01JOHN W HANSEN
0012013-08-01JOHN W HANSEN
0012012-08-01JOHN W HANSEN
0012011-08-01JOHN W HANSEN
0012009-08-01JOHN W HANSEN

Plan Statistics for JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING

401k plan membership statisitcs for JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING

Measure Date Value
2022: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year2022-08-014
Total number of active participants reported on line 7a of the Form 55002022-08-014
Number of retired or separated participants receiving benefits2022-08-010
Number of other retired or separated participants entitled to future benefits2022-08-010
Total of all active and inactive participants2022-08-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-08-010
Total participants2022-08-014
Number of participants with account balances2022-08-014
2021: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year2021-08-013
Total number of active participants reported on line 7a of the Form 55002021-08-014
Number of retired or separated participants receiving benefits2021-08-010
Number of other retired or separated participants entitled to future benefits2021-08-010
Total of all active and inactive participants2021-08-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-08-010
Total participants2021-08-014
Number of participants with account balances2021-08-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-08-010
2020: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year2020-08-013
Total number of active participants reported on line 7a of the Form 55002020-08-013
Number of retired or separated participants receiving benefits2020-08-010
Number of other retired or separated participants entitled to future benefits2020-08-010
Total of all active and inactive participants2020-08-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-08-010
Total participants2020-08-013
Number of participants with account balances2020-08-013
2019: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year2019-08-013
Total number of active participants reported on line 7a of the Form 55002019-08-013
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-010
Total of all active and inactive participants2019-08-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-010
Total participants2019-08-013
Number of participants with account balances2019-08-013
2018: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year2018-08-014
Total number of active participants reported on line 7a of the Form 55002018-08-013
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-010
Total of all active and inactive participants2018-08-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-08-010
Total participants2018-08-013
Number of participants with account balances2018-08-013
2017: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year2017-08-014
Total number of active participants reported on line 7a of the Form 55002017-08-014
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-010
Total of all active and inactive participants2017-08-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-010
Total participants2017-08-014
Number of participants with account balances2017-08-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-011
2016: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year2016-08-014
Total number of active participants reported on line 7a of the Form 55002016-08-014
Total of all active and inactive participants2016-08-014
Total participants2016-08-014
Number of participants with account balances2016-08-014
2015: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year2015-08-012
Total number of active participants reported on line 7a of the Form 55002015-08-014
Total of all active and inactive participants2015-08-014
Total participants2015-08-014
Number of participants with account balances2015-08-014
2014: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year2014-08-012
Total number of active participants reported on line 7a of the Form 55002014-08-012
Total of all active and inactive participants2014-08-012
Total participants2014-08-012
Number of participants with account balances2014-08-012
2013: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year2013-08-014
Total number of active participants reported on line 7a of the Form 55002013-08-012
Total of all active and inactive participants2013-08-012
Total participants2013-08-012
Number of participants with account balances2013-08-012
2012: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year2012-08-014
Total number of active participants reported on line 7a of the Form 55002012-08-014
Total of all active and inactive participants2012-08-014
Total participants2012-08-014
Number of participants with account balances2012-08-014
2011: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year2011-08-014
Total number of active participants reported on line 7a of the Form 55002011-08-014
Total of all active and inactive participants2011-08-014
Total participants2011-08-014
Number of participants with account balances2011-08-014
2009: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year2009-08-014
Total number of active participants reported on line 7a of the Form 55002009-08-014
Total of all active and inactive participants2009-08-014
Total participants2009-08-014
Number of participants with account balances2009-08-014

Financial Data on JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING

Measure Date Value
2023 : JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2023 401k financial data
Total income from all sources2023-07-31$-7,594
Expenses. Total of all expenses incurred2023-07-31$123,550
Benefits paid (including direct rollovers)2023-07-31$123,550
Total plan assets at end of year2023-07-31$2,836,034
Total plan assets at beginning of year2023-07-31$2,967,178
Value of fidelity bond covering the plan2023-07-31$250,000
Total contributions received or receivable from participants2023-07-31$0
Assets. Value of loans (other than to participants)2023-07-31$200,000
Contributions received from other sources (not participants or employers)2023-07-31$0
Other income received2023-07-31$-7,594
Net income (gross income less expenses)2023-07-31$-131,144
Net plan assets at end of year (total assets less liabilities)2023-07-31$2,836,034
Net plan assets at beginning of year (total assets less liabilities)2023-07-31$2,967,178
Total contributions received or receivable from employer(s)2023-07-31$0
2022 : JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2022 401k financial data
Total income from all sources2022-07-31$138,632
Expenses. Total of all expenses incurred2022-07-31$120,168
Benefits paid (including direct rollovers)2022-07-31$120,168
Total plan assets at end of year2022-07-31$2,967,178
Total plan assets at beginning of year2022-07-31$2,948,714
Value of fidelity bond covering the plan2022-07-31$250,000
Total contributions received or receivable from participants2022-07-31$0
Assets. Value of loans (other than to participants)2022-07-31$241,517
Other income received2022-07-31$103,632
Net income (gross income less expenses)2022-07-31$18,464
Net plan assets at end of year (total assets less liabilities)2022-07-31$2,967,178
Net plan assets at beginning of year (total assets less liabilities)2022-07-31$2,948,714
Total contributions received or receivable from employer(s)2022-07-31$35,000
2021 : JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2021 401k financial data
Total income from all sources2021-07-31$323,747
Expenses. Total of all expenses incurred2021-07-31$59,049
Benefits paid (including direct rollovers)2021-07-31$59,049
Total plan assets at end of year2021-07-31$2,948,714
Total plan assets at beginning of year2021-07-31$2,684,016
Value of fidelity bond covering the plan2021-07-31$250,000
Assets. Value of loans (other than to participants)2021-07-31$89,111
Other income received2021-07-31$222,399
Net income (gross income less expenses)2021-07-31$264,698
Net plan assets at end of year (total assets less liabilities)2021-07-31$2,948,714
Net plan assets at beginning of year (total assets less liabilities)2021-07-31$2,684,016
Total contributions received or receivable from employer(s)2021-07-31$101,348
2020 : JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2020 401k financial data
Total income from all sources2020-07-31$135,638
Expenses. Total of all expenses incurred2020-07-31$109,075
Benefits paid (including direct rollovers)2020-07-31$109,075
Total plan assets at end of year2020-07-31$2,684,016
Total plan assets at beginning of year2020-07-31$2,657,453
Value of fidelity bond covering the plan2020-07-31$250,000
Assets. Value of loans (other than to participants)2020-07-31$167,337
Other income received2020-07-31$110,638
Net income (gross income less expenses)2020-07-31$26,563
Net plan assets at end of year (total assets less liabilities)2020-07-31$2,684,016
Net plan assets at beginning of year (total assets less liabilities)2020-07-31$2,657,453
Total contributions received or receivable from employer(s)2020-07-31$25,000
2019 : JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2019 401k financial data
Total income from all sources2019-07-31$151,841
Expenses. Total of all expenses incurred2019-07-31$104,795
Benefits paid (including direct rollovers)2019-07-31$104,795
Total plan assets at end of year2019-07-31$2,657,453
Total plan assets at beginning of year2019-07-31$2,610,407
Value of fidelity bond covering the plan2019-07-31$250,000
Assets. Value of loans (other than to participants)2019-07-31$210,336
Other income received2019-07-31$127,381
Net income (gross income less expenses)2019-07-31$47,046
Net plan assets at end of year (total assets less liabilities)2019-07-31$2,657,453
Net plan assets at beginning of year (total assets less liabilities)2019-07-31$2,610,407
Total contributions received or receivable from employer(s)2019-07-31$24,460
2017 : JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2017 401k financial data
Total income from all sources2017-07-31$255,468
Expenses. Total of all expenses incurred2017-07-31$165,112
Benefits paid (including direct rollovers)2017-07-31$165,112
Total plan assets at end of year2017-07-31$2,596,029
Total plan assets at beginning of year2017-07-31$2,505,673
Value of fidelity bond covering the plan2017-07-31$250,000
Assets. Value of loans (other than to participants)2017-07-31$293,335
Other income received2017-07-31$230,468
Net income (gross income less expenses)2017-07-31$90,356
Net plan assets at end of year (total assets less liabilities)2017-07-31$2,596,029
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$2,505,673
Total contributions received or receivable from employer(s)2017-07-31$25,000
2016 : JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2016 401k financial data
Total income from all sources2016-07-31$-20,990
Expenses. Total of all expenses incurred2016-07-31$92,433
Benefits paid (including direct rollovers)2016-07-31$92,433
Total plan assets at end of year2016-07-31$2,505,673
Total plan assets at beginning of year2016-07-31$2,619,096
Value of fidelity bond covering the plan2016-07-31$250,000
Assets. Value of loans (other than to participants)2016-07-31$593,995
Other income received2016-07-31$-45,990
Net income (gross income less expenses)2016-07-31$-113,423
Net plan assets at end of year (total assets less liabilities)2016-07-31$2,505,673
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$2,619,096
Total contributions received or receivable from employer(s)2016-07-31$25,000
2015 : JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2015 401k financial data
Total income from all sources2015-07-31$47,244
Expenses. Total of all expenses incurred2015-07-31$34,104
Benefits paid (including direct rollovers)2015-07-31$34,104
Total plan assets at end of year2015-07-31$2,619,096
Total plan assets at beginning of year2015-07-31$2,605,956
Assets. Value of loans (other than to participants)2015-07-31$820,204
Other income received2015-07-31$47,244
Net income (gross income less expenses)2015-07-31$13,140
Net plan assets at end of year (total assets less liabilities)2015-07-31$2,619,096
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$2,605,956
2014 : JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2014 401k financial data
Total income from all sources2014-07-31$246,384
Expenses. Total of all expenses incurred2014-07-31$115,785
Benefits paid (including direct rollovers)2014-07-31$115,785
Total plan assets at end of year2014-07-31$2,605,956
Total plan assets at beginning of year2014-07-31$2,475,357
Assets. Value of loans (other than to participants)2014-07-31$854,230
Other income received2014-07-31$246,384
Net income (gross income less expenses)2014-07-31$130,599
Net plan assets at end of year (total assets less liabilities)2014-07-31$2,605,956
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$2,475,357
Total contributions received or receivable from employer(s)2014-07-31$0
2013 : JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2013 401k financial data
Total income from all sources2013-07-31$157,538
Total plan assets at end of year2013-07-31$2,475,357
Total plan assets at beginning of year2013-07-31$2,317,819
Other income received2013-07-31$157,538
Net income (gross income less expenses)2013-07-31$157,538
Net plan assets at end of year (total assets less liabilities)2013-07-31$2,475,357
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$2,317,819
2012 : JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2012 401k financial data
Total income from all sources2012-07-31$95,550
Total plan assets at end of year2012-07-31$2,317,819
Total plan assets at beginning of year2012-07-31$2,222,269
Assets. Value of loans (other than to participants)2012-07-31$597,096
Other income received2012-07-31$95,550
Net income (gross income less expenses)2012-07-31$95,550
Net plan assets at end of year (total assets less liabilities)2012-07-31$2,317,819
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$2,222,269
2011 : JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2011 401k financial data
Total income from all sources2011-07-31$160,604
Total plan assets at end of year2011-07-31$2,222,269
Total plan assets at beginning of year2011-07-31$2,061,665
Assets. Value of loans (other than to participants)2011-07-31$218,270
Other income received2011-07-31$160,604
Net income (gross income less expenses)2011-07-31$160,604
Net plan assets at end of year (total assets less liabilities)2011-07-31$2,222,269
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$2,061,665
Total contributions received or receivable from employer(s)2011-07-31$0

Form 5500 Responses for JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING

2022: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01Submission has been amendedNo
2022-08-01This submission is the final filingNo
2022-08-01This return/report is a short plan year return/report (less than 12 months)No
2022-08-01Plan is a collectively bargained planNo
2022-08-01Plan funding arrangement – TrustYes
2022-08-01Plan benefit arrangement - TrustYes
2021: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Submission has been amendedNo
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – TrustYes
2021-08-01Plan benefit arrangement - TrustYes
2020: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement - TrustYes
2019: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement - TrustYes
2018: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement - TrustYes
2017: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement - TrustYes
2016: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement - TrustYes
2015: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement - TrustYes
2014: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2013: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2009: JOHN HANSEN REAL ESTATE INVESTMENT PROFIT SHARING 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01This submission is the final filingNo
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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