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HIGH DESERT REALTY 401K PLAN 401k Plan overview

Plan NameHIGH DESERT REALTY 401K PLAN
Plan identification number 001

HIGH DESERT REALTY 401K 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HIGH DESERT REALTY, LLC has sponsored the creation of one or more 401k plans.

Company Name:HIGH DESERT REALTY, LLC
Employer identification number (EIN):931330170
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Additional information about HIGH DESERT REALTY, LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2001-09-25
Company Identification Number: 4171294
Legal Registered Office Address: 101 NE GREENWOOD AVE STE 100

BEND
United States of America (USA)
97701

More information about HIGH DESERT REALTY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HIGH DESERT REALTY 401K 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
0012018-01-01LORI BIRTOLA2019-08-05
0012017-01-01
0012016-01-01
0012015-01-01JANET BREYER2016-10-06
0012014-01-01JANET BREYER2015-09-04
0012013-01-01JANET BREYER2014-09-03
0012012-01-01JANET BREYER2013-09-17
0012011-01-01JANET BREYER2012-10-03
0012010-01-01JANET BREYER2011-07-15

Plan Statistics for HIGH DESERT REALTY 401K PLAN

401k plan membership statisitcs for HIGH DESERT REALTY 401K PLAN

Measure Date Value
2025: HIGH DESERT REALTY 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-167
Total number of particpants at end of year2025-06-165
Number of Participants With Account Balances2025-06-164
2024: HIGH DESERT REALTY 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-038
Total number of particpants at end of year2024-06-037
Number of Participants With Account Balances2024-06-034
2022: HIGH DESERT REALTY 401K PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-157
Total number of particpants at end of year2022-09-158
Number of Participants With Account Balances2022-09-155

Financial Data on HIGH DESERT REALTY 401K PLAN

Measure Date Value
2025 : HIGH DESERT REALTY 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-1613226
Net assets as of the end of the plan year2025-06-16986550
Total assets as of the beginning of the plan year2025-06-16892816
Value of plan covered by a fidelity bond2025-06-1685000
Participant contributions to plan in this plan year2025-06-162506
Other expenses paid from plan in this plan year2025-06-160
Other contributions to plan in this plan year2025-06-160
Other income to plan in this plan year2025-06-16101948
Plan net income in this plan year2025-06-1693734
Net assets as of the end of the plan year2025-06-16986550
Net assets as of the beginning of the plan year2025-06-16892816
Employer contributions to plan in this plan year2025-06-162506
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1613226
2024 : HIGH DESERT REALTY 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-0334919
Net assets as of the end of the plan year2024-06-03892816
Total assets as of the beginning of the plan year2024-06-03770425
Value of plan covered by a fidelity bond2024-06-0385000
Participant contributions to plan in this plan year2024-06-0338388
Value of participant loans at end of plan year2024-06-030
Other expenses paid from plan in this plan year2024-06-030
Other contributions to plan in this plan year2024-06-030
Other income to plan in this plan year2024-06-03110334
Plan net income in this plan year2024-06-03122391
Net assets as of the end of the plan year2024-06-03892816
Net assets as of the beginning of the plan year2024-06-03770425
Employer contributions to plan in this plan year2024-06-038588
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0311340
2022 : HIGH DESERT REALTY 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-1510803
Net assets as of the end of the plan year2022-09-15848032
Total assets as of the beginning of the plan year2022-09-15711811
Value of plan covered by a fidelity bond2022-09-1585000
Participant contributions to plan in this plan year2022-09-1551130
Other expenses paid from plan in this plan year2022-09-150
Other contributions to plan in this plan year2022-09-150
Other income to plan in this plan year2022-09-1584964
Plan net income in this plan year2022-09-15136221
Net assets as of the end of the plan year2022-09-15848032
Net assets as of the beginning of the plan year2022-09-15711811
Employer contributions to plan in this plan year2022-09-1510930
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-1510803

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