SHERMAN & BOONE REALTORS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHERMAN & BOONE REALTORS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-11-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-11-01 | 9 |
| Number of retired or separated participants receiving benefits | 2022-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-11-01 | 2 |
| Total of all active and inactive participants | 2022-11-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-11-01 | 0 |
| Total participants | 2022-11-01 | 13 |
| Number of participants with account balances | 2022-11-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-11-01 | 0 |
| 2021: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 9 |
| Number of retired or separated participants receiving benefits | 2021-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 1 |
| Total of all active and inactive participants | 2021-11-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-11-01 | 0 |
| Total participants | 2021-11-01 | 12 |
| Number of participants with account balances | 2021-11-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-11-01 | 0 |
| 2020: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 10 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 1 |
| Total of all active and inactive participants | 2020-11-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-11-01 | 0 |
| Total participants | 2020-11-01 | 13 |
| Number of participants with account balances | 2020-11-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-11-01 | 0 |
| 2019: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 10 |
| Number of retired or separated participants receiving benefits | 2019-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 1 |
| Total of all active and inactive participants | 2019-11-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-11-01 | 0 |
| Total participants | 2019-11-01 | 13 |
| Number of participants with account balances | 2019-11-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-11-01 | 0 |
| 2018: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 10 |
| Number of retired or separated participants receiving benefits | 2018-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 1 |
| Total of all active and inactive participants | 2018-11-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-11-01 | 0 |
| Total participants | 2018-11-01 | 13 |
| Number of participants with account balances | 2018-11-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-11-01 | 0 |
| 2017: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 9 |
| Number of retired or separated participants receiving benefits | 2017-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 1 |
| Total of all active and inactive participants | 2017-11-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-11-01 | 0 |
| Total participants | 2017-11-01 | 12 |
| Number of participants with account balances | 2017-11-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-11-01 | 0 |
| 2016: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 9 |
| Number of retired or separated participants receiving benefits | 2016-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 2 |
| Total of all active and inactive participants | 2016-11-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-11-01 | 0 |
| Total participants | 2016-11-01 | 13 |
| Number of participants with account balances | 2016-11-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-11-01 | 0 |
| 2015: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 8 |
| Number of retired or separated participants receiving benefits | 2015-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 2 |
| Total of all active and inactive participants | 2015-11-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-01 | 0 |
| Total participants | 2015-11-01 | 12 |
| Number of participants with account balances | 2015-11-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-01 | 0 |
| 2014: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 7 |
| Number of retired or separated participants receiving benefits | 2014-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 2 |
| Total of all active and inactive participants | 2014-11-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 0 |
| Total participants | 2014-11-01 | 11 |
| Number of participants with account balances | 2014-11-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 1 |
| 2013: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 8 |
| Number of retired or separated participants receiving benefits | 2013-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 2 |
| Total of all active and inactive participants | 2013-11-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 0 |
| Total participants | 2013-11-01 | 12 |
| Number of participants with account balances | 2013-11-01 | 12 |
| 2012: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 9 |
| Number of retired or separated participants receiving benefits | 2012-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 2 |
| Total of all active and inactive participants | 2012-11-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 0 |
| Total participants | 2012-11-01 | 13 |
| Number of participants with account balances | 2012-11-01 | 13 |
| Measure | Date | Value |
|---|
| 2023 : SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-10-31 | $0 |
| Total plan liabilities at beginning of year | 2023-10-31 | $0 |
| Total income from all sources | 2023-10-31 | $-175,212 |
| Expenses. Total of all expenses incurred | 2023-10-31 | $123,153 |
| Benefits paid (including direct rollovers) | 2023-10-31 | $87,045 |
| Total plan assets at end of year | 2023-10-31 | $1,659,138 |
| Total plan assets at beginning of year | 2023-10-31 | $1,957,503 |
| Value of fidelity bond covering the plan | 2023-10-31 | $1,640,000 |
| Total contributions received or receivable from participants | 2023-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2023-10-31 | $230,596 |
| Contributions received from other sources (not participants or employers) | 2023-10-31 | $0 |
| Other income received | 2023-10-31 | $-200,212 |
| Noncash contributions received | 2023-10-31 | $0 |
| Net income (gross income less expenses) | 2023-10-31 | $-298,365 |
| Net plan assets at end of year (total assets less liabilities) | 2023-10-31 | $1,659,138 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-10-31 | $1,957,503 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-10-31 | $468,998 |
| Assets. Value of real-estate (other than employer real property) | 2023-10-31 | $519,000 |
| Total contributions received or receivable from employer(s) | 2023-10-31 | $25,000 |
| Value of certain deemed distributions of participant loans | 2023-10-31 | $0 |
| Value of corrective distributions | 2023-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-10-31 | $36,108 |
| 2022 : SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-10-31 | $0 |
| Total plan liabilities at beginning of year | 2022-10-31 | $0 |
| Total income from all sources | 2022-10-31 | $338,092 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $122,502 |
| Benefits paid (including direct rollovers) | 2022-10-31 | $115,949 |
| Total plan assets at end of year | 2022-10-31 | $1,957,503 |
| Total plan assets at beginning of year | 2022-10-31 | $1,741,913 |
| Value of fidelity bond covering the plan | 2022-10-31 | $1,640,000 |
| Total contributions received or receivable from participants | 2022-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2022-10-31 | $229,133 |
| Expenses. Other expenses not covered elsewhere | 2022-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-10-31 | $0 |
| Other income received | 2022-10-31 | $313,092 |
| Noncash contributions received | 2022-10-31 | $0 |
| Net income (gross income less expenses) | 2022-10-31 | $215,590 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $1,957,503 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $1,741,913 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-10-31 | $698,700 |
| Assets. Value of real-estate (other than employer real property) | 2022-10-31 | $519,000 |
| Total contributions received or receivable from employer(s) | 2022-10-31 | $25,000 |
| Value of certain deemed distributions of participant loans | 2022-10-31 | $0 |
| Value of corrective distributions | 2022-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-10-31 | $6,553 |
| 2021 : SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-10-31 | $0 |
| Total plan liabilities at end of year | 2021-10-31 | $0 |
| Total plan liabilities at beginning of year | 2021-10-31 | $0 |
| Total income from all sources | 2021-10-31 | $136,142 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $106,961 |
| Benefits paid (including direct rollovers) | 2021-10-31 | $76,505 |
| Total plan assets at end of year | 2021-10-31 | $1,741,913 |
| Total plan assets at beginning of year | 2021-10-31 | $1,712,732 |
| Value of fidelity bond covering the plan | 2021-10-31 | $1,640,000 |
| Total contributions received or receivable from participants | 2021-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2021-10-31 | $245,129 |
| Expenses. Other expenses not covered elsewhere | 2021-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-10-31 | $0 |
| Other income received | 2021-10-31 | $111,142 |
| Noncash contributions received | 2021-10-31 | $0 |
| Net income (gross income less expenses) | 2021-10-31 | $29,181 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $1,741,913 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $1,712,732 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-10-31 | $588,105 |
| Assets. Value of real-estate (other than employer real property) | 2021-10-31 | $595,000 |
| Total contributions received or receivable from employer(s) | 2021-10-31 | $25,000 |
| Value of certain deemed distributions of participant loans | 2021-10-31 | $30,456 |
| Value of corrective distributions | 2021-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-10-31 | $0 |
| 2020 : SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-10-31 | $0 |
| Total plan liabilities at beginning of year | 2020-10-31 | $0 |
| Total income from all sources | 2020-10-31 | $47,436 |
| Expenses. Total of all expenses incurred | 2020-10-31 | $111,329 |
| Benefits paid (including direct rollovers) | 2020-10-31 | $77,437 |
| Total plan assets at end of year | 2020-10-31 | $1,712,732 |
| Total plan assets at beginning of year | 2020-10-31 | $1,776,625 |
| Value of fidelity bond covering the plan | 2020-10-31 | $1,660,000 |
| Total contributions received or receivable from participants | 2020-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2020-10-31 | $232,408 |
| Expenses. Other expenses not covered elsewhere | 2020-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-10-31 | $0 |
| Other income received | 2020-10-31 | $22,436 |
| Noncash contributions received | 2020-10-31 | $0 |
| Net income (gross income less expenses) | 2020-10-31 | $-63,893 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $1,712,732 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $1,776,625 |
| Assets. Value of participant loans | 2020-10-31 | $498 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-10-31 | $716,186 |
| Assets. Value of real-estate (other than employer real property) | 2020-10-31 | $575,000 |
| Total contributions received or receivable from employer(s) | 2020-10-31 | $25,000 |
| Value of certain deemed distributions of participant loans | 2020-10-31 | $0 |
| Value of corrective distributions | 2020-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-10-31 | $33,892 |
| 2019 : SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-10-31 | $0 |
| Total plan liabilities at end of year | 2019-10-31 | $0 |
| Total plan liabilities at beginning of year | 2019-10-31 | $0 |
| Total income from all sources | 2019-10-31 | $164,618 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $95,503 |
| Benefits paid (including direct rollovers) | 2019-10-31 | $72,785 |
| Total plan assets at end of year | 2019-10-31 | $1,776,625 |
| Total plan assets at beginning of year | 2019-10-31 | $1,707,510 |
| Value of fidelity bond covering the plan | 2019-10-31 | $1,660,000 |
| Total contributions received or receivable from participants | 2019-10-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-10-31 | $0 |
| Other income received | 2019-10-31 | $139,618 |
| Noncash contributions received | 2019-10-31 | $0 |
| Net income (gross income less expenses) | 2019-10-31 | $69,115 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $1,776,625 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $1,707,510 |
| Assets. Value of participant loans | 2019-10-31 | $1,534 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-10-31 | $429,115 |
| Assets. Value of real-estate (other than employer real property) | 2019-10-31 | $575,000 |
| Total contributions received or receivable from employer(s) | 2019-10-31 | $25,000 |
| Value of certain deemed distributions of participant loans | 2019-10-31 | $0 |
| Value of corrective distributions | 2019-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-10-31 | $22,718 |
| 2018 : SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-10-31 | $0 |
| 2017 : SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-10-31 | $0 |
| Total plan liabilities at end of year | 2017-10-31 | $0 |
| Total plan liabilities at beginning of year | 2017-10-31 | $0 |
| Total income from all sources | 2017-10-31 | $73,196 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $118,540 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $71,687 |
| Total plan assets at end of year | 2017-10-31 | $1,717,189 |
| Total plan assets at beginning of year | 2017-10-31 | $1,762,533 |
| Value of fidelity bond covering the plan | 2017-10-31 | $1,940,000 |
| Total contributions received or receivable from participants | 2017-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2017-10-31 | $385,345 |
| Expenses. Other expenses not covered elsewhere | 2017-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-10-31 | $0 |
| Other income received | 2017-10-31 | $48,196 |
| Noncash contributions received | 2017-10-31 | $0 |
| Net income (gross income less expenses) | 2017-10-31 | $-45,344 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $1,717,189 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $1,762,533 |
| Assets. Value of participant loans | 2017-10-31 | $3,807 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-10-31 | $434,305 |
| Assets. Value of real-estate (other than employer real property) | 2017-10-31 | $570,000 |
| Total contributions received or receivable from employer(s) | 2017-10-31 | $25,000 |
| Value of certain deemed distributions of participant loans | 2017-10-31 | $0 |
| Value of corrective distributions | 2017-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-10-31 | $46,853 |
| 2016 : SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-10-31 | $0 |
| Total plan liabilities at end of year | 2016-10-31 | $0 |
| Total plan liabilities at beginning of year | 2016-10-31 | $0 |
| Total income from all sources | 2016-10-31 | $96,381 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $110,208 |
| Benefits paid (including direct rollovers) | 2016-10-31 | $75,600 |
| Total plan assets at end of year | 2016-10-31 | $1,762,533 |
| Total plan assets at beginning of year | 2016-10-31 | $1,776,360 |
| Value of fidelity bond covering the plan | 2016-10-31 | $1,860,000 |
| Total contributions received or receivable from participants | 2016-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2016-10-31 | $387,903 |
| Expenses. Other expenses not covered elsewhere | 2016-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-10-31 | $0 |
| Other income received | 2016-10-31 | $76,381 |
| Noncash contributions received | 2016-10-31 | $0 |
| Net income (gross income less expenses) | 2016-10-31 | $-13,827 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $1,762,533 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $1,776,360 |
| Assets. Value of participant loans | 2016-10-31 | $5,673 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-10-31 | $439,884 |
| Assets. Value of real-estate (other than employer real property) | 2016-10-31 | $800,000 |
| Total contributions received or receivable from employer(s) | 2016-10-31 | $20,000 |
| Value of certain deemed distributions of participant loans | 2016-10-31 | $0 |
| Value of corrective distributions | 2016-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $34,608 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-10-31 | $0 |
| 2015 : SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-10-31 | $0 |
| Total plan liabilities at end of year | 2015-10-31 | $0 |
| Total plan liabilities at beginning of year | 2015-10-31 | $0 |
| Total income from all sources | 2015-10-31 | $266,648 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $106,652 |
| Benefits paid (including direct rollovers) | 2015-10-31 | $73,391 |
| Total plan assets at end of year | 2015-10-31 | $1,776,360 |
| Total plan assets at beginning of year | 2015-10-31 | $1,616,364 |
| Value of fidelity bond covering the plan | 2015-10-31 | $2,450,000 |
| Total contributions received or receivable from participants | 2015-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2015-10-31 | $746,545 |
| Expenses. Other expenses not covered elsewhere | 2015-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-10-31 | $0 |
| Other income received | 2015-10-31 | $246,648 |
| Noncash contributions received | 2015-10-31 | $0 |
| Net income (gross income less expenses) | 2015-10-31 | $159,996 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $1,776,360 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $1,616,364 |
| Assets. Value of participant loans | 2015-10-31 | $3,204 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-10-31 | $299,930 |
| Assets. Value of real-estate (other than employer real property) | 2015-10-31 | $565,490 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $20,000 |
| Value of certain deemed distributions of participant loans | 2015-10-31 | $0 |
| Value of corrective distributions | 2015-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $33,261 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-10-31 | $0 |
| 2014 : SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-10-31 | $0 |
| Total plan liabilities at end of year | 2014-10-31 | $0 |
| Total plan liabilities at beginning of year | 2014-10-31 | $0 |
| Total income from all sources | 2014-10-31 | $90,729 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $145,969 |
| Benefits paid (including direct rollovers) | 2014-10-31 | $91,632 |
| Total plan assets at end of year | 2014-10-31 | $1,616,364 |
| Total plan assets at beginning of year | 2014-10-31 | $1,671,604 |
| Value of fidelity bond covering the plan | 2014-10-31 | $2,060,000 |
| Total contributions received or receivable from participants | 2014-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2014-10-31 | $660,495 |
| Expenses. Other expenses not covered elsewhere | 2014-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-10-31 | $0 |
| Other income received | 2014-10-31 | $70,729 |
| Noncash contributions received | 2014-10-31 | $0 |
| Net income (gross income less expenses) | 2014-10-31 | $-55,240 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $1,616,364 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $1,671,604 |
| Assets. Value of participant loans | 2014-10-31 | $1,761 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-10-31 | $218,670 |
| Assets. Value of real-estate (other than employer real property) | 2014-10-31 | $529,300 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $20,000 |
| Value of certain deemed distributions of participant loans | 2014-10-31 | $0 |
| Value of corrective distributions | 2014-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $54,337 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-10-31 | $0 |
| 2013 : SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-10-31 | $0 |
| Total plan liabilities at end of year | 2013-10-31 | $0 |
| Total plan liabilities at beginning of year | 2013-10-31 | $0 |
| Total income from all sources | 2013-10-31 | $160,423 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $115,840 |
| Benefits paid (including direct rollovers) | 2013-10-31 | $61,878 |
| Total plan assets at end of year | 2013-10-31 | $1,671,604 |
| Total plan assets at beginning of year | 2013-10-31 | $1,627,021 |
| Value of fidelity bond covering the plan | 2013-10-31 | $2,060,000 |
| Total contributions received or receivable from participants | 2013-10-31 | $0 |
| Assets. Value of loans (other than to participants) | 2013-10-31 | $613,224 |
| Expenses. Other expenses not covered elsewhere | 2013-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-10-31 | $0 |
| Other income received | 2013-10-31 | $145,423 |
| Noncash contributions received | 2013-10-31 | $0 |
| Net income (gross income less expenses) | 2013-10-31 | $44,583 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $1,671,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,627,021 |
| Assets. Value of participant loans | 2013-10-31 | $2,784 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-10-31 | $225,031 |
| Assets. Value of real-estate (other than employer real property) | 2013-10-31 | $625,971 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $15,000 |
| Value of certain deemed distributions of participant loans | 2013-10-31 | $0 |
| Value of corrective distributions | 2013-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-31 | $53,962 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-31 | $0 |
| 2022: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-11-01 | Type of plan entity | Single employer plan |
| 2022-11-01 | Submission has been amended | No |
| 2022-11-01 | This submission is the final filing | No |
| 2022-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-11-01 | Plan is a collectively bargained plan | No |
| 2022-11-01 | Plan funding arrangement – Trust | Yes |
| 2022-11-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | Submission has been amended | No |
| 2021-11-01 | This submission is the final filing | No |
| 2021-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-11-01 | Plan is a collectively bargained plan | No |
| 2021-11-01 | Plan funding arrangement – Trust | Yes |
| 2021-11-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Submission has been amended | No |
| 2020-11-01 | This submission is the final filing | No |
| 2020-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-11-01 | Plan is a collectively bargained plan | No |
| 2020-11-01 | Plan funding arrangement – Trust | Yes |
| 2020-11-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Submission has been amended | No |
| 2019-11-01 | This submission is the final filing | No |
| 2019-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-11-01 | Plan is a collectively bargained plan | No |
| 2019-11-01 | Plan funding arrangement – Trust | Yes |
| 2019-11-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | Submission has been amended | No |
| 2018-11-01 | This submission is the final filing | No |
| 2018-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-11-01 | Plan is a collectively bargained plan | No |
| 2018-11-01 | Plan funding arrangement – Trust | Yes |
| 2018-11-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Submission has been amended | No |
| 2017-11-01 | This submission is the final filing | No |
| 2017-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-11-01 | Plan is a collectively bargained plan | No |
| 2017-11-01 | Plan funding arrangement – Trust | Yes |
| 2017-11-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Submission has been amended | No |
| 2016-11-01 | This submission is the final filing | No |
| 2016-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-11-01 | Plan is a collectively bargained plan | No |
| 2016-11-01 | Plan funding arrangement – Trust | Yes |
| 2016-11-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Submission has been amended | No |
| 2015-11-01 | This submission is the final filing | No |
| 2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-11-01 | Plan is a collectively bargained plan | No |
| 2015-11-01 | Plan funding arrangement – Trust | Yes |
| 2015-11-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Submission has been amended | No |
| 2014-11-01 | This submission is the final filing | No |
| 2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-11-01 | Plan is a collectively bargained plan | No |
| 2014-11-01 | Plan funding arrangement – Trust | Yes |
| 2014-11-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Submission has been amended | No |
| 2013-11-01 | This submission is the final filing | No |
| 2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-11-01 | Plan is a collectively bargained plan | No |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SHERMAN & BOONE REALTORS PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Submission has been amended | No |
| 2012-11-01 | This submission is the final filing | No |
| 2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-11-01 | Plan is a collectively bargained plan | No |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
