401k Plan data: EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. plan

EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC.
Plan identification number	001

EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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.

401k Sponsoring company profile

SHARE HOMES, INC. has sponsored the creation of one or more 401k plans.

Company Name: SHARE HOMES, INC.

Employer identification number (EIN): 943042623

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about SHARE HOMES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1981-02-27

Company Identification Number: F22147

Legal Registered Office Address: 3401 BAY TO BAY BLVD

TAMPA

More information about SHARE HOMES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 MALCOLM BEREAN 2018-04-19 MALCOLM BEREAN 2018-04-19
001 2016-01-01 MALCOM BEREAN 2017-07-24 MALCOM BEREAN 2017-07-24
001 2015-01-01 MALCOM BEREAN MALCOM BEREAN 2016-07-18
001 2014-01-01 MALCOM BEREAN MALCOM BEREAN 2015-08-03
001 2013-01-01 MALCOM BEREAN MALCOM BEREAN 2014-07-27
001 2012-01-01 MALCOLM BEREAN 2013-03-25 MALCOLM BEREAN 2013-03-25
001 2011-01-01 MALCOLM BEREAN 2013-02-04 MALCOLM BEREAN 2013-02-04
001 2010-01-01 DOUG CLARK 2011-07-28 DOUG CLARK 2011-07-28
001 2009-01-01 DOUG CLARK 2011-05-05 DOUG CLARK 2011-05-05
001 2009-01-01 DOUG CLARK 2010-07-15 DOUG CLARK 2010-07-15
001 2009-01-01 DOUG CLARK 2010-10-12 DOUG CLARK 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	MALCOLM BEREAN	2018-04-19	MALCOLM BEREAN	2018-04-19
001	2016-01-01	MALCOM BEREAN	2017-07-24	MALCOM BEREAN	2017-07-24
001	2015-01-01	MALCOM BEREAN		MALCOM BEREAN	2016-07-18
001	2014-01-01	MALCOM BEREAN		MALCOM BEREAN	2015-08-03
001	2013-01-01	MALCOM BEREAN		MALCOM BEREAN	2014-07-27
001	2012-01-01	MALCOLM BEREAN	2013-03-25	MALCOLM BEREAN	2013-03-25
001	2011-01-01	MALCOLM BEREAN	2013-02-04	MALCOLM BEREAN	2013-02-04
001	2010-01-01	DOUG CLARK	2011-07-28	DOUG CLARK	2011-07-28
001	2009-01-01	DOUG CLARK	2011-05-05	DOUG CLARK	2011-05-05
001	2009-01-01	DOUG CLARK	2010-07-15	DOUG CLARK	2010-07-15
001	2009-01-01	DOUG CLARK	2010-10-12	DOUG CLARK	2010-10-12

Financial Data on EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC.

Measure	Date	Value
2017 : EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$3,735
Expenses. Total of all expenses incurred	2017-12-31	$139,296
Benefits paid (including direct rollovers)	2017-12-31	$139,284
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$135,561
Value of fidelity bond covering the plan	2017-12-31	$20,000
Other income received	2017-12-31	$3,735
Net income (gross income less expenses)	2017-12-31	$-135,561
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$135,561
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$12
2016 : EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$9,964
Expenses. Total of all expenses incurred	2016-12-31	$11,114
Benefits paid (including direct rollovers)	2016-12-31	$10,970
Total plan assets at end of year	2016-12-31	$135,561
Total plan assets at beginning of year	2016-12-31	$136,711
Value of fidelity bond covering the plan	2016-12-31	$20,000
Other income received	2016-12-31	$9,964
Net income (gross income less expenses)	2016-12-31	$-1,150
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$135,561
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$136,711
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$144
2015 : EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$61,649
Expenses. Total of all expenses incurred	2015-12-31	$6,875
Benefits paid (including direct rollovers)	2015-12-31	$6,744
Total plan assets at end of year	2015-12-31	$136,711
Total plan assets at beginning of year	2015-12-31	$81,937
Value of fidelity bond covering the plan	2015-12-31	$20,000
Other income received	2015-12-31	$-31
Net income (gross income less expenses)	2015-12-31	$54,774
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$136,711
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$81,937
Total contributions received or receivable from employer(s)	2015-12-31	$61,680
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$131
2014 : EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$7,866
Expenses. Total of all expenses incurred	2014-12-31	$65
Total plan assets at end of year	2014-12-31	$81,937
Total plan assets at beginning of year	2014-12-31	$74,136
Value of fidelity bond covering the plan	2014-12-31	$20,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$65
Other income received	2014-12-31	$7,866
Net income (gross income less expenses)	2014-12-31	$7,801
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$81,937
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$74,136
2013 : EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$3,598
Total income from all sources	2013-12-31	$24,204
Expenses. Total of all expenses incurred	2013-12-31	$62
Total plan assets at end of year	2013-12-31	$74,136
Total plan assets at beginning of year	2013-12-31	$53,592
Value of fidelity bond covering the plan	2013-12-31	$20,000
Contributions received from other sources (not participants or employers)	2013-12-31	$6,873
Other income received	2013-12-31	$17,331
Net income (gross income less expenses)	2013-12-31	$24,142
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$74,136
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$49,994
Assets. Value of participant loans	2013-12-31	$408
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$62
2012 : EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$3,598
Total plan liabilities at beginning of year	2012-12-31	$6,664
Total income from all sources	2012-12-31	$9,468
Expenses. Total of all expenses incurred	2012-12-31	$6,624
Benefits paid (including direct rollovers)	2012-12-31	$6,562
Total plan assets at end of year	2012-12-31	$53,592
Total plan assets at beginning of year	2012-12-31	$50,748
Value of fidelity bond covering the plan	2012-12-31	$20,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$62
Contributions received from other sources (not participants or employers)	2012-12-31	$3,066
Other income received	2012-12-31	$6,402
Net income (gross income less expenses)	2012-12-31	$2,844
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$49,994
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$44,084
Assets. Value of participant loans	2012-12-31	$3,598
2011 : EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$6,664
Total plan liabilities at beginning of year	2011-12-31	$9,610
Total income from all sources	2011-12-31	$1,999
Expenses. Total of all expenses incurred	2011-12-31	$84
Total plan assets at end of year	2011-12-31	$50,748
Total plan assets at beginning of year	2011-12-31	$48,833
Value of fidelity bond covering the plan	2011-12-31	$20,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$84
Contributions received from other sources (not participants or employers)	2011-12-31	$3,274
Other income received	2011-12-31	$-1,275
Net income (gross income less expenses)	2011-12-31	$1,915
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$44,084
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$39,223
Assets. Value of participant loans	2011-12-31	$6,664
2010 : EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$9,610
Total plan liabilities at beginning of year	2010-12-31	$13,125
Total income from all sources	2010-12-31	$10,280
Expenses. Total of all expenses incurred	2010-12-31	$8,279
Benefits paid (including direct rollovers)	2010-12-31	$8,197
Total plan assets at end of year	2010-12-31	$48,833
Total plan assets at beginning of year	2010-12-31	$46,832
Value of fidelity bond covering the plan	2010-12-31	$20,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$82
Contributions received from other sources (not participants or employers)	2010-12-31	$3,736
Other income received	2010-12-31	$6,544
Net income (gross income less expenses)	2010-12-31	$2,001
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$39,223
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$33,707
Assets. Value of participant loans	2010-12-31	$9,610

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC.

2017: EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: EMPLOYEE BENEFIT PLAN OF SHARE HOMES, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	015355-B
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	015355-B
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	015355-B-1K
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	015355-B-1K
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	015355-B
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	015355-B
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	015355-B
Policy instance	1

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Company Name:	SHARE HOMES, INC.
Employer identification number (EIN):	943042623
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1981-02-27
Company Identification Number:	F22147
Legal Registered Office Address:	3401 BAY TO BAY BLVD TAMPA