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DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameDEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN
Plan identification number 002

DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 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

DEL MAR REALTY & INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:DEL MAR REALTY & INVESTMENTS, INC.
Employer identification number (EIN):952945855
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-05-01SHERRY WISHNEY-PARSONS2023-12-06
0022021-05-01SHERRY WISHNEY-PARSONS2022-10-27
0022020-05-01SHERRY WISHNEY-PARSONS2021-11-17
0022019-05-01SHERRY WISHNEY-PARSONS2021-01-07
0022018-05-01SHERRY WISHNEY-PARSONS2019-11-22
0022017-05-01
0022016-05-01
0022015-05-01
0022015-05-01
0022014-05-01
0022013-05-01
0022012-05-01WILLIAM WALLER
0022011-05-01BILL WALLER
0022010-05-01WILLIAM WALLER
0022009-05-01PETER WISHNEY PETER WISHNEY2011-02-11

Plan Statistics for DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN

Measure Date Value
2022: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-012
Total number of active participants reported on line 7a of the Form 55002022-05-011
Number of retired or separated participants receiving benefits2022-05-011
Number of other retired or separated participants entitled to future benefits2022-05-010
Total of all active and inactive participants2022-05-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-05-010
Total participants2022-05-012
Number of participants with account balances2022-05-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-05-010
2021: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-012
Total number of active participants reported on line 7a of the Form 55002021-05-011
Number of retired or separated participants receiving benefits2021-05-011
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-010
Total participants2021-05-012
Number of participants with account balances2021-05-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-05-010
2020: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-012
Total number of active participants reported on line 7a of the Form 55002020-05-011
Number of retired or separated participants receiving benefits2020-05-011
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-010
Total participants2020-05-012
Number of participants with account balances2020-05-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-05-010
2019: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-012
Total number of active participants reported on line 7a of the Form 55002019-05-011
Number of retired or separated participants receiving benefits2019-05-011
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-010
Total participants2019-05-012
Number of participants with account balances2019-05-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-05-010
2018: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-012
Total number of active participants reported on line 7a of the Form 55002018-05-011
Number of retired or separated participants receiving benefits2018-05-011
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-010
Total participants2018-05-012
Number of participants with account balances2018-05-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-05-010
2017: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-012
Total number of active participants reported on line 7a of the Form 55002017-05-011
Number of other retired or separated participants entitled to future benefits2017-05-011
Total of all active and inactive participants2017-05-012
Total participants2017-05-012
Number of participants with account balances2017-05-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-010
2016: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-012
Total number of active participants reported on line 7a of the Form 55002016-05-011
Number of other retired or separated participants entitled to future benefits2016-05-011
Total of all active and inactive participants2016-05-012
Total participants2016-05-012
Number of participants with account balances2016-05-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-010
2015: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-012
Total number of active participants reported on line 7a of the Form 55002015-05-011
Number of other retired or separated participants entitled to future benefits2015-05-011
Total of all active and inactive participants2015-05-012
Total participants2015-05-012
Number of participants with account balances2015-05-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-010
2012: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-012
Total number of active participants reported on line 7a of the Form 55002012-05-012
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-012
Number of participants with account balances2012-05-012
2011: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-012
Total number of active participants reported on line 7a of the Form 55002011-05-012
Total of all active and inactive participants2011-05-012
Total participants2011-05-012
Number of participants with account balances2011-05-012
2010: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-012
Total number of active participants reported on line 7a of the Form 55002010-05-012
Number of retired or separated participants receiving benefits2010-05-010
Number of other retired or separated participants entitled to future benefits2010-05-010
Total of all active and inactive participants2010-05-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-010
Total participants2010-05-012
Number of participants with account balances2010-05-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-05-010
2009: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-012
Total number of active participants reported on line 7a of the Form 55002009-05-012
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-012
Number of participants with account balances2009-05-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-010

Financial Data on DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN

Measure Date Value
2023 : DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-04-30$158,664
Expenses. Total of all expenses incurred2023-04-30$35,000
Benefits paid (including direct rollovers)2023-04-30$35,000
Total plan assets at end of year2023-04-30$1,816,041
Total plan assets at beginning of year2023-04-30$1,692,377
Value of fidelity bond covering the plan2023-04-30$170,000
Assets. Value of loans (other than to participants)2023-04-30$1,276,112
Other income received2023-04-30$158,664
Net income (gross income less expenses)2023-04-30$123,664
Net plan assets at end of year (total assets less liabilities)2023-04-30$1,816,041
Net plan assets at beginning of year (total assets less liabilities)2023-04-30$1,692,377
Assets. Value of participant loans2023-04-30$9,690
Assets. Value of employer real property2023-04-30$418,672
2022 : DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-04-30$48,228
Expenses. Total of all expenses incurred2022-04-30$35,000
Benefits paid (including direct rollovers)2022-04-30$35,000
Total plan assets at end of year2022-04-30$1,692,377
Total plan assets at beginning of year2022-04-30$1,679,149
Value of fidelity bond covering the plan2022-04-30$170,000
Assets. Value of loans (other than to participants)2022-04-30$1,072,654
Other income received2022-04-30$48,228
Net income (gross income less expenses)2022-04-30$13,228
Net plan assets at end of year (total assets less liabilities)2022-04-30$1,692,377
Net plan assets at beginning of year (total assets less liabilities)2022-04-30$1,679,149
Assets. Value of participant loans2022-04-30$15,685
Assets. Value of employer real property2022-04-30$418,672
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-04-30$0
2021 : DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-04-30$38,420
Expenses. Total of all expenses incurred2021-04-30$30,000
Benefits paid (including direct rollovers)2021-04-30$30,000
Total plan assets at end of year2021-04-30$1,679,149
Total plan assets at beginning of year2021-04-30$1,670,729
Value of fidelity bond covering the plan2021-04-30$170,000
Assets. Value of loans (other than to participants)2021-04-30$264,912
Other income received2021-04-30$12,398
Net income (gross income less expenses)2021-04-30$8,420
Net plan assets at end of year (total assets less liabilities)2021-04-30$1,679,149
Net plan assets at beginning of year (total assets less liabilities)2021-04-30$1,670,729
Assets. Value of participant loans2021-04-30$22,694
Assets. Value of employer real property2021-04-30$418,672
Total contributions received or receivable from employer(s)2021-04-30$26,022
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-04-30$0
2020 : DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-04-30$131,086
Expenses. Total of all expenses incurred2020-04-30$30,000
Benefits paid (including direct rollovers)2020-04-30$30,000
Total plan assets at end of year2020-04-30$1,670,729
Total plan assets at beginning of year2020-04-30$1,569,643
Value of fidelity bond covering the plan2020-04-30$170,000
Assets. Value of loans (other than to participants)2020-04-30$592,667
Other income received2020-04-30$131,086
Net income (gross income less expenses)2020-04-30$101,086
Net plan assets at end of year (total assets less liabilities)2020-04-30$1,670,729
Net plan assets at beginning of year (total assets less liabilities)2020-04-30$1,569,643
Assets. Value of participant loans2020-04-30$26,656
Assets. Value of real-estate (other than employer real property)2020-04-30$236,669
2019 : DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-04-30$0
2018 : DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-04-30$107,052
Expenses. Total of all expenses incurred2018-04-30$10,000
Benefits paid (including direct rollovers)2018-04-30$10,000
Total plan assets at end of year2018-04-30$1,591,928
Total plan assets at beginning of year2018-04-30$1,494,876
Value of fidelity bond covering the plan2018-04-30$150,000
Assets. Value of loans (other than to participants)2018-04-30$1,148,245
Other income received2018-04-30$107,052
Net income (gross income less expenses)2018-04-30$97,052
Net plan assets at end of year (total assets less liabilities)2018-04-30$1,591,928
Net plan assets at beginning of year (total assets less liabilities)2018-04-30$1,494,876
Assets. Value of real-estate (other than employer real property)2018-04-30$234,321
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-30$0
2017 : DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-04-30$90,361
Expenses. Total of all expenses incurred2017-04-30$58,000
Benefits paid (including direct rollovers)2017-04-30$58,000
Total plan assets at end of year2017-04-30$1,494,876
Total plan assets at beginning of year2017-04-30$1,462,515
Value of fidelity bond covering the plan2017-04-30$150,000
Assets. Value of loans (other than to participants)2017-04-30$664,245
Other income received2017-04-30$90,361
Net income (gross income less expenses)2017-04-30$32,361
Net plan assets at end of year (total assets less liabilities)2017-04-30$1,494,876
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$1,462,515
Assets. Value of real-estate (other than employer real property)2017-04-30$346,249
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-04-30$0
2016 : DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-04-30$157,455
Expenses. Total of all expenses incurred2016-04-30$152,000
Benefits paid (including direct rollovers)2016-04-30$152,000
Total plan assets at end of year2016-04-30$1,462,515
Total plan assets at beginning of year2016-04-30$1,457,060
Value of fidelity bond covering the plan2016-04-30$150,000
Assets. Value of loans (other than to participants)2016-04-30$674,106
Other income received2016-04-30$157,455
Net income (gross income less expenses)2016-04-30$5,455
Net plan assets at end of year (total assets less liabilities)2016-04-30$1,462,515
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$1,457,060
Assets. Value of real-estate (other than employer real property)2016-04-30$346,249
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
2013 : DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-04-30$135,560
Expenses. Total of all expenses incurred2013-04-30$94,000
Benefits paid (including direct rollovers)2013-04-30$94,000
Total plan assets at end of year2013-04-30$1,422,090
Total plan assets at beginning of year2013-04-30$1,380,530
Value of fidelity bond covering the plan2013-04-30$1,000,000
Assets. Value of loans (other than to participants)2013-04-30$728,074
Other income received2013-04-30$122,560
Net income (gross income less expenses)2013-04-30$41,560
Net plan assets at end of year (total assets less liabilities)2013-04-30$1,422,090
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$1,380,530
Assets. Value of real-estate (other than employer real property)2013-04-30$180,449
Total contributions received or receivable from employer(s)2013-04-30$13,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
2012 : DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-04-30$89,673
Expenses. Total of all expenses incurred2012-04-30$78,000
Benefits paid (including direct rollovers)2012-04-30$78,000
Total plan assets at end of year2012-04-30$1,380,530
Total plan assets at beginning of year2012-04-30$1,368,857
Value of fidelity bond covering the plan2012-04-30$1,000,000
Assets. Value of loans (other than to participants)2012-04-30$734,316
Other income received2012-04-30$80,173
Net income (gross income less expenses)2012-04-30$11,673
Net plan assets at end of year (total assets less liabilities)2012-04-30$1,380,530
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$1,368,857
Assets. Value of real-estate (other than employer real property)2012-04-30$180,349
Total contributions received or receivable from employer(s)2012-04-30$9,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
2011 : DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-04-30$0
Total income from all sources2011-04-30$91,351
Expenses. Total of all expenses incurred2011-04-30$63,500
Benefits paid (including direct rollovers)2011-04-30$63,500
Total plan assets at end of year2011-04-30$1,368,857
Total plan assets at beginning of year2011-04-30$1,341,006
Value of fidelity bond covering the plan2011-04-30$1,000,000
Total contributions received or receivable from participants2011-04-30$0
Expenses. Other expenses not covered elsewhere2011-04-30$0
Contributions received from other sources (not participants or employers)2011-04-30$0
Other income received2011-04-30$85,601
Noncash contributions received2011-04-30$0
Net income (gross income less expenses)2011-04-30$27,851
Net plan assets at end of year (total assets less liabilities)2011-04-30$1,368,857
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$1,341,006
Assets. Value of real-estate (other than employer real property)2011-04-30$115,649
Total contributions received or receivable from employer(s)2011-04-30$5,750
Value of certain deemed distributions of participant loans2011-04-30$0
Value of corrective distributions2011-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-04-30$0

Form 5500 Responses for DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN

2022: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement - TrustYes
2021: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement - TrustYes
2020: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement - TrustYes
2019: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement - TrustYes
2018: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement - TrustYes
2017: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement - TrustYes
2016: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement - TrustYes
2015: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2012: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2010: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement - TrustYes
2009: DEL MAR REALTY & INVESTMENTS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

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