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BLUE RIDGE REALTY, INC. 401(K) PLAN 401k Plan overview

Plan NameBLUE RIDGE REALTY, INC. 401(K) PLAN
Plan identification number 001

BLUE RIDGE REALTY, INC. 401(K) 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.
  • 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

BLUE RIDGE REALTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BLUE RIDGE REALTY, INC.
Employer identification number (EIN):954894522
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE RIDGE REALTY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TONYA HEADRICK2024-02-27
0012022-01-01TONYA HEADRICK2023-06-09
0012021-01-01TONYA HEADRICK2022-05-09 TONYA A HEADRICK2022-05-09
0012020-01-01TONYA HEADRICK2021-02-19
0012019-01-01TONYA HEADRICK2020-04-16
0012018-01-01TONYA HEADRICK2019-07-23
0012017-01-01TONYA HEADRICK2018-05-22
0012016-01-01ANN WALLACE2017-07-24
0012015-01-01ANN WALLACE2016-09-22
0012014-01-01ANN WALLACE2015-07-24
0012013-01-01ANN WALLACE2014-10-10
0012012-01-01ANN WALLACE2013-10-10
0012011-01-01ANN WALLACE2012-10-01
0012010-01-01ANN WALLACE2011-06-17

Plan Statistics for BLUE RIDGE REALTY, INC. 401(K) PLAN

401k plan membership statisitcs for BLUE RIDGE REALTY, INC. 401(K) PLAN

Measure Date Value
2025: BLUE RIDGE REALTY, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-047
Total number of particpants at end of year2025-03-048
Number of Participants With Account Balances2025-03-046
2024: BLUE RIDGE REALTY, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-02-278
Total number of particpants at end of year2024-02-277
Number of Participants With Account Balances2024-02-277
2022: BLUE RIDGE REALTY, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-097
Total number of particpants at end of year2022-05-098
Number of Participants With Account Balances2022-05-098

Financial Data on BLUE RIDGE REALTY, INC. 401(K) PLAN

Measure Date Value
2025 : BLUE RIDGE REALTY, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-040
Total liabilities as of the end of the plan year2025-03-040
Total liabilities as of the beginning of the plan year2025-03-040
Total expenses incurred by plan in this plan year2025-03-0428209
Net assets as of the end of the plan year2025-03-04883028
Total assets as of the beginning of the plan year2025-03-04750783
Value of plan covered by a fidelity bond2025-03-04250000
Participant contributions to plan in this plan year2025-03-0466100
Other expenses paid from plan in this plan year2025-03-040
Other contributions to plan in this plan year2025-03-040
Other income to plan in this plan year2025-03-0480266
Plan net income in this plan year2025-03-04132245
Net assets as of the end of the plan year2025-03-04883028
Net assets as of the beginning of the plan year2025-03-04750783
Employer contributions to plan in this plan year2025-03-0414088
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-048374
2024 : BLUE RIDGE REALTY, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-02-270
Total liabilities as of the end of the plan year2024-02-270
Total liabilities as of the beginning of the plan year2024-02-270
Total expenses incurred by plan in this plan year2024-02-2721240
Net assets as of the end of the plan year2024-02-27750783
Total assets as of the beginning of the plan year2024-02-27604422
Value of plan covered by a fidelity bond2024-02-27250000
Participant contributions to plan in this plan year2024-02-2772985
Other expenses paid from plan in this plan year2024-02-270
Other contributions to plan in this plan year2024-02-270
Other income to plan in this plan year2024-02-2794616
Plan net income in this plan year2024-02-27146361
Net assets as of the end of the plan year2024-02-27750783
Net assets as of the beginning of the plan year2024-02-27604422
Employer contributions to plan in this plan year2024-02-270
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-276263
2022 : BLUE RIDGE REALTY, INC. 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-05-090
Total liabilities as of the beginning of the plan year2022-05-090
Total expenses incurred by plan in this plan year2022-05-094878
Net assets as of the end of the plan year2022-05-09723545
Total assets as of the beginning of the plan year2022-05-09600839
Value of plan covered by a fidelity bond2022-05-09250000
Participant contributions to plan in this plan year2022-05-0935985
Other income to plan in this plan year2022-05-0978240
Plan net income in this plan year2022-05-09122706
Net assets as of the end of the plan year2022-05-09723545
Net assets as of the beginning of the plan year2022-05-09600839
Employer contributions to plan in this plan year2022-05-0913359
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-094878

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