401k Plan data: PM REALTY GROUP 401(K) PLAN plan

PM REALTY GROUP 401(K) PLAN 401k Plan overview

Plan Name	PM REALTY GROUP 401(K) PLAN
Plan identification number	001

PM REALTY GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.

401k Sponsoring company profile

PM REALTY GROUP, L. P. has sponsored the creation of one or more 401k plans.

Company Name: PM REALTY GROUP, L. P.

Employer identification number (EIN): 134000011

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PM REALTY GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2017-01-01
001 2016-01-01 FOWLER KNIGHT
001 2015-01-01 FOWLER KNIGHT
001 2014-01-01 FOWLER KNIGHT
001 2013-01-01 FOWLER KNIGHT
001 2012-01-01 FOWLER KNIGHT
001 2011-01-01 FOWLER KNIGHT
001 2010-01-01 FOWLER KNIGHT
001 2009-01-01 FOWLER KNIGHT FOWLER KNIGHT 2010-10-11

Plan Statistics for PM REALTY GROUP 401(K) PLAN

401k plan membership statisitcs for PM REALTY GROUP 401(K) PLAN

Measure Date Value
2018: PM REALTY GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 911
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 646
Number of retired or separated participants receiving benefits 2018-01-01 28
Number of other retired or separated participants entitled to future benefits 2018-01-01 241
Total of all active and inactive participants 2018-01-01 915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 915
Number of participants with account balances 2018-01-01 705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 46
2017: PM REALTY GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 747
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 444
Number of retired or separated participants receiving benefits 2017-01-01 32
Number of other retired or separated participants entitled to future benefits 2017-01-01 254
Total of all active and inactive participants 2017-01-01 730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 730
Number of participants with account balances 2017-01-01 695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 48
2016: PM REALTY GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 825
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 436
Number of retired or separated participants receiving benefits 2016-01-01 34
Number of other retired or separated participants entitled to future benefits 2016-01-01 265
Total of all active and inactive participants 2016-01-01 735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 736
Number of participants with account balances 2016-01-01 719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 57
2015: PM REALTY GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 907
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 473
Number of retired or separated participants receiving benefits 2015-01-01 29
Number of other retired or separated participants entitled to future benefits 2015-01-01 323
Total of all active and inactive participants 2015-01-01 825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 825
Number of participants with account balances 2015-01-01 794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 107
2014: PM REALTY GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,265
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 642
Number of retired or separated participants receiving benefits 2014-01-01 24
Number of other retired or separated participants entitled to future benefits 2014-01-01 241
Total of all active and inactive participants 2014-01-01 907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 907
Number of participants with account balances 2014-01-01 844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 190
2013: PM REALTY GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,192
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 939
Number of retired or separated participants receiving benefits 2013-01-01 22
Number of other retired or separated participants entitled to future benefits 2013-01-01 301
Total of all active and inactive participants 2013-01-01 1,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,262
Number of participants with account balances 2013-01-01 1,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 81
2012: PM REALTY GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,185
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 966
Number of retired or separated participants receiving benefits 2012-01-01 19
Number of other retired or separated participants entitled to future benefits 2012-01-01 207
Total of all active and inactive participants 2012-01-01 1,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,192
Number of participants with account balances 2012-01-01 1,078
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 54
2011: PM REALTY GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,129
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 917
Number of retired or separated participants receiving benefits 2011-01-01 43
Number of other retired or separated participants entitled to future benefits 2011-01-01 224
Total of all active and inactive participants 2011-01-01 1,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,184
Number of participants with account balances 2011-01-01 1,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 76
2010: PM REALTY GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,218
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 832
Number of retired or separated participants receiving benefits 2010-01-01 250
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 1,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1,082
Number of participants with account balances 2010-01-01 972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 65
2009: PM REALTY GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,323
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 846
Number of retired or separated participants receiving benefits 2009-01-01 16
Number of other retired or separated participants entitled to future benefits 2009-01-01 351
Total of all active and inactive participants 2009-01-01 1,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,213
Number of participants with account balances 2009-01-01 1,067
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 118

Measure	Date	Value
2018: PM REALTY GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	911
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	646
Number of retired or separated participants receiving benefits	2018-01-01	28
Number of other retired or separated participants entitled to future benefits	2018-01-01	241
Total of all active and inactive participants	2018-01-01	915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	915
Number of participants with account balances	2018-01-01	705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	46
2017: PM REALTY GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	747
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	444
Number of retired or separated participants receiving benefits	2017-01-01	32
Number of other retired or separated participants entitled to future benefits	2017-01-01	254
Total of all active and inactive participants	2017-01-01	730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	730
Number of participants with account balances	2017-01-01	695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	48
2016: PM REALTY GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	825
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	436
Number of retired or separated participants receiving benefits	2016-01-01	34
Number of other retired or separated participants entitled to future benefits	2016-01-01	265
Total of all active and inactive participants	2016-01-01	735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	736
Number of participants with account balances	2016-01-01	719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	57
2015: PM REALTY GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	907
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	473
Number of retired or separated participants receiving benefits	2015-01-01	29
Number of other retired or separated participants entitled to future benefits	2015-01-01	323
Total of all active and inactive participants	2015-01-01	825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	825
Number of participants with account balances	2015-01-01	794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	107
2014: PM REALTY GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,265
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	642
Number of retired or separated participants receiving benefits	2014-01-01	24
Number of other retired or separated participants entitled to future benefits	2014-01-01	241
Total of all active and inactive participants	2014-01-01	907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	907
Number of participants with account balances	2014-01-01	844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	190
2013: PM REALTY GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,192
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	939
Number of retired or separated participants receiving benefits	2013-01-01	22
Number of other retired or separated participants entitled to future benefits	2013-01-01	301
Total of all active and inactive participants	2013-01-01	1,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,262
Number of participants with account balances	2013-01-01	1,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	81
2012: PM REALTY GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,185
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	966
Number of retired or separated participants receiving benefits	2012-01-01	19
Number of other retired or separated participants entitled to future benefits	2012-01-01	207
Total of all active and inactive participants	2012-01-01	1,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,192
Number of participants with account balances	2012-01-01	1,078
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	54
2011: PM REALTY GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,129
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	917
Number of retired or separated participants receiving benefits	2011-01-01	43
Number of other retired or separated participants entitled to future benefits	2011-01-01	224
Total of all active and inactive participants	2011-01-01	1,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,184
Number of participants with account balances	2011-01-01	1,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	76
2010: PM REALTY GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,218
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	832
Number of retired or separated participants receiving benefits	2010-01-01	250
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	1,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1,082
Number of participants with account balances	2010-01-01	972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	65
2009: PM REALTY GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,323
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	846
Number of retired or separated participants receiving benefits	2009-01-01	16
Number of other retired or separated participants entitled to future benefits	2009-01-01	351
Total of all active and inactive participants	2009-01-01	1,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,213
Number of participants with account balances	2009-01-01	1,067
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	118

Financial Data on PM REALTY GROUP 401(K) PLAN

Measure	Date	Value
2018 : PM REALTY GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$96,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$12,946
Total income from all sources (including contributions)	2018-12-31	$561,529
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,242,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,168,521
Expenses. Certain deemed distributions of participant loans	2018-12-31	$56,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,340,802
Value of total assets at end of year	2018-12-31	$46,576,397
Value of total assets at beginning of year	2018-12-31	$49,173,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,449
Total interest from all sources	2018-12-31	$37,394
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$3,431,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$3,431,894
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,409,627
Participant contributions at end of year	2018-12-31	$837,365
Participant contributions at beginning of year	2018-12-31	$840,604
Participant contributions at end of year	2018-12-31	$112,770
Participant contributions at beginning of year	2018-12-31	$70,953
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$117,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$71
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$391
Administrative expenses (other) incurred	2018-12-31	$17,449
Liabilities. Value of operating payables at end of year	2018-12-31	$1,865
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,680,886
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$46,479,498
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$49,160,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$38,637,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$42,296,102
Interest on participant loans	2018-12-31	$37,371
Value of interest in common/collective trusts at end of year	2018-12-31	$6,801,018
Value of interest in common/collective trusts at beginning of year	2018-12-31	$5,907,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$143,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$31,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$31,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-6,392,862
Net investment gain or loss from common/collective trusts	2018-12-31	$144,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$813,517
Employer contributions (assets) at end of year	2018-12-31	$44,456
Employer contributions (assets) at beginning of year	2018-12-31	$26,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,168,521
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$94,963
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$12,555
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HAM, LANGSTON, BREZINA, L.L.P.
Accountancy firm EIN	2018-12-31	760448495
2017 : PM REALTY GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$12,946
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$14,156
Total income from all sources (including contributions)	2017-12-31	$10,334,650
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,866,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,689,954
Expenses. Certain deemed distributions of participant loans	2017-12-31	$142,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,065,590
Value of total assets at end of year	2017-12-31	$49,173,330
Value of total assets at beginning of year	2017-12-31	$42,706,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$34,658
Total interest from all sources	2017-12-31	$33,646
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,649,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,649,326
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,181,087
Participant contributions at end of year	2017-12-31	$840,604
Participant contributions at beginning of year	2017-12-31	$853,735
Participant contributions at end of year	2017-12-31	$70,953
Participant contributions at beginning of year	2017-12-31	$61,172
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$180,588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$10,153
Administrative expenses (other) incurred	2017-12-31	$34,658
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$6,467,801
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$49,160,384
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$42,692,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$42,296,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$35,364,516
Interest on participant loans	2017-12-31	$33,646
Value of interest in common/collective trusts at end of year	2017-12-31	$5,907,431
Value of interest in common/collective trusts at beginning of year	2017-12-31	$6,376,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$31,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$29,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$29,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,460,293
Net investment gain or loss from common/collective trusts	2017-12-31	$125,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$703,915
Employer contributions (assets) at end of year	2017-12-31	$26,371
Employer contributions (assets) at beginning of year	2017-12-31	$21,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,689,954
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$12,555
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$4,003
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HAM, LANGSTON, BREZINA, L.L.P.
Accountancy firm EIN	2017-12-31	760448495
2016 : PM REALTY GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$14,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,031
Total income from all sources (including contributions)	2016-12-31	$5,855,612
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,194,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,076,739
Expenses. Certain deemed distributions of participant loans	2016-12-31	$62,723
Value of total corrective distributions	2016-12-31	$33,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,962,028
Value of total assets at end of year	2016-12-31	$42,706,739
Value of total assets at beginning of year	2016-12-31	$41,032,355
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$21,780
Total interest from all sources	2016-12-31	$35,104
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,609,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,609,581
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,069,653
Participant contributions at end of year	2016-12-31	$853,735
Participant contributions at beginning of year	2016-12-31	$876,610
Participant contributions at end of year	2016-12-31	$61,172
Participant contributions at beginning of year	2016-12-31	$59,995
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$129,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$10,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$113
Administrative expenses (other) incurred	2016-12-31	$21,780
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,661,259
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$42,692,583
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$41,031,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$35,364,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$33,653,302
Income. Interest from loans (other than to participants)	2016-12-31	$35,104
Value of interest in common/collective trusts at end of year	2016-12-31	$6,376,470
Value of interest in common/collective trusts at beginning of year	2016-12-31	$6,403,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$29,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$16,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$16,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,127,412
Net investment gain or loss from common/collective trusts	2016-12-31	$121,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$762,482
Employer contributions (assets) at end of year	2016-12-31	$21,347
Employer contributions (assets) at beginning of year	2016-12-31	$22,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,076,739
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$4,003
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$918
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HAM, LANGSTON, BREZINA, L.L.P.
Accountancy firm EIN	2016-12-31	760448495
2015 : PM REALTY GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,031
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$4,166,438
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$4,136,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,848,388
Expenses. Certain deemed distributions of participant loans	2015-12-31	$261,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,078,081
Value of total assets at end of year	2015-12-31	$41,032,355
Value of total assets at beginning of year	2015-12-31	$41,001,435
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$27,017
Total interest from all sources	2015-12-31	$42,174
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,397,251
Participant contributions at end of year	2015-12-31	$876,610
Participant contributions at beginning of year	2015-12-31	$1,033,426
Participant contributions at end of year	2015-12-31	$59,995
Participant contributions at beginning of year	2015-12-31	$112,019
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$855,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$27,017
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$29,889
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$41,031,324
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$41,001,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$33,653,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$33,364,034
Income. Interest from loans (other than to participants)	2015-12-31	$42,174
Value of interest in common/collective trusts at end of year	2015-12-31	$6,403,690
Value of interest in common/collective trusts at beginning of year	2015-12-31	$6,436,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$16,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$15,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$15,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$269,644
Net investment gain or loss from common/collective trusts	2015-12-31	$-223,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$825,186
Employer contributions (assets) at end of year	2015-12-31	$22,390
Employer contributions (assets) at beginning of year	2015-12-31	$39,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,848,388
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$918
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HAM, LANGSTON, BREZINA, L.L.P.
Accountancy firm EIN	2015-12-31	760448495
2014 : PM REALTY GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$18,799
Total income from all sources (including contributions)	2014-12-31	$6,297,460
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$8,089,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$7,785,072
Expenses. Certain deemed distributions of participant loans	2014-12-31	$259,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,014,323
Value of total assets at end of year	2014-12-31	$41,001,435
Value of total assets at beginning of year	2014-12-31	$42,812,476
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$45,219
Total interest from all sources	2014-12-31	$45,726
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,641,901
Participant contributions at end of year	2014-12-31	$1,033,426
Participant contributions at beginning of year	2014-12-31	$1,226,298
Participant contributions at end of year	2014-12-31	$112,019
Participant contributions at beginning of year	2014-12-31	$104,626
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$434,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$2,625
Administrative expenses (other) incurred	2014-12-31	$45,219
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$16,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-1,792,242
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$41,001,435
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$42,793,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$33,364,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$34,607,640
Income. Interest from loans (other than to participants)	2014-12-31	$45,726
Value of interest in common/collective trusts at end of year	2014-12-31	$6,436,952
Value of interest in common/collective trusts at beginning of year	2014-12-31	$6,800,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$15,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$32,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$32,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,600,842
Net investment gain or loss from common/collective trusts	2014-12-31	$-363,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$937,702
Employer contributions (assets) at end of year	2014-12-31	$39,667
Employer contributions (assets) at beginning of year	2014-12-31	$40,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$7,785,072
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HAM, LANGSTON, BREZINA, L.L.P.
Accountancy firm EIN	2014-12-31	760448495
2013 : PM REALTY GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$18,799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$78,315
Total income from all sources (including contributions)	2013-12-31	$9,948,128
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,914,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,812,505
Expenses. Certain deemed distributions of participant loans	2013-12-31	$72,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$4,181,636
Value of total assets at end of year	2013-12-31	$42,812,476
Value of total assets at beginning of year	2013-12-31	$36,838,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$29,540
Total interest from all sources	2013-12-31	$48,229
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,757,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,757,903
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,912,295
Participant contributions at end of year	2013-12-31	$1,226,298
Participant contributions at beginning of year	2013-12-31	$1,092,956
Participant contributions at end of year	2013-12-31	$104,626
Participant contributions at beginning of year	2013-12-31	$63,509
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$208,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$2,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$76,021
Administrative expenses (other) incurred	2013-12-31	$29,540
Liabilities. Value of operating payables at end of year	2013-12-31	$16,174
Liabilities. Value of operating payables at beginning of year	2013-12-31	$2,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$6,033,847
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$42,793,677
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$36,759,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$34,607,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$28,761,282
Interest on participant loans	2013-12-31	$48,229
Value of interest in common/collective trusts at end of year	2013-12-31	$6,800,383
Value of interest in common/collective trusts at beginning of year	2013-12-31	$6,807,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$32,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$92,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$92,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,134,668
Net investment gain or loss from common/collective trusts	2013-12-31	$-174,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,061,116
Employer contributions (assets) at end of year	2013-12-31	$40,870
Employer contributions (assets) at beginning of year	2013-12-31	$21,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,812,505
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HAM, LANGSTON, BREZINA, L.L.P.
Accountancy firm EIN	2013-12-31	760448495
2012 : PM REALTY GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$78,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$22,010
Total income from all sources (including contributions)	2012-12-31	$8,386,319
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,942,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,810,125
Expenses. Certain deemed distributions of participant loans	2012-12-31	$103,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,179,471
Value of total assets at end of year	2012-12-31	$36,838,145
Value of total assets at beginning of year	2012-12-31	$32,337,881
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$28,436
Total interest from all sources	2012-12-31	$46,127
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,067,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,067,647
Administrative expenses professional fees incurred	2012-12-31	$28,427
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,753,700
Participant contributions at end of year	2012-12-31	$1,092,956
Participant contributions at beginning of year	2012-12-31	$1,114,448
Participant contributions at end of year	2012-12-31	$63,509
Participant contributions at beginning of year	2012-12-31	$92,046
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$416,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$76,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$15,845
Administrative expenses (other) incurred	2012-12-31	$9
Liabilities. Value of operating payables at end of year	2012-12-31	$2,294
Liabilities. Value of operating payables at beginning of year	2012-12-31	$6,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,443,959
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$36,759,830
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$32,315,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$28,761,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$24,329,999
Interest on participant loans	2012-12-31	$46,127
Value of interest in common/collective trusts at end of year	2012-12-31	$6,807,078
Value of interest in common/collective trusts at beginning of year	2012-12-31	$6,730,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$92,166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$36,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$36,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,801,228
Net investment gain or loss from common/collective trusts	2012-12-31	$291,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,009,164
Employer contributions (assets) at end of year	2012-12-31	$21,154
Employer contributions (assets) at beginning of year	2012-12-31	$34,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,810,125
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HAM, LANGSTON, BREZINA, L.L.P.
Accountancy firm EIN	2012-12-31	760448495
2011 : PM REALTY GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$22,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$2,476
Total income from all sources (including contributions)	2011-12-31	$3,923,298
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$3,803,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,726,253
Expenses. Certain deemed distributions of participant loans	2011-12-31	$47,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,270,053
Value of total assets at end of year	2011-12-31	$32,337,881
Value of total assets at beginning of year	2011-12-31	$32,198,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$29,667
Total interest from all sources	2011-12-31	$36,862
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$641,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$641,081
Administrative expenses professional fees incurred	2011-12-31	$29,595
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,643,874
Participant contributions at end of year	2011-12-31	$1,114,448
Participant contributions at beginning of year	2011-12-31	$830,386
Participant contributions at end of year	2011-12-31	$92,046
Participant contributions at beginning of year	2011-12-31	$144,129
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$624,825
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$63
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$15,845
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$72
Liabilities. Value of operating payables at end of year	2011-12-31	$6,165
Liabilities. Value of operating payables at beginning of year	2011-12-31	$2,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$120,276
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$32,315,871
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$32,195,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$24,329,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$24,795,610
Interest on participant loans	2011-12-31	$36,848
Value of interest in common/collective trusts at end of year	2011-12-31	$6,730,707
Value of interest in common/collective trusts at beginning of year	2011-12-31	$6,351,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$36,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$17,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$17,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,425,729
Net investment gain or loss from common/collective trusts	2011-12-31	$401,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,001,354
Employer contributions (assets) at end of year	2011-12-31	$34,455
Employer contributions (assets) at beginning of year	2011-12-31	$59,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,726,253
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HAM, LANGSTON, BREZINA, L.L.P.
Accountancy firm EIN	2011-12-31	760448495
2010 : PM REALTY GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$39,474
Total income from all sources (including contributions)	2010-12-31	$7,203,201
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$3,171,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,964,635
Expenses. Certain deemed distributions of participant loans	2010-12-31	$178,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,720,632
Value of total assets at end of year	2010-12-31	$32,198,071
Value of total assets at beginning of year	2010-12-31	$28,203,784
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$28,773
Total interest from all sources	2010-12-31	$36,922
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$568,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$568,092
Administrative expenses professional fees incurred	2010-12-31	$28,773
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,629,770
Participant contributions at end of year	2010-12-31	$830,386
Participant contributions at beginning of year	2010-12-31	$753,127
Participant contributions at end of year	2010-12-31	$144,129
Participant contributions at beginning of year	2010-12-31	$120,760
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$190,817
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$63
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$39,420
Liabilities. Value of operating payables at end of year	2010-12-31	$2,476
Liabilities. Value of operating payables at beginning of year	2010-12-31	$54
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,031,285
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$32,195,595
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$28,164,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$24,795,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$21,478,134
Interest on participant loans	2010-12-31	$36,880
Value of interest in common/collective trusts at end of year	2010-12-31	$6,351,700
Value of interest in common/collective trusts at beginning of year	2010-12-31	$5,772,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$17,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$35,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$35,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$42
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,441,994
Net investment gain or loss from common/collective trusts	2010-12-31	$435,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$900,045
Employer contributions (assets) at end of year	2010-12-31	$59,133
Employer contributions (assets) at beginning of year	2010-12-31	$43,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,964,635
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HAM, LANGSTON, BREZINA, L.L.P.
Accountancy firm EIN	2010-12-31	760448495
2009 : PM REALTY GROUP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PM REALTY GROUP 401(K) PLAN

2018: PM REALTY GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PM REALTY GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PM REALTY GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PM REALTY GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PM REALTY GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PM REALTY GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PM REALTY GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PM REALTY GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PM REALTY GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PM REALTY GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

PM REALTY OF BIRMINGHAM, INC. P/S PLAN AND TRUST [EIN = 383169615]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PM REALTY GROUP, L. P.
Employer identification number (EIN):	134000011
NAIC Classification:	531310