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IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameIVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN
Plan identification number 003

IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covering Self-Employed individuals.
  • 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

IVY K. REALTY, LLC has sponsored the creation of one or more 401k plans.

Company Name:IVY K. REALTY, LLC
Employer identification number (EIN):200977977
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-01-01IVY KUMAI
0032014-01-01IVY KUMAI
0032013-01-01IVY KUMAI
0032012-01-01IVY KUMAI
0032011-01-01MICHAEL HICKS2012-10-15
0032010-01-01MICHAEL HICKS2011-10-18

Financial Data on IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2015 : IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$36,295
Expenses. Total of all expenses incurred2015-12-31$3,056,139
Benefits paid (including direct rollovers)2015-12-31$3,048,947
Total plan assets at end of year2015-12-31$895,908
Total plan assets at beginning of year2015-12-31$3,915,752
Value of fidelity bond covering the plan2015-12-31$330,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$36,295
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-3,019,844
Net plan assets at end of year (total assets less liabilities)2015-12-31$895,908
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,915,752
Assets. Value of real-estate (other than employer real property)2015-12-31$823,082
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,192
2014 : IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$285,357
Expenses. Total of all expenses incurred2014-12-31$7,972
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$3,915,752
Total plan assets at beginning of year2014-12-31$3,638,367
Value of fidelity bond covering the plan2014-12-31$330,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$750
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$285,357
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$277,385
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,915,752
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,638,367
Assets. Value of real-estate (other than employer real property)2014-12-31$718,059
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,222
2013 : IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$438,830
Expenses. Total of all expenses incurred2013-12-31$233,063
Benefits paid (including direct rollovers)2013-12-31$224,052
Total plan assets at end of year2013-12-31$3,638,367
Total plan assets at beginning of year2013-12-31$3,432,600
Value of fidelity bond covering the plan2013-12-31$330,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$3,484
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$360,830
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$205,767
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,638,367
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,432,600
Assets. Value of real-estate (other than employer real property)2013-12-31$595,020
Total contributions received or receivable from employer(s)2013-12-31$78,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,527
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$391,948
Expenses. Total of all expenses incurred2012-12-31$9,337
Total plan assets at end of year2012-12-31$3,432,600
Total plan assets at beginning of year2012-12-31$3,049,989
Value of fidelity bond covering the plan2012-12-31$330,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$5,051
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$136,948
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$382,611
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,432,600
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,049,989
Assets. Value of participant loans2012-12-31$0
Assets. Value of real-estate (other than employer real property)2012-12-31$369,219
Total contributions received or receivable from employer(s)2012-12-31$255,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,286

Form 5500 Responses for IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN

2015: IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1731879
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE1731879
Policy instance 1

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