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CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameCENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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.
  • 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

CENTAURUS PROPERTY MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:CENTAURUS PROPERTY MANAGEMENT LLC
Employer identification number (EIN):260536884
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01PETER COUGHLAN
0012014-01-01PETER COUGHLAN
0012013-01-01KERRY BOWE2014-07-11
0012012-01-01KERRY BOWE2013-06-24
0012011-01-01KERRY BOWE2012-07-09
0012009-01-01CENTAURUS PROPERY MANAGEMENT
0012009-01-01CENTAURUS PROPERY MANAGEMENT

Plan Statistics for CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2017: CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01246
Total number of active participants reported on line 7a of the Form 55002017-01-0116
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0138
Number of participants with account balances2017-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01237
Total number of active participants reported on line 7a of the Form 55002016-01-01228
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01246
Number of participants with account balances2016-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01226
Total number of active participants reported on line 7a of the Form 55002015-01-01228
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01237
Number of participants with account balances2015-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01143
Total number of active participants reported on line 7a of the Form 55002014-01-01216
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01226
Number of participants with account balances2014-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2009: CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01113
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0120
Number of participants with account balances2009-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2017 : CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$131,008
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$52,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,342
Value of total corrective distributions2017-12-31$26,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$67,253
Value of total assets at end of year2017-12-31$436,238
Value of total assets at beginning of year2017-12-31$357,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,053
Total interest from all sources2017-12-31$133
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$67,253
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$3,367
Administrative expenses (other) incurred2017-12-31$5,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$78,918
Value of net assets at end of year (total assets less liabilities)2017-12-31$436,238
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$357,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$420,183
Value of interest in pooled separate accounts at beginning of year2017-12-31$338,384
Interest on participant loans2017-12-31$36
Interest earned on other investments2017-12-31$97
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$16,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$15,569
Net investment gain/loss from pooled separate accounts2017-12-31$63,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$20,342
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BRIGGS & VESELKA CO.
Accountancy firm EIN2017-12-31741769118
2016 : CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$117,482
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$40,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$23,663
Value of total corrective distributions2016-12-31$11,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$96,956
Value of total assets at end of year2016-12-31$357,320
Value of total assets at beginning of year2016-12-31$279,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,553
Total interest from all sources2016-12-31$442
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$81,575
Participant contributions at end of year2016-12-31$3,367
Participant contributions at beginning of year2016-12-31$11,212
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$15,221
Administrative expenses (other) incurred2016-12-31$4,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$77,457
Value of net assets at end of year (total assets less liabilities)2016-12-31$357,320
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$279,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$338,384
Value of interest in pooled separate accounts at beginning of year2016-12-31$260,070
Interest on participant loans2016-12-31$337
Interest earned on other investments2016-12-31$105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$15,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,581
Net investment gain/loss from pooled separate accounts2016-12-31$20,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$23,663
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BRIGGS & VESELKA CO.
Accountancy firm EIN2016-12-31741769118
2015 : CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
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$67,111
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$59,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$41,932
Value of total corrective distributions2015-12-31$14,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$76,130
Value of total assets at end of year2015-12-31$279,863
Value of total assets at beginning of year2015-12-31$272,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,688
Total interest from all sources2015-12-31$655
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$72,935
Participant contributions at end of year2015-12-31$11,212
Participant contributions at beginning of year2015-12-31$19,968
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,195
Administrative expenses (other) incurred2015-12-31$3,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$7,231
Value of net assets at end of year (total assets less liabilities)2015-12-31$279,863
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$272,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$260,070
Value of interest in pooled separate accounts at beginning of year2015-12-31$249,678
Interest on participant loans2015-12-31$614
Interest earned on other investments2015-12-31$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,986
Net investment gain/loss from pooled separate accounts2015-12-31$-9,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$41,932
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BRIGGS & VESELKA CO.
Accountancy firm EIN2015-12-31741769118
2014 : CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$0
Total income from all sources (including contributions)2014-12-31$90,567
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,246
Value of total corrective distributions2014-12-31$6,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$83,013
Value of total assets at end of year2014-12-31$272,632
Value of total assets at beginning of year2014-12-31$193,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,331
Total interest from all sources2014-12-31$1,000
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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$49,815
Participant contributions at end of year2014-12-31$19,968
Participant contributions at beginning of year2014-12-31$26,272
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$33,198
Administrative expenses (other) incurred2014-12-31$3,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$79,201
Value of net assets at end of year (total assets less liabilities)2014-12-31$272,632
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$193,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$249,678
Value of interest in pooled separate accounts at beginning of year2014-12-31$165,609
Interest on participant loans2014-12-31$987
Interest earned on other investments2014-12-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,550
Net investment gain/loss from pooled separate accounts2014-12-31$6,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,246
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BRIGGS & VESELKA CO.
Accountancy firm EIN2014-12-31741769118

Form 5500 Responses for CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST

2017: CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST 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: CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST 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
2009: CENTAURUS PROPERTY MANAGEMENT 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802834-000
Policy instance 1
Insurance contract or identification number802834-000
Number of Individuals Covered38
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,866
Total amount of fees paid to insurance companyUSD $188
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,866
Insurance broker organization code?3
Amount paid for insurance broker fees188
Additional information about fees paid to insurance brokerTPA SERVICE FEE
Insurance broker nameAMERICAN PENSION CORPORATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802834-000
Policy instance 1
Insurance contract or identification number802834-000
Number of Individuals Covered28
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,331
Total amount of fees paid to insurance companyUSD $131
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,331
Insurance broker organization code?3
Amount paid for insurance broker fees131
Additional information about fees paid to insurance brokerTPA SERVICE FEE
Insurance broker nameAMERICAN PENSION CORPORATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802834-000
Policy instance 1
Insurance contract or identification number802834-000
Number of Individuals Covered23
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,017
Total amount of fees paid to insurance companyUSD $97
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,017
Insurance broker organization code?3
Amount paid for insurance broker fees76
Additional information about fees paid to insurance brokerTPA SERVICE FEE
Insurance broker nameMALCOLM THOMPSON & ASSOCIATES, INC.

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