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OAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameOAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING PLAN
Plan identification number 001

OAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

OAK GROVE COMMERCIAL MORTGAGE has sponsored the creation of one or more 401k plans.

Company Name:OAK GROVE COMMERCIAL MORTGAGE
Employer identification number (EIN):263894079
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01JULIEANNE M. CAMPBELL JULIEANNE M. CAMPBELL2017-02-01
0012016-01-01 JULIEANNE M. CAMPBELL2017-01-31
0012016-01-01 JULIEANNE M. CAMPBELL2017-01-17
0012015-01-01JULIEANNE M. CAMPBELL JULIEANNE M. CAMPBELL2016-10-17
0012014-01-01JULIEANNE M. CAMPBELL
0012013-01-01JULIEANNE M. CAMPBELL2014-09-18 JULIEANNE M. CAMPBELL2014-09-18
0012012-01-01OAK GROVE COMMERCIAL MORTGAGE2013-08-22
0012011-01-01OAK GROVE COMMERCIAL MORTGAGE2012-04-30
0012010-01-01OAK GROVE COMMERCIAL MORTGAGE2011-04-27

Plan Statistics for OAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING PLAN

401k plan membership statisitcs for OAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING PLAN

Measure Date Value
2016: OAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01126
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01127
Number of participants with account balances2015-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01123
Total number of active participants reported on line 7a of the Form 55002014-01-01116
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 participants2014-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01126
Number of participants with account balances2014-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on OAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING PLAN

Measure Date Value
2016 : OAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total transfer of assets from this plan2016-03-31$6,859,747
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$94,151
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$201,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$187,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$54,393
Value of total assets at end of year2016-03-31$0
Value of total assets at beginning of year2016-03-31$6,966,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$13,224
Total interest from all sources2016-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$6,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-03-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$6,422
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Participant contributions at beginning of year2016-03-31$179,331
Other income not declared elsewhere2016-03-31$78
Administrative expenses (other) incurred2016-03-31$13,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-107,063
Value of net assets at end of year (total assets less liabilities)2016-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$6,966,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$6,330,714
Value of interest in common/collective trusts at beginning of year2016-03-31$456,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$31,440
Net investment gain or loss from common/collective trusts2016-03-31$1,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$54,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$187,990
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-03-31133891517
2015 : OAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,429,591
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$292,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$253,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,487,055
Value of total assets at end of year2015-12-31$6,966,810
Value of total assets at beginning of year2015-12-31$5,830,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,148
Total interest from all sources2015-12-31$6,179
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$88,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$88,474
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$963,758
Participant contributions at end of year2015-12-31$179,331
Participant contributions at beginning of year2015-12-31$164,183
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$29,225
Other income not declared elsewhere2015-12-31$-15
Administrative expenses (other) incurred2015-12-31$39,148
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$1,136,810
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,966,810
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,830,000
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$6,330,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,367,215
Interest on participant loans2015-12-31$6,179
Value of interest in common/collective trusts at end of year2015-12-31$456,765
Value of interest in common/collective trusts at beginning of year2015-12-31$298,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-158,144
Net investment gain or loss from common/collective trusts2015-12-31$6,042
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$494,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$253,633
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 name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : OAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$1,779,582
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$284,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$255,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,456,115
Value of total assets at end of year2014-12-31$5,830,000
Value of total assets at beginning of year2014-12-31$4,335,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,363
Total interest from all sources2014-12-31$7,422
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$195,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$195,210
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$938,051
Participant contributions at end of year2014-12-31$164,183
Participant contributions at beginning of year2014-12-31$148,806
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$45,989
Other income not declared elsewhere2014-12-31$60
Administrative expenses (other) incurred2014-12-31$29,363
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$1,494,989
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,830,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,335,011
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$5,367,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,886,979
Interest on participant loans2014-12-31$7,415
Value of interest in common/collective trusts at end of year2014-12-31$298,602
Value of interest in common/collective trusts at beginning of year2014-12-31$299,226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$117,221
Net investment gain or loss from common/collective trusts2014-12-31$3,554
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
Contributions received in cash from employer2014-12-31$472,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$255,230
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 name2014-12-31AUDITORS-DELOITTE & TOUCHE, LLP
Accountancy firm EIN2014-12-31133891517

Form 5500 Responses for OAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING PLAN

2016: OAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OAK GROVE COMMERCIAL MORTGAGE 401K PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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