401k Plan data: VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN plan

VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN
Plan identification number	001

VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VOIT REAL ESTATE SERVICES, L.P. has sponsored the creation of one or more 401k plans.

Company Name: VOIT REAL ESTATE SERVICES, L.P.

Employer identification number (EIN): 273322483

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Additional information about VOIT REAL ESTATE SERVICES, L.P.

Jurisdiction of Incorporation: California Secretary of State

Incorporation Date: 2010-08-24

Company Identification Number: 201023700002

Legal Registered Office Address: 101 SHIPYARD WAY STE M

NEWPORT BEACH
United States of America (USA)
92663

More information about VOIT REAL ESTATE SERVICES, L.P.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2018-01-01 DAVID PARKER 2019-07-08
001 2017-01-01 DAVID PARKER 2018-07-17
001 2016-01-01 DAVID PARKER
001 2015-01-01 DAVID PARKER
001 2014-01-01 DAVID PARKER
001 2013-01-01 DAVID PARKER
001 2012-01-01 STUART KRILOFF
001 2011-01-01 D'ANNA WATSON 2012-07-27 D'ANNA WATSON 2012-07-27
001 2010-01-01 STUART KRILOFF 2011-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2018-01-01	DAVID PARKER	2019-07-08
001	2017-01-01	DAVID PARKER	2018-07-17
001	2016-01-01	DAVID PARKER
001	2015-01-01	DAVID PARKER
001	2014-01-01	DAVID PARKER
001	2013-01-01	DAVID PARKER
001	2012-01-01	STUART KRILOFF
001	2011-01-01	D'ANNA WATSON	2012-07-27	D'ANNA WATSON	2012-07-27
001	2010-01-01	STUART KRILOFF	2011-07-21

Plan Statistics for VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN

Measure Date Value
2016: VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 41
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 46
Total of all active and inactive participants 2016-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 87
Number of participants with account balances 2016-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 46
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 81
Total of all active and inactive participants 2015-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 127
Number of participants with account balances 2015-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 47
2014: VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 103
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 40
Total of all active and inactive participants 2014-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 143
Number of participants with account balances 2014-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 15
2013: VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 96
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 33
Total of all active and inactive participants 2013-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 129
Number of participants with account balances 2013-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 14
2012: VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 104
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 32
Total of all active and inactive participants 2012-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 136
Number of participants with account balances 2012-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 12

Measure	Date	Value
2016: VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	41
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	46
Total of all active and inactive participants	2016-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	87
Number of participants with account balances	2016-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	46
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	81
Total of all active and inactive participants	2015-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	127
Number of participants with account balances	2015-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	47
2014: VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	103
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	40
Total of all active and inactive participants	2014-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	143
Number of participants with account balances	2014-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	15
2013: VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	96
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	33
Total of all active and inactive participants	2013-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	129
Number of participants with account balances	2013-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	14
2012: VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	104
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	32
Total of all active and inactive participants	2012-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	136
Number of participants with account balances	2012-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	12

Financial Data on VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN

Measure	Date	Value
2016 : VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS 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	$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	$685,903
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,237,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,222,868
Value of total corrective distributions	2016-12-31	$1,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$305,859
Value of total assets at end of year	2016-12-31	$5,058,531
Value of total assets at beginning of year	2016-12-31	$5,609,873
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$12,533
Total interest from all sources	2016-12-31	$34,224
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 year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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	$225,580
Participant contributions at end of year	2016-12-31	$12,453
Participant contributions at beginning of year	2016-12-31	$9,607
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$52,867
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	$-551,342
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,058,531
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,609,873
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 pooled separate accounts at end of year	2016-12-31	$3,980,290
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,455,316
Interest on participant loans	2016-12-31	$250
Interest earned on other investments	2016-12-31	$33,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,065,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,144,950
Net investment gain/loss from pooled separate accounts	2016-12-31	$345,820
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	$27,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,222,868
Contract administrator fees	2016-12-31	$12,533
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	WINDES, INC.
Accountancy firm EIN	2016-12-31	953001179
2015 : VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS 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	$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	$783,858
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$878,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$864,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$846,860
Value of total assets at end of year	2015-12-31	$5,609,873
Value of total assets at beginning of year	2015-12-31	$5,704,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$13,992
Total interest from all sources	2015-12-31	$36,896
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	$500,000
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	$479,993
Participant contributions at end of year	2015-12-31	$9,607
Participant contributions at beginning of year	2015-12-31	$42,342
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$281,836
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	$-94,345
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,609,873
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,704,218
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 pooled separate accounts at end of year	2015-12-31	$4,455,316
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,452,942
Interest on participant loans	2015-12-31	$792
Interest earned on other investments	2015-12-31	$36,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,144,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,208,934
Net investment gain/loss from pooled separate accounts	2015-12-31	$-99,898
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	$85,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$864,211
Contract administrator fees	2015-12-31	$13,992
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	WINDES, INC.
Accountancy firm EIN	2015-12-31	953001179
2014 : VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS 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	$0
Total income from all sources (including contributions)	2014-12-31	$1,030,118
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$489,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$477,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$693,038
Value of total assets at end of year	2014-12-31	$5,704,218
Value of total assets at beginning of year	2014-12-31	$5,163,249
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$11,522
Total interest from all sources	2014-12-31	$38,702
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	$500,000
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	$505,398
Participant contributions at end of year	2014-12-31	$42,342
Participant contributions at beginning of year	2014-12-31	$29,682
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$58,445
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	$540,969
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,704,218
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,163,249
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 pooled separate accounts at end of year	2014-12-31	$4,452,942
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,033,869
Interest on participant loans	2014-12-31	$889
Interest earned on other investments	2014-12-31	$37,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,208,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,099,698
Net investment gain/loss from pooled separate accounts	2014-12-31	$298,378
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	$129,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$477,627
Contract administrator fees	2014-12-31	$11,522
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	WINDES, INC.
Accountancy firm EIN	2014-12-31	953001179
2013 : VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,481,850
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$623,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$612,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$558,388
Value of total assets at end of year	2013-12-31	$5,163,249
Value of total assets at beginning of year	2013-12-31	$4,304,481
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$11,057
Total interest from all sources	2013-12-31	$35,041
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
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	$441,972
Participant contributions at end of year	2013-12-31	$29,682
Participant contributions at beginning of year	2013-12-31	$37,787
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$7,710
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	$858,768
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,163,249
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,304,481
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 pooled separate accounts at end of year	2013-12-31	$4,033,869
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,971,592
Interest on participant loans	2013-12-31	$935
Interest earned on other investments	2013-12-31	$34,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,099,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,295,102
Net investment gain/loss from pooled separate accounts	2013-12-31	$888,421
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	$108,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$612,025
Contract administrator fees	2013-12-31	$11,057
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	WINDES, INC.
Accountancy firm EIN	2013-12-31	953001179
2012 : VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,048,896
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$909,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$897,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$582,451
Value of total assets at end of year	2012-12-31	$4,304,481
Value of total assets at beginning of year	2012-12-31	$4,164,624
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$11,429
Total interest from all sources	2012-12-31	$36,506
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
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	$425,344
Participant contributions at end of year	2012-12-31	$37,787
Participant contributions at beginning of year	2012-12-31	$44,595
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$42,703
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	$139,857
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,304,481
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,164,624
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 pooled separate accounts at end of year	2012-12-31	$2,971,592
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,789,408
Interest on participant loans	2012-12-31	$1,803
Interest earned on other investments	2012-12-31	$34,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,295,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,330,621
Net investment gain/loss from pooled separate accounts	2012-12-31	$429,939
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	$114,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$897,610
Contract administrator fees	2012-12-31	$11,429
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	WINDES & MCCLAUGHRY
Accountancy firm EIN	2012-12-31	953001179

Form 5500 Responses for VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS PLAN

2016: VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: VOIT COMPANIES EMPLOYEE RETIREMENT SAVINGS 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

498781

Policy instance

Insurance contract or identification number	498781
Number of Individuals Covered	127
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

498781

Policy instance

Insurance contract or identification number	498781
Number of Individuals Covered	143
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

498781

Policy instance

Insurance contract or identification number	498781
Number of Individuals Covered	129
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

498781

Policy instance

Insurance contract or identification number	498781
Number of Individuals Covered	136
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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Company Name:	VOIT REAL ESTATE SERVICES, L.P.
Employer identification number (EIN):	273322483
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Jurisdiction of Incorporation:	California Secretary of State
Incorporation Date:	2010-08-24
Company Identification Number:	201023700002
Legal Registered Office Address:	101 SHIPYARD WAY STE M NEWPORT BEACH United States of America (USA) 92663