401k Plan data: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN plan

OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN
Plan identification number	001

OHIO EQUITIES REALTORS 401(K) PROFIT SHARING 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.
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

OHIO EQUITIES LLC has sponsored the creation of one or more 401k plans.

Company Name: OHIO EQUITIES LLC

Employer identification number (EIN): 311602109

NAIC Classification: 531120
NAIC Description: Lessors of Nonresidential Buildings (except Miniwarehouses)

Additional information about OHIO EQUITIES LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1998-05-29

Company Identification Number: 1007479

Legal Registered Office Address: 605 S. FRONT ST.
-
COLUMBUS
United States of America (USA)
43215

More information about OHIO EQUITIES LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO EQUITIES REALTORS 401(K) PROFIT SHARING 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 2019-01-01
001 2018-01-01
001 2017-01-01 MARK WENGERD
001 2016-01-01 MARK WENGERD
001 2015-01-01 MARK WENGERD
001 2014-01-01 MARK A. WENGERD
001 2013-01-01 MARK A. WENGERD
001 2012-01-01 MARK A. WENGERD
001 2011-01-01 MARK WENGERD
001 2009-01-01 MARK A. WENGERD

Plan Statistics for OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 106
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 139
Number of participants with account balances 2022-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 137
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 34
Total of all active and inactive participants 2021-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 171
Number of participants with account balances 2021-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 107
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 29
Total of all active and inactive participants 2020-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 136
Number of participants with account balances 2020-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 110
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 49
Total of all active and inactive participants 2019-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 159
Number of participants with account balances 2019-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 110
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 50
Total of all active and inactive participants 2018-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 160
Number of participants with account balances 2018-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 121
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 48
Total of all active and inactive participants 2017-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 169
Number of participants with account balances 2017-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 114
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 48
Total of all active and inactive participants 2016-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 162
Number of participants with account balances 2016-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 112
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 46
Total of all active and inactive participants 2015-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 158
Number of participants with account balances 2015-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 109
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 41
Total of all active and inactive participants 2014-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 150
Number of participants with account balances 2014-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 15
2013: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 133
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 43
Total of all active and inactive participants 2013-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 176
Number of participants with account balances 2013-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 126
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 51
Total of all active and inactive participants 2012-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 177
Number of participants with account balances 2012-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 128
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 47
Total of all active and inactive participants 2011-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 175
Number of participants with account balances 2011-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 133
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 32
Total of all active and inactive participants 2009-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 165
Number of participants with account balances 2009-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2022: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	106
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	139
Number of participants with account balances	2022-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	137
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	34
Total of all active and inactive participants	2021-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	171
Number of participants with account balances	2021-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	107
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	29
Total of all active and inactive participants	2020-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	136
Number of participants with account balances	2020-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	110
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	49
Total of all active and inactive participants	2019-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	159
Number of participants with account balances	2019-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	110
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	50
Total of all active and inactive participants	2018-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	160
Number of participants with account balances	2018-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	121
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	48
Total of all active and inactive participants	2017-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	169
Number of participants with account balances	2017-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	114
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	48
Total of all active and inactive participants	2016-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	162
Number of participants with account balances	2016-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	112
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	46
Total of all active and inactive participants	2015-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	158
Number of participants with account balances	2015-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	109
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	41
Total of all active and inactive participants	2014-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	150
Number of participants with account balances	2014-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	15
2013: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	133
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	43
Total of all active and inactive participants	2013-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	176
Number of participants with account balances	2013-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	126
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	51
Total of all active and inactive participants	2012-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	177
Number of participants with account balances	2012-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	128
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	47
Total of all active and inactive participants	2011-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	175
Number of participants with account balances	2011-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	133
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	32
Total of all active and inactive participants	2009-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	165
Number of participants with account balances	2009-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-422,272
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,022,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,000,496
Value of total corrective distributions	2022-12-31	$3,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$491,743
Value of total assets at end of year	2022-12-31	$4,015,366
Value of total assets at beginning of year	2022-12-31	$6,460,532
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$19,129
Total interest from all sources	2022-12-31	$604
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$95,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$95,629
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$247,005
Participant contributions at end of year	2022-12-31	$15,954
Participant contributions at beginning of year	2022-12-31	$36,447
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$9,466
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$184,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,445,166
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,015,366
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,460,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$15,050
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,998,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,411,866
Interest on participant loans	2022-12-31	$604
Income. Interest from loans (other than to participants)	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,010,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$60,245
Employer contributions (assets) at end of year	2022-12-31	$454
Employer contributions (assets) at beginning of year	2022-12-31	$2,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,000,496
Contract administrator fees	2022-12-31	$4,079
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GBQ PARTNERS LLC
Accountancy firm EIN	2022-12-31	202122306
2021 : OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,102,787
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$799,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$772,350
Value of total corrective distributions	2021-12-31	$7,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$271,037
Value of total assets at end of year	2021-12-31	$6,460,532
Value of total assets at beginning of year	2021-12-31	$6,156,858
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$19,455
Total interest from all sources	2021-12-31	$1,815
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$92,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$92,611
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$231,846
Participant contributions at end of year	2021-12-31	$36,447
Participant contributions at beginning of year	2021-12-31	$49,342
Participant contributions at end of year	2021-12-31	$9,466
Participant contributions at beginning of year	2021-12-31	$11,505
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$303,674
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,460,532
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,156,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$18,240
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,411,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,096,011
Interest on participant loans	2021-12-31	$1,815
Income. Interest from loans (other than to participants)	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$737,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$34,533
Employer contributions (assets) at end of year	2021-12-31	$2,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$772,350
Contract administrator fees	2021-12-31	$1,215
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JOHN GERLACH & COMPANY, LLP
Accountancy firm EIN	2021-12-31	314419361
2020 : OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,168,663
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$312,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$286,617
Value of total corrective distributions	2020-12-31	$11,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$299,334
Value of total assets at end of year	2020-12-31	$6,156,858
Value of total assets at beginning of year	2020-12-31	$5,300,199
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$14,321
Total interest from all sources	2020-12-31	$3,249
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$77,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$77,210
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$280,836
Participant contributions at end of year	2020-12-31	$49,342
Participant contributions at beginning of year	2020-12-31	$63,923
Participant contributions at end of year	2020-12-31	$11,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$856,659
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,156,858
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,300,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$7,646
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,096,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,236,276
Interest on participant loans	2020-12-31	$2,831
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$418
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$788,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$18,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$286,617
Contract administrator fees	2020-12-31	$6,675
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JOHN GERLACH & COMPANY, LLP
Accountancy firm EIN	2020-12-31	314419361
2019 : OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,258,204
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$90,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$72,111
Value of total corrective distributions	2019-12-31	$11,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$387,478
Value of total assets at end of year	2019-12-31	$5,300,199
Value of total assets at beginning of year	2019-12-31	$4,132,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$6,724
Total interest from all sources	2019-12-31	$3,761
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$75,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$75,496
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$262,834
Participant contributions at end of year	2019-12-31	$63,923
Participant contributions at beginning of year	2019-12-31	$26,316
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$52,862
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,168,065
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,300,199
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,132,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,236,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,896,445
Interest on participant loans	2019-12-31	$2,276
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$209,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$209,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$791,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$71,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$72,111
Contract administrator fees	2019-12-31	$6,724
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JOHN GERLACH & COMPANY, LLP
Accountancy firm EIN	2019-12-31	314419361
2018 : OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$99,833
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$498,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$482,172
Value of total corrective distributions	2018-12-31	$9,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$331,805
Value of total assets at end of year	2018-12-31	$4,132,134
Value of total assets at beginning of year	2018-12-31	$4,531,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,849
Total interest from all sources	2018-12-31	$4,432
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$54,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$54,943
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$245,574
Participant contributions at end of year	2018-12-31	$26,316
Participant contributions at beginning of year	2018-12-31	$31,815
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$70
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$18,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-399,014
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,132,134
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,531,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,896,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,230,661
Interest on participant loans	2018-12-31	$1,822
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$209,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$268,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$268,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$2,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-291,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$67,707
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$40
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$482,172
Contract administrator fees	2018-12-31	$6,849
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	JOHN GERLACH & COMPANY, LLP
Accountancy firm EIN	2018-12-31	314419361
2017 : OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$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	$813,681
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$346,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$337,870
Value of total corrective distributions	2017-12-31	$2,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$302,995
Value of total assets at end of year	2017-12-31	$4,531,148
Value of total assets at beginning of year	2017-12-31	$4,064,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,410
Total interest from all sources	2017-12-31	$1,576
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$48,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$48,615
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$235,065
Participant contributions at end of year	2017-12-31	$31,815
Participant contributions at beginning of year	2017-12-31	$41,717
Participant contributions at end of year	2017-12-31	$70
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$466,847
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,531,148
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,064,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,230,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,549,639
Interest on participant loans	2017-12-31	$999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$268,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$472,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$472,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$577
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$460,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$67,930
Employer contributions (assets) at end of year	2017-12-31	$40
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$337,870
Contract administrator fees	2017-12-31	$6,410
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JOHN GERLACH & COMPANY, LLP
Accountancy firm EIN	2017-12-31	314419361
2016 : OHIO EQUITIES REALTORS 401(K) PROFIT SHARING 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	$569,166
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$290,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$280,065
Value of total corrective distributions	2016-12-31	$2,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$341,248
Value of total assets at end of year	2016-12-31	$4,064,301
Value of total assets at beginning of year	2016-12-31	$3,785,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,152
Total interest from all sources	2016-12-31	$1,467
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$46,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$46,628
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$233,657
Participant contributions at end of year	2016-12-31	$41,717
Participant contributions at beginning of year	2016-12-31	$42,954
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$39,185
Administrative expenses (other) incurred	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$278,642
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,064,301
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,785,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,549,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,501,517
Interest on participant loans	2016-12-31	$1,458
Income. Interest from loans (other than to participants)	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$472,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$241,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$241,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$179,823
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	$68,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$280,065
Contract administrator fees	2016-12-31	$8,152
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	JOHN GERLACH & COMPANY, LLP
Accountancy firm EIN	2016-12-31	314419361
2015 : OHIO EQUITIES REALTORS 401(K) PROFIT SHARING 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	$253,580
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$278,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$264,566
Value of total corrective distributions	2015-12-31	$6,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$282,348
Value of total assets at end of year	2015-12-31	$3,785,659
Value of total assets at beginning of year	2015-12-31	$3,811,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,630
Total interest from all sources	2015-12-31	$1,209
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$43,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$43,982
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$220,486
Participant contributions at end of year	2015-12-31	$42,954
Participant contributions at beginning of year	2015-12-31	$30,359
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	$-25,342
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,785,659
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,811,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,501,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,529,485
Interest on participant loans	2015-12-31	$1,200
Income. Interest from loans (other than to participants)	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$241,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$251,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$251,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-73,959
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	$61,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$264,566
Contract administrator fees	2015-12-31	$7,630
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	JOHN GERLACH & COMPANY, LLP
Accountancy firm EIN	2015-12-31	314419361
2014 : OHIO EQUITIES REALTORS 401(K) PROFIT SHARING 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	$533,655
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$345,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$324,642
Value of total corrective distributions	2014-12-31	$11,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$358,425
Value of total assets at end of year	2014-12-31	$3,811,001
Value of total assets at beginning of year	2014-12-31	$3,622,761
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,779
Total interest from all sources	2014-12-31	$2,791
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$48,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$48,175
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$232,999
Participant contributions at end of year	2014-12-31	$30,359
Participant contributions at beginning of year	2014-12-31	$38,525
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$60,540
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	$188,240
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,811,001
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,622,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,529,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,229,930
Interest on participant loans	2014-12-31	$1,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$251,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$354,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$354,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$124,264
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	$64,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$324,642
Contract administrator fees	2014-12-31	$8,779
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	JOHN GERLACH & COMPANY, LLP
Accountancy firm EIN	2014-12-31	314419361
2013 : OHIO EQUITIES REALTORS 401(K) PROFIT SHARING 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	$846,956
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$426,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$417,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$314,732
Value of total assets at end of year	2013-12-31	$3,622,761
Value of total assets at beginning of year	2013-12-31	$3,202,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,189
Total interest from all sources	2013-12-31	$819
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$39,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$39,301
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
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	$247,412
Participant contributions at end of year	2013-12-31	$38,525
Participant contributions at beginning of year	2013-12-31	$10,289
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,089
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	$420,686
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,622,761
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,202,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,229,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,847,477
Interest on participant loans	2013-12-31	$704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$354,306
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$344,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$344,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$492,104
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	$66,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$417,081
Contract administrator fees	2013-12-31	$9,189
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
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	JOHN GERLACH & COMPANY, LLP
Accountancy firm EIN	2013-12-31	314419361
2012 : OHIO EQUITIES REALTORS 401(K) PROFIT SHARING 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	$594,032
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$288,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$274,898
Value of total corrective distributions	2012-12-31	$6,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$276,973
Value of total assets at end of year	2012-12-31	$3,202,075
Value of total assets at beginning of year	2012-12-31	$2,896,875
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,700
Total interest from all sources	2012-12-31	$528
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$45,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$45,349
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$213,819
Participant contributions at end of year	2012-12-31	$10,289
Participant contributions at beginning of year	2012-12-31	$19,168
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,338
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	$305,200
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,202,075
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,896,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,847,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,432,690
Interest on participant loans	2012-12-31	$515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$344,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$445,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$445,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$271,182
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	$61,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$274,898
Contract administrator fees	2012-12-31	$7,700
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	JOHN GERLACH AND COMPANY, LLP
Accountancy firm EIN	2012-12-31	314419361
2011 : OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$183,779
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$115,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$103,147
Value of total corrective distributions	2011-12-31	$5,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$274,149
Value of total assets at end of year	2011-12-31	$2,896,875
Value of total assets at beginning of year	2011-12-31	$2,828,499
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$7,070
Total interest from all sources	2011-12-31	$1,110
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$40,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$40,611
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$214,461
Participant contributions at end of year	2011-12-31	$19,168
Participant contributions at beginning of year	2011-12-31	$30,013
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$8,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$68,376
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,896,875
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,828,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,432,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,368,307
Interest on participant loans	2011-12-31	$1,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$445,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$418,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$418,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-132,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$59,688
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$2,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$103,147
Contract administrator fees	2011-12-31	$7,070
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	JOHN GERLACH AND COMPANY, LLP
Accountancy firm EIN	2011-12-31	314419361
2010 : OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$570,059
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$316,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$298,498
Value of total corrective distributions	2010-12-31	$10,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$284,324
Value of total assets at end of year	2010-12-31	$2,828,499
Value of total assets at beginning of year	2010-12-31	$2,574,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$7,125
Total interest from all sources	2010-12-31	$2,412
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$34,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$34,181
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$220,737
Participant contributions at end of year	2010-12-31	$30,013
Participant contributions at beginning of year	2010-12-31	$50,029
Participant contributions at end of year	2010-12-31	$8,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$253,752
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,828,499
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,574,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,368,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,030,453
Interest on participant loans	2010-12-31	$2,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$418,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$494,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$494,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$76
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$249,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$63,587
Employer contributions (assets) at end of year	2010-12-31	$2,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$298,498
Contract administrator fees	2010-12-31	$7,125
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	JOHN GERLACH AND COMPANY, LLP
Accountancy firm EIN	2010-12-31	314419361
2009 : OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN

2022: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OHIO EQUITIES LLC
Employer identification number (EIN):	311602109
NAIC Classification:	531120
NAIC Description:	Lessors of Nonresidential Buildings (except Miniwarehouses)

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1998-05-29
Company Identification Number:	1007479
Legal Registered Office Address:	605 S. FRONT ST. - COLUMBUS United States of America (USA) 43215