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CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCRAIG REALTY GROUP RETIREMENT SAVINGS PLAN
Plan identification number 001

CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EUREKA REALTY PARTNERS, INC. DBA CRAIG REALTY GROUP has sponsored the creation of one or more 401k plans.

Company Name:EUREKA REALTY PARTNERS, INC. DBA CRAIG REALTY GROUP
Employer identification number (EIN):330678874
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RINO LAROSA
0012016-01-01RINO LAROSA
0012015-01-01RINO LAROSA
0012014-01-01RINO LAROSA
0012013-01-01RINO LAROSA
0012012-01-01RINO LAROSA
0012011-01-01RINO LAROSA
0012009-01-01RINO LAROSA RINO LAROSA2010-10-14

Plan Statistics for CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01655
Total number of active participants reported on line 7a of the Form 55002022-01-01576
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01621
Number of participants with account balances2022-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01628
Total number of active participants reported on line 7a of the Form 55002021-01-01542
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01594
Number of participants with account balances2021-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01626
Total number of active participants reported on line 7a of the Form 55002020-01-01529
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01559
Number of participants with account balances2020-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01608
Total number of active participants reported on line 7a of the Form 55002019-01-01531
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01571
Number of participants with account balances2019-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01626
Total number of active participants reported on line 7a of the Form 55002018-01-01529
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01559
Number of participants with account balances2018-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01512
Total number of active participants reported on line 7a of the Form 55002017-01-01525
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01557
Number of participants with account balances2017-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01465
Total number of active participants reported on line 7a of the Form 55002016-01-01409
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01463
Number of participants with account balances2016-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01457
Total number of active participants reported on line 7a of the Form 55002015-01-01383
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01425
Number of participants with account balances2015-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01501
Total number of active participants reported on line 7a of the Form 55002014-01-01360
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01412
Total participants2014-01-01412
Number of participants with account balances2014-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01571
Total number of active participants reported on line 7a of the Form 55002013-01-01461
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01498
Total participants2013-01-01498
Number of participants with account balances2013-01-01187
2012: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01553
Total number of active participants reported on line 7a of the Form 55002012-01-01500
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0171
Total of all active and inactive participants2012-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01571
Number of participants with account balances2012-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01485
Total number of active participants reported on line 7a of the Form 55002011-01-01564
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0168
Total of all active and inactive participants2011-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01632
Number of participants with account balances2011-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01254
Total number of active participants reported on line 7a of the Form 55002009-01-01214
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0154
Total of all active and inactive participants2009-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01268
Number of participants with account balances2009-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-425,289
Total of all expenses incurred2022-12-31$361,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$234,427
Value of total corrective distributions2022-12-31$100,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$507,834
Value of total assets at end of year2022-12-31$5,945,835
Value of total assets at beginning of year2022-12-31$6,733,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,249
Total interest from all sources2022-12-31$13,466
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$95,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$95,040
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$507,834
Participant contributions at end of year2022-12-31$89,824
Participant contributions at beginning of year2022-12-31$36,171
Participant contributions at end of year2022-12-31$1,401
Participant contributions at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$72
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$17,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-787,179
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,945,835
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,733,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$9,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,576,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,708,496
Interest on participant loans2022-12-31$3,660
Interest earned on other investments2022-12-31$9,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$35
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,263,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$988,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-846,466
Net investment gain/loss from pooled separate accounts2022-12-31$-195,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$234,427
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,239,281
Total of all expenses incurred2021-12-31$1,277,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,233,178
Expenses. Certain deemed distributions of participant loans2021-12-31$24,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$499,730
Value of total assets at end of year2021-12-31$6,733,014
Value of total assets at beginning of year2021-12-31$6,771,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,786
Total interest from all sources2021-12-31$2,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$498,827
Participant contributions at end of year2021-12-31$36,171
Participant contributions at beginning of year2021-12-31$72,907
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-38,473
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,733,014
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,771,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$19,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,708,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,747,086
Interest on participant loans2021-12-31$2,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$988,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$951,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$737,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,233,178
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY,US LLP
Accountancy firm EIN2021-12-31390859910
2020 : CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,287,734
Total of all expenses incurred2020-12-31$1,724,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,702,137
Expenses. Certain deemed distributions of participant loans2020-12-31$2,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$590,262
Value of total assets at end of year2020-12-31$6,771,487
Value of total assets at beginning of year2020-12-31$7,207,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,971
Total interest from all sources2020-12-31$5,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$590,224
Participant contributions at end of year2020-12-31$72,907
Participant contributions at beginning of year2020-12-31$103,284
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$38
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-436,435
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,771,487
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,207,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,747,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,743,161
Interest on participant loans2020-12-31$5,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$951,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,361,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$692,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,702,137
Contract administrator fees2020-12-31$19,971
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY,US LLP
Accountancy firm EIN2020-12-31390859910
2019 : CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,710,091
Total of all expenses incurred2019-12-31$569,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$447,218
Expenses. Certain deemed distributions of participant loans2019-12-31$15,616
Value of total corrective distributions2019-12-31$85,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$704,137
Value of total assets at end of year2019-12-31$7,207,922
Value of total assets at beginning of year2019-12-31$6,067,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,589
Total interest from all sources2019-12-31$6,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$704,095
Participant contributions at end of year2019-12-31$103,284
Participant contributions at beginning of year2019-12-31$139,557
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$42
Other income not declared elsewhere2019-12-31$105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,140,790
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,207,922
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,067,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,743,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,582,404
Interest on participant loans2019-12-31$6,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,361,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,345,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$999,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$447,218
Contract administrator fees2019-12-31$20,589
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SQUAR MILNER
Accountancy firm EIN2019-12-31330835986
2018 : CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$891,602
Total of all expenses incurred2018-12-31$230,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$209,469
Expenses. Certain deemed distributions of participant loans2018-12-31$1,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,174,803
Value of total assets at end of year2018-12-31$6,067,132
Value of total assets at beginning of year2018-12-31$5,406,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,998
Total interest from all sources2018-12-31$5,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$738,589
Participant contributions at end of year2018-12-31$139,557
Participant contributions at beginning of year2018-12-31$43,857
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$436,214
Other income not declared elsewhere2018-12-31$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$660,700
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,067,132
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,406,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,582,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,152,760
Interest on participant loans2018-12-31$5,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,345,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,209,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-289,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$209,469
Contract administrator fees2018-12-31$19,998
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SQUAR MILNER
Accountancy firm EIN2018-12-31330835986
2017 : CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,134,080
Total of all expenses incurred2017-12-31$829,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$809,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$544,101
Value of total assets at end of year2017-12-31$5,406,432
Value of total assets at beginning of year2017-12-31$5,101,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,164
Total interest from all sources2017-12-31$3,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$518,196
Participant contributions at end of year2017-12-31$43,857
Participant contributions at beginning of year2017-12-31$74,862
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$25,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$304,766
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,406,432
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,101,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,152,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,558,667
Interest on participant loans2017-12-31$3,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,209,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,468,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$586,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$809,150
Contract administrator fees2017-12-31$20,164
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SQUAR MILNER
Accountancy firm EIN2017-12-31330835986
2016 : CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$824,874
Total of all expenses incurred2016-12-31$522,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$505,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$539,717
Value of total assets at end of year2016-12-31$5,101,666
Value of total assets at beginning of year2016-12-31$4,799,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,771
Total interest from all sources2016-12-31$3,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$439,200
Participant contributions at end of year2016-12-31$74,862
Participant contributions at beginning of year2016-12-31$106,597
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$100,517
Other income not declared elsewhere2016-12-31$631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$302,010
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,101,666
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,799,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,558,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,606,066
Interest on participant loans2016-12-31$3,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,468,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,086,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$280,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$505,093
Contract administrator fees2016-12-31$17,771
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SQUAR MILNER
Accountancy firm EIN2016-12-31330835986
2015 : CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$527,580
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$789,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$768,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$564,685
Value of total assets at end of year2015-12-31$4,799,656
Value of total assets at beginning of year2015-12-31$5,061,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,433
Total interest from all sources2015-12-31$5,240
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$461,528
Participant contributions at end of year2015-12-31$106,597
Participant contributions at beginning of year2015-12-31$138,691
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$103,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-262,162
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,799,656
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,061,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,606,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,145,173
Interest on participant loans2015-12-31$5,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,086,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$777,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-42,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$768,309
Contract administrator fees2015-12-31$21,433
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SQUAR MILNER
Accountancy firm EIN2015-12-31330835986
2014 : CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$858,761
Total of all expenses incurred2014-12-31$751,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$716,903
Value of total corrective distributions2014-12-31$11,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$605,067
Value of total assets at end of year2014-12-31$5,061,818
Value of total assets at beginning of year2014-12-31$4,954,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,874
Total interest from all sources2014-12-31$5,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$502,331
Participant contributions at end of year2014-12-31$138,691
Participant contributions at beginning of year2014-12-31$157,444
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$102,736
Other income not declared elsewhere2014-12-31$783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$107,493
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,061,818
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,954,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,145,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,949,504
Interest on participant loans2014-12-31$5,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$777,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$847,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$246,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$716,903
Contract administrator fees2014-12-31$22,874
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SQUARMILNER
Accountancy firm EIN2014-12-31330835986
2013 : CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,348,906
Total of all expenses incurred2013-12-31$619,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$593,576
Value of total corrective distributions2013-12-31$5,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$662,643
Value of total assets at end of year2013-12-31$4,954,325
Value of total assets at beginning of year2013-12-31$4,225,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,985
Total interest from all sources2013-12-31$5,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$608,923
Participant contributions at end of year2013-12-31$157,444
Participant contributions at beginning of year2013-12-31$144,471
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$53,720
Other income not declared elsewhere2013-12-31$358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$729,095
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,954,325
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,225,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,949,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,382,394
Interest on participant loans2013-12-31$5,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$847,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$698,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$680,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$593,576
Contract administrator fees2013-12-31$20,985
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SQUARMILNER
Accountancy firm EIN2013-12-31330835986
2012 : CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$893,822
Total of all expenses incurred2012-12-31$214,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$185,108
Value of total corrective distributions2012-12-31$4,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$494,499
Value of total assets at end of year2012-12-31$4,225,230
Value of total assets at beginning of year2012-12-31$3,545,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,099
Total interest from all sources2012-12-31$4,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$6,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$494,499
Participant contributions at end of year2012-12-31$144,471
Participant contributions at beginning of year2012-12-31$95,675
Other income not declared elsewhere2012-12-31$2,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$679,787
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,225,230
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,545,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$3,382,394
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,649,934
Interest on participant loans2012-12-31$4,752
Income. Interest from loans (other than to participants)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$698,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$799,834
Net investment gain/loss from pooled separate accounts2012-12-31$392,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$185,108
Contract administrator fees2012-12-31$18,099
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WRIGHT FORD YOUNG & CO
Accountancy firm EIN2012-12-31953288054
2011 : CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2011 401k financial data
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$557,866
Total of all expenses incurred2011-12-31$326,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$295,428
Value of total corrective distributions2011-12-31$4,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$598,197
Value of total assets at end of year2011-12-31$3,545,443
Value of total assets at beginning of year2011-12-31$3,314,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,755
Total interest from all sources2011-12-31$3,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$539,863
Participant contributions at end of year2011-12-31$95,675
Participant contributions at beginning of year2011-12-31$98,284
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$58,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$231,010
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,545,443
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,314,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$8,606
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,649,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,619,855
Interest on participant loans2011-12-31$3,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$799,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$596,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-43,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$295,428
Contract administrator fees2011-12-31$18,149
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WRIGHT FORD YOUNG & CO
Accountancy firm EIN2011-12-31953288054
2010 : CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$211,512
Total transfer of assets from this plan2010-12-31$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$948,568
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$242,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$198,144
Value of total corrective distributions2010-12-31$42,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$597,075
Value of total assets at end of year2010-12-31$3,314,433
Value of total assets at beginning of year2010-12-31$2,396,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,791
Total interest from all sources2010-12-31$1,520
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$577,095
Participant contributions at end of year2010-12-31$98,284
Participant contributions at beginning of year2010-12-31$56,336
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$706,556
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,314,433
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,396,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,619,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,715,423
Interest on participant loans2010-12-31$1,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$600,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$600,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$596,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$24,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$349,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$198,144
Contract administrator fees2010-12-31$1,791
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WRIGHT FORD YOUNG & CO
Accountancy firm EIN2010-12-31953288054
2009 : CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN

2022: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800919/513750
Policy instance 1
Insurance contract or identification number800919/513750
Number of Individuals Covered106
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,379
Total amount of fees paid to insurance companyUSD $1,044
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,379
Insurance broker organization code?3
Amount paid for insurance broker fees1044
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800919-000
Policy instance 1
Insurance contract or identification number800919-000
Number of Individuals Covered132
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $16,161
Total amount of fees paid to insurance companyUSD $12,252
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,161
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees8218
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800919-000
Policy instance 1
Insurance contract or identification number800919-000
Number of Individuals Covered142
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $16,076
Total amount of fees paid to insurance companyUSD $12,228
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,076
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees12228
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800919-000
Policy instance 1
Insurance contract or identification number800919-000
Number of Individuals Covered148
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $16,483
Total amount of fees paid to insurance companyUSD $12,591
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,431
Insurance broker organization code?3
Amount paid for insurance broker fees12591
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800919-000
Policy instance 1
Insurance contract or identification number800919-000
Number of Individuals Covered131
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,900
Total amount of fees paid to insurance companyUSD $10,642
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,120
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees10642
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800919-000
Policy instance 1
Insurance contract or identification number800919-000
Number of Individuals Covered127
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,113
Total amount of fees paid to insurance companyUSD $9,974
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,490
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees9974
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800919-000
Policy instance 1
Insurance contract or identification number800919-000
Number of Individuals Covered153
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,766
Total amount of fees paid to insurance companyUSD $8,842
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,413
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800919-000
Policy instance 1
Insurance contract or identification number800919-000
Number of Individuals Covered168
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,423
Total amount of fees paid to insurance companyUSD $9,411
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9411
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800919-000
Policy instance 1
Insurance contract or identification number800919-000
Number of Individuals Covered187
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,175
Total amount of fees paid to insurance companyUSD $10,593
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10593
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $5,899
Insurance broker nameWF INSURANCE SERVICES LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800919-000
Policy instance 1
Insurance contract or identification number800919-000
Number of Individuals Covered252
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,663
Total amount of fees paid to insurance companyUSD $7,093
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,663
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees7093
Insurance broker nameQBI, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800919-000
Policy instance 1
Insurance contract or identification number800919-000
Number of Individuals Covered222
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,606
Total amount of fees paid to insurance companyUSD $6,595
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800919-000
Policy instance 1
Insurance contract or identification number800919-000
Number of Individuals Covered222
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $15,768
Total amount of fees paid to insurance companyUSD $8,453
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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