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NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 401k Plan overview

Plan NameNEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN
Plan identification number 001

NEWLAND REAL ESTATE GROUP, LLC 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

NEWLAND REAL ESTATE GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:NEWLAND REAL ESTATE GROUP, LLC
Employer identification number (EIN):330824465
NAIC Classification:237210
NAIC Description:Land Subdivision

Additional information about NEWLAND REAL ESTATE GROUP, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3024802

More information about NEWLAND REAL ESTATE GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ERICA HATCH ERICA HATCH2018-08-07
0012016-01-01ERICA HATCH ERICA HATCH2017-08-15
0012015-01-01TIMOTHY C. DURIE TIMOTHY C. DURIE2016-09-23
0012014-01-01TIMOTHY C. DURIE TIMOTHY C. DURIE2015-08-25
0012013-01-01TIMOTHY C. DURIE TIMOTHY C. DURIE2014-10-02
0012012-01-01TIMOTHY C DURIE TIMOTHY C DURIE2013-08-19
0012011-01-01TIMOTHY C DURIE TIMOTHY C DURIE2014-12-30
0012010-01-01TIMOTHY C. DURIE TIMOTHY C. DURIE2014-12-30
0012009-01-01TIMOTHY C. DURIE TIMOTHY C. DURIE2010-10-12
0012009-01-01TIMOTHY C. DURIE TIMOTHY C. DURIE2014-12-30

Plan Statistics for NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN

401k plan membership statisitcs for NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN

Measure Date Value
2021: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01316
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01324
Total number of active participants reported on line 7a of the Form 55002020-01-01203
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-01107
Total of all active and inactive participants2020-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01316
Number of participants with account balances2020-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01341
Total number of active participants reported on line 7a of the Form 55002019-01-01218
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01103
Total of all active and inactive participants2019-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01323
Number of participants with account balances2019-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01343
Total number of active participants reported on line 7a of the Form 55002018-01-01255
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0186
Total of all active and inactive participants2018-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01341
Number of participants with account balances2018-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01338
Total number of active participants reported on line 7a of the Form 55002017-01-01256
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0185
Total of all active and inactive participants2017-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01343
Number of participants with account balances2017-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01310
Total number of active participants reported on line 7a of the Form 55002016-01-01252
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0179
Total of all active and inactive participants2016-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01334
Number of participants with account balances2016-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01288
Total number of active participants reported on line 7a of the Form 55002015-01-01229
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0174
Total of all active and inactive participants2015-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01304
Number of participants with account balances2015-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01294
Total number of active participants reported on line 7a of the Form 55002014-01-01207
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0171
Total of all active and inactive participants2014-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01282
Number of participants with account balances2014-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01307
Total number of active participants reported on line 7a of the Form 55002013-01-01215
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0174
Total of all active and inactive participants2013-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01294
Number of participants with account balances2013-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01319
Total number of active participants reported on line 7a of the Form 55002012-01-01223
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01307
Number of participants with account balances2012-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01330
Total number of active participants reported on line 7a of the Form 55002011-01-01219
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0198
Total of all active and inactive participants2011-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01319
Number of participants with account balances2011-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01351
Total number of active participants reported on line 7a of the Form 55002010-01-01239
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0190
Total of all active and inactive participants2010-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01330
Number of participants with account balances2010-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01393
Total number of active participants reported on line 7a of the Form 55002009-01-01248
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01103
Total of all active and inactive participants2009-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01351
Number of participants with account balances2009-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0133

Financial Data on NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN

Measure Date Value
2021 : NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-23$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-23$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-23$0
Total income from all sources (including contributions)2021-09-23$5,518,802
Total loss/gain on sale of assets2021-09-23$0
Total of all expenses incurred2021-09-23$48,624,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-23$48,517,824
Expenses. Certain deemed distributions of participant loans2021-09-23$0
Value of total corrective distributions2021-09-23$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-23$1,489,265
Value of total assets at end of year2021-09-23$0
Value of total assets at beginning of year2021-09-23$43,105,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-23$106,384
Total interest from all sources2021-09-23$107,638
Total dividends received (eg from common stock, registered investment company shares)2021-09-23$144,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-23Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-09-23$0
Total dividends received from registered investment company shares (eg mutual funds)2021-09-23$144,575
Administrative expenses professional fees incurred2021-09-23$0
Was this plan covered by a fidelity bond2021-09-23No
If this is an individual account plan, was there a blackout period2021-09-23No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-23$0
Were there any nonexempt tranactions with any party-in-interest2021-09-23No
Contributions received from participants2021-09-23$1,108,875
Participant contributions at end of year2021-09-23$0
Participant contributions at beginning of year2021-09-23$335,661
Assets. Other investments not covered elsewhere at end of year2021-09-23$0
Assets. Other investments not covered elsewhere at beginning of year2021-09-23$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-23$-825
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-09-23$45,374,113
Other income not declared elsewhere2021-09-23$347,931
Administrative expenses (other) incurred2021-09-23$3,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-23No
Value of net income/loss2021-09-23$-43,105,406
Value of net assets at end of year (total assets less liabilities)2021-09-23$0
Value of net assets at beginning of year (total assets less liabilities)2021-09-23$43,105,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-23No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-23No
Were any leases to which the plan was party in default or uncollectible2021-09-23No
Investment advisory and management fees2021-09-23$90,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-23$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-23$28,655,562
Value of interest in pooled separate accounts at end of year2021-09-23$0
Value of interest in pooled separate accounts at beginning of year2021-09-23$0
Interest on participant loans2021-09-23$8,987
Interest earned on other investments2021-09-23$98,651
Value of interest in common/collective trusts at end of year2021-09-23$0
Value of interest in common/collective trusts at beginning of year2021-09-23$5,319,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-23$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-23$8,794,214
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-23$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-23$3,002,064
Net investment gain/loss from pooled separate accounts2021-09-23$0
Net investment gain or loss from common/collective trusts2021-09-23$427,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-23No
Was there a failure to transmit to the plan any participant contributions2021-09-23No
Has the plan failed to provide any benefit when due under the plan2021-09-23No
Assets. Invements in employer securities at end of year2021-09-23$0
Assets. Invements in employer securities at beginning of year2021-09-23$0
Contributions received in cash from employer2021-09-23$381,215
Income. Dividends from common stock2021-09-23$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-23$3,143,711
Contract administrator fees2021-09-23$13,287
Did the plan have assets held for investment2021-09-23No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-23No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-23Yes
Opinion of an independent qualified public accountant for this plan2021-09-23Disclaimer
2020 : NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$8,289,897
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,313,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,142,270
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,564,257
Value of total assets at end of year2020-12-31$43,105,406
Value of total assets at beginning of year2020-12-31$38,129,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$171,468
Total interest from all sources2020-12-31$251,977
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,739,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,739,681
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$1,819,850
Participant contributions at end of year2020-12-31$335,661
Participant contributions at beginning of year2020-12-31$389,847
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$120,693
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,976,159
Value of net assets at end of year (total assets less liabilities)2020-12-31$43,105,406
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$38,129,247
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
Investment advisory and management fees2020-12-31$167,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$28,655,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,381,359
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$24,309
Interest earned on other investments2020-12-31$227,668
Value of interest in common/collective trusts at end of year2020-12-31$5,319,969
Value of interest in common/collective trusts at beginning of year2020-12-31$2,027,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,794,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,330,811
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,740,480
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$1,993,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$623,714
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,142,270
Contract administrator fees2020-12-31$3,923
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 plan2020-12-31Disclaimer
2019 : NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$10,278,916
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,545,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,370,259
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,859,602
Value of total assets at end of year2019-12-31$38,129,247
Value of total assets at beginning of year2019-12-31$33,396,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$175,503
Total interest from all sources2019-12-31$257,941
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,082,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,082,085
Administrative expenses professional fees incurred2019-12-31$0
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$2,044,424
Participant contributions at end of year2019-12-31$389,847
Participant contributions at beginning of year2019-12-31$407,356
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$106,330
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$90
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$4,733,154
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,129,247
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,396,093
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
Investment advisory and management fees2019-12-31$169,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,381,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,171,330
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$27,330
Interest earned on other investments2019-12-31$230,611
Value of interest in common/collective trusts at end of year2019-12-31$2,027,230
Value of interest in common/collective trusts at beginning of year2019-12-31$2,043,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,330,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,774,360
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,896,964
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$182,324
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
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$708,848
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,370,259
Contract administrator fees2019-12-31$5,416
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 name2019-12-31WITHUM, SMITH, & BROWN, PC
Accountancy firm EIN2019-12-31222027092
2018 : NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$1,419,148
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,696,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,595,637
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,894,127
Value of total assets at end of year2018-12-31$33,396,093
Value of total assets at beginning of year2018-12-31$34,673,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$101,336
Total interest from all sources2018-12-31$229,650
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,904,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,904,128
Administrative expenses professional fees incurred2018-12-31$7,400
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$2,101,486
Participant contributions at end of year2018-12-31$407,356
Participant contributions at beginning of year2018-12-31$379,632
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$88,325
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,277,825
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,396,093
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,673,918
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
Investment advisory and management fees2018-12-31$89,027
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,171,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,162,235
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$23,771
Interest earned on other investments2018-12-31$205,879
Value of interest in common/collective trusts at end of year2018-12-31$2,043,047
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,774,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,132,051
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,632,156
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$23,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$704,316
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,595,637
Contract administrator fees2018-12-31$4,879
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 name2018-12-31KUSHNER, SMITH, JOANOU, AND GREGSON
Accountancy firm EIN2018-12-31953322166
2017 : NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$8,027,147
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,934,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,928,164
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$2,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,201,703
Value of total assets at end of year2017-12-31$34,673,918
Value of total assets at beginning of year2017-12-31$28,581,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,470
Total interest from all sources2017-12-31$179,009
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,607,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,607,415
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31No
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$1,935,707
Participant contributions at end of year2017-12-31$379,632
Participant contributions at beginning of year2017-12-31$455,202
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$580,231
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$15
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$6,092,463
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,673,918
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,581,455
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
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,162,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,798,518
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$21,783
Interest earned on other investments2017-12-31$157,226
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,132,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,327,735
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,039,020
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$685,765
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,928,164
Contract administrator fees2017-12-31$4,455
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 name2017-12-31KUSHNER, SMITH, JOANOU, & GREGSON,
Accountancy firm EIN2017-12-31953322166
2016 : NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$4,678,084
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,523,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,519,054
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,871,815
Value of total assets at end of year2016-12-31$28,581,455
Value of total assets at beginning of year2016-12-31$26,427,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,937
Total interest from all sources2016-12-31$199,964
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$677,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$677,229
Administrative expenses professional fees incurred2016-12-31$869
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$1,908,842
Participant contributions at end of year2016-12-31$455,202
Participant contributions at beginning of year2016-12-31$408,782
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$294,899
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$15
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$2,154,093
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,581,455
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,427,362
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
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,798,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,458,433
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$22,466
Interest earned on other investments2016-12-31$177,498
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,327,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,560,147
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$929,076
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$668,074
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,519,054
Contract administrator fees2016-12-31$4,053
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 name2016-12-31KUSHNER, SMITH, JOANOU, & GREGSON,
Accountancy firm EIN2016-12-31953322166
2015 : NEWLAND REAL ESTATE GROUP, LLC 401(K) 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$2,815,677
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,708,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,686,394
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$84
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,548,053
Value of total assets at end of year2015-12-31$26,427,362
Value of total assets at beginning of year2015-12-31$25,320,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,349
Total interest from all sources2015-12-31$169,988
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,076,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,076,562
Administrative expenses professional fees incurred2015-12-31$0
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$1,722,257
Participant contributions at end of year2015-12-31$408,782
Participant contributions at beginning of year2015-12-31$418,606
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$213,014
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,106,850
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,427,362
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,320,512
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
Investment advisory and management fees2015-12-31$18,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,458,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,930,156
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$20,937
Interest earned on other investments2015-12-31$149,051
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,560,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,971,750
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-978,926
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$612,782
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,686,394
Contract administrator fees2015-12-31$3,490
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 name2015-12-31KUSHNER, SMITH, JOANOU, & GREGSON,
Accountancy firm EIN2015-12-31953322166
2014 : NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,573,251
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,122,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,094,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,228,328
Value of total assets at end of year2014-12-31$25,320,512
Value of total assets at beginning of year2014-12-31$23,869,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,343
Total interest from all sources2014-12-31$152,251
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,192,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,192,138
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,529,905
Participant contributions at end of year2014-12-31$418,606
Participant contributions at beginning of year2014-12-31$488,613
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$179,991
Administrative expenses (other) incurred2014-12-31$45
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,450,958
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,320,512
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,869,554
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
Investment advisory and management fees2014-12-31$22,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,930,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,907,659
Interest on participant loans2014-12-31$21,267
Interest earned on other investments2014-12-31$130,984
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$6,075,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,971,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,397,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-254,050
Net investment gain or loss from common/collective trusts2014-12-31$254,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$518,432
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,094,950
Contract administrator fees2014-12-31$4,390
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 name2014-12-31KUSHNER, SMITH, JOANOU, & GREGSON,
Accountancy firm EIN2014-12-31953322166
2013 : NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$5,931,998
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,878,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,851,097
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,273,895
Value of total assets at end of year2013-12-31$23,869,554
Value of total assets at beginning of year2013-12-31$19,816,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,506
Total interest from all sources2013-12-31$151,525
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$628,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$628,901
Administrative expenses professional fees incurred2013-12-31$0
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$1,565,623
Participant contributions at end of year2013-12-31$488,613
Participant contributions at beginning of year2013-12-31$375,863
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$192,879
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$30
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$4,053,395
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,869,554
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,816,159
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
Investment advisory and management fees2013-12-31$21,286
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,907,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,736,309
Interest on participant loans2013-12-31$25,443
Interest earned on other investments2013-12-31$126,082
Value of interest in common/collective trusts at end of year2013-12-31$6,075,406
Value of interest in common/collective trusts at beginning of year2013-12-31$5,738,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,397,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,965,703
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,048,568
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$829,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$515,393
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,851,097
Contract administrator fees2013-12-31$6,190
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 name2013-12-31KUSHNER, SMITH, JOANOU, & GREGSON,
Accountancy firm EIN2013-12-31953322166
2012 : NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$4,193,564
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,419,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,395,484
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,000,372
Value of total assets at end of year2012-12-31$19,816,159
Value of total assets at beginning of year2012-12-31$18,041,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,815
Total interest from all sources2012-12-31$153,747
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$396,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$396,681
Administrative expenses professional fees incurred2012-12-31$0
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$1,471,504
Participant contributions at end of year2012-12-31$375,863
Participant contributions at beginning of year2012-12-31$412,039
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$30,973
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,774,265
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,816,159
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,041,894
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$19,138
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,736,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,175,303
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$21,730
Interest earned on other investments2012-12-31$132,017
Value of interest in common/collective trusts at end of year2012-12-31$5,738,284
Value of interest in common/collective trusts at beginning of year2012-12-31$5,840,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,965,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,614,019
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,025,599
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$617,165
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$497,895
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,395,484
Contract administrator fees2012-12-31$4,677
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 name2012-12-31KUSHNER, SMITH, JOANOU & GREGSON
Accountancy firm EIN2012-12-31953322166
2011 : NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$1,636,500
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,478,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,454,386
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,769,723
Value of total assets at end of year2011-12-31$18,041,894
Value of total assets at beginning of year2011-12-31$18,883,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,627
Total interest from all sources2011-12-31$125,522
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$346,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$346,196
Administrative expenses professional fees incurred2011-12-31$0
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$1,292,267
Participant contributions at end of year2011-12-31$412,039
Participant contributions at beginning of year2011-12-31$386,336
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$53,383
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-841,513
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,041,894
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,883,407
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$18,287
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,175,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,717,458
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$20,749
Interest earned on other investments2011-12-31$104,773
Value of interest in common/collective trusts at end of year2011-12-31$5,840,533
Value of interest in common/collective trusts at beginning of year2011-12-31$6,453,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,614,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,326,571
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-549,534
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$-55,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$424,073
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,454,386
Contract administrator fees2011-12-31$5,215
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 name2011-12-31KUSHNER, SMITH, JOANOU & GREGSON
Accountancy firm EIN2011-12-31953322166
2010 : NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$3,908,467
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,543,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,524,871
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,840,020
Value of total assets at end of year2010-12-31$18,883,407
Value of total assets at beginning of year2010-12-31$16,517,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,185
Total interest from all sources2010-12-31$124,601
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$255,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$255,779
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$500,000
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$1,290,947
Participant contributions at end of year2010-12-31$386,336
Participant contributions at beginning of year2010-12-31$362,274
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$115,997
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,365,411
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,883,407
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,517,996
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
Investment advisory and management fees2010-12-31$14,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,717,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,949,872
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$22,820
Interest earned on other investments2010-12-31$101,781
Value of interest in common/collective trusts at end of year2010-12-31$6,453,042
Value of interest in common/collective trusts at beginning of year2010-12-31$6,114,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,326,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,091,723
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$900,650
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$787,417
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$433,076
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,524,871
Contract administrator fees2010-12-31$3,350
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 name2010-12-31ROBERT E. MOE, CPA
Accountancy firm EIN2010-12-31330800760
2009 : NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total income from all sources (including contributions)2009-12-31$4,988,696
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$2,251,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$2,235,105
Expenses. Certain deemed distributions of participant loans2009-12-31$0
Value of total corrective distributions2009-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$1,877,854
Value of total assets at end of year2009-12-31$16,517,995
Value of total assets at beginning of year2009-12-31$13,780,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$16,178
Total interest from all sources2009-12-31$120,978
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$165,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2009-12-31$165,179
Administrative expenses professional fees incurred2009-12-31$0
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$500,000
If this is an individual account plan, was there a blackout period2009-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$1,272,050
Participant contributions at end of year2009-12-31$362,273
Participant contributions at beginning of year2009-12-31$224,789
Assets. Other investments not covered elsewhere at end of year2009-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2009-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2009-12-31$178,019
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2009-12-31$0
Other income not declared elsewhere2009-12-31$0
Administrative expenses (other) incurred2009-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$2,737,413
Value of net assets at end of year (total assets less liabilities)2009-12-31$16,517,995
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$13,780,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Investment advisory and management fees2009-12-31$12,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$7,949,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$5,800,053
Value of interest in pooled separate accounts at end of year2009-12-31$0
Value of interest in pooled separate accounts at beginning of year2009-12-31$0
Interest on participant loans2009-12-31$17,960
Interest earned on other investments2009-12-31$103,018
Value of interest in common/collective trusts at end of year2009-12-31$6,114,127
Value of interest in common/collective trusts at beginning of year2009-12-31$5,737,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$2,091,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$2,018,077
Expenses. Payments to insurance carriers foe the provision of benefits2009-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$1,561,717
Net investment gain/loss from pooled separate accounts2009-12-31$0
Net investment gain or loss from common/collective trusts2009-12-31$1,262,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Assets. Invements in employer securities at end of year2009-12-31$0
Assets. Invements in employer securities at beginning of year2009-12-31$0
Contributions received in cash from employer2009-12-31$427,785
Income. Dividends from common stock2009-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$2,235,105
Contract administrator fees2009-12-31$4,045
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31ROBERT E.MOE, CPA
Accountancy firm EIN2009-12-31330800760

Form 5500 Responses for NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN

2021: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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 planNo
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: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 planNo
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: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NEWLAND REAL ESTATE GROUP, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60143
Policy instance 1
Insurance contract or identification numberMR 60143
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-09-23
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60143
Policy instance 1
Insurance contract or identification numberMR 60143
Number of Individuals Covered316
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60143
Policy instance 1
Insurance contract or identification numberMR 60143
Number of Individuals Covered323
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60143
Policy instance 1
Insurance contract or identification numberMR 60143
Number of Individuals Covered343
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60143
Policy instance 1
Insurance contract or identification numberMR 60143
Number of Individuals Covered304
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,800
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,800
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60143
Policy instance 1
Insurance contract or identification numberMR 60143
Number of Individuals Covered282
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,846
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,350
Insurance broker organization code?1
Insurance broker nameNFP INSURANCE SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60143
Policy instance 1
Insurance contract or identification numberMR 60143
Number of Individuals Covered294
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,101
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,101
Insurance broker organization code?1
Insurance broker nameJHW FINANCIAL SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60143
Policy instance 1
Insurance contract or identification numberMR 60143
Number of Individuals Covered307
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,354
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,354
Insurance broker organization code?1
Insurance broker nameJHW FINANCIAL SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60143
Policy instance 1
Insurance contract or identification numberMR 60143
Number of Individuals Covered319
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,817
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60143
Policy instance 1
Insurance contract or identification numberMR 60143
Number of Individuals Covered330
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,608
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60143
Policy instance 1
Insurance contract or identification numberMR 60143
Number of Individuals Covered351
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $6,688
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,688
Insurance broker organization code?1
Insurance broker nameJHW FINANCIAL SERVICES INC

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