PROPERTIES 3, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROPERTIES 3, INC. SAVINGS & RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : PROPERTIES 3, INC. SAVINGS & RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-09 | 1200138 |
| Net assets as of the end of the plan year | 2025-10-09 | 9056649 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 8146278 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-09 | 496307 |
| Other contributions to plan in this plan year | 2025-10-09 | 220494 |
| Other income to plan in this plan year | 2025-10-09 | 1227067 |
| Plan net income in this plan year | 2025-10-09 | 910371 |
| Net assets as of the end of the plan year | 2025-10-09 | 9056649 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 8146278 |
| Employer contributions to plan in this plan year | 2025-10-09 | 166641 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 555 |
| 2024 : PROPERTIES 3, INC. SAVINGS & RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-15 | 370551 |
| Net assets as of the end of the plan year | 2024-10-15 | 8146278 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 6686773 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 461234 |
| Other income to plan in this plan year | 2024-10-15 | 1208880 |
| Plan net income in this plan year | 2024-10-15 | 1459505 |
| Net assets as of the end of the plan year | 2024-10-15 | 8146278 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 6686773 |
| Employer contributions to plan in this plan year | 2024-10-15 | 159942 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 216 |
| 2016 : PROPERTIES 3, INC. SAVINGS & RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-08-31 | $505,567 |
| Expenses. Total of all expenses incurred | 2016-08-31 | $483,440 |
| Benefits paid (including direct rollovers) | 2016-08-31 | $482,890 |
| Total plan assets at end of year | 2016-08-31 | $3,874,592 |
| Total plan assets at beginning of year | 2016-08-31 | $3,852,465 |
| Value of fidelity bond covering the plan | 2016-08-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-08-31 | $183,872 |
| Expenses. Other expenses not covered elsewhere | 2016-08-31 | $550 |
| Contributions received from other sources (not participants or employers) | 2016-08-31 | $43,954 |
| Other income received | 2016-08-31 | $247,993 |
| Net income (gross income less expenses) | 2016-08-31 | $22,127 |
| Net plan assets at end of year (total assets less liabilities) | 2016-08-31 | $3,874,592 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-08-31 | $3,852,465 |
| Assets. Value of participant loans | 2016-08-31 | $9,822 |
| Total contributions received or receivable from employer(s) | 2016-08-31 | $29,748 |
| 2015 : PROPERTIES 3, INC. SAVINGS & RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-08-31 | $202,881 |
| Expenses. Total of all expenses incurred | 2015-08-31 | $155,172 |
| Benefits paid (including direct rollovers) | 2015-08-31 | $154,772 |
| Total plan assets at end of year | 2015-08-31 | $3,852,465 |
| Total plan assets at beginning of year | 2015-08-31 | $3,804,756 |
| Value of fidelity bond covering the plan | 2015-08-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-08-31 | $177,856 |
| Other income received | 2015-08-31 | $-784 |
| Net income (gross income less expenses) | 2015-08-31 | $47,709 |
| Net plan assets at end of year (total assets less liabilities) | 2015-08-31 | $3,852,465 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $3,804,756 |
| Assets. Value of participant loans | 2015-08-31 | $2,145 |
| Total contributions received or receivable from employer(s) | 2015-08-31 | $25,809 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-08-31 | $400 |
| 2014 : PROPERTIES 3, INC. SAVINGS & RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-08-31 | $850,962 |
| Expenses. Total of all expenses incurred | 2014-08-31 | $493,211 |
| Benefits paid (including direct rollovers) | 2014-08-31 | $492,005 |
| Total plan assets at end of year | 2014-08-31 | $3,804,756 |
| Total plan assets at beginning of year | 2014-08-31 | $3,447,005 |
| Value of fidelity bond covering the plan | 2014-08-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-08-31 | $186,364 |
| Contributions received from other sources (not participants or employers) | 2014-08-31 | $64,847 |
| Other income received | 2014-08-31 | $572,693 |
| Net income (gross income less expenses) | 2014-08-31 | $357,751 |
| Net plan assets at end of year (total assets less liabilities) | 2014-08-31 | $3,804,756 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-08-31 | $3,447,005 |
| Assets. Value of participant loans | 2014-08-31 | $4,690 |
| Total contributions received or receivable from employer(s) | 2014-08-31 | $27,058 |
| Value of corrective distributions | 2014-08-31 | $606 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-08-31 | $600 |
| 2013 : PROPERTIES 3, INC. SAVINGS & RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-08-31 | $621,685 |
| Expenses. Total of all expenses incurred | 2013-08-31 | $266,330 |
| Benefits paid (including direct rollovers) | 2013-08-31 | $264,308 |
| Total plan assets at end of year | 2013-08-31 | $3,447,005 |
| Total plan assets at beginning of year | 2013-08-31 | $3,091,650 |
| Value of fidelity bond covering the plan | 2013-08-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-08-31 | $184,747 |
| Expenses. Other expenses not covered elsewhere | 2013-08-31 | $250 |
| Other income received | 2013-08-31 | $403,166 |
| Net income (gross income less expenses) | 2013-08-31 | $355,355 |
| Net plan assets at end of year (total assets less liabilities) | 2013-08-31 | $3,447,005 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-08-31 | $3,091,650 |
| Assets. Value of participant loans | 2013-08-31 | $9,245 |
| Total contributions received or receivable from employer(s) | 2013-08-31 | $33,772 |
| Value of corrective distributions | 2013-08-31 | $1,772 |
| 2012 : PROPERTIES 3, INC. SAVINGS & RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-08-31 | $476,781 |
| Expenses. Total of all expenses incurred | 2012-08-31 | $140,089 |
| Benefits paid (including direct rollovers) | 2012-08-31 | $139,939 |
| Total plan assets at end of year | 2012-08-31 | $3,091,650 |
| Total plan assets at beginning of year | 2012-08-31 | $2,754,958 |
| Value of fidelity bond covering the plan | 2012-08-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-08-31 | $183,916 |
| Expenses. Other expenses not covered elsewhere | 2012-08-31 | $150 |
| Other income received | 2012-08-31 | $265,865 |
| Net income (gross income less expenses) | 2012-08-31 | $336,692 |
| Net plan assets at end of year (total assets less liabilities) | 2012-08-31 | $3,091,650 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-08-31 | $2,754,958 |
| Assets. Value of participant loans | 2012-08-31 | $21,976 |
| Total contributions received or receivable from employer(s) | 2012-08-31 | $27,000 |
| 2011 : PROPERTIES 3, INC. SAVINGS & RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-08-31 | $457,240 |
| Expenses. Total of all expenses incurred | 2011-08-31 | $54,379 |
| Benefits paid (including direct rollovers) | 2011-08-31 | $52,011 |
| Total plan assets at end of year | 2011-08-31 | $2,754,958 |
| Total plan assets at beginning of year | 2011-08-31 | $2,352,097 |
| Value of fidelity bond covering the plan | 2011-08-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-08-31 | $161,158 |
| Expenses. Other expenses not covered elsewhere | 2011-08-31 | $400 |
| Other income received | 2011-08-31 | $286,864 |
| Net income (gross income less expenses) | 2011-08-31 | $402,861 |
| Net plan assets at end of year (total assets less liabilities) | 2011-08-31 | $2,754,958 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-08-31 | $2,352,097 |
| Assets. Value of participant loans | 2011-08-31 | $34,599 |
| Total contributions received or receivable from employer(s) | 2011-08-31 | $9,218 |
| Value of certain deemed distributions of participant loans | 2011-08-31 | $1,968 |
| 2015: PROPERTIES 3, INC. SAVINGS & RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-09-01 | Type of plan entity | Single employer plan |
| 2015-09-01 | Submission has been amended | No |
| 2015-09-01 | This submission is the final filing | No |
| 2015-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-09-01 | Plan is a collectively bargained plan | No |
| 2015-09-01 | Plan funding arrangement – Insurance | Yes |
| 2015-09-01 | Plan funding arrangement – Trust | Yes |
| 2015-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-09-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PROPERTIES 3, INC. SAVINGS & RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-09-01 | Type of plan entity | Single employer plan |
| 2014-09-01 | Submission has been amended | No |
| 2014-09-01 | This submission is the final filing | No |
| 2014-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-09-01 | Plan is a collectively bargained plan | No |
| 2014-09-01 | Plan funding arrangement – Insurance | Yes |
| 2014-09-01 | Plan funding arrangement – Trust | Yes |
| 2014-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-09-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PROPERTIES 3, INC. SAVINGS & RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-09-01 | Type of plan entity | Single employer plan |
| 2013-09-01 | Submission has been amended | No |
| 2013-09-01 | This submission is the final filing | No |
| 2013-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-09-01 | Plan is a collectively bargained plan | No |
| 2013-09-01 | Plan funding arrangement – Insurance | Yes |
| 2013-09-01 | Plan funding arrangement – Trust | Yes |
| 2013-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-09-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PROPERTIES 3, INC. SAVINGS & RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-09-01 | Type of plan entity | Single employer plan |
| 2012-09-01 | Submission has been amended | No |
| 2012-09-01 | This submission is the final filing | No |
| 2012-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-09-01 | Plan is a collectively bargained plan | No |
| 2012-09-01 | Plan funding arrangement – Insurance | Yes |
| 2012-09-01 | Plan funding arrangement – Trust | Yes |
| 2012-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-09-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PROPERTIES 3, INC. SAVINGS & RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-09-01 | Type of plan entity | Single employer plan |
| 2011-09-01 | Submission has been amended | Yes |
| 2011-09-01 | This submission is the final filing | No |
| 2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-09-01 | Plan is a collectively bargained plan | No |
| 2011-09-01 | Plan funding arrangement – Insurance | Yes |
| 2011-09-01 | Plan funding arrangement – Trust | Yes |
| 2011-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-09-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PROPERTIES 3, INC. SAVINGS & RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-09-01 | Type of plan entity | Single employer plan |
| 2009-09-01 | Submission has been amended | Yes |
| 2009-09-01 | This submission is the final filing | No |
| 2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-09-01 | Plan is a collectively bargained plan | No |
| 2009-09-01 | Plan funding arrangement – Insurance | Yes |
| 2009-09-01 | Plan funding arrangement – Trust | Yes |
| 2009-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-09-01 | Plan benefit arrangement - Trust | Yes |
