?>
Logo

HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameHOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN
Plan identification number 001

HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

HOWES AND JEFFERIES REALTORS has sponsored the creation of one or more 401k plans.

Company Name:HOWES AND JEFFERIES REALTORS
Employer identification number (EIN):421030342
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01MATT BRISCH MATT BRISCH2019-03-06
0012017-01-01STEPHEN HOWES STEPHEN HOWES2018-07-02
0012016-01-01STEPHEN HOWES STEPHEN HOWES2017-02-02
0012015-01-01STEPHEN HOWES STEPHEN HOWES2016-06-20
0012014-01-01STEPHEN HOWES STEPHEN HOWES2015-06-16
0012013-01-01STEPHEN HOWES STEPHEN HOWES2014-08-01
0012012-01-01STEPHEN HOWES STEPHEN HOWES2013-06-18
0012011-01-01STEPHEN HOWES STEPHEN HOWES2012-06-11
0012009-01-01STEPHEN HOWES STEPHEN HOWES2010-10-12

Plan Statistics for HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN

Measure Date Value
2020: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-016
Number of participants with account balances2009-01-015

Financial Data on HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN

Measure Date Value
2020 : HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total income from all sources2020-12-31$-144,132
Expenses. Total of all expenses incurred2020-12-31$690,277
Benefits paid (including direct rollovers)2020-12-31$689,574
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$834,409
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$3,500
Other income received2020-12-31$-151,132
Net income (gross income less expenses)2020-12-31$-834,409
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$834,409
Total contributions received or receivable from employer(s)2020-12-31$3,500
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$703
2019 : HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total income from all sources2019-12-31$167,434
Expenses. Total of all expenses incurred2019-12-31$7,231
Total plan assets at end of year2019-12-31$834,409
Total plan assets at beginning of year2019-12-31$674,206
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$4,320
Other income received2019-12-31$160,158
Net income (gross income less expenses)2019-12-31$160,203
Net plan assets at end of year (total assets less liabilities)2019-12-31$834,409
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$674,206
Total contributions received or receivable from employer(s)2019-12-31$2,956
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,231
2018 : HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total income from all sources2018-12-31$-289,903
Expenses. Total of all expenses incurred2018-12-31$11,410
Total plan assets at end of year2018-12-31$674,206
Total plan assets at beginning of year2018-12-31$975,519
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$3,550
Other income received2018-12-31$-296,695
Net income (gross income less expenses)2018-12-31$-301,313
Net plan assets at end of year (total assets less liabilities)2018-12-31$674,206
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$975,519
Total contributions received or receivable from employer(s)2018-12-31$3,242
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$11,410
2017 : HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total income from all sources2017-12-31$133,212
Expenses. Total of all expenses incurred2017-12-31$2,691
Total plan assets at end of year2017-12-31$975,519
Total plan assets at beginning of year2017-12-31$844,998
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$3,180
Other income received2017-12-31$127,411
Net income (gross income less expenses)2017-12-31$130,521
Net plan assets at end of year (total assets less liabilities)2017-12-31$975,519
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$844,998
Total contributions received or receivable from employer(s)2017-12-31$2,621
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,691
2016 : HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total income from all sources2016-12-31$311,714
Expenses. Total of all expenses incurred2016-12-31$1,744
Total plan assets at end of year2016-12-31$844,998
Total plan assets at beginning of year2016-12-31$535,028
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$3,480
Other income received2016-12-31$305,484
Net income (gross income less expenses)2016-12-31$309,970
Net plan assets at end of year (total assets less liabilities)2016-12-31$844,998
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$535,028
Total contributions received or receivable from employer(s)2016-12-31$2,750
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,744
2015 : HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total income from all sources2015-12-31$-92,855
Expenses. Total of all expenses incurred2015-12-31$4,734
Total plan assets at end of year2015-12-31$535,028
Total plan assets at beginning of year2015-12-31$632,617
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$3,140
Other income received2015-12-31$-98,788
Net income (gross income less expenses)2015-12-31$-97,589
Net plan assets at end of year (total assets less liabilities)2015-12-31$535,028
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$632,617
Total contributions received or receivable from employer(s)2015-12-31$2,793
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,734
2014 : HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total income from all sources2014-12-31$37,776
Expenses. Total of all expenses incurred2014-12-31$3,889
Total plan assets at end of year2014-12-31$632,617
Total plan assets at beginning of year2014-12-31$598,730
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$2,600
Other income received2014-12-31$32,576
Net income (gross income less expenses)2014-12-31$33,887
Net plan assets at end of year (total assets less liabilities)2014-12-31$632,617
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$598,730
Total contributions received or receivable from employer(s)2014-12-31$2,600
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,889
2013 : HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources2013-12-31$105,737
Expenses. Total of all expenses incurred2013-12-31$4,738
Total plan assets at end of year2013-12-31$598,730
Total plan assets at beginning of year2013-12-31$497,731
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$2,040
Other income received2013-12-31$101,657
Net income (gross income less expenses)2013-12-31$100,999
Net plan assets at end of year (total assets less liabilities)2013-12-31$598,730
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$497,731
Total contributions received or receivable from employer(s)2013-12-31$2,040
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,738
2012 : HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources2012-12-31$79,886
Expenses. Total of all expenses incurred2012-12-31$466,679
Benefits paid (including direct rollovers)2012-12-31$459,235
Total plan assets at end of year2012-12-31$497,731
Total plan assets at beginning of year2012-12-31$884,524
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$1,780
Other income received2012-12-31$76,326
Net income (gross income less expenses)2012-12-31$-386,793
Net plan assets at end of year (total assets less liabilities)2012-12-31$497,731
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$884,524
Total contributions received or receivable from employer(s)2012-12-31$1,780
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,444
2011 : HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources2011-12-31$-72,067
Expenses. Total of all expenses incurred2011-12-31$136,077
Benefits paid (including direct rollovers)2011-12-31$124,650
Total plan assets at end of year2011-12-31$884,524
Total plan assets at beginning of year2011-12-31$1,092,668
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$4,060
Other income received2011-12-31$-80,187
Net income (gross income less expenses)2011-12-31$-208,144
Net plan assets at end of year (total assets less liabilities)2011-12-31$884,524
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,092,668
Total contributions received or receivable from employer(s)2011-12-31$4,060
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$11,427
2010 : HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total income from all sources2010-12-31$100,484
Expenses. Total of all expenses incurred2010-12-31$9,846
Total plan assets at end of year2010-12-31$1,092,668
Total plan assets at beginning of year2010-12-31$1,002,030
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$1,520
Other income received2010-12-31$96,884
Net income (gross income less expenses)2010-12-31$90,638
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,092,668
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,002,030
Total contributions received or receivable from employer(s)2010-12-31$2,080
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$9,846

Form 5500 Responses for HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN

2020: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HOWES AND JEFFERIES REALTORS A PARTNERSHIP DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3