401k Plan data: THE BUZZ OATES GROUP OF COMPANIES 401(K) PROFIT SHARING PLAN plan

THE BUZZ OATES GROUP OF COMPANIES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE BUZZ OATES GROUP OF COMPANIES 401(K) PROFIT SHARING PLAN
Plan identification number	001

THE BUZZ OATES GROUP OF COMPANIES 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BUZZ OATES COMMERCIAL REAL ESTATE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BUZZ OATES COMMERCIAL REAL ESTATE SERVICES, INC.

Employer identification number (EIN): 461333423

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BUZZ OATES GROUP OF COMPANIES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LARRY ALLBAUGH 2023-06-07
001 2021-01-01 LARRY ALLBAUGH 2022-02-04
001 2020-01-01 LARRY ALLBAUGH 2021-02-04
001 2019-01-01 LARRY ALLBAUGH 2020-02-06
001 2018-01-01 LARRY ALLBAUGH 2019-07-15
001 2017-01-01 LARRY ALLBAUGH 2018-06-26
001 2016-01-01 MICHAEL STODDEN 2017-04-06
001 2015-01-01 MICHAEL STODDEN 2016-04-20
001 2014-01-01 MICHAEL STODDEN 2015-03-24
001 2014-01-01 MICHAEL STODDEN 2015-03-16
001 2013-01-01 MICHAEL STODDEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	LARRY ALLBAUGH	2023-06-07
001	2021-01-01	LARRY ALLBAUGH	2022-02-04
001	2020-01-01	LARRY ALLBAUGH	2021-02-04
001	2019-01-01	LARRY ALLBAUGH	2020-02-06
001	2018-01-01	LARRY ALLBAUGH	2019-07-15
001	2017-01-01	LARRY ALLBAUGH	2018-06-26
001	2016-01-01	MICHAEL STODDEN	2017-04-06
001	2015-01-01	MICHAEL STODDEN	2016-04-20
001	2014-01-01	MICHAEL STODDEN	2015-03-24
001	2014-01-01	MICHAEL STODDEN	2015-03-16
001	2013-01-01	MICHAEL STODDEN

Plan Statistics for THE BUZZ OATES GROUP OF COMPANIES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE BUZZ OATES GROUP OF COMPANIES 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: THE BUZZ OATES GROUP OF COMPANIES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 69
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 94
Total participants 2013-01-01 94
Number of participants with account balances 2013-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2013: THE BUZZ OATES GROUP OF COMPANIES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	69
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	94
Total participants	2013-01-01	94
Number of participants with account balances	2013-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on THE BUZZ OATES GROUP OF COMPANIES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : THE BUZZ OATES GROUP OF COMPANIES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$320,888
Total unrealized appreciation/depreciation of assets	2013-12-31	$320,888
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$6,770
Total income from all sources (including contributions)	2013-12-31	$1,179,682
Total loss/gain on sale of assets	2013-12-31	$22,059
Total of all expenses incurred	2013-12-31	$496,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$434,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$610,823
Value of total assets at end of year	2013-12-31	$5,038,238
Value of total assets at beginning of year	2013-12-31	$4,361,780
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$62,230
Total interest from all sources	2013-12-31	$62
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$60,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$12,000
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$300,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$349,125
Participant contributions at end of year	2013-12-31	$150
Participant contributions at beginning of year	2013-12-31	$2,697
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$68,269
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$42
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$6,565
Administrative expenses (other) incurred	2013-12-31	$1,640
Liabilities. Value of operating payables at beginning of year	2013-12-31	$205
Total non interest bearing cash at end of year	2013-12-31	$210
Total non interest bearing cash at beginning of year	2013-12-31	$-204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$683,228
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,038,238
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,355,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$38,370
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,500,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,670,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$129,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$14,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$14,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$62
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$165,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$193,429
Employer contributions (assets) at end of year	2013-12-31	$85,165
Employer contributions (assets) at beginning of year	2013-12-31	$96,634
Income. Dividends from common stock	2013-12-31	$60,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$434,224
Contract administrator fees	2013-12-31	$10,220
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$2,323,125
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$2,577,536
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$2,949,830
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$2,927,771
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	GALLINA, LLP
Accountancy firm EIN	2013-12-31	942147510

Form 5500 Responses for THE BUZZ OATES GROUP OF COMPANIES 401(K) PROFIT SHARING PLAN

2013: THE BUZZ OATES GROUP OF COMPANIES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BUZZ OATES COMMERCIAL REAL ESTATE SERVICES, INC.
Employer identification number (EIN):	461333423
NAIC Classification:	236200