401k Plan data: SITUS GROUP, LLC 401K PLAN plan

SITUS GROUP, LLC 401K PLAN 401k Plan overview

Plan Name	SITUS GROUP, LLC 401K PLAN
Plan identification number	002

SITUS GROUP, LLC 401K PLAN Benefits

401k Plan Type

Defined 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.
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

SITUSAMC HOLDINGS CORP has sponsored the creation of one or more 401k plans.

Company Name: SITUSAMC HOLDINGS CORP

Employer identification number (EIN): 464901766

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Additional information about SITUSAMC HOLDINGS CORP

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2015-03-21

Company Identification Number: 0802178997

Legal Registered Office Address: 5065 WESTHEIMER RD STE 700

HOUSTON
United States of America (USA)
77056

More information about SITUSAMC HOLDINGS CORP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SITUS GROUP, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01
002 2018-01-01
002 2017-01-01 MARY HABIB
002 2016-01-01 DANIELLE KARPF
002 2015-01-01 ALMA RODRIGUEZ
002 2015-01-01 ALMA RODRIGUEZ
002 2015-01-01

Plan Statistics for SITUS GROUP, LLC 401K PLAN

401k plan membership statisitcs for SITUS GROUP, LLC 401K PLAN

Measure Date Value
2019: SITUS GROUP, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,030
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 922
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 226
Total of all active and inactive participants 2019-01-01 1,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,148
Number of participants with account balances 2019-01-01 1,067
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 106
2018: SITUS GROUP, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 862
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 813
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 217
Total of all active and inactive participants 2018-01-01 1,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,030
Number of participants with account balances 2018-01-01 962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 88
2017: SITUS GROUP, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 794
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 676
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 186
Total of all active and inactive participants 2017-01-01 862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 862
Number of participants with account balances 2017-01-01 809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 86
2016: SITUS GROUP, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 737
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 619
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 175
Total of all active and inactive participants 2016-01-01 794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 794
Number of participants with account balances 2016-01-01 743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 150
2015: SITUS GROUP, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 590
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 582
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 154
Total of all active and inactive participants 2015-01-01 736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 737
Number of participants with account balances 2015-01-01 682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 86

Measure	Date	Value
2019: SITUS GROUP, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,030
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	922
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	226
Total of all active and inactive participants	2019-01-01	1,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,148
Number of participants with account balances	2019-01-01	1,067
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	106
2018: SITUS GROUP, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	862
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	813
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	217
Total of all active and inactive participants	2018-01-01	1,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,030
Number of participants with account balances	2018-01-01	962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	88
2017: SITUS GROUP, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	794
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	676
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	186
Total of all active and inactive participants	2017-01-01	862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	862
Number of participants with account balances	2017-01-01	809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	86
2016: SITUS GROUP, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	737
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	619
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	175
Total of all active and inactive participants	2016-01-01	794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	794
Number of participants with account balances	2016-01-01	743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	150
2015: SITUS GROUP, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	590
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	582
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	154
Total of all active and inactive participants	2015-01-01	736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	737
Number of participants with account balances	2015-01-01	682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	86

Financial Data on SITUS GROUP, LLC 401K PLAN

Measure	Date	Value
2019 : SITUS GROUP, LLC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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	$24,054,148
Total income from all sources (including contributions)	2019-12-31	$24,054,148
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$11,216,836
Total of all expenses incurred	2019-12-31	$11,216,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$11,074,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$11,074,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$11,442,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$11,442,569
Value of total assets at end of year	2019-12-31	$63,463,684
Value of total assets at end of year	2019-12-31	$63,463,684
Value of total assets at beginning of year	2019-12-31	$50,626,372
Value of total assets at beginning of year	2019-12-31	$50,626,372
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$142,534
Total interest from all sources	2019-12-31	$91,882
Total interest from all sources	2019-12-31	$91,882
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,613,321
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,613,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,613,321
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$8,244,421
Contributions received from participants	2019-12-31	$8,244,421
Participant contributions at end of year	2019-12-31	$765,926
Participant contributions at end of year	2019-12-31	$765,926
Participant contributions at beginning of year	2019-12-31	$539,082
Participant contributions at beginning of year	2019-12-31	$539,082
Participant contributions at end of year	2019-12-31	$180,345
Participant contributions at beginning of year	2019-12-31	$143,645
Participant contributions at beginning of year	2019-12-31	$143,645
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$880,086
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$880,086
Administrative expenses (other) incurred	2019-12-31	$16
Administrative expenses (other) incurred	2019-12-31	$16
Total non interest bearing cash at end of year	2019-12-31	$62,459,057
Total non interest bearing cash at end of year	2019-12-31	$62,459,057
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$12,837,312
Value of net income/loss	2019-12-31	$12,837,312
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$63,463,684
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$63,463,684
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$50,626,372
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$50,626,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$63,751
Investment advisory and management fees	2019-12-31	$63,751
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$47,553,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$47,553,055
Interest on participant loans	2019-12-31	$39,190
Interest on participant loans	2019-12-31	$39,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,346,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,346,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,346,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,346,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$52,692
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$52,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,906,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,318,062
Contributions received in cash from employer	2019-12-31	$2,318,062
Employer contributions (assets) at end of year	2019-12-31	$58,356
Employer contributions (assets) at end of year	2019-12-31	$58,356
Employer contributions (assets) at beginning of year	2019-12-31	$44,001
Employer contributions (assets) at beginning of year	2019-12-31	$44,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$11,074,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$11,074,302
Contract administrator fees	2019-12-31	$78,767
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MCCONNELL & JONES LLP
Accountancy firm name	2019-12-31	MCCONNELL & JONES LLP
Accountancy firm EIN	2019-12-31	760488832
Accountancy firm EIN	2019-12-31	760488832
2018 : SITUS GROUP, LLC 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$10,068,871
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
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$6,286,471
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,304,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,151,891
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,294
Value of total corrective distributions	2018-12-31	$7,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$9,893,539
Value of total assets at end of year	2018-12-31	$50,438,726
Value of total assets at beginning of year	2018-12-31	$38,387,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$143,285
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$65,152
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,989,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,989,859
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$7,153,469
Participant contributions at end of year	2018-12-31	$539,082
Participant contributions at beginning of year	2018-12-31	$342,591
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,003,616
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$143,285
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$1,982,366
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$50,438,726
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$38,387,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$47,553,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$36,537,493
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$21,584
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$2,346,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,507,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,507,405
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$43,568
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-6,662,079
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$1,736,454
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,151,891
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2018-12-31	366055558
2017 : SITUS GROUP, LLC 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$13,933,655
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,845,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,695,519
Expenses. Certain deemed distributions of participant loans	2017-12-31	$36,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$8,545,267
Value of total assets at end of year	2017-12-31	$38,545,809
Value of total assets at beginning of year	2017-12-31	$27,458,013
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$114,263
Total interest from all sources	2017-12-31	$14,791
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,340,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,340,389
Administrative expenses professional fees incurred	2017-12-31	$6,825
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$5,830,494
Participant contributions at end of year	2017-12-31	$342,591
Participant contributions at beginning of year	2017-12-31	$290,698
Participant contributions at end of year	2017-12-31	$122,865
Participant contributions at beginning of year	2017-12-31	$114,531
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,191,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$11,087,796
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$38,545,809
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$27,458,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$45,491
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$36,537,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$27,021,679
Interest on participant loans	2017-12-31	$14,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,507,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,033,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,523,505
Employer contributions (assets) at end of year	2017-12-31	$35,455
Employer contributions (assets) at beginning of year	2017-12-31	$31,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,695,519
Contract administrator fees	2017-12-31	$61,947
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MCCONNELL & JONES LLP
Accountancy firm EIN	2017-12-31	760488832
2016 : SITUS GROUP, LLC 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$9,460,927
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,609,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,496,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$7,236,299
Value of total assets at end of year	2016-12-31	$27,458,013
Value of total assets at beginning of year	2016-12-31	$22,606,619
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$113,300
Total interest from all sources	2016-12-31	$6,674
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$973,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$973,023
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$5,499,996
Participant contributions at end of year	2016-12-31	$290,698
Participant contributions at beginning of year	2016-12-31	$387,354
Participant contributions at end of year	2016-12-31	$114,531
Participant contributions at beginning of year	2016-12-31	$11,291
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$341,654
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,851,394
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$27,458,013
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$22,606,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$27,021,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$20,718,752
Interest on participant loans	2016-12-31	$6,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,455,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,455,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,244,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,394,649
Employer contributions (assets) at end of year	2016-12-31	$31,105
Employer contributions (assets) at beginning of year	2016-12-31	$33,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,496,233
Contract administrator fees	2016-12-31	$113,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MCCONNELL & JONES LLP
Accountancy firm EIN	2016-12-31	760488832
2015 : SITUS GROUP, LLC 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$1,970,531
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
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$5,959,133
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,254,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,164,215
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$4,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$6,218,923
Value of total assets at end of year	2015-12-31	$22,606,618
Value of total assets at beginning of year	2015-12-31	$16,931,746
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$86,357
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$7,975
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$935,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$935,924
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$4,331,523
Participant contributions at end of year	2015-12-31	$387,354
Participant contributions at beginning of year	2015-12-31	$124,544
Participant contributions at end of year	2015-12-31	$11,291
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$891,630
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$86,357
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$3,704,342
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$22,606,618
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,931,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$20,718,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$15,514,259
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$7,038
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,455,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,292,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,292,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$937
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,203,689
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$995,770
Employer contributions (assets) at end of year	2015-12-31	$33,248
Employer contributions (assets) at beginning of year	2015-12-31	$262
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,164,215
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2015-12-31	366055558

Form 5500 Responses for SITUS GROUP, LLC 401K PLAN

2019: SITUS GROUP, LLC 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SITUS GROUP, LLC 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SITUS GROUP, LLC 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SITUS GROUP, LLC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SITUS GROUP, LLC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SITUSAMC HOLDINGS CORP
Employer identification number (EIN):	464901766
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2015-03-21
Company Identification Number:	0802178997
Legal Registered Office Address:	5065 WESTHEIMER RD STE 700 HOUSTON United States of America (USA) 77056