401k Plan data: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN plan

AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING 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.
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

AVERY REAL ESTATE HOLDINGS, INC has sponsored the creation of one or more 401k plans.

Company Name: AVERY REAL ESTATE HOLDINGS, INC

Employer identification number (EIN): 474582677

NAIC Classification: 522292
NAIC Description: Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVERY REAL ESTATE HOLDINGS, INC. 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
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 MARK AVERY
001 2015-07-23 MARK AVERY

Plan Statistics for AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
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 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
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 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
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 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
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 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-23 2
Total number of active participants reported on line 7a of the Form 5500 2015-07-23 2
Number of retired or separated participants receiving benefits 2015-07-23 0
Number of other retired or separated participants entitled to future benefits 2015-07-23 0
Total of all active and inactive participants 2015-07-23 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-23 0
Total participants 2015-07-23 2
Number of participants with account balances 2015-07-23 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-23 0

Measure	Date	Value
2022: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
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	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
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	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
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	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
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	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-23	2
Total number of active participants reported on line 7a of the Form 5500	2015-07-23	2
Number of retired or separated participants receiving benefits	2015-07-23	0
Number of other retired or separated participants entitled to future benefits	2015-07-23	0
Total of all active and inactive participants	2015-07-23	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-23	0
Total participants	2015-07-23	2
Number of participants with account balances	2015-07-23	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-23	0

Financial Data on AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$78,524
Total plan assets at end of year	2022-12-31	$1,271,971
Total plan assets at beginning of year	2022-12-31	$1,193,447
Other income received	2022-12-31	$78,524
Net income (gross income less expenses)	2022-12-31	$78,524
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,271,971
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,193,447
Assets. Value of employer securities	2022-12-31	$1,246,326
2021 : AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$103,152
Total plan assets at end of year	2021-12-31	$1,193,447
Total plan assets at beginning of year	2021-12-31	$1,090,295
Contributions received from other sources (not participants or employers)	2021-12-31	$61,500
Other income received	2021-12-31	$41,652
Net income (gross income less expenses)	2021-12-31	$103,152
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,193,447
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,090,295
Assets. Value of employer securities	2021-12-31	$1,127,810
2020 : AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$146,434
Total plan assets at end of year	2020-12-31	$1,090,296
Total plan assets at beginning of year	2020-12-31	$943,862
Contributions received from other sources (not participants or employers)	2020-12-31	$90,380
Other income received	2020-12-31	$56,054
Net income (gross income less expenses)	2020-12-31	$146,434
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,090,296
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$943,862
Assets. Value of employer securities	2020-12-31	$1,086,160
2019 : AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-351,508
Total plan assets at end of year	2019-12-31	$943,862
Total plan assets at beginning of year	2019-12-31	$1,295,370
Other income received	2019-12-31	$-351,508
Net income (gross income less expenses)	2019-12-31	$-351,508
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$943,862
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,295,370
Assets. Value of employer securities	2019-12-31	$933,109
2018 : AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$193,819
Total plan assets at end of year	2018-12-31	$1,295,370
Total plan assets at beginning of year	2018-12-31	$1,101,551
Contributions received from other sources (not participants or employers)	2018-12-31	$99,669
Other income received	2018-12-31	$94,150
Net income (gross income less expenses)	2018-12-31	$193,819
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,295,370
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,101,551
Assets. Value of employer securities	2018-12-31	$1,184,639
2016 : AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$54,727
Expenses. Total of all expenses incurred	2016-12-31	$30
Total plan assets at end of year	2016-12-31	$358,130
Total plan assets at beginning of year	2016-12-31	$303,433
Expenses. Other expenses not covered elsewhere	2016-12-31	$30
Contributions received from other sources (not participants or employers)	2016-12-31	$60,000
Other income received	2016-12-31	$-5,273
Net income (gross income less expenses)	2016-12-31	$54,697
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$358,130
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$303,433
Assets. Value of employer securities	2016-12-31	$321,216
2015 : AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$303,433
Total plan assets at end of year	2015-12-31	$303,433
Total plan assets at beginning of year	2015-12-31	$0
Total contributions received or receivable from participants	2015-12-31	$309,921
Other income received	2015-12-31	$-6,488
Net income (gross income less expenses)	2015-12-31	$303,433
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$303,433
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Assets. Value of employer securities	2015-12-31	$236,503

Form 5500 Responses for AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

2022: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AVERY REAL ESTATE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-23	Type of plan entity	Single employer plan
2015-07-23	First time form 5500 has been submitted	Yes
2015-07-23	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-07-23	Plan funding arrangement – Trust	Yes
2015-07-23	Plan benefit arrangement - Trust	Yes

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Company Name:	AVERY REAL ESTATE HOLDINGS, INC
Employer identification number (EIN):	474582677
NAIC Classification:	522292
NAIC Description:	Real Estate Credit