?>
Logo

RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameRATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST
Plan identification number 001

RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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.
  • 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.

401k Sponsoring company profile

RATNER COMPANIES has sponsored the creation of one or more 401k plans.

Company Name:RATNER COMPANIES
Employer identification number (EIN):540976060
NAIC Classification:812112
NAIC Description:Beauty Salons

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01DENISE SCHERBAN DENISE SCHERBAN2018-10-08
0012016-01-01DENISE SCHERBAN DENISE SCHERBAN2017-10-16
0012015-01-01DENISE SCHERBAN DENISE SCHERBAN2016-10-13
0012014-01-01DENISE SCHERBAN DENISE SCHERBAN2015-10-13
0012013-01-01DENISE SCHERBAN DENISE SCHERBAN2014-10-10
0012012-01-01DENISE SCHERBAN
0012011-01-01DENISE SCHERBAN
0012009-01-01DENISE SCHERBAN
0012009-01-01DENISE SCHERBAN
0012009-01-01DENISE SCHERBAN DENISE SCHERBAN2010-10-12

Plan Statistics for RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0111,378
Total number of active participants reported on line 7a of the Form 55002019-01-013,387
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01598
Total of all active and inactive participants2019-01-013,993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,993
Number of participants with account balances2019-01-013,993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0138
2018: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0111,874
Total number of active participants reported on line 7a of the Form 55002018-01-0110,829
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01542
Total of all active and inactive participants2018-01-0111,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111,378
Number of participants with account balances2018-01-014,131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0113,203
Total number of active participants reported on line 7a of the Form 55002017-01-0111,379
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-01485
Total of all active and inactive participants2017-01-0111,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0111,871
Number of participants with account balances2017-01-014,570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0127
2016: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-014,700
Total number of active participants reported on line 7a of the Form 55002016-01-0112,571
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01573
Total of all active and inactive participants2016-01-0113,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113,150
Number of participants with account balances2016-01-014,555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0126
2015: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0111,868
Total number of active participants reported on line 7a of the Form 55002015-01-014,268
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01417
Total of all active and inactive participants2015-01-014,691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014,691
Number of participants with account balances2015-01-014,691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-014,139
Total number of active participants reported on line 7a of the Form 55002014-01-0111,465
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01398
Total of all active and inactive participants2014-01-0111,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111,868
Number of participants with account balances2014-01-014,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0161
2013: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-014,106
Total number of active participants reported on line 7a of the Form 55002013-01-013,688
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01391
Total of all active and inactive participants2013-01-014,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,082
Number of participants with account balances2013-01-014,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0145
2012: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-013,628
Total number of active participants reported on line 7a of the Form 55002012-01-013,912
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01190
Total of all active and inactive participants2012-01-014,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014,106
Number of participants with account balances2012-01-014,106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0143
2011: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0111,290
Total number of active participants reported on line 7a of the Form 55002011-01-013,467
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01157
Total of all active and inactive participants2011-01-013,628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,628
Number of participants with account balances2011-01-013,628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0149
2009: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013,171
Total number of active participants reported on line 7a of the Form 55002009-01-0111,177
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01179
Total of all active and inactive participants2009-01-0111,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111,360
Number of participants with account balances2009-01-013,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0142

Financial Data on RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019 : RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$28,748,058
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,571,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,045,289
Expenses. Certain deemed distributions of participant loans2019-12-31$9,524
Value of total corrective distributions2019-12-31$22,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,250,825
Value of total assets at end of year2019-12-31$124,439,147
Value of total assets at beginning of year2019-12-31$112,263,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$494,818
Total interest from all sources2019-12-31$909,426
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,572,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,572,211
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,731,881
Participant contributions at end of year2019-12-31$2,442,162
Participant contributions at beginning of year2019-12-31$2,846,688
Participant contributions at beginning of year2019-12-31$310,830
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$119,564
Other income not declared elsewhere2019-12-31$-252,275
Administrative expenses (other) incurred2019-12-31$494,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,176,076
Value of net assets at end of year (total assets less liabilities)2019-12-31$124,439,147
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$112,263,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$92,585,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$80,193,143
Interest on participant loans2019-12-31$140,031
Interest earned on other investments2019-12-31$769,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$29,411,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$28,912,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,267,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$399,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,045,289
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY VIRCHOW KRAUSE.LLP
Accountancy firm EIN2019-12-31390859910
2018 : RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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
Total income from all sources (including contributions)2018-12-31$4,045,821
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,195,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,537,897
Expenses. Certain deemed distributions of participant loans2018-12-31$31,163
Value of total corrective distributions2018-12-31$42,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,788,279
Value of total assets at end of year2018-12-31$112,263,071
Value of total assets at beginning of year2018-12-31$120,412,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$583,517
Total interest from all sources2018-12-31$765,897
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,511,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,511,418
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$8,371,435
Participant contributions at end of year2018-12-31$2,846,688
Participant contributions at beginning of year2018-12-31$2,784,900
Participant contributions at end of year2018-12-31$310,830
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$416,844
Other income not declared elsewhere2018-12-31$336,016
Administrative expenses (other) incurred2018-12-31$583,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,149,337
Value of net assets at end of year (total assets less liabilities)2018-12-31$112,263,071
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$120,412,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$80,193,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$88,198,602
Interest on participant loans2018-12-31$140,774
Interest earned on other investments2018-12-31$625,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$28,912,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$29,428,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,355,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,537,897
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE.LLP
Accountancy firm EIN2018-12-31390859910
2017 : RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$24,916,550
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,543,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,938,712
Expenses. Certain deemed distributions of participant loans2017-12-31$16,980
Value of total corrective distributions2017-12-31$25,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,061,234
Value of total assets at end of year2017-12-31$120,412,408
Value of total assets at beginning of year2017-12-31$103,039,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$561,554
Total interest from all sources2017-12-31$711,602
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,273,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,273,685
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,492,430
Participant contributions at end of year2017-12-31$2,784,900
Participant contributions at beginning of year2017-12-31$2,513,339
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$78,492
Other income not declared elsewhere2017-12-31$107,544
Administrative expenses (other) incurred2017-12-31$561,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$17,373,326
Value of net assets at end of year (total assets less liabilities)2017-12-31$120,412,408
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$103,039,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$88,198,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$72,885,464
Interest on participant loans2017-12-31$117,483
Interest earned on other investments2017-12-31$594,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$29,428,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$27,640,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,762,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,490,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,938,712
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE.LLP
Accountancy firm EIN2017-12-31390859910
2016 : RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$15,875,889
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,491,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,922,097
Expenses. Certain deemed distributions of participant loans2016-12-31$38,125
Value of total corrective distributions2016-12-31$23,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,160,035
Value of total assets at end of year2016-12-31$103,039,082
Value of total assets at beginning of year2016-12-31$94,654,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$507,984
Total interest from all sources2016-12-31$671,904
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,187,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,187,597
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,015,997
Participant contributions at end of year2016-12-31$2,513,339
Participant contributions at beginning of year2016-12-31$2,418,747
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$305,399
Other income not declared elsewhere2016-12-31$126,339
Administrative expenses (other) incurred2016-12-31$507,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,384,142
Value of net assets at end of year (total assets less liabilities)2016-12-31$103,039,082
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$94,654,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$72,885,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$66,560,587
Interest on participant loans2016-12-31$103,441
Interest earned on other investments2016-12-31$568,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$27,640,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$25,675,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,730,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,838,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,922,097
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE.LLP
Accountancy firm EIN2016-12-31390859910
2015 : RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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
Total income from all sources (including contributions)2015-12-31$9,540,992
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,307,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,983,639
Expenses. Certain deemed distributions of participant loans2015-12-31$6,040
Value of total corrective distributions2015-12-31$14,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,922,521
Value of total assets at end of year2015-12-31$94,654,940
Value of total assets at beginning of year2015-12-31$91,421,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$302,886
Total interest from all sources2015-12-31$629,877
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$984,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$984,987
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,152,210
Participant contributions at end of year2015-12-31$2,418,747
Participant contributions at beginning of year2015-12-31$2,172,114
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$141,050
Other income not declared elsewhere2015-12-31$85,181
Administrative expenses (other) incurred2015-12-31$302,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,233,805
Value of net assets at end of year (total assets less liabilities)2015-12-31$94,654,940
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$91,421,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$66,560,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,702,743
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$43,861,332
Interest on participant loans2015-12-31$99,983
Interest earned on other investments2015-12-31$529,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$25,675,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$23,684,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,239,129
Net investment gain/loss from pooled separate accounts2015-12-31$1,157,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,629,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,983,639
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE. LLP
Accountancy firm EIN2015-12-31390859910
2014 : RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$13,121,051
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,975,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,819,929
Expenses. Certain deemed distributions of participant loans2014-12-31$44,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,304,772
Value of total assets at end of year2014-12-31$91,421,135
Value of total assets at beginning of year2014-12-31$84,275,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$111,025
Total interest from all sources2014-12-31$582,733
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$65,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$65,946
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,613,051
Participant contributions at end of year2014-12-31$2,172,114
Participant contributions at beginning of year2014-12-31$2,219,200
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$86,270
Other income not declared elsewhere2014-12-31$122,474
Administrative expenses (other) incurred2014-12-31$111,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,145,503
Value of net assets at end of year (total assets less liabilities)2014-12-31$91,421,135
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$84,275,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,702,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,279,662
Value of interest in pooled separate accounts at end of year2014-12-31$43,861,332
Value of interest in pooled separate accounts at beginning of year2014-12-31$40,495,359
Interest on participant loans2014-12-31$94,376
Interest earned on other investments2014-12-31$488,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$23,684,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$22,281,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$326,893
Net investment gain/loss from pooled separate accounts2014-12-31$3,718,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,605,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,819,929
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE. LLP
Accountancy firm EIN2014-12-31390859910
2013 : RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$19,056,028
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,508,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,354,683
Expenses. Certain deemed distributions of participant loans2013-12-31$25,494
Value of total corrective distributions2013-12-31$33,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,436,499
Value of total assets at end of year2013-12-31$84,275,632
Value of total assets at beginning of year2013-12-31$70,728,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$94,418
Total interest from all sources2013-12-31$585,163
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$109,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$109,337
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,049,215
Participant contributions at end of year2013-12-31$2,219,200
Participant contributions at beginning of year2013-12-31$1,860,052
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$109,947
Other income not declared elsewhere2013-12-31$99,221
Administrative expenses (other) incurred2013-12-31$94,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,547,630
Value of net assets at end of year (total assets less liabilities)2013-12-31$84,275,632
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$70,728,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,279,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,935,913
Value of interest in pooled separate accounts at end of year2013-12-31$40,495,359
Value of interest in pooled separate accounts at beginning of year2013-12-31$39,050,149
Interest on participant loans2013-12-31$85,549
Interest earned on other investments2013-12-31$499,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$22,281,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$20,881,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,063,633
Net investment gain/loss from pooled separate accounts2013-12-31$8,762,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,277,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,354,683
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$13,049,422
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,724,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,540,517
Expenses. Certain deemed distributions of participant loans2012-12-31$61,447
Value of total corrective distributions2012-12-31$9,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,910,881
Value of total assets at end of year2012-12-31$70,728,002
Value of total assets at beginning of year2012-12-31$61,403,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$113,621
Total interest from all sources2012-12-31$605,553
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$69,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$69,175
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,480,986
Participant contributions at end of year2012-12-31$1,860,052
Participant contributions at beginning of year2012-12-31$1,752,165
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$87,167
Other income not declared elsewhere2012-12-31$94,399
Administrative expenses (other) incurred2012-12-31$113,621
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,324,646
Value of net assets at end of year (total assets less liabilities)2012-12-31$70,728,002
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$61,403,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,935,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,165,494
Value of interest in pooled separate accounts at end of year2012-12-31$39,050,149
Value of interest in pooled separate accounts at beginning of year2012-12-31$33,668,950
Interest on participant loans2012-12-31$77,136
Interest earned on other investments2012-12-31$528,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$20,881,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$18,816,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,000,528
Net investment gain/loss from pooled separate accounts2012-12-31$4,368,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,342,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,540,517
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,954,738
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,320,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,277,341
Expenses. Certain deemed distributions of participant loans2011-12-31$14,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,450,930
Value of total assets at end of year2011-12-31$61,403,356
Value of total assets at beginning of year2011-12-31$59,769,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,175
Total interest from all sources2011-12-31$545,800
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$56,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$56,983
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,107,869
Participant contributions at end of year2011-12-31$1,752,165
Participant contributions at beginning of year2011-12-31$1,654,409
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$83,505
Other income not declared elsewhere2011-12-31$22,260
Administrative expenses (other) incurred2011-12-31$29,175
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,633,834
Value of net assets at end of year (total assets less liabilities)2011-12-31$61,403,356
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$59,769,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,165,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,220,416
Value of interest in pooled separate accounts at end of year2011-12-31$33,668,950
Value of interest in pooled separate accounts at beginning of year2011-12-31$34,647,029
Interest on participant loans2011-12-31$79,947
Interest earned on other investments2011-12-31$465,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$18,816,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$17,247,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-836,726
Net investment gain/loss from pooled separate accounts2011-12-31$-284,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,259,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,277,341
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$11,248,613
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,647,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,586,758
Expenses. Certain deemed distributions of participant loans2010-12-31$12,627
Value of total corrective distributions2010-12-31$36,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,841,196
Value of total assets at end of year2010-12-31$59,769,522
Value of total assets at beginning of year2010-12-31$51,168,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,480
Total interest from all sources2010-12-31$498,173
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$29,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$29,723
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,566,573
Participant contributions at end of year2010-12-31$1,654,409
Participant contributions at beginning of year2010-12-31$1,349,424
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$137,201
Other income not declared elsewhere2010-12-31$2,088
Administrative expenses (other) incurred2010-12-31$11,480
Total non interest bearing cash at end of year2010-12-31$100
Total non interest bearing cash at beginning of year2010-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,601,375
Value of net assets at end of year (total assets less liabilities)2010-12-31$59,769,522
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$51,168,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,220,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$34,647,029
Value of interest in pooled separate accounts at beginning of year2010-12-31$33,352,916
Interest on participant loans2010-12-31$80,541
Interest earned on other investments2010-12-31$417,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$17,247,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$16,465,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$592,818
Net investment gain/loss from pooled separate accounts2010-12-31$4,284,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,137,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,586,758
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
2009 : RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST

2019: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RATNER COMPANIES 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039942
Policy instance 1
Insurance contract or identification number039942
Number of Individuals Covered3993
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039942
Policy instance 1
Insurance contract or identification number039942
Number of Individuals Covered11378
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039942
Policy instance 1
Insurance contract or identification number039942
Number of Individuals Covered11871
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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