401k Plan data: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN plan

ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN
Plan identification number	001

ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

REO LOGISTICS, INC. has sponsored the creation of one or more 401k plans.

Company Name: REO LOGISTICS, INC.

Employer identification number (EIN): 550112085

NAIC Classification: 531120
NAIC Description: Lessors of Nonresidential Buildings (except Miniwarehouses)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIED REALTY COMPANY 401(K) RETIREMENT 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 REBECCA A. POLAN 2021-10-11
001 2019-01-01 REBECCA A. POLAN 2020-10-14 SUSAN KRZASTEK 2020-10-14
001 2018-01-01 JOHN FULLER 2019-10-11
001 2017-01-01
001 2016-01-01
001 2015-01-01 SUE KRZASTEK
001 2014-01-01 SUSAN KRZASTEK SUSAN KRZASTEK 2015-10-15
001 2013-01-01 KAREN LYZENGA
001 2012-01-01 MARILYN POLAN MARILYN POLAN 2013-07-30
001 2011-01-01 MARILYN POLAN MARILYN POLAN 2012-08-30
001 2010-01-01 MARILYN POLAN MARILYN POLAN 2011-07-27
001 2009-01-01 MARILYN POLAN

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	REBECCA A. POLAN	2021-10-11
001	2019-01-01	REBECCA A. POLAN	2020-10-14	SUSAN KRZASTEK	2020-10-14
001	2018-01-01	JOHN FULLER	2019-10-11
001	2017-01-01
001	2016-01-01
001	2015-01-01	SUE KRZASTEK
001	2014-01-01	SUSAN KRZASTEK		SUSAN KRZASTEK	2015-10-15
001	2013-01-01	KAREN LYZENGA
001	2012-01-01	MARILYN POLAN		MARILYN POLAN	2013-07-30
001	2011-01-01	MARILYN POLAN		MARILYN POLAN	2012-08-30
001	2010-01-01	MARILYN POLAN		MARILYN POLAN	2011-07-27
001	2009-01-01	MARILYN POLAN

Plan Statistics for ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN

401k plan membership statisitcs for ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN

Measure Date Value
2022: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 171
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 147
Total of all active and inactive participants 2022-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 322
Number of participants with account balances 2022-01-01 309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 184
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 118
Total of all active and inactive participants 2021-01-01 304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 304
Number of participants with account balances 2021-01-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 154
Number of retired or separated participants receiving benefits 2020-01-01 26
Number of other retired or separated participants entitled to future benefits 2020-01-01 65
Total of all active and inactive participants 2020-01-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 245
Number of participants with account balances 2020-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 159
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 75
Total of all active and inactive participants 2019-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 236
Number of participants with account balances 2019-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 34
2018: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 219
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 45
Total of all active and inactive participants 2018-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 268
Number of participants with account balances 2018-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 204
Number of retired or separated participants receiving benefits 2017-01-01 7
Number of other retired or separated participants entitled to future benefits 2017-01-01 37
Total of all active and inactive participants 2017-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 248
Number of participants with account balances 2017-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 135
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 26
Total of all active and inactive participants 2016-01-01 163
Total participants 2016-01-01 163
Number of participants with account balances 2016-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 128
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 149
Number of participants with account balances 2015-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 138
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 144
Number of participants with account balances 2014-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 141
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 156
Number of participants with account balances 2013-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 134
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 145
Number of participants with account balances 2012-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 143
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 19
Total of all active and inactive participants 2011-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 163
Number of participants with account balances 2011-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 139
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 148
Number of participants with account balances 2010-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 130
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 139
Number of participants with account balances 2009-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	171
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	147
Total of all active and inactive participants	2022-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	322
Number of participants with account balances	2022-01-01	309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	184
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	118
Total of all active and inactive participants	2021-01-01	304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	304
Number of participants with account balances	2021-01-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	154
Number of retired or separated participants receiving benefits	2020-01-01	26
Number of other retired or separated participants entitled to future benefits	2020-01-01	65
Total of all active and inactive participants	2020-01-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	245
Number of participants with account balances	2020-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	159
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	75
Total of all active and inactive participants	2019-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	236
Number of participants with account balances	2019-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	34
2018: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	219
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	45
Total of all active and inactive participants	2018-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	268
Number of participants with account balances	2018-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	204
Number of retired or separated participants receiving benefits	2017-01-01	7
Number of other retired or separated participants entitled to future benefits	2017-01-01	37
Total of all active and inactive participants	2017-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	248
Number of participants with account balances	2017-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	135
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	26
Total of all active and inactive participants	2016-01-01	163
Total participants	2016-01-01	163
Number of participants with account balances	2016-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	128
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	149
Number of participants with account balances	2015-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	138
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	144
Number of participants with account balances	2014-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	141
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	156
Number of participants with account balances	2013-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	134
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	145
Number of participants with account balances	2012-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	143
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	19
Total of all active and inactive participants	2011-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	163
Number of participants with account balances	2011-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	139
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	148
Number of participants with account balances	2010-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	130
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	139
Number of participants with account balances	2009-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-337,803
Total of all expenses incurred	2022-12-31	$529,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$483,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$657,213
Value of total assets at end of year	2022-12-31	$5,268,370
Value of total assets at beginning of year	2022-12-31	$6,136,122
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$46,321
Total interest from all sources	2022-12-31	$10,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$9,038
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$391,840
Participant contributions at end of year	2022-12-31	$180,763
Participant contributions at beginning of year	2022-12-31	$179,690
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$28
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-867,752
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,268,370
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,136,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$15,612
Value of interest in pooled separate accounts at end of year	2022-12-31	$5,086,052
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,956,432
Interest on participant loans	2022-12-31	$10,199
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,005,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$265,345
Employer contributions (assets) at end of year	2022-12-31	$1,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$483,628
Contract administrator fees	2022-12-31	$21,671
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BROWN, EDWARDS & COMPANY LLP
Accountancy firm EIN	2022-12-31	540504608
2021 : ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,379,553
Total of all expenses incurred	2021-12-31	$862,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$815,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$653,565
Value of total assets at end of year	2021-12-31	$6,136,122
Value of total assets at beginning of year	2021-12-31	$5,619,221
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$47,255
Total interest from all sources	2021-12-31	$9,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$6,435
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$376,648
Participant contributions at end of year	2021-12-31	$179,690
Participant contributions at beginning of year	2021-12-31	$100,014
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$41,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$516,901
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,136,122
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,619,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$17,341
Value of interest in pooled separate accounts at end of year	2021-12-31	$5,956,432
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,518,686
Interest on participant loans	2021-12-31	$9,967
Value of interest in common/collective trusts at beginning of year	2021-12-31	$521
Net investment gain/loss from pooled separate accounts	2021-12-31	$716,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$235,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$815,397
Contract administrator fees	2021-12-31	$23,479
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	GRASSI & CO., CPAS, P.C.
Accountancy firm EIN	2021-12-31	113266576
2020 : ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,339,537
Total of all expenses incurred	2020-12-31	$717,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$681,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$619,015
Value of total assets at end of year	2020-12-31	$5,619,221
Value of total assets at beginning of year	2020-12-31	$4,997,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$36,237
Total interest from all sources	2020-12-31	$5,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$2,465
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$380,987
Participant contributions at end of year	2020-12-31	$100,014
Participant contributions at beginning of year	2020-12-31	$90,085
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$95
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$621,632
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,619,221
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,997,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,518,686
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,872,475
Interest on participant loans	2020-12-31	$5,242
Value of interest in common/collective trusts at end of year	2020-12-31	$521
Value of interest in common/collective trusts at beginning of year	2020-12-31	$35,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$715,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$237,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$681,668
Contract administrator fees	2020-12-31	$33,772
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GRASSI & CO., CPAS, P.C.
Accountancy firm EIN	2020-12-31	113266576
2019 : ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,104,876
Total income from all sources (including contributions)	2019-12-31	$2,104,876
Total of all expenses incurred	2019-12-31	$3,678,466
Total of all expenses incurred	2019-12-31	$3,678,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,622,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,622,893
Expenses. Certain deemed distributions of participant loans	2019-12-31	$2,366
Expenses. Certain deemed distributions of participant loans	2019-12-31	$2,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$853,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$853,744
Value of total assets at end of year	2019-12-31	$4,997,589
Value of total assets at end of year	2019-12-31	$4,997,589
Value of total assets at beginning of year	2019-12-31	$6,571,179
Value of total assets at beginning of year	2019-12-31	$6,571,179
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$53,207
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$53,207
Total interest from all sources	2019-12-31	$8,616
Total interest from all sources	2019-12-31	$8,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$6,665
Administrative expenses professional fees incurred	2019-12-31	$6,665
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$314,390
Contributions received from participants	2019-12-31	$314,390
Participant contributions at end of year	2019-12-31	$90,085
Participant contributions at end of year	2019-12-31	$90,085
Participant contributions at beginning of year	2019-12-31	$199,162
Participant contributions at beginning of year	2019-12-31	$199,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-1,573,590
Value of net income/loss	2019-12-31	$-1,573,590
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,997,589
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,997,589
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,571,179
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,571,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$7,020
Investment advisory and management fees	2019-12-31	$7,020
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,907,504
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,907,504
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$6,372,017
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$6,372,017
Interest on participant loans	2019-12-31	$8,616
Interest on participant loans	2019-12-31	$8,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,242,516
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,242,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$539,354
Contributions received in cash from employer	2019-12-31	$539,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,622,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,622,893
Contract administrator fees	2019-12-31	$39,522
Contract administrator fees	2019-12-31	$39,522
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SOMERVILLE & COMPANY, PLLC
Accountancy firm name	2019-12-31	SOMERVILLE & COMPANY, PLLC
Accountancy firm EIN	2019-12-31	550372924
Accountancy firm EIN	2019-12-31	550372924
2018 : ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$592,195
Total of all expenses incurred	2018-12-31	$1,779,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,752,226
Expenses. Certain deemed distributions of participant loans	2018-12-31	$5,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,004,928
Value of total assets at end of year	2018-12-31	$6,571,179
Value of total assets at beginning of year	2018-12-31	$7,758,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$21,640
Total interest from all sources	2018-12-31	$11,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$5,485
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$571,274
Participant contributions at end of year	2018-12-31	$199,162
Participant contributions at beginning of year	2018-12-31	$242,408
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$76,719
Other income not declared elsewhere	2018-12-31	$1,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,187,384
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,571,179
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,758,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$453
Value of interest in pooled separate accounts at end of year	2018-12-31	$6,372,017
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$7,516,154
Interest on participant loans	2018-12-31	$11,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1
Net investment gain/loss from pooled separate accounts	2018-12-31	$-425,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$356,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,752,226
Contract administrator fees	2018-12-31	$15,702
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SOMERVILLE & COMPANY, PLLC
Accountancy firm EIN	2018-12-31	550372924
2017 : ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,901,997
Total of all expenses incurred	2017-12-31	$1,108,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,106,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$917,016
Value of total assets at end of year	2017-12-31	$7,758,563
Value of total assets at beginning of year	2017-12-31	$6,965,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,440
Total interest from all sources	2017-12-31	$9,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$2,440
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$558,505
Participant contributions at end of year	2017-12-31	$242,408
Participant contributions at beginning of year	2017-12-31	$221,877
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$73,407
Other income not declared elsewhere	2017-12-31	$2,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$793,309
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,758,563
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,965,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$7,516,154
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$6,739,659
Interest on participant loans	2017-12-31	$9,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$3,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$3,718
Net investment gain/loss from pooled separate accounts	2017-12-31	$973,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$285,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,106,248
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SOMERVILLE & COMPANY, PLLC
Accountancy firm EIN	2017-12-31	550372924
2016 : ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,286,558
Total of all expenses incurred	2016-12-31	$740,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$737,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$717,550
Value of total assets at end of year	2016-12-31	$6,965,254
Value of total assets at beginning of year	2016-12-31	$6,419,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,435
Total interest from all sources	2016-12-31	$10,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$3,435
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$483,690
Participant contributions at end of year	2016-12-31	$221,877
Participant contributions at beginning of year	2016-12-31	$264,490
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$8,661
Other income not declared elsewhere	2016-12-31	$1,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$546,106
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,965,254
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,419,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$6,739,659
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,153,679
Interest on participant loans	2016-12-31	$10,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$3,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$979
Net investment gain/loss from pooled separate accounts	2016-12-31	$556,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$225,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$737,017
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SOMERVILLE & COMPANY, PLLC
Accountancy firm EIN	2016-12-31	550372924
2015 : ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$552,105
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$529,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$514,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$692,816
Value of total assets at end of year	2015-12-31	$6,419,148
Value of total assets at beginning of year	2015-12-31	$6,396,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,835
Total interest from all sources	2015-12-31	$10,721
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$20,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$20,610
Administrative expenses professional fees incurred	2015-12-31	$14,835
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$471,753
Participant contributions at end of year	2015-12-31	$264,490
Participant contributions at beginning of year	2015-12-31	$218,593
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$4,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$22,376
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,419,148
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,396,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,203,933
Value of interest in pooled separate accounts at end of year	2015-12-31	$6,153,679
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$10,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$963,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$963,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$347
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$223,619
Net investment gain/loss from pooled separate accounts	2015-12-31	$-395,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$221,063
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$6,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$514,894
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SOMERVILLE & COMPANY, P.L.L.C
Accountancy firm EIN	2015-12-31	550372924
2014 : ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$1,019,097
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,189,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,155,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$671,723
Value of total assets at end of year	2014-12-31	$6,396,772
Value of total assets at beginning of year	2014-12-31	$6,567,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$33,477
Total interest from all sources	2014-12-31	$7,473
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$264,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$264,544
Administrative expenses professional fees incurred	2014-12-31	$33,477
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$449,606
Participant contributions at end of year	2014-12-31	$218,593
Participant contributions at beginning of year	2014-12-31	$106,850
Participant contributions at end of year	2014-12-31	$4,503
Participant contributions at beginning of year	2014-12-31	$4,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-170,271
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,396,772
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,567,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,203,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,793,615
Interest on participant loans	2014-12-31	$6,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$963,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,655,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,655,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$75,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$222,117
Employer contributions (assets) at end of year	2014-12-31	$6,523
Employer contributions (assets) at beginning of year	2014-12-31	$6,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,155,891
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SOMERVILLE AND COMPANY, P.L.L.C
Accountancy firm EIN	2014-12-31	550372924
2013 : ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$1,721,026
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,178,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,151,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$656,795
Value of total assets at end of year	2013-12-31	$6,567,043
Value of total assets at beginning of year	2013-12-31	$6,024,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$26,244
Total interest from all sources	2013-12-31	$4,918
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$182,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$182,983
Administrative expenses professional fees incurred	2013-12-31	$26,244
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$439,992
Participant contributions at end of year	2013-12-31	$106,850
Participant contributions at beginning of year	2013-12-31	$62,459
Participant contributions at end of year	2013-12-31	$4,274
Participant contributions at beginning of year	2013-12-31	$17,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$543,025
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,567,043
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,024,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,793,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,613,237
Interest on participant loans	2013-12-31	$3,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,655,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,318,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,318,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$876,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$216,803
Employer contributions (assets) at end of year	2013-12-31	$6,344
Employer contributions (assets) at beginning of year	2013-12-31	$12,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,151,757
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SOMERVILLE AND COMPANY, P.L.L.C
Accountancy firm EIN	2013-12-31	550372924
2012 : ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$2,502
Total income from all sources (including contributions)	2012-12-31	$1,313,371
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$379,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$355,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$653,511
Value of total assets at end of year	2012-12-31	$6,024,018
Value of total assets at beginning of year	2012-12-31	$5,092,647
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$23,812
Total interest from all sources	2012-12-31	$3,760
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$123,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$123,110
Administrative expenses professional fees incurred	2012-12-31	$23,812
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$450,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$434,682
Participant contributions at end of year	2012-12-31	$62,459
Participant contributions at beginning of year	2012-12-31	$99,628
Participant contributions at end of year	2012-12-31	$17,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$2,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$933,873
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,024,018
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,090,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,613,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,892,355
Interest on participant loans	2012-12-31	$3,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,318,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,098,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,098,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$750
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$532,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$218,829
Employer contributions (assets) at end of year	2012-12-31	$12,061
Employer contributions (assets) at beginning of year	2012-12-31	$1,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$355,686
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SOMERVILLE & COMPANY, P.L.L.C
Accountancy firm EIN	2012-12-31	550372924
2011 : ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$2,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$2,941
Total income from all sources (including contributions)	2011-12-31	$363,408
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$199,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$180,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$584,961
Value of total assets at end of year	2011-12-31	$5,092,647
Value of total assets at beginning of year	2011-12-31	$4,928,925
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$18,744
Total interest from all sources	2011-12-31	$4,504
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$85,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$85,243
Administrative expenses professional fees incurred	2011-12-31	$18,744
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$450,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$394,015
Participant contributions at end of year	2011-12-31	$99,628
Participant contributions at beginning of year	2011-12-31	$102,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$2,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$2,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$164,161
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,090,145
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,925,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,892,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,865,858
Interest on participant loans	2011-12-31	$4,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,098,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$960,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$960,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$432
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-311,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$190,946
Employer contributions (assets) at end of year	2011-12-31	$1,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$180,503
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SOMERVILLE & COMPANY, P.L.L.C
Accountancy firm EIN	2011-12-31	550372924
2010 : ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,941
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	$1,016,737
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$413,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$399,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$552,746
Value of total assets at end of year	2010-12-31	$4,928,925
Value of total assets at beginning of year	2010-12-31	$4,322,498
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$14,010
Total interest from all sources	2010-12-31	$5,406
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$65,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$65,514
Administrative expenses professional fees incurred	2010-12-31	$14,010
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$450,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$373,744
Participant contributions at end of year	2010-12-31	$102,073
Participant contributions at beginning of year	2010-12-31	$110,425
Participant contributions at beginning of year	2010-12-31	$10,138
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$2,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$2,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$603,486
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,925,984
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,322,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,865,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,106,614
Income. Interest from loans (other than to participants)	2010-12-31	$4,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$960,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,090,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,090,455
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$492
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$393,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$176,813
Employer contributions (assets) at beginning of year	2010-12-31	$4,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$399,241
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SOMERVILLE & COMPANY, P.L.L.C
Accountancy firm EIN	2010-12-31	550372924

Form 5500 Responses for ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN

2022: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ALLIED REALTY COMPANY 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

118321

Policy instance

Insurance contract or identification number	118321
Number of Individuals Covered	352
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $2,735
Total amount of fees paid to insurance company	USD $9,038
Commission paid to Insurance Broker	USD $2,735
Amount paid for insurance broker fees	9038
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

118321

Policy instance

Insurance contract or identification number	118321
Number of Individuals Covered	332
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,964
Total amount of fees paid to insurance company	USD $6,435
Commission paid to Insurance Broker	USD $2,964
Amount paid for insurance broker fees	6435
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

118321

Policy instance

Insurance contract or identification number	118321
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

118321

Policy instance

Insurance contract or identification number	118321
Total amount of commissions paid to insurance broker	USD $2,430
Total amount of fees paid to insurance company	USD $2,465
Commission paid to Insurance Broker	USD $1,995
Amount paid for insurance broker fees	1725
Additional information about fees paid to insurance broker	TPA COMPENSATION AND FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

118321

Policy instance

Insurance contract or identification number	118321
Number of Individuals Covered	246
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $14,171
Total amount of fees paid to insurance company	USD $5,487
Commission paid to Insurance Broker	USD $14,171
Amount paid for insurance broker fees	684
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

118321

Policy instance

Insurance contract or identification number	118321
Number of Individuals Covered	268
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $20,292
Total amount of fees paid to insurance company	USD $6,683
Amount paid for insurance broker fees	3683
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $20,292

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

118321

Policy instance

Insurance contract or identification number	118321
Number of Individuals Covered	246
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $46,056
Total amount of fees paid to insurance company	USD $2,440
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23,239
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5
Amount paid for insurance broker fees	2340
Insurance broker name	JOHN HANCOCK RPS LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

118321

Policy instance

Insurance contract or identification number	118321
Number of Individuals Covered	153
Insurance policy start date	2015-05-21
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $26,523
Total amount of fees paid to insurance company	USD $3,549
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $26,523
Amount paid for insurance broker fees	1087
Additional information about fees paid to insurance broker	OTHER ALLOWANCES
Insurance broker organization code?	3
Insurance broker name	WILSHIRE ASSOCIATES INC

Potentially related plans

ALLIED REALTY ADVISORS, LLC 401(K) RETIREMENT PLAN [EIN = 200968624]

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

Company Name:	REO LOGISTICS, INC.
Employer identification number (EIN):	550112085
NAIC Classification:	531120
NAIC Description:	Lessors of Nonresidential Buildings (except Miniwarehouses)