401k Plan data: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN plan

IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 401k Plan overview

Plan Name	IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN
Plan identification number	002

IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

IVAL GOLDSTEIN PROPERTIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: IVAL GOLDSTEIN PROPERTIES, INC.

Employer identification number (EIN): 621240656

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 IVAL GOLDSTEIN IVAL GOLDSTEIN 2017-02-14
002 2015-01-01 IVAL GOLDSTEIN IVAL GOLDSTEIN 2016-02-08
002 2014-01-01 IVAL GOLDSTEIN IVAL GOLDSTEIN 2015-03-16
002 2013-01-01 IVAL GOLDSTEIN IVAL GOLDSTEIN 2014-03-31
002 2012-01-01 IVAL GOLDSTEIN IVAL GOLDSTEIN 2013-04-26
002 2011-01-01 IVAL GOLDSTEIN IVAL GOLDSTEIN 2012-02-29
002 2010-01-01 IVAL GOLDSTEIN IVAL GOLDSTEIN 2011-03-07
002 2009-01-01 IVAL GOLDSTEIN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	IVAL GOLDSTEIN	IVAL GOLDSTEIN	2017-02-14
002	2015-01-01	IVAL GOLDSTEIN	IVAL GOLDSTEIN	2016-02-08
002	2014-01-01	IVAL GOLDSTEIN	IVAL GOLDSTEIN	2015-03-16
002	2013-01-01	IVAL GOLDSTEIN	IVAL GOLDSTEIN	2014-03-31
002	2012-01-01	IVAL GOLDSTEIN	IVAL GOLDSTEIN	2013-04-26
002	2011-01-01	IVAL GOLDSTEIN	IVAL GOLDSTEIN	2012-02-29
002	2010-01-01	IVAL GOLDSTEIN	IVAL GOLDSTEIN	2011-03-07
002	2009-01-01	IVAL GOLDSTEIN

Plan Statistics for IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN

401k plan membership statisitcs for IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN

Measure Date Value
2016: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Total of all active and inactive participants 2014-01-01 6
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 9
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Total of all active and inactive participants 2010-01-01 9
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 1
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Total of all active and inactive participants	2014-01-01	6
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	9
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Total of all active and inactive participants	2010-01-01	9
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	1
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN

Measure	Date	Value
2016 : IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$11,623
Expenses. Total of all expenses incurred	2016-12-31	$318,132
Benefits paid (including direct rollovers)	2016-12-31	$317,692
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$306,509
Value of fidelity bond covering the plan	2016-12-31	$25,000
Total contributions received or receivable from participants	2016-12-31	$1,296
Expenses. Other expenses not covered elsewhere	2016-12-31	$440
Other income received	2016-12-31	$10,327
Net income (gross income less expenses)	2016-12-31	$-306,509
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$306,509
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$246,124
2015 : IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$1,677
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$306,509
Total plan assets at beginning of year	2015-12-31	$304,832
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$4,311
Other income received	2015-12-31	$-2,634
Net income (gross income less expenses)	2015-12-31	$1,677
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$306,509
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$304,832
2014 : IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$10,940
Expenses. Total of all expenses incurred	2014-12-31	$50
Total plan assets at end of year	2014-12-31	$304,832
Total plan assets at beginning of year	2014-12-31	$293,942
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$7,027
Expenses. Other expenses not covered elsewhere	2014-12-31	$50
Other income received	2014-12-31	$3,913
Net income (gross income less expenses)	2014-12-31	$10,890
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$304,832
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$293,942
2013 : IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$36,723
Expenses. Total of all expenses incurred	2013-12-31	$87
Total plan assets at end of year	2013-12-31	$293,942
Total plan assets at beginning of year	2013-12-31	$257,306
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$6,209
Expenses. Other expenses not covered elsewhere	2013-12-31	$87
Other income received	2013-12-31	$30,514
Net income (gross income less expenses)	2013-12-31	$36,636
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$293,942
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$257,306
2012 : IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$35,412
Expenses. Total of all expenses incurred	2012-12-31	$88,088
Benefits paid (including direct rollovers)	2012-12-31	$87,889
Total plan assets at end of year	2012-12-31	$257,306
Total plan assets at beginning of year	2012-12-31	$309,982
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$5,789
Expenses. Other expenses not covered elsewhere	2012-12-31	$199
Other income received	2012-12-31	$29,623
Net income (gross income less expenses)	2012-12-31	$-52,676
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$257,306
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$309,982
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-15,191
Expenses. Total of all expenses incurred	2011-12-31	$4,546
Benefits paid (including direct rollovers)	2011-12-31	$3,796
Total plan assets at end of year	2011-12-31	$309,982
Total plan assets at beginning of year	2011-12-31	$329,719
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$6,079
Expenses. Other expenses not covered elsewhere	2011-12-31	$750
Other income received	2011-12-31	$-21,270
Net income (gross income less expenses)	2011-12-31	$-19,737
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$309,982
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$329,719
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$33,931
Expenses. Total of all expenses incurred	2010-12-31	$4,774
Benefits paid (including direct rollovers)	2010-12-31	$4,064
Total plan assets at end of year	2010-12-31	$329,719
Total plan assets at beginning of year	2010-12-31	$300,562
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$5,495
Expenses. Other expenses not covered elsewhere	2010-12-31	$710
Other income received	2010-12-31	$28,436
Net income (gross income less expenses)	2010-12-31	$29,157
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$329,719
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$300,562
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN

2016: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) 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: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) 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: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) 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: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) 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: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) 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: IVAL GOLDSTEIN PROPERTIES, INC. 401(K) 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

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Company Name:	IVAL GOLDSTEIN PROPERTIES, INC.
Employer identification number (EIN):	621240656
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate