COLLINS-MAURY, INC. REALTORS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COLLINS-MAURY, INC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : COLLINS-MAURY, INC 401(K) PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $261,183 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $10,976 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $10,976 |
| Total plan assets at end of year | 2023-12-31 | $1,318,085 |
| Total plan assets at beginning of year | 2023-12-31 | $1,067,878 |
| Value of fidelity bond covering the plan | 2023-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $44,150 |
| Other income received | 2023-12-31 | $217,033 |
| Net income (gross income less expenses) | 2023-12-31 | $250,207 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,318,085 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,067,878 |
| 2022 : COLLINS-MAURY, INC 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-277,199 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $5,497 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $5,497 |
| Total plan assets at end of year | 2022-12-31 | $1,067,878 |
| Total plan assets at beginning of year | 2022-12-31 | $1,350,574 |
| Value of fidelity bond covering the plan | 2022-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $42,433 |
| Other income received | 2022-12-31 | $-319,632 |
| Net income (gross income less expenses) | 2022-12-31 | $-282,696 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,067,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,350,574 |
| 2021 : COLLINS-MAURY, INC 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $263,761 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $465,565 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $464,407 |
| Total plan assets at end of year | 2021-12-31 | $1,350,574 |
| Total plan assets at beginning of year | 2021-12-31 | $1,552,378 |
| Value of fidelity bond covering the plan | 2021-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $28,025 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $1,158 |
| Other income received | 2021-12-31 | $235,736 |
| Net income (gross income less expenses) | 2021-12-31 | $-201,804 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,350,574 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,552,378 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : COLLINS-MAURY, INC 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $346,455 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,226,971 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,226,971 |
| Total plan assets at end of year | 2020-12-31 | $1,552,378 |
| Total plan assets at beginning of year | 2020-12-31 | $2,432,894 |
| Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $20,482 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $1,728 |
| Other income received | 2020-12-31 | $324,245 |
| Net income (gross income less expenses) | 2020-12-31 | $-880,516 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,552,378 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,432,894 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : COLLINS-MAURY, INC 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $346,788 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $309,658 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $305,264 |
| Total plan assets at end of year | 2019-12-31 | $2,432,894 |
| Total plan assets at beginning of year | 2019-12-31 | $2,395,764 |
| Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $48,538 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $4,394 |
| Other income received | 2019-12-31 | $298,250 |
| Net income (gross income less expenses) | 2019-12-31 | $37,130 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,432,894 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,395,764 |
| 2018 : COLLINS-MAURY, INC 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $47,917 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $26,174 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $21,435 |
| Total plan assets at end of year | 2018-12-31 | $2,395,764 |
| Total plan assets at beginning of year | 2018-12-31 | $2,374,021 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $51,722 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $4,739 |
| Other income received | 2018-12-31 | $-3,805 |
| Net income (gross income less expenses) | 2018-12-31 | $21,743 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,395,764 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,374,021 |
| 2023: COLLINS-MAURY, INC 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: COLLINS-MAURY, INC 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 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: COLLINS-MAURY, INC 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 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: COLLINS-MAURY, INC 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 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: COLLINS-MAURY, INC 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – 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: COLLINS-MAURY, INC 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – 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 |
