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CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameCARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN
Plan identification number 002

CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

CARPENTER / ROBBINS COMMERCIAL REAL ESTATE, INC. has sponsored the creation of one or more 401k plans.

Company Name:CARPENTER / ROBBINS COMMERCIAL REAL ESTATE, INC.
Employer identification number (EIN):680446875
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01
0022014-01-01JOHN ROBBINS
0022013-01-01JOHN ROBBINS
0022012-01-01JOHN ROBBINS
0022011-01-01JOHN ROBBINS
0022009-01-01JOHN ROBBINS
0022009-01-01JOHN CARPENTER

Plan Statistics for CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN

Measure Date Value
2015: CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN

Measure Date Value
2015 : CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$-120,854
Total plan liabilities at end of year2015-12-31$120,854
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$32,862
Expenses. Total of all expenses incurred2015-12-31$1,322,329
Benefits paid (including direct rollovers)2015-12-31$1,317,134
Total plan assets at end of year2015-12-31$120,854
Total plan assets at beginning of year2015-12-31$1,410,321
Value of fidelity bond covering the plan2015-12-31$170,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$5,000
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$32,862
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,289,467
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,410,321
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$195
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$41,616
Expenses. Total of all expenses incurred2014-12-31$16,434
Benefits paid (including direct rollovers)2014-12-31$16,409
Total plan assets at end of year2014-12-31$1,410,321
Total plan assets at beginning of year2014-12-31$1,385,139
Value of fidelity bond covering the plan2014-12-31$170,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$25
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$41,616
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$25,182
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,410,321
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,385,139
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$129,033
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,385,139
Total plan assets at beginning of year2013-12-31$1,256,106
Value of fidelity bond covering the plan2013-12-31$170,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$129,033
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$129,033
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,385,139
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,256,106
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$784,122
Expenses. Total of all expenses incurred2012-12-31$1,713,991
Benefits paid (including direct rollovers)2012-12-31$1,713,871
Total plan assets at end of year2012-12-31$1,256,106
Total plan assets at beginning of year2012-12-31$2,185,975
Value of fidelity bond covering the plan2012-12-31$170,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$120
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$76,122
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-929,869
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,256,106
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,185,975
Total contributions received or receivable from employer(s)2012-12-31$708,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$864,907
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,185,975
Total plan assets at beginning of year2011-12-31$1,321,068
Value of fidelity bond covering the plan2011-12-31$170,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-30,093
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$864,907
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,185,975
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,321,068
Total contributions received or receivable from employer(s)2011-12-31$895,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$477,052
Expenses. Total of all expenses incurred2010-12-31$453
Benefits paid (including direct rollovers)2010-12-31$413
Total plan assets at end of year2010-12-31$1,321,068
Total plan assets at beginning of year2010-12-31$844,469
Value of fidelity bond covering the plan2010-12-31$1
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$74,406
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$476,599
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,321,068
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$844,469
Total contributions received or receivable from employer(s)2010-12-31$402,646
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$40

Form 5500 Responses for CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN

2015: CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARPENTER / ROBBINS COMMERCIAL REAL ESTATE DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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