MONARCH REALTY & MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2022: MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 11 |
| Number of participants with account balances | 2022-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 11 |
| Number of participants with account balances | 2021-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 11 |
| Number of participants with account balances | 2020-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 7 |
| Number of participants with account balances | 2019-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 9 |
| Number of participants with account balances | 2018-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-25,898 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,669 |
| Total plan assets at end of year | 2022-12-31 | $1,655,450 |
| Total plan assets at beginning of year | 2022-12-31 | $1,683,017 |
| Value of fidelity bond covering the plan | 2022-12-31 | $290,000 |
| Other income received | 2022-12-31 | $-25,898 |
| Net income (gross income less expenses) | 2022-12-31 | $-27,567 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,655,450 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,683,017 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $131,547 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,669 |
| 2021 : MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $382,617 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $3,371 |
| Total plan assets at end of year | 2021-12-31 | $1,683,017 |
| Total plan assets at beginning of year | 2021-12-31 | $1,303,771 |
| Value of fidelity bond covering the plan | 2021-12-31 | $290,000 |
| Other income received | 2021-12-31 | $382,617 |
| Net income (gross income less expenses) | 2021-12-31 | $379,246 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,683,017 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,303,771 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $155,412 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $3,371 |
| 2020 : MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $190,840 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $5,270 |
| Total plan assets at end of year | 2020-12-31 | $1,303,771 |
| Total plan assets at beginning of year | 2020-12-31 | $1,118,201 |
| Value of fidelity bond covering the plan | 2020-12-31 | $210,000 |
| Other income received | 2020-12-31 | $190,840 |
| Net income (gross income less expenses) | 2020-12-31 | $185,570 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,303,771 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,118,201 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $131,266 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,270 |
| 2019 : MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $319,603 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $400 |
| Total plan assets at end of year | 2019-12-31 | $1,118,201 |
| Total plan assets at beginning of year | 2019-12-31 | $798,998 |
| Value of fidelity bond covering the plan | 2019-12-31 | $210,000 |
| Other income received | 2019-12-31 | $319,603 |
| Net income (gross income less expenses) | 2019-12-31 | $319,203 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,118,201 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $798,998 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $130,402 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $400 |
| 2018 : MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $54,693 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $798,998 |
| Total plan assets at beginning of year | 2018-12-31 | $744,305 |
| Value of fidelity bond covering the plan | 2018-12-31 | $210,000 |
| Other income received | 2018-12-31 | $54,693 |
| Net income (gross income less expenses) | 2018-12-31 | $54,693 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $798,998 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $744,305 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $132,467 |
| 2022: MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 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 – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 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 – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 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 – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 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 – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MONARCH REALTY & MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | Yes |
| 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 – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
