401k Plan data: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN plan

JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 401k Plan overview

Plan Name	JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN
Plan identification number	001

JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan covering Self-Employed individuals.
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

LEONARD S. JARROTT DBA JARROTT & CO. REAL ESTATE INVESTMENTS has sponsored the creation of one or more 401k plans.

Company Name: LEONARD S. JARROTT DBA JARROTT & CO. REAL ESTATE INVESTMENTS

Employer identification number (EIN): 770272853

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LEONARD S. JARROTT 2023-10-13
001 2021-01-01
001 2020-01-01 LEONARD S. JARROTT 2021-08-30
001 2019-01-01 LEONARD S. JARROTT 2020-08-24
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2014-01-01
001 2013-01-01 LEONARD S. JARROTT

Plan Statistics for JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN

401k plan membership statisitcs for JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN

Measure Date Value
2022: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Total of all active and inactive participants 2021-01-01 2
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Total of all active and inactive participants 2020-01-01 2
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2022: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Total of all active and inactive participants	2021-01-01	2
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Total of all active and inactive participants	2020-01-01	2
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN

Measure	Date	Value
2022 : JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$45,803
Expenses. Total of all expenses incurred	2022-12-31	$51,780
Benefits paid (including direct rollovers)	2022-12-31	$50,000
Total plan assets at end of year	2022-12-31	$920,901
Total plan assets at beginning of year	2022-12-31	$926,878
Other income received	2022-12-31	$45,803
Net income (gross income less expenses)	2022-12-31	$-5,977
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$920,901
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$926,878
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$745,688
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,780
2021 : JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$59,510
Expenses. Total of all expenses incurred	2021-12-31	$50,860
Benefits paid (including direct rollovers)	2021-12-31	$50,860
Total plan assets at end of year	2021-12-31	$926,878
Total plan assets at beginning of year	2021-12-31	$918,228
Value of fidelity bond covering the plan	2021-12-31	$813,684
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$13,832
Other income received	2021-12-31	$45,678
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$8,650
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$926,878
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$918,228
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$805,483
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$47,453
Expenses. Total of all expenses incurred	2020-12-31	$50,960
Benefits paid (including direct rollovers)	2020-12-31	$50,000
Total plan assets at end of year	2020-12-31	$918,228
Total plan assets at beginning of year	2020-12-31	$921,735
Value of fidelity bond covering the plan	2020-12-31	$813,684
Other income received	2020-12-31	$47,453
Net income (gross income less expenses)	2020-12-31	$-3,507
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$918,228
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$921,735
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$813,684
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$960
2019 : JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$22,029
Expenses. Total of all expenses incurred	2019-12-31	$40,265
Benefits paid (including direct rollovers)	2019-12-31	$38,420
Total plan assets at end of year	2019-12-31	$921,735
Total plan assets at beginning of year	2019-12-31	$939,971
Value of fidelity bond covering the plan	2019-12-31	$813,684
Other income received	2019-12-31	$22,029
Net income (gross income less expenses)	2019-12-31	$-18,236
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$921,735
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$939,971
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$813,684
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,845
2018 : JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$32,574
Expenses. Total of all expenses incurred	2018-12-31	$47,637
Benefits paid (including direct rollovers)	2018-12-31	$46,087
Total plan assets at end of year	2018-12-31	$939,971
Total plan assets at beginning of year	2018-12-31	$955,034
Value of fidelity bond covering the plan	2018-12-31	$862,954
Other income received	2018-12-31	$32,574
Net income (gross income less expenses)	2018-12-31	$-15,063
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$939,971
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$955,034
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$862,954
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,550
2017 : JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$52,661
Expenses. Total of all expenses incurred	2017-12-31	$59,013
Benefits paid (including direct rollovers)	2017-12-31	$57,563
Total plan assets at end of year	2017-12-31	$955,034
Total plan assets at beginning of year	2017-12-31	$961,386
Value of fidelity bond covering the plan	2017-12-31	$862,954
Total contributions received or receivable from participants	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$52,661
Net income (gross income less expenses)	2017-12-31	$-6,352
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$955,034
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$961,386
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$862,954
Total contributions received or receivable from employer(s)	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$-5,989
Expenses. Total of all expenses incurred	2016-12-31	$20,308
Benefits paid (including direct rollovers)	2016-12-31	$20,308
Total plan assets at end of year	2016-12-31	$961,386
Total plan assets at beginning of year	2016-12-31	$987,683
Value of fidelity bond covering the plan	2016-12-31	$823,313
Total contributions received or receivable from participants	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-5,989
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-26,297
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$961,386
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$987,683
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$823,313
Total contributions received or receivable from employer(s)	2016-12-31	$0
2015 : JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$54,515
Expenses. Total of all expenses incurred	2015-12-31	$76,205
Benefits paid (including direct rollovers)	2015-12-31	$76,205
Total plan assets at end of year	2015-12-31	$987,683
Total plan assets at beginning of year	2015-12-31	$1,009,373
Value of fidelity bond covering the plan	2015-12-31	$887,049
Other income received	2015-12-31	$24,931
Net income (gross income less expenses)	2015-12-31	$-21,690
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$987,683
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,009,373
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$887,049
Total contributions received or receivable from employer(s)	2015-12-31	$29,584
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$65,475
Expenses. Total of all expenses incurred	2014-12-31	$68,983
Benefits paid (including direct rollovers)	2014-12-31	$68,983
Total plan assets at end of year	2014-12-31	$1,009,373
Total plan assets at beginning of year	2014-12-31	$1,012,881
Value of fidelity bond covering the plan	2014-12-31	$837,049
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$65,475
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-3,508
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,009,373
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,012,881
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$837,049
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$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 securities	2014-12-31	$0
2013 : JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$41,204
Expenses. Total of all expenses incurred	2013-12-31	$15,624
Benefits paid (including direct rollovers)	2013-12-31	$15,000
Total plan assets at end of year	2013-12-31	$1,012,881
Total plan assets at beginning of year	2013-12-31	$987,301
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$624
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$41,204
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$25,580
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,012,881
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$987,301
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$933,503
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$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 securities	2013-12-31	$0

Form 5500 Responses for JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN

2022: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JARROTT & CO. REAL ESTATE INVESTMENTS PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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

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Company Name:	LEONARD S. JARROTT DBA JARROTT & CO. REAL ESTATE INVESTMENTS
Employer identification number (EIN):	770272853
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	LEONARD S. JARROTT	2023-10-13
001	2021-01-01
001	2020-01-01	LEONARD S. JARROTT	2021-08-30
001	2019-01-01	LEONARD S. JARROTT	2020-08-24
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2014-01-01
001	2013-01-01	LEONARD S. JARROTT