INSIDERE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INSIDE REAL ESTATE 401(K) PLAN
Measure | Date | Value |
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2022 : INSIDE REAL ESTATE 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $899,024 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $371,884 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $343,714 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,415,410 |
Value of total assets at end of year | 2022-12-31 | $3,333,168 |
Value of total assets at beginning of year | 2022-12-31 | $2,806,028 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $28,170 |
Total interest from all sources | 2022-12-31 | $728 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $77,737 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $77,737 |
Administrative expenses professional fees incurred | 2022-12-31 | $1,526 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $954,203 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $-100 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $33,002 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $20 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $137 |
Other income not declared elsewhere | 2022-12-31 | $54 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $527,140 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,333,168 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,806,028 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $21,460 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,281,421 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,733,845 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $51,902 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $72,313 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $72,313 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $728 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-594,905 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $428,205 |
Employer contributions (assets) at end of year | 2022-12-31 | $-175 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $-167 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $343,714 |
Contract administrator fees | 2022-12-31 | $5,184 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | TANNER LLC |
Accountancy firm EIN | 2022-12-31 | 202253063 |
2021 : INSIDE REAL ESTATE 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $6,210 |
Total income from all sources (including contributions) | 2021-12-31 | $1,689,266 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $422,676 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $422,144 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,384,499 |
Value of total assets at end of year | 2021-12-31 | $2,806,028 |
Value of total assets at beginning of year | 2021-12-31 | $1,545,648 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $532 |
Total interest from all sources | 2021-12-31 | $-2 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $160,255 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $160,255 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $60,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $891,687 |
Participant contributions at end of year | 2021-12-31 | $-100 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $126,229 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $137 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $6,210 |
Other income not declared elsewhere | 2021-12-31 | $72,512 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $1,527,373 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,266,590 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,806,028 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,539,438 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,733,845 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $18,275 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $72,313 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $-2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $72,002 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $366,583 |
Employer contributions (assets) at end of year | 2021-12-31 | $-167 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $422,144 |
Contract administrator fees | 2021-12-31 | $532 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | TANNER LLC |
Accountancy firm EIN | 2021-12-31 | 202253063 |
2020 : INSIDE REAL ESTATE 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $6,210 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $5,957 |
Total income from all sources (including contributions) | 2020-12-31 | $834,274 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $67,857 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $60,782 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $635,326 |
Value of total assets at end of year | 2020-12-31 | $1,545,648 |
Value of total assets at beginning of year | 2020-12-31 | $778,978 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,075 |
Total interest from all sources | 2020-12-31 | $6 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $30,308 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $30,308 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $60,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $565,267 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $70,059 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $17,992 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $6,210 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $5,957 |
Other income not declared elsewhere | 2020-12-31 | $240 |
Total non interest bearing cash at end of year | 2020-12-31 | $1,527,373 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $766,417 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,539,438 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $773,021 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $7,075 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $18,275 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $760,986 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $168,394 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $60,782 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | TANNER LLC |
Accountancy firm EIN | 2020-12-31 | 202253063 |
2019 : INSIDE REAL ESTATE 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,957 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,957 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $515,111 |
Total income from all sources (including contributions) | 2019-12-31 | $515,111 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $45,116 |
Total of all expenses incurred | 2019-12-31 | $45,116 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $44,541 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $44,541 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $415,823 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $415,823 |
Value of total assets at end of year | 2019-12-31 | $778,978 |
Value of total assets at end of year | 2019-12-31 | $778,978 |
Value of total assets at beginning of year | 2019-12-31 | $303,026 |
Value of total assets at beginning of year | 2019-12-31 | $303,026 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $575 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $575 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $575 |
Administrative expenses professional fees incurred | 2019-12-31 | $575 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $60,000 |
Value of fidelity bond cover | 2019-12-31 | $60,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $395,841 |
Contributions received from participants | 2019-12-31 | $395,841 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $19,982 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $19,982 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $17,992 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $17,992 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $5,957 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $5,957 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $17,059 |
Other income not declared elsewhere | 2019-12-31 | $17,059 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $469,995 |
Value of net income/loss | 2019-12-31 | $469,995 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $773,021 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $773,021 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $303,026 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $303,026 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $760,986 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $760,986 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $303,026 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $303,026 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $82,229 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $82,229 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $44,541 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $44,541 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | TANNER LLC |
Accountancy firm name | 2019-12-31 | TANNER LLC |
Accountancy firm EIN | 2019-12-31 | 202253063 |
Accountancy firm EIN | 2019-12-31 | 202253063 |