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Plan Name | RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | RE/MAX, LLC |
Employer identification number (EIN): | 840678065 |
NAIC Classification: | 533110 |
NAIC Description: | Lessors of Nonfinancial Intangible Assets (except Copyrighted Works) |
Additional information about RE/MAX, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2013-01-17 |
Company Identification Number: | 0801721075 |
Legal Registered Office Address: |
5075 S SYRACUSE ST DENVER United States of America (USA) 80237 |
More information about RE/MAX, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | LAILA HEBERT | |||
002 | 2016-01-01 | KERRI CONNER |
Measure | Date | Value |
---|---|---|
2022: RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 883 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 558 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 297 |
Total of all active and inactive participants | 2022-01-01 | 856 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 858 |
Number of participants with account balances | 2022-01-01 | 834 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 125 |
2021: RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 727 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 638 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 234 |
Total of all active and inactive participants | 2021-01-01 | 873 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 875 |
Number of participants with account balances | 2021-01-01 | 841 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 44 |
2020: RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 678 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 545 |
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 | 179 |
Total of all active and inactive participants | 2020-01-01 | 724 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 724 |
Number of participants with account balances | 2020-01-01 | 724 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 22 |
2019: RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 627 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 499 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 178 |
Total of all active and inactive participants | 2019-01-01 | 678 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 678 |
Number of participants with account balances | 2019-01-01 | 669 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 570 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 473 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 149 |
Total of all active and inactive participants | 2018-01-01 | 623 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 623 |
Number of participants with account balances | 2018-01-01 | 612 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 450 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 401 |
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 | 136 |
Total of all active and inactive participants | 2017-01-01 | 537 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 537 |
Number of participants with account balances | 2017-01-01 | 491 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 381 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 328 |
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 | 122 |
Total of all active and inactive participants | 2016-01-01 | 450 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 450 |
Number of participants with account balances | 2016-01-01 | 436 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $9,574 |
Total of all expenses incurred | 2022-12-31 | $7,686,365 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,587,727 |
Value of total corrective distributions | 2022-12-31 | $1,305 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,710,424 |
Value of total assets at end of year | 2022-12-31 | $57,786,150 |
Value of total assets at beginning of year | 2022-12-31 | $65,462,941 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $97,333 |
Total interest from all sources | 2022-12-31 | $17,690 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,673,991 |
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 | $1,673,991 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 | $6,383,623 |
Participant contributions at end of year | 2022-12-31 | $361,867 |
Participant contributions at beginning of year | 2022-12-31 | $467,014 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $173,822 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,230,398 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $163 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $842 |
Administrative expenses (other) incurred | 2022-12-31 | $97,333 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $63 |
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 | $-7,676,791 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $57,786,150 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $65,462,941 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $54,452,177 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $62,740,355 |
Interest on participant loans | 2022-12-31 | $17,418 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,395,498 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,774,069 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $103,646 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $13,752 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $13,752 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $272 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-12,443,163 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $50,632 |
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 | No |
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 | $3,096,403 |
Employer contributions (assets) at end of year | 2022-12-31 | $472,799 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $293,024 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,587,727 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
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 | ARMANINO, LLP |
Accountancy firm EIN | 2022-12-31 | 946214841 |
2021 : RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $19,101,874 |
Total of all expenses incurred | 2021-12-31 | $6,415,005 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,304,894 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $10,603,984 |
Value of total assets at end of year | 2021-12-31 | $65,462,941 |
Value of total assets at beginning of year | 2021-12-31 | $52,776,072 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $110,111 |
Total interest from all sources | 2021-12-31 | $22,661 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,122,956 |
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 | $1,122,956 |
Administrative expenses professional fees incurred | 2021-12-31 | $3,563 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $5,849,492 |
Participant contributions at end of year | 2021-12-31 | $467,014 |
Participant contributions at beginning of year | 2021-12-31 | $437,873 |
Participant contributions at end of year | 2021-12-31 | $173,822 |
Participant contributions at beginning of year | 2021-12-31 | $123,534 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,334,617 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $842 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $106,548 |
Total non interest bearing cash at end of year | 2021-12-31 | $63 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $3,691 |
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 | $12,686,869 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $65,462,941 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $52,776,072 |
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 | $62,740,355 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $52,210,160 |
Interest on participant loans | 2021-12-31 | $22,661 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,774,069 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $13,752 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $814 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $814 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $7,322,479 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $29,794 |
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 | No |
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 | $1,419,875 |
Employer contributions (assets) at end of year | 2021-12-31 | $293,024 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,304,894 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
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 | ARMANINO, LLP |
Accountancy firm EIN | 2021-12-31 | 946214841 |
2020 : RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $12,764,262 |
Total of all expenses incurred | 2020-12-31 | $5,437,032 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,352,457 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,793,501 |
Value of total assets at end of year | 2020-12-31 | $52,776,072 |
Value of total assets at beginning of year | 2020-12-31 | $45,448,842 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $84,575 |
Total interest from all sources | 2020-12-31 | $22,316 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $722,026 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $722,026 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $4,851,339 |
Participant contributions at end of year | 2020-12-31 | $437,873 |
Participant contributions at beginning of year | 2020-12-31 | $370,437 |
Participant contributions at end of year | 2020-12-31 | $123,534 |
Participant contributions at beginning of year | 2020-12-31 | $138,950 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $962,539 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $84,575 |
Total non interest bearing cash at end of year | 2020-12-31 | $3,691 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $3,710 |
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 | $7,327,230 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $52,776,072 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $45,448,842 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $52,210,160 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $44,501,000 |
Interest on participant loans | 2020-12-31 | $22,315 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $814 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $486 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $486 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,226,419 |
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 |
Contributions received in cash from employer | 2020-12-31 | $979,623 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $434,259 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,352,457 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $14,604,976 |
Total of all expenses incurred | 2019-12-31 | $3,928,029 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,854,335 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,727,705 |
Value of total assets at end of year | 2019-12-31 | $45,448,842 |
Value of total assets at beginning of year | 2019-12-31 | $34,771,895 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $73,694 |
Total interest from all sources | 2019-12-31 | $17,094 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,020,261 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,020,261 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 |
Contributions received from participants | 2019-12-31 | $4,169,628 |
Participant contributions at end of year | 2019-12-31 | $370,437 |
Participant contributions at beginning of year | 2019-12-31 | $346,382 |
Participant contributions at end of year | 2019-12-31 | $138,950 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $510,471 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $24 |
Administrative expenses (other) incurred | 2019-12-31 | $73,694 |
Total non interest bearing cash at end of year | 2019-12-31 | $3,710 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $3,796 |
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 | $10,676,947 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $45,448,842 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $34,771,895 |
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 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 | $44,501,000 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $33,994,650 |
Interest on participant loans | 2019-12-31 | $17,091 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $486 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $558 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $558 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,839,916 |
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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,047,606 |
Employer contributions (assets) at end of year | 2019-12-31 | $434,259 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $426,485 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,854,335 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ACM LLP |
Accountancy firm EIN | 2019-12-31 | 010724563 |
2018 : RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $3,040,359 |
Total of all expenses incurred | 2018-12-31 | $4,801,483 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,729,990 |
Value of total corrective distributions | 2018-12-31 | $531 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,723,960 |
Value of total assets at end of year | 2018-12-31 | $34,771,895 |
Value of total assets at beginning of year | 2018-12-31 | $36,533,019 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $70,962 |
Total interest from all sources | 2018-12-31 | $17,160 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $765,162 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $765,162 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,606,473 |
Participant contributions at end of year | 2018-12-31 | $346,382 |
Participant contributions at beginning of year | 2018-12-31 | $298,154 |
Participant contributions at beginning of year | 2018-12-31 | $80,133 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $344,835 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $24 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $70,962 |
Total non interest bearing cash at end of year | 2018-12-31 | $3,796 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $3,796 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,761,124 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $34,771,895 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $36,533,019 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $33,994,650 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $35,851,040 |
Interest on participant loans | 2018-12-31 | $17,158 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $558 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $628 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $628 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,465,923 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,772,652 |
Employer contributions (assets) at end of year | 2018-12-31 | $426,485 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $299,268 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,729,990 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ACM LLP |
Accountancy firm EIN | 2018-12-31 | 010724563 |
2017 : RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $10,096,564 |
Total of all expenses incurred | 2017-12-31 | $3,282,988 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,216,916 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $2,798 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,742,946 |
Value of total assets at end of year | 2017-12-31 | $36,533,019 |
Value of total assets at beginning of year | 2017-12-31 | $29,719,443 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $63,274 |
Total interest from all sources | 2017-12-31 | $13,409 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $656,363 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $656,363 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,008,226 |
Participant contributions at end of year | 2017-12-31 | $298,154 |
Participant contributions at beginning of year | 2017-12-31 | $303,088 |
Participant contributions at end of year | 2017-12-31 | $80,133 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $256,887 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $63,274 |
Total non interest bearing cash at end of year | 2017-12-31 | $3,796 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $3,796 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $6,813,576 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $36,533,019 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $29,719,443 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $35,851,040 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $29,120,251 |
Interest on participant loans | 2017-12-31 | $13,409 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $628 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $92 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $92 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,683,846 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,477,833 |
Employer contributions (assets) at end of year | 2017-12-31 | $299,268 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $292,216 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,216,916 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ANTON COLLINS MITCHELL, LLP |
Accountancy firm EIN | 2017-12-31 | 010724563 |
2016 : RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $6,630,016 |
Total of all expenses incurred | 2016-12-31 | $2,553,926 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,486,960 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $16,245 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,454,921 |
Value of total assets at end of year | 2016-12-31 | $29,719,443 |
Value of total assets at beginning of year | 2016-12-31 | $25,643,353 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $50,721 |
Total interest from all sources | 2016-12-31 | $10,741 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $554,911 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $554,911 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,631,719 |
Participant contributions at end of year | 2016-12-31 | $303,088 |
Participant contributions at beginning of year | 2016-12-31 | $281,429 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $510,269 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $50,721 |
Total non interest bearing cash at end of year | 2016-12-31 | $3,796 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $3,796 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,076,090 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $29,719,443 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $25,643,353 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $29,120,251 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $25,093,503 |
Interest on participant loans | 2016-12-31 | $10,741 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $92 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $92 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $92 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,609,443 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,312,933 |
Employer contributions (assets) at end of year | 2016-12-31 | $292,216 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $264,533 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,486,960 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | ANTON COLLINS MITCHELL, LLP |
Accountancy firm EIN | 2016-12-31 | 010724563 |
2022: RE/MAX, LLC 401(K) RETIREMENT SAVINGS 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: RE/MAX, LLC 401(K) RETIREMENT SAVINGS 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: RE/MAX, LLC 401(K) RETIREMENT SAVINGS 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: RE/MAX, LLC 401(K) RETIREMENT SAVINGS 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: RE/MAX, LLC 401(K) RETIREMENT SAVINGS 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: RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |