?>
Logo

BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameBANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN
Plan identification number 001

BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. has sponsored the creation of one or more 401k plans.

Company Name:BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC.
Employer identification number (EIN):953193430
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-10-01
0012012-10-01MICHAEL MACELHENNY
0012011-10-01MICHAEL MACELHENNY
0012009-10-01BERNARD J. MACELHENNY
0012008-10-01

Plan Statistics for BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN

Measure Date Value
2013: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-013
Total number of active participants reported on line 7a of the Form 55002013-10-010
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-010
Number of participants with account balances2013-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0111
Total number of active participants reported on line 7a of the Form 55002012-10-013
Number of retired or separated participants receiving benefits2012-10-010
Total of all active and inactive participants2012-10-013
Total participants2012-10-013
Number of participants with account balances2012-10-013
2011: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0113
Total number of active participants reported on line 7a of the Form 55002011-10-015
Number of retired or separated participants receiving benefits2011-10-016
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-0111
Total participants2011-10-0111
Number of participants with account balances2011-10-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0111
Total number of active participants reported on line 7a of the Form 55002009-10-018
Number of other retired or separated participants entitled to future benefits2009-10-015
Total of all active and inactive participants2009-10-0113
Total participants2009-10-0113
Number of participants with account balances2009-10-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-011

Financial Data on BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN

Measure Date Value
2014 : BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-09-30$0
Total plan liabilities at beginning of year2014-09-30$171,773
Total income from all sources2014-09-30$109,074
Expenses. Total of all expenses incurred2014-09-30$165,375
Benefits paid (including direct rollovers)2014-09-30$162,402
Total plan assets at end of year2014-09-30$0
Total plan assets at beginning of year2014-09-30$228,074
Value of fidelity bond covering the plan2014-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2014-09-30$2,973
Other income received2014-09-30$-1,468
Net income (gross income less expenses)2014-09-30$-56,301
Net plan assets at end of year (total assets less liabilities)2014-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$56,301
Total contributions received or receivable from employer(s)2014-09-30$110,542
2013 : BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-09-30$171,773
Total plan liabilities at beginning of year2013-09-30$25,016
Total income from all sources2013-09-30$-446,236
Expenses. Total of all expenses incurred2013-09-30$419,146
Benefits paid (including direct rollovers)2013-09-30$406,709
Total plan assets at end of year2013-09-30$228,074
Total plan assets at beginning of year2013-09-30$946,699
Value of fidelity bond covering the plan2013-09-30$1,000,000
Total contributions received or receivable from participants2013-09-30$8,649
Expenses. Other expenses not covered elsewhere2013-09-30$12,437
Other income received2013-09-30$-454,885
Net income (gross income less expenses)2013-09-30$-865,382
Net plan assets at end of year (total assets less liabilities)2013-09-30$56,301
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$921,683
Assets. Value of participant loans2013-09-30$88,762
2012 : BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-09-30$25,016
Total plan liabilities at beginning of year2012-09-30$25,016
Total income from all sources2012-09-30$-58,471
Expenses. Total of all expenses incurred2012-09-30$76,561
Benefits paid (including direct rollovers)2012-09-30$69,140
Total plan assets at end of year2012-09-30$946,699
Total plan assets at beginning of year2012-09-30$1,081,731
Value of fidelity bond covering the plan2012-09-30$1,000,000
Other income received2012-09-30$-58,471
Net income (gross income less expenses)2012-09-30$-135,032
Net plan assets at end of year (total assets less liabilities)2012-09-30$921,683
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,056,715
Assets. Value of participant loans2012-09-30$103,762
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-09-30$94,053
Assets. Value of assets in partnership/joint-venture interests2012-09-30$265,916
Assets. Value of real-estate (other than employer real property)2012-09-30$365,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$7,421
2011 : BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-09-30$25,016
Total plan liabilities at beginning of year2011-09-30$242,786
Total income from all sources2011-09-30$51,166
Expenses. Total of all expenses incurred2011-09-30$41,834
Benefits paid (including direct rollovers)2011-09-30$15,713
Total plan assets at end of year2011-09-30$1,081,731
Total plan assets at beginning of year2011-09-30$1,290,169
Value of fidelity bond covering the plan2011-09-30$1,000,000
Total contributions received or receivable from participants2011-09-30$10,570
Assets. Value of loans (other than to participants)2011-09-30$182,815
Other income received2011-09-30$40,596
Net income (gross income less expenses)2011-09-30$9,332
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,056,715
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,047,383
Assets. Value of assets in partnership/joint-venture interests2011-09-30$268,663
Assets. Value of real-estate (other than employer real property)2011-09-30$365,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$26,121

Form 5500 Responses for BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN

2013: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01This submission is the final filingYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3