BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2013: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 0 |
Total of all active and inactive participants | 2013-10-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 0 |
Number of participants with account balances | 2013-10-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
2012: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 3 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Total of all active and inactive participants | 2012-10-01 | 3 |
Total participants | 2012-10-01 | 3 |
Number of participants with account balances | 2012-10-01 | 3 |
2011: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
Total of all active and inactive participants | 2011-10-01 | 11 |
Total participants | 2011-10-01 | 11 |
Number of participants with account balances | 2011-10-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
2009: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 5 |
Total of all active and inactive participants | 2009-10-01 | 13 |
Total participants | 2009-10-01 | 13 |
Number of participants with account balances | 2009-10-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 1 |
Measure | Date | Value |
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2014 : BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-09-30 | $0 |
Total plan liabilities at beginning of year | 2014-09-30 | $171,773 |
Total income from all sources | 2014-09-30 | $109,074 |
Expenses. Total of all expenses incurred | 2014-09-30 | $165,375 |
Benefits paid (including direct rollovers) | 2014-09-30 | $162,402 |
Total plan assets at end of year | 2014-09-30 | $0 |
Total plan assets at beginning of year | 2014-09-30 | $228,074 |
Value of fidelity bond covering the plan | 2014-09-30 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2014-09-30 | $2,973 |
Other income received | 2014-09-30 | $-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 |
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Total plan liabilities at end of year | 2013-09-30 | $171,773 |
Total plan liabilities at beginning of year | 2013-09-30 | $25,016 |
Total income from all sources | 2013-09-30 | $-446,236 |
Expenses. Total of all expenses incurred | 2013-09-30 | $419,146 |
Benefits paid (including direct rollovers) | 2013-09-30 | $406,709 |
Total plan assets at end of year | 2013-09-30 | $228,074 |
Total plan assets at beginning of year | 2013-09-30 | $946,699 |
Value of fidelity bond covering the plan | 2013-09-30 | $1,000,000 |
Total contributions received or receivable from participants | 2013-09-30 | $8,649 |
Expenses. Other expenses not covered elsewhere | 2013-09-30 | $12,437 |
Other income received | 2013-09-30 | $-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 loans | 2013-09-30 | $88,762 |
2012 : BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-09-30 | $25,016 |
Total plan liabilities at beginning of year | 2012-09-30 | $25,016 |
Total income from all sources | 2012-09-30 | $-58,471 |
Expenses. Total of all expenses incurred | 2012-09-30 | $76,561 |
Benefits paid (including direct rollovers) | 2012-09-30 | $69,140 |
Total plan assets at end of year | 2012-09-30 | $946,699 |
Total plan assets at beginning of year | 2012-09-30 | $1,081,731 |
Value of fidelity bond covering the plan | 2012-09-30 | $1,000,000 |
Other income received | 2012-09-30 | $-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 loans | 2012-09-30 | $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 year | 2012-09-30 | $94,053 |
Assets. Value of assets in partnership/joint-venture interests | 2012-09-30 | $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 |
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Total plan liabilities at end of year | 2011-09-30 | $25,016 |
Total plan liabilities at beginning of year | 2011-09-30 | $242,786 |
Total income from all sources | 2011-09-30 | $51,166 |
Expenses. Total of all expenses incurred | 2011-09-30 | $41,834 |
Benefits paid (including direct rollovers) | 2011-09-30 | $15,713 |
Total plan assets at end of year | 2011-09-30 | $1,081,731 |
Total plan assets at beginning of year | 2011-09-30 | $1,290,169 |
Value of fidelity bond covering the plan | 2011-09-30 | $1,000,000 |
Total contributions received or receivable from participants | 2011-09-30 | $10,570 |
Assets. Value of loans (other than to participants) | 2011-09-30 | $182,815 |
Other income received | 2011-09-30 | $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 interests | 2011-09-30 | $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 |
2013: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | This submission is the final filing | Yes |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2009: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |
2008: BANKERS MORTGAGE REALTY ADVISORS OF SANTA BARBARA, INC. PROFIT SHARING PLAN 2008 form 5500 responses |
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2008-10-01 | Type of plan entity | Single employer plan |
2008-10-01 | Submission has been amended | No |
2008-10-01 | This submission is the final filing | No |
2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-10-01 | Plan is a collectively bargained plan | No |