401k Plan data: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN plan

REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 401k Plan overview

Plan Name	REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN
Plan identification number	002

REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRADLEY COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: BRADLEY COMPANY, LLC

Employer identification number (EIN): 200017343

NAIC Classification: 531310

Additional information about BRADLEY COMPANY, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 2080670

More information about BRADLEY COMPANY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KIMBERLY COLLINS 2024-10-15
002 2022-01-01 HEATHER TURNER 2023-10-04
002 2022-01-01 KIMBERLY COLLINS 2024-08-05
002 2021-01-01 KARA MCGUIRE 2022-10-03
002 2020-01-01 KARA MCGUIRE 2021-10-13
002 2019-01-01 KARA MCGUIRE 2020-10-12
002 2018-01-01 BRADLEY TOOTHAKER 2019-10-10
002 2017-01-01
002 2017-01-01
002 2016-01-01
002 2016-01-01
002 2015-01-01 KARA MCGUIRE
002 2014-01-01 KARA MCGUIRE
002 2013-01-01 KARA MCGUIRE 2014-09-09
002 2012-01-01 SHELLI LEED 2013-09-10
002 2011-01-01 SHELLI LEED 2012-10-09
002 2010-01-01 SHELLI LEED 2012-10-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	KIMBERLY COLLINS	2024-10-15
002	2022-01-01	HEATHER TURNER	2023-10-04
002	2022-01-01	KIMBERLY COLLINS	2024-08-05
002	2021-01-01	KARA MCGUIRE	2022-10-03
002	2020-01-01	KARA MCGUIRE	2021-10-13
002	2019-01-01	KARA MCGUIRE	2020-10-12
002	2018-01-01	BRADLEY TOOTHAKER	2019-10-10
002	2017-01-01
002	2017-01-01
002	2016-01-01
002	2016-01-01
002	2015-01-01	KARA MCGUIRE
002	2014-01-01	KARA MCGUIRE
002	2013-01-01	KARA MCGUIRE	2014-09-09
002	2012-01-01	SHELLI LEED	2013-09-10
002	2011-01-01	SHELLI LEED	2012-10-09
002	2010-01-01	SHELLI LEED	2012-10-09

Plan Statistics for REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN

401k plan membership statisitcs for REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN

Measure Date Value
2023: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 219
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 54
Total of all active and inactive participants 2023-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 273
Number of participants with account balances 2023-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 16
2022: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 220
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 39
Total of all active and inactive participants 2022-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 259
Number of participants with account balances 2022-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 200
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 46
Total of all active and inactive participants 2021-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 246
Number of participants with account balances 2021-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 18
2020: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 198
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 34
Total of all active and inactive participants 2020-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 232
Number of participants with account balances 2020-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 16
2019: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 201
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 222
Number of participants with account balances 2019-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 185
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 19
Total of all active and inactive participants 2018-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 204
Number of participants with account balances 2018-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 198
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 24
Total of all active and inactive participants 2017-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 222
Number of participants with account balances 2017-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 198
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 17
Total of all active and inactive participants 2016-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 215
Number of participants with account balances 2016-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 140
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 15
Total of all active and inactive participants 2015-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 155
Number of participants with account balances 2015-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 143
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 152
Number of participants with account balances 2014-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1

Measure	Date	Value
2023: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	219
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	54
Total of all active and inactive participants	2023-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	273
Number of participants with account balances	2023-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	16
2022: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	220
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	39
Total of all active and inactive participants	2022-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	259
Number of participants with account balances	2022-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	200
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	46
Total of all active and inactive participants	2021-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	246
Number of participants with account balances	2021-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	18
2020: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	198
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	34
Total of all active and inactive participants	2020-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	232
Number of participants with account balances	2020-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	16
2019: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	201
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	222
Number of participants with account balances	2019-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	185
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	19
Total of all active and inactive participants	2018-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	204
Number of participants with account balances	2018-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	198
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	24
Total of all active and inactive participants	2017-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	222
Number of participants with account balances	2017-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	198
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	17
Total of all active and inactive participants	2016-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	215
Number of participants with account balances	2016-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	140
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	15
Total of all active and inactive participants	2015-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	155
Number of participants with account balances	2015-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	143
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	152
Number of participants with account balances	2014-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1

Financial Data on REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN

Measure	Date	Value
2023 : REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$210
Total income from all sources (including contributions)	2023-12-31	$1,622,212
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$362,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$289,403
Value of total corrective distributions	2023-12-31	$35,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$794,749
Value of total assets at end of year	2023-12-31	$6,424,981
Value of total assets at beginning of year	2023-12-31	$5,165,383
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$37,984
Total interest from all sources	2023-12-31	$4,818
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$613,470
Participant contributions at end of year	2023-12-31	$113,412
Participant contributions at beginning of year	2023-12-31	$36,209
Participant contributions at end of year	2023-12-31	$1,749
Participant contributions at beginning of year	2023-12-31	$458
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$65,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$210
Total non interest bearing cash at end of year	2023-12-31	$7,599
Total non interest bearing cash at beginning of year	2023-12-31	$7,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,259,808
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$6,424,981
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$5,165,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in pooled separate accounts at end of year	2023-12-31	$6,182,460
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$4,979,127
Interest on participant loans	2023-12-31	$4,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$822,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$115,640
Employer contributions (assets) at end of year	2023-12-31	$119,761
Employer contributions (assets) at beginning of year	2023-12-31	$141,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$289,403
Contract administrator fees	2023-12-31	$37,984
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN	2023-12-31	351307701
2022 : REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2022 401k financial data
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	$210
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	$639,393
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$674,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$624,084
Value of total corrective distributions	2022-12-31	$15,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,573,833
Value of total assets at end of year	2022-12-31	$5,161,262
Value of total assets at beginning of year	2022-12-31	$5,196,219
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$35,248
Total interest from all sources	2022-12-31	$1,837
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
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	$682,464
Participant contributions at end of year	2022-12-31	$36,209
Participant contributions at beginning of year	2022-12-31	$31,716
Participant contributions at end of year	2022-12-31	$458
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$753,737
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$7,836
Total non interest bearing cash at beginning of year	2022-12-31	$11,892
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	$-35,167
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,161,052
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,196,219
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 pooled separate accounts at end of year	2022-12-31	$4,979,127
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,088,943
Interest on participant loans	2022-12-31	$1,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-936,277
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	$137,632
Employer contributions (assets) at end of year	2022-12-31	$137,632
Employer contributions (assets) at beginning of year	2022-12-31	$63,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$624,084
Contract administrator fees	2022-12-31	$35,248
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	KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN	2022-12-31	351307701
2021 : REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2021 401k financial data
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	$0
Total income from all sources (including contributions)	2021-12-31	$1,728,685
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$388,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$356,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,171,733
Value of total assets at end of year	2021-12-31	$5,196,219
Value of total assets at beginning of year	2021-12-31	$3,855,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$31,916
Total interest from all sources	2021-12-31	$1,736
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$647,313
Participant contributions at end of year	2021-12-31	$31,716
Participant contributions at beginning of year	2021-12-31	$52,999
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$460,752
Total non interest bearing cash at end of year	2021-12-31	$11,892
Total non interest bearing cash at beginning of year	2021-12-31	$6,272
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	$1,340,301
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,196,219
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,855,918
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 pooled separate accounts at end of year	2021-12-31	$5,088,943
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,721,072
Interest on participant loans	2021-12-31	$1,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$555,216
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	$63,668
Employer contributions (assets) at end of year	2021-12-31	$63,668
Employer contributions (assets) at beginning of year	2021-12-31	$75,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$356,468
Contract administrator fees	2021-12-31	$31,916
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	KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN	2021-12-31	351307701
2020 : REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2020 401k financial data
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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,170,095
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$166,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$114,056
Value of total corrective distributions	2020-12-31	$24,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$631,657
Value of total assets at end of year	2020-12-31	$3,855,918
Value of total assets at beginning of year	2020-12-31	$2,852,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,346
Total interest from all sources	2020-12-31	$633
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$536,428
Participant contributions at end of year	2020-12-31	$52,999
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$19,654
Total non interest bearing cash at end of year	2020-12-31	$6,272
Total non interest bearing cash at beginning of year	2020-12-31	$13,132
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	$1,003,835
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,855,918
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,852,083
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 pooled separate accounts at end of year	2020-12-31	$3,721,072
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,774,600
Interest on participant loans	2020-12-31	$633
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$537,805
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	Yes
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	$75,575
Employer contributions (assets) at end of year	2020-12-31	$75,575
Employer contributions (assets) at beginning of year	2020-12-31	$64,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$114,056
Contract administrator fees	2020-12-31	$27,346
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	KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN	2020-12-31	351307701
2019 : REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2019 401k financial data
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	$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	$1,043,283
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$531,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$529,759
Value of total corrective distributions	2019-12-31	$138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$550,687
Value of total assets at end of year	2019-12-31	$2,852,083
Value of total assets at beginning of year	2019-12-31	$2,340,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,850
Total interest from all sources	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
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$250,000
If this is an individual account plan, was there a blackout period	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	$459,523
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$2,770
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$26,350
Total non interest bearing cash at end of year	2019-12-31	$13,132
Total non interest bearing cash at beginning of year	2019-12-31	$9,182
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	$511,536
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,852,083
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,340,547
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 pooled separate accounts at end of year	2019-12-31	$2,774,600
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,248,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$492,596
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	Yes
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	$64,814
Employer contributions (assets) at end of year	2019-12-31	$64,351
Employer contributions (assets) at beginning of year	2019-12-31	$79,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$529,759
Contract administrator fees	2019-12-31	$1,850
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	KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN	2019-12-31	351307701
2018 : REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$326,947
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$282,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$280,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$517,304
Value of total assets at end of year	2018-12-31	$2,340,547
Value of total assets at beginning of year	2018-12-31	$2,296,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,453
Total interest from all sources	2018-12-31	$7
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$435,148
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$219
Participant contributions at end of year	2018-12-31	$2,770
Participant contributions at beginning of year	2018-12-31	$3,195
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$2,672
Total non interest bearing cash at end of year	2018-12-31	$9,182
Total non interest bearing cash at beginning of year	2018-12-31	$2,687
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	$44,096
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,340,547
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,296,451
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 pooled separate accounts at end of year	2018-12-31	$2,248,894
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,221,311
Interest on participant loans	2018-12-31	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-190,364
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	Yes
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	$82,156
Employer contributions (assets) at end of year	2018-12-31	$79,701
Employer contributions (assets) at beginning of year	2018-12-31	$66,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$280,398
Contract administrator fees	2018-12-31	$2,453
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	KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN	2018-12-31	351307701
2017 : REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$4,758
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$778,068
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$603,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$600,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$433,723
Value of total assets at end of year	2017-12-31	$2,295,362
Value of total assets at beginning of year	2017-12-31	$2,115,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,199
Total interest from all sources	2017-12-31	$9
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$339,333
Participant contributions at end of year	2017-12-31	$219
Participant contributions at beginning of year	2017-12-31	$210
Participant contributions at end of year	2017-12-31	$4,778
Participant contributions at beginning of year	2017-12-31	$400
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$30,639
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$2,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$4,758
Total non interest bearing cash at end of year	2017-12-31	$2,687
Total non interest bearing cash at beginning of year	2017-12-31	$756
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	$174,990
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,290,604
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,115,614
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 pooled separate accounts at end of year	2017-12-31	$2,221,311
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,063,532
Interest on participant loans	2017-12-31	$9
Net investment gain/loss from pooled separate accounts	2017-12-31	$344,336
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	$63,751
Employer contributions (assets) at end of year	2017-12-31	$66,367
Employer contributions (assets) at beginning of year	2017-12-31	$50,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$600,879
Contract administrator fees	2017-12-31	$2,199
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	KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN	2017-12-31	351307701
2016 : REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$430,313
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$117,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$116,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$298,371
Value of total assets at end of year	2016-12-31	$2,113,173
Value of total assets at beginning of year	2016-12-31	$1,800,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$609
Total interest from all sources	2016-12-31	$17
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$238,588
Participant contributions at end of year	2016-12-31	$210
Participant contributions at beginning of year	2016-12-31	$883
Participant contributions at end of year	2016-12-31	$3,405
Participant contributions at beginning of year	2016-12-31	$172
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$11,739
Other income not declared elsewhere	2016-12-31	$368
Total non interest bearing cash at end of year	2016-12-31	$756
Total non interest bearing cash at beginning of year	2016-12-31	$0
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	$313,173
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,113,173
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,800,000
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 pooled separate accounts at end of year	2016-12-31	$2,060,758
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,759,741
Interest on participant loans	2016-12-31	$17
Net investment gain/loss from pooled separate accounts	2016-12-31	$131,557
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	$48,044
Employer contributions (assets) at end of year	2016-12-31	$48,044
Employer contributions (assets) at beginning of year	2016-12-31	$39,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$116,531
Contract administrator fees	2016-12-31	$609
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	KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN	2016-12-31	351307701
2015 : REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$231,456
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$32,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$32,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$268,576
Value of total assets at end of year	2015-12-31	$1,800,000
Value of total assets at beginning of year	2015-12-31	$1,601,460
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$399
Total interest from all sources	2015-12-31	$61
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$192,023
Participant contributions at end of year	2015-12-31	$883
Participant contributions at beginning of year	2015-12-31	$2,115
Participant contributions at end of year	2015-12-31	$172
Participant contributions at beginning of year	2015-12-31	$5,844
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$37,429
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$198,540
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,800,000
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,601,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,759,741
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,569,803
Interest on participant loans	2015-12-31	$61
Net investment gain/loss from pooled separate accounts	2015-12-31	$-37,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$39,124
Employer contributions (assets) at end of year	2015-12-31	$39,204
Employer contributions (assets) at beginning of year	2015-12-31	$23,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$32,517
Contract administrator fees	2015-12-31	$399
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN	2015-12-31	351307701
2014 : REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$286,993
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$121,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$120,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$234,007
Value of total assets at end of year	2014-12-31	$1,601,460
Value of total assets at beginning of year	2014-12-31	$1,435,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$376
Total interest from all sources	2014-12-31	$139
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$156,037
Participant contributions at end of year	2014-12-31	$2,115
Participant contributions at beginning of year	2014-12-31	$5,208
Participant contributions at end of year	2014-12-31	$5,844
Participant contributions at beginning of year	2014-12-31	$4,527
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$54,272
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$20,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$165,898
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,601,460
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,435,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,569,803
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,387,984
Income. Interest from loans (other than to participants)	2014-12-31	$139
Net investment gain/loss from pooled separate accounts	2014-12-31	$52,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$23,698
Employer contributions (assets) at end of year	2014-12-31	$23,698
Employer contributions (assets) at beginning of year	2014-12-31	$17,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$120,719
Contract administrator fees	2014-12-31	$376
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN	2014-12-31	351307701

Form 5500 Responses for REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN

2023: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: REAL ESTATE MANAGEMENT CO., LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23307

Policy instance

Insurance contract or identification number	23307
Number of Individuals Covered	143
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,009
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23307

Policy instance

Insurance contract or identification number	23307
Number of Individuals Covered	141
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,228
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	7228
Additional information about fees paid to insurance broker	TPA FEES PAID
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23307

Policy instance

Insurance contract or identification number	23307
Number of Individuals Covered	124
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,087
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	5087
Additional information about fees paid to insurance broker	TPA FEES PAID
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23307

Policy instance

Insurance contract or identification number	23307
Number of Individuals Covered	126
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,493
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4493
Additional information about fees paid to insurance broker	TPA FEES PAID
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23307

Policy instance

Insurance contract or identification number	23307
Number of Individuals Covered	114
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $13,026
Total amount of fees paid to insurance company	USD $3,192
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,026
Insurance broker organization code?	3
Amount paid for insurance broker fees	2623
Additional information about fees paid to insurance broker	TPA FEES PAID

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23307

Policy instance

Insurance contract or identification number	23307
Number of Individuals Covered	111
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $11,666
Total amount of fees paid to insurance company	USD $3,652
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3652
Additional information about fees paid to insurance broker	TPA FEES PAID
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $11,666

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23307

Policy instance

Insurance contract or identification number	23307
Number of Individuals Covered	110
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $10,688
Total amount of fees paid to insurance company	USD $3,247
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,688
Insurance broker organization code?	3
Amount paid for insurance broker fees	3247
Additional information about fees paid to insurance broker	TPA FEES PAID
Insurance broker name	NILES LANKFORD GROUP, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23307

Policy instance

Insurance contract or identification number	23307
Number of Individuals Covered	72
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $8,537
Total amount of fees paid to insurance company	USD $1,234
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,537
Insurance broker organization code?	3
Amount paid for insurance broker fees	1234
Additional information about fees paid to insurance broker	TPA FEES PAID
Insurance broker name	NILES LANKFORD GROUP, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23307

Policy instance

Insurance contract or identification number	23307
Number of Individuals Covered	63
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,202
Total amount of fees paid to insurance company	USD $1,080
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,202
Insurance broker organization code?	3
Amount paid for insurance broker fees	1080
Additional information about fees paid to insurance broker	OTHER ALLOWANCES
Insurance broker name	NILES LANKFORD GROUP, INC.

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Company Name:	BRADLEY COMPANY, LLC
Employer identification number (EIN):	200017343
NAIC Classification:	531310

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	2080670