401k Plan data: DAVID BRAUNER / OREP DEFINED BENEFIT PENSION PLAN AND TRUST plan

DAVID BRAUNER / OREP DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan Name	DAVID BRAUNER / OREP DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number	001

DAVID BRAUNER / OREP DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covering Self-Employed individuals.
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.

401k Sponsoring company profile

DAVID BRAUNER / OREP has sponsored the creation of one or more 401k plans.

Company Name: DAVID BRAUNER / OREP

Employer identification number (EIN): 200468871

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID BRAUNER / OREP DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DAVID BRAUNER 2013-04-26 DAVID BRAUNER 2013-04-26
001 2011-01-01 DAVID BRAUNER 2012-06-19 DAVID BRAUNER 2012-06-19
001 2010-01-01 DAVID BRAUNER 2011-06-14 DAVID BRAUNER 2011-06-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	DAVID BRAUNER	2013-04-26	DAVID BRAUNER	2013-04-26
001	2011-01-01	DAVID BRAUNER	2012-06-19	DAVID BRAUNER	2012-06-19
001	2010-01-01	DAVID BRAUNER	2011-06-14	DAVID BRAUNER	2011-06-14

Plan Statistics for DAVID BRAUNER / OREP DEFINED BENEFIT PENSION PLAN AND TRUST

401k plan membership statisitcs for DAVID BRAUNER / OREP DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2017: DAVID BRAUNER / OREP DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 2,620,941
Acturial value of plan assets 2017-12-31 2,620,941
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 7,730
Active participant vested funding target 2017-12-31 2,554,500
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 2,596,352
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 2,604,082
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 11,903
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 11,903
Present value of excess contributions 2017-12-31 140,161
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 143,763
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 143,763
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 152,291
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 135,432
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 53,570
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 54,623
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: DAVID BRAUNER / OREP DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 2,177,301
Acturial value of plan assets 2016-12-31 2,177,301
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 7,230
Active participant vested funding target 2016-12-31 2,286,211
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 2,355,121
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 2,362,351
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 36,262
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 38,299
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 -2,037
Present value of excess contributions 2016-12-31 13,915
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 13,915
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 13,915
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 11,902
Total employer contributions 2016-12-31 450,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 443,640
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 247,648
Net shortfall amortization installment of oustanding balance 2016-12-31 197,789
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 303,480
Additional cash requirement 2016-12-31 303,480
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 443,640
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2017: DAVID BRAUNER / OREP DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	2,620,941
Acturial value of plan assets	2017-12-31	2,620,941
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	7,730
Active participant vested funding target	2017-12-31	2,554,500
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	2,596,352
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	2,604,082
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	11,903
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	11,903
Present value of excess contributions	2017-12-31	140,161
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	143,763
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	143,763
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	152,291
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	135,432
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	53,570
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	54,623
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DAVID BRAUNER / OREP DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	2,177,301
Acturial value of plan assets	2016-12-31	2,177,301
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	7,230
Active participant vested funding target	2016-12-31	2,286,211
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	2,355,121
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	2,362,351
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	36,262
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	38,299
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	-2,037
Present value of excess contributions	2016-12-31	13,915
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	13,915
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	13,915
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	11,902
Total employer contributions	2016-12-31	450,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	443,640
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	247,648
Net shortfall amortization installment of oustanding balance	2016-12-31	197,789
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	303,480
Additional cash requirement	2016-12-31	303,480
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	443,640
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	DAVID BRAUNER / OREP
Employer identification number (EIN):	200468871
NAIC Classification:	524290