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REALTY INCOME RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameREALTY INCOME RETIREMENT SAVINGS PLAN
Plan identification number 002

REALTY INCOME RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

REALTY INCOME CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:REALTY INCOME CORPORATION
Employer identification number (EIN):330580106
NAIC Classification:531120
NAIC Description:Lessors of Nonresidential Buildings (except Miniwarehouses)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REALTY INCOME RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TERESA GLENN
0022016-01-01TERESA GLENN
0022015-01-01TERESA GLENN
0022014-01-01TERESA GLENN
0022013-01-01GREG FAHEY2014-06-02
0022012-01-01GREG FAHEY2013-07-17
0022011-01-01GREG FAHEY2012-06-21
0022010-01-01GREG FAHEY2011-07-22

Plan Statistics for REALTY INCOME RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for REALTY INCOME RETIREMENT SAVINGS PLAN

Measure Date Value
2023: REALTY INCOME RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01434
Total number of active participants reported on line 7a of the Form 55002023-01-01361
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0182
Total of all active and inactive participants2023-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01443
Number of participants with account balances2023-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0126
2022: REALTY INCOME RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01409
Total number of active participants reported on line 7a of the Form 55002022-01-01357
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0161
Total of all active and inactive participants2022-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01418
Number of participants with account balances2022-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0142
2021: REALTY INCOME RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01329
Total number of active participants reported on line 7a of the Form 55002021-01-01345
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01386
Number of participants with account balances2021-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: REALTY INCOME RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01219
Total number of active participants reported on line 7a of the Form 55002020-01-01205
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01240
Number of participants with account balances2020-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: REALTY INCOME RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01202
Total number of active participants reported on line 7a of the Form 55002019-01-01187
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01219
Number of participants with account balances2019-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: REALTY INCOME RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01182
Total number of active participants reported on line 7a of the Form 55002018-01-01161
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01200
Number of participants with account balances2018-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: REALTY INCOME RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01166
Total number of active participants reported on line 7a of the Form 55002017-01-01149
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01177
Number of participants with account balances2017-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: REALTY INCOME RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01144
Total number of active participants reported on line 7a of the Form 55002016-01-01133
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01159
Number of participants with account balances2016-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: REALTY INCOME RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01144
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01151
Number of participants with account balances2015-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: REALTY INCOME RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01129
Total number of active participants reported on line 7a of the Form 55002014-01-01117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01141
Number of participants with account balances2014-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016

Financial Data on REALTY INCOME RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : REALTY INCOME RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$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$0
Total income from all sources (including contributions)2023-12-31$13,808,113
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$4,060,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,923,308
Value of total corrective distributions2023-12-31$26,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,072,400
Value of total assets at end of year2023-12-31$44,214,959
Value of total assets at beginning of year2023-12-31$34,467,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$110,916
Total interest from all sources2023-12-31$8,773
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,196,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,196,714
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,169,846
Participant contributions at end of year2023-12-31$171,975
Participant contributions at beginning of year2023-12-31$182,605
Participant contributions at end of year2023-12-31$95,924
Participant contributions at beginning of year2023-12-31$77,698
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,571,730
Other income not declared elsewhere2023-12-31$12,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$9,747,549
Value of net assets at end of year (total assets less liabilities)2023-12-31$44,214,959
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$34,467,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$54,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$43,866,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$34,125,650
Interest on participant loans2023-12-31$8,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,518,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,330,824
Employer contributions (assets) at end of year2023-12-31$80,860
Employer contributions (assets) at beginning of year2023-12-31$81,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,923,308
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2023-12-31953132551
2022 : REALTY INCOME RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
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$4,724,940
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,438,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,312,545
Value of total corrective distributions2022-12-31$4,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,400,118
Value of total assets at end of year2022-12-31$34,467,410
Value of total assets at beginning of year2022-12-31$31,180,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$120,962
Total interest from all sources2022-12-31$4,649
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,106,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,106,716
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,833,036
Participant contributions at end of year2022-12-31$182,605
Participant contributions at beginning of year2022-12-31$79,119
Participant contributions at end of year2022-12-31$77,698
Participant contributions at beginning of year2022-12-31$65,555
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,248,690
Other income not declared elsewhere2022-12-31$7,063
Administrative expenses (other) incurred2022-12-31$120,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$3,286,900
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,467,410
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,180,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,125,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,957,650
Interest on participant loans2022-12-31$4,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,793,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,318,392
Employer contributions (assets) at end of year2022-12-31$81,457
Employer contributions (assets) at beginning of year2022-12-31$78,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,312,545
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2022-12-31953132551
2021 : REALTY INCOME RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$7,657,318
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,844,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,747,706
Value of total corrective distributions2021-12-31$293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,332,564
Value of total assets at end of year2021-12-31$31,180,510
Value of total assets at beginning of year2021-12-31$25,367,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$96,025
Total interest from all sources2021-12-31$5,167
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,268,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,268,062
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,345,110
Participant contributions at end of year2021-12-31$79,119
Participant contributions at beginning of year2021-12-31$118,726
Participant contributions at end of year2021-12-31$65,555
Participant contributions at beginning of year2021-12-31$36,733
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$181,981
Other income not declared elsewhere2021-12-31$6,988
Administrative expenses (other) incurred2021-12-31$96,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,813,294
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,180,510
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,367,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,957,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,171,586
Interest on participant loans2021-12-31$5,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,044,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$805,473
Employer contributions (assets) at end of year2021-12-31$78,186
Employer contributions (assets) at beginning of year2021-12-31$40,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,747,706
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2021-12-31953132551
2020 : REALTY INCOME RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$5,892,079
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,362,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,284,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,562,731
Value of total assets at end of year2020-12-31$25,367,216
Value of total assets at beginning of year2020-12-31$20,837,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$78,579
Total interest from all sources2020-12-31$3,839
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$832,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$832,746
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,767,687
Participant contributions at end of year2020-12-31$118,726
Participant contributions at beginning of year2020-12-31$90,312
Participant contributions at end of year2020-12-31$36,733
Participant contributions at beginning of year2020-12-31$34,267
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$193,001
Other income not declared elsewhere2020-12-31$7,349
Administrative expenses (other) incurred2020-12-31$78,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,529,404
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,367,216
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,837,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,171,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,679,888
Interest on participant loans2020-12-31$3,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,485,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$602,043
Employer contributions (assets) at end of year2020-12-31$40,171
Employer contributions (assets) at beginning of year2020-12-31$33,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,284,096
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2020-12-31953132551
2019 : REALTY INCOME RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$6,148,856
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,991,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,918,572
Expenses. Certain deemed distributions of participant loans2019-12-31$326
Value of total corrective distributions2019-12-31$2,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,251,573
Value of total assets at end of year2019-12-31$20,837,812
Value of total assets at beginning of year2019-12-31$16,680,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$70,147
Total interest from all sources2019-12-31$4,834
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$648,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$648,090
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,546,715
Participant contributions at end of year2019-12-31$90,312
Participant contributions at beginning of year2019-12-31$86,460
Participant contributions at end of year2019-12-31$34,267
Participant contributions at beginning of year2019-12-31$27,145
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$195,647
Other income not declared elsewhere2019-12-31$6,860
Administrative expenses (other) incurred2019-12-31$70,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,157,581
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,837,812
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,680,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,679,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,536,409
Interest on participant loans2019-12-31$4,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,237,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$509,211
Employer contributions (assets) at end of year2019-12-31$33,345
Employer contributions (assets) at beginning of year2019-12-31$30,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,918,572
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2019-12-31953132551
2018 : REALTY INCOME RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$1,172,236
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,830,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,744,163
Expenses. Certain deemed distributions of participant loans2018-12-31$26,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,981,156
Value of total assets at end of year2018-12-31$16,680,231
Value of total assets at beginning of year2018-12-31$18,338,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,360
Total interest from all sources2018-12-31$5,729
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$672,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$672,282
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,447,287
Participant contributions at end of year2018-12-31$86,460
Participant contributions at beginning of year2018-12-31$142,788
Participant contributions at end of year2018-12-31$27,145
Participant contributions at beginning of year2018-12-31$27,460
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$35,882
Other income not declared elsewhere2018-12-31$8,988
Administrative expenses (other) incurred2018-12-31$59,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,658,155
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,680,231
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,338,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,536,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,128,849
Interest on participant loans2018-12-31$5,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,495,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$497,987
Employer contributions (assets) at end of year2018-12-31$30,217
Employer contributions (assets) at beginning of year2018-12-31$39,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,744,163
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2018-12-31953132551
2017 : REALTY INCOME RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
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$4,690,634
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,566,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,510,675
Value of total corrective distributions2017-12-31$3,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,114,889
Value of total assets at end of year2017-12-31$18,338,386
Value of total assets at beginning of year2017-12-31$15,214,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,820
Total interest from all sources2017-12-31$4,088
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$536,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$536,360
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,273,042
Participant contributions at end of year2017-12-31$142,788
Participant contributions at beginning of year2017-12-31$110,101
Participant contributions at end of year2017-12-31$27,460
Participant contributions at beginning of year2017-12-31$22,929
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$437,459
Other income not declared elsewhere2017-12-31$8,571
Administrative expenses (other) incurred2017-12-31$51,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,124,163
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,338,386
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,214,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,128,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,015,089
Interest on participant loans2017-12-31$4,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,026,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$404,388
Employer contributions (assets) at end of year2017-12-31$39,289
Employer contributions (assets) at beginning of year2017-12-31$66,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,510,675
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2017-12-31953132551
2016 : REALTY INCOME RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$2,613,830
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$91,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$57,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,663,234
Value of total assets at end of year2016-12-31$15,214,223
Value of total assets at beginning of year2016-12-31$12,692,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,217
Total interest from all sources2016-12-31$4,868
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$352,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$352,182
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,097,753
Participant contributions at end of year2016-12-31$110,101
Participant contributions at beginning of year2016-12-31$132,689
Participant contributions at end of year2016-12-31$22,929
Participant contributions at beginning of year2016-12-31$29,939
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$329,928
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$175,154
Other income not declared elsewhere2016-12-31$8,041
Administrative expenses (other) incurred2016-12-31$34,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,522,043
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,214,223
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,692,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,015,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,149,823
Interest on participant loans2016-12-31$4,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$585,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$390,327
Employer contributions (assets) at end of year2016-12-31$66,104
Employer contributions (assets) at beginning of year2016-12-31$49,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$57,570
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2016-12-31953132551
2015 : REALTY INCOME RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$1,424,994
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,980,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,951,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,443,167
Value of total assets at end of year2015-12-31$12,692,180
Value of total assets at beginning of year2015-12-31$14,247,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,206
Total interest from all sources2015-12-31$6,128
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$405,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$405,236
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,033,228
Participant contributions at end of year2015-12-31$132,689
Participant contributions at beginning of year2015-12-31$167,538
Participant contributions at end of year2015-12-31$29,939
Assets. Other investments not covered elsewhere at end of year2015-12-31$329,928
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,364,760
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$60,870
Other income not declared elsewhere2015-12-31$-72,280
Administrative expenses (other) incurred2015-12-31$29,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,555,264
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,692,180
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,247,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,149,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,262,263
Interest on participant loans2015-12-31$6,128
Value of interest in common/collective trusts at beginning of year2015-12-31$1,452,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-318,946
Net investment gain or loss from common/collective trusts2015-12-31$-38,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$349,069
Employer contributions (assets) at end of year2015-12-31$49,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,951,052
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2015-12-31953132551
2014 : REALTY INCOME RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$2,290,482
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,215,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,214,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,389,316
Value of total assets at end of year2014-12-31$14,247,444
Value of total assets at beginning of year2014-12-31$13,172,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,082
Total interest from all sources2014-12-31$5,610
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$601,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$601,754
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$967,405
Participant contributions at end of year2014-12-31$167,538
Participant contributions at beginning of year2014-12-31$108,340
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,364,760
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,374,691
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$82,352
Other income not declared elsewhere2014-12-31$144,069
Administrative expenses (other) incurred2014-12-31$1,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,074,684
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,247,444
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,172,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,262,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,565,711
Interest on participant loans2014-12-31$5,610
Value of interest in common/collective trusts at end of year2014-12-31$1,452,883
Value of interest in common/collective trusts at beginning of year2014-12-31$1,124,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$45,570
Net investment gain or loss from common/collective trusts2014-12-31$104,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$339,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,214,716
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2014-12-31953132551

Form 5500 Responses for REALTY INCOME RETIREMENT SAVINGS PLAN

2023: REALTY INCOME RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: REALTY INCOME RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: REALTY INCOME RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: REALTY INCOME RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: REALTY INCOME RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: REALTY INCOME RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: REALTY INCOME RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: REALTY INCOME RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: REALTY INCOME RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: REALTY INCOME RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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