401k Plan data: S & H REALTY MANAGEMENT, LLP 401(K) PLAN plan

S & H REALTY MANAGEMENT, LLP 401(K) PLAN 401k Plan overview

Plan Name	S & H REALTY MANAGEMENT, LLP 401(K) PLAN
Plan identification number	001

S & H REALTY MANAGEMENT, LLP 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.
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

S & H REALTY MANAGEMENT, LLP has sponsored the creation of one or more 401k plans.

Company Name: S & H REALTY MANAGEMENT, LLP

Employer identification number (EIN): 411797774

NAIC Classification: 531110
NAIC Description: Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & H REALTY MANAGEMENT, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 STEVE HEIM 2023-09-29
001 2021-01-01 STEVE HEIM 2022-10-14
001 2020-01-01 STEVE HEIM 2021-10-04
001 2019-01-01 STEVE HEIM 2020-10-13
001 2019-01-01 STEVE HEIM 2020-10-27
001 2018-01-01 STEVE HEIM 2019-09-23
001 2017-01-01
001 2016-01-01
001 2015-01-01 STEVE HEIM
001 2014-01-01 MIKE LUGER
001 2014-01-01 MIKE LUGER
001 2013-01-01 SCOTT ELFSTROM 2014-05-21 SCOTT ELFSTROM 2014-05-21
001 2012-01-01 SCOTT ELFSTROM 2013-01-31 SCOTT ELFSTROM 2013-01-31
001 2011-01-01 SCOTT ELFSTROM 2012-01-24 SCOTT ELFSTROM 2012-01-24
001 2010-01-01 SCOTT ELFSTROM 2011-09-08 SCOTT ELFSTROM 2011-09-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	STEVE HEIM	2023-09-29
001	2021-01-01	STEVE HEIM	2022-10-14
001	2020-01-01	STEVE HEIM	2021-10-04
001	2019-01-01	STEVE HEIM	2020-10-13
001	2019-01-01	STEVE HEIM	2020-10-27
001	2018-01-01	STEVE HEIM	2019-09-23
001	2017-01-01
001	2016-01-01
001	2015-01-01	STEVE HEIM
001	2014-01-01	MIKE LUGER
001	2014-01-01	MIKE LUGER
001	2013-01-01	SCOTT ELFSTROM	2014-05-21	SCOTT ELFSTROM	2014-05-21
001	2012-01-01	SCOTT ELFSTROM	2013-01-31	SCOTT ELFSTROM	2013-01-31
001	2011-01-01	SCOTT ELFSTROM	2012-01-24	SCOTT ELFSTROM	2012-01-24
001	2010-01-01	SCOTT ELFSTROM	2011-09-08	SCOTT ELFSTROM	2011-09-08

Plan Statistics for S & H REALTY MANAGEMENT, LLP 401(K) PLAN

401k plan membership statisitcs for S & H REALTY MANAGEMENT, LLP 401(K) PLAN

Measure Date Value
2022: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 90
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 35
Total of all active and inactive participants 2022-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 125
Number of participants with account balances 2022-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 91
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 37
Total of all active and inactive participants 2021-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 128
Number of participants with account balances 2021-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 91
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 2020-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 125
Number of participants with account balances 2020-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 95
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 29
Total of all active and inactive participants 2019-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 125
Number of participants with account balances 2019-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 96
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 29
Total of all active and inactive participants 2018-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 125
Number of participants with account balances 2018-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 93
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 18
Total of all active and inactive participants 2017-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 111
Number of participants with account balances 2017-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 97
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 16
Total of all active and inactive participants 2016-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 113
Number of participants with account balances 2016-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 106
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 12
Total of all active and inactive participants 2015-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 118
Number of participants with account balances 2015-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 12
2014: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 107
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 13
Total of all active and inactive participants 2014-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 120
Number of participants with account balances 2014-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5

Measure	Date	Value
2022: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	90
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	35
Total of all active and inactive participants	2022-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	125
Number of participants with account balances	2022-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	91
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	37
Total of all active and inactive participants	2021-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	128
Number of participants with account balances	2021-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	91
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	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	125
Number of participants with account balances	2020-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	95
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	29
Total of all active and inactive participants	2019-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	125
Number of participants with account balances	2019-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	96
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	29
Total of all active and inactive participants	2018-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	125
Number of participants with account balances	2018-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	93
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	18
Total of all active and inactive participants	2017-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	111
Number of participants with account balances	2017-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	97
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	16
Total of all active and inactive participants	2016-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	113
Number of participants with account balances	2016-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	106
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	12
Total of all active and inactive participants	2015-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	118
Number of participants with account balances	2015-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	12
2014: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	107
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	13
Total of all active and inactive participants	2014-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	120
Number of participants with account balances	2014-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5

Financial Data on S & H REALTY MANAGEMENT, LLP 401(K) PLAN

Measure	Date	Value
2022 : S & H REALTY MANAGEMENT, LLP 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	$5,264
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$3,676
Total income from all sources (including contributions)	2022-12-31	$-314,849
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$677,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$613,447
Value of total corrective distributions	2022-12-31	$479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$410,843
Value of total assets at end of year	2022-12-31	$3,657,621
Value of total assets at beginning of year	2022-12-31	$4,647,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$63,091
Total interest from all sources	2022-12-31	$5,894
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	$500,000
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	$305,541
Participant contributions at end of year	2022-12-31	$130,472
Participant contributions at beginning of year	2022-12-31	$100,999
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$16,440
Administrative expenses (other) incurred	2022-12-31	$7,848
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	$-991,866
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,652,357
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,644,223
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
Investment advisory and management fees	2022-12-31	$16,440
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,341,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,299,665
Interest on participant loans	2022-12-31	$5,894
Value of interest in common/collective trusts at end of year	2022-12-31	$96,866
Value of interest in common/collective trusts at beginning of year	2022-12-31	$166,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-718,924
Net investment gain or loss from common/collective trusts	2022-12-31	$-12,662
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	Yes
Contributions received in cash from employer	2022-12-31	$88,862
Employer contributions (assets) at end of year	2022-12-31	$88,862
Employer contributions (assets) at beginning of year	2022-12-31	$80,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$613,447
Contract administrator fees	2022-12-31	$38,803
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$5,264
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$3,676
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	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : S & H REALTY MANAGEMENT, LLP 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	$3,676
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$7,988
Total income from all sources (including contributions)	2021-12-31	$981,560
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$144,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$86,772
Value of total corrective distributions	2021-12-31	$3,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$388,170
Value of total assets at end of year	2021-12-31	$4,647,899
Value of total assets at beginning of year	2021-12-31	$3,815,621
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$54,522
Total interest from all sources	2021-12-31	$5,675
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	$500,000
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	$290,846
Participant contributions at end of year	2021-12-31	$100,999
Participant contributions at beginning of year	2021-12-31	$92,115
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$16,958
Administrative expenses (other) incurred	2021-12-31	$1,284
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	$836,590
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,644,223
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,807,633
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
Investment advisory and management fees	2021-12-31	$16,958
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,299,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,514,472
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$5,675
Value of interest in common/collective trusts at end of year	2021-12-31	$166,869
Value of interest in common/collective trusts at beginning of year	2021-12-31	$135,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$578,290
Net investment gain or loss from common/collective trusts	2021-12-31	$9,425
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	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	Yes
Contributions received in cash from employer	2021-12-31	$80,366
Employer contributions (assets) at end of year	2021-12-31	$80,366
Employer contributions (assets) at beginning of year	2021-12-31	$73,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$86,772
Contract administrator fees	2021-12-31	$36,280
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$3,676
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$7,988
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	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : S & H REALTY MANAGEMENT, LLP 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	$7,988
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	$815,454
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$883,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$838,720
Expenses. Certain deemed distributions of participant loans	2020-12-31	$30
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$328,585
Value of total assets at end of year	2020-12-31	$3,815,621
Value of total assets at beginning of year	2020-12-31	$3,876,104
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$45,175
Total interest from all sources	2020-12-31	$5,234
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$73,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$73,440
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$256,093
Participant contributions at end of year	2020-12-31	$92,115
Participant contributions at beginning of year	2020-12-31	$76,815
Other income not declared elsewhere	2020-12-31	$13,325
Administrative expenses (other) incurred	2020-12-31	$1,325
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	$-68,471
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,807,633
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,876,104
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
Investment advisory and management fees	2020-12-31	$14,541
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,514,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,542,504
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$5,234
Value of interest in common/collective trusts at end of year	2020-12-31	$135,443
Value of interest in common/collective trusts at beginning of year	2020-12-31	$189,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$11,789
Net gain/loss from 103.12 investment entities	2020-12-31	$383,081
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	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	Yes
Contributions received in cash from employer	2020-12-31	$72,492
Employer contributions (assets) at end of year	2020-12-31	$73,591
Employer contributions (assets) at beginning of year	2020-12-31	$66,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$838,720
Contract administrator fees	2020-12-31	$29,309
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$7,988
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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	Unqualified
Accountancy firm name	2020-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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 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 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	$1,112,807
Total income from all sources (including contributions)	2019-12-31	$1,112,807
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$778,005
Total of all expenses incurred	2019-12-31	$778,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$714,317
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,500
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$323,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$323,858
Value of total assets at end of year	2019-12-31	$3,876,104
Value of total assets at beginning of year	2019-12-31	$3,541,302
Value of total assets at beginning of year	2019-12-31	$3,541,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$62,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$62,188
Total interest from all sources	2019-12-31	$5,175
Total interest from all sources	2019-12-31	$5,175
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$125,087
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$125,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$125,087
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$125,087
Administrative expenses professional fees incurred	2019-12-31	$9,069
Administrative expenses professional fees incurred	2019-12-31	$9,069
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	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	$246,852
Contributions received from participants	2019-12-31	$246,852
Participant contributions at end of year	2019-12-31	$76,815
Participant contributions at end of year	2019-12-31	$76,815
Participant contributions at beginning of year	2019-12-31	$81,899
Participant contributions at beginning of year	2019-12-31	$81,899
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$10,179
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$10,179
Other income not declared elsewhere	2019-12-31	$16,084
Other income not declared elsewhere	2019-12-31	$16,084
Administrative expenses (other) incurred	2019-12-31	$1,050
Administrative expenses (other) incurred	2019-12-31	$1,050
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
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	$334,802
Value of net income/loss	2019-12-31	$334,802
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,876,104
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,541,302
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,541,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$16,084
Investment advisory and management fees	2019-12-31	$16,084
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,542,504
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,542,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,122,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,122,802
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$5,175
Interest on participant loans	2019-12-31	$5,175
Value of interest in common/collective trusts at end of year	2019-12-31	$189,958
Value of interest in common/collective trusts at end of year	2019-12-31	$189,958
Value of interest in common/collective trusts at beginning of year	2019-12-31	$265,787
Value of interest in common/collective trusts at beginning of year	2019-12-31	$265,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$636,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$636,912
Net investment gain or loss from common/collective trusts	2019-12-31	$5,691
Net investment gain or loss from common/collective trusts	2019-12-31	$5,691
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	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
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	$66,827
Contributions received in cash from employer	2019-12-31	$66,827
Employer contributions (assets) at end of year	2019-12-31	$66,827
Employer contributions (assets) at end of year	2019-12-31	$66,827
Employer contributions (assets) at beginning of year	2019-12-31	$70,814
Employer contributions (assets) at beginning of year	2019-12-31	$70,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$714,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$714,317
Contract administrator fees	2019-12-31	$35,985
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAKER TILLY US, LLP
Accountancy firm name	2019-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2019-12-31	390859910
Accountancy firm EIN	2019-12-31	390859910
2018 : S & H REALTY MANAGEMENT, LLP 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	$168,244
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$207,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$157,560
Value of total corrective distributions	2018-12-31	$1,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$354,382
Value of total assets at end of year	2018-12-31	$3,541,302
Value of total assets at beginning of year	2018-12-31	$3,580,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$48,526
Total interest from all sources	2018-12-31	$5,619
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$144,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$144,611
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$255,688
Participant contributions at end of year	2018-12-31	$81,899
Participant contributions at beginning of year	2018-12-31	$97,686
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$19,925
Other income not declared elsewhere	2018-12-31	$14,803
Administrative expenses (other) incurred	2018-12-31	$450
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	$-39,625
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,541,302
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,580,927
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
Investment advisory and management fees	2018-12-31	$14,803
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,122,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,191,224
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$5,619
Value of interest in common/collective trusts at end of year	2018-12-31	$265,787
Value of interest in common/collective trusts at beginning of year	2018-12-31	$260,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-355,955
Net investment gain or loss from common/collective trusts	2018-12-31	$4,784
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	No
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	$78,769
Employer contributions (assets) at end of year	2018-12-31	$70,814
Employer contributions (assets) at beginning of year	2018-12-31	$31,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$157,560
Contract administrator fees	2018-12-31	$33,273
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-12-31	390859910
2017 : S & H REALTY MANAGEMENT, LLP 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	$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	$727,884
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$517,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$489,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$257,676
Value of total assets at end of year	2017-12-31	$3,580,927
Value of total assets at beginning of year	2017-12-31	$3,370,464
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$27,786
Total interest from all sources	2017-12-31	$6,377
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$115,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$115,817
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$338,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$188,213
Participant contributions at end of year	2017-12-31	$97,686
Participant contributions at beginning of year	2017-12-31	$86,385
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$8,212
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	$210,463
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,580,927
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,370,464
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 registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,191,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,017,165
Interest on participant loans	2017-12-31	$6,377
Value of interest in common/collective trusts at end of year	2017-12-31	$260,697
Value of interest in common/collective trusts at beginning of year	2017-12-31	$211,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$55,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$299,500
Net investment gain/loss from pooled separate accounts	2017-12-31	$44,465
Net investment gain or loss from common/collective trusts	2017-12-31	$4,049
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	Yes
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	$61,251
Employer contributions (assets) at end of year	2017-12-31	$31,320
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$489,635
Contract administrator fees	2017-12-31	$27,786
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2017-12-31	390859910
2016 : S & H REALTY MANAGEMENT, LLP 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	$550,966
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$317,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$294,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$313,875
Value of total assets at end of year	2016-12-31	$3,370,464
Value of total assets at beginning of year	2016-12-31	$3,136,766
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$22,327
Total interest from all sources	2016-12-31	$7,830
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	$314,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$176,397
Participant contributions at end of year	2016-12-31	$86,385
Participant contributions at beginning of year	2016-12-31	$106,514
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) 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
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$233,698
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,370,464
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,136,766
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	$3,017,165
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,973,667
Interest on participant loans	2016-12-31	$7,488
Interest earned on other investments	2016-12-31	$342
Value of interest in common/collective trusts at end of year	2016-12-31	$211,525
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$55,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$56,585
Net investment gain/loss from pooled separate accounts	2016-12-31	$228,457
Net investment gain or loss from common/collective trusts	2016-12-31	$804
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	Yes
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	$137,478
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$294,941
Contract administrator fees	2016-12-31	$22,327
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2016-12-31	390859910
2015 : S & H REALTY MANAGEMENT, LLP 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	$188,141
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$601,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$581,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$162,693
Value of total assets at end of year	2015-12-31	$3,136,766
Value of total assets at beginning of year	2015-12-31	$3,549,814
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$19,911
Total interest from all sources	2015-12-31	$9,721
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	$355,000
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	$162,693
Participant contributions at end of year	2015-12-31	$106,514
Participant contributions at beginning of year	2015-12-31	$90,923
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$54
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) 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	$-413,048
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,136,766
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,549,814
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	$2,973,667
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,404,605
Interest on participant loans	2015-12-31	$8,975
Interest earned on other investments	2015-12-31	$746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$56,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$54,232
Net investment gain/loss from pooled separate accounts	2015-12-31	$15,727
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	Yes
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	$0
Employer contributions (assets) at end of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$581,278
Contract administrator fees	2015-12-31	$19,911
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2015-12-31	390859910
2014 : S & H REALTY MANAGEMENT, LLP 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	$450,513
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$415,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$393,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$209,238
Value of total assets at end of year	2014-12-31	$3,549,814
Value of total assets at beginning of year	2014-12-31	$3,514,956
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$22,147
Total interest from all sources	2014-12-31	$11,332
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	Yes
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	$179,191
Participant contributions at end of year	2014-12-31	$90,923
Participant contributions at beginning of year	2014-12-31	$128,868
Participant contributions at end of year	2014-12-31	$54
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$716
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	$34,858
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,549,814
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,514,956
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
Investment advisory and management fees	2014-12-31	$991
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,404,605
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,282,565
Interest on participant loans	2014-12-31	$10,971
Interest earned on other investments	2014-12-31	$361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$54,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$103,523
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$229,227
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	Yes
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	$30,047
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$393,508
Contract administrator fees	2014-12-31	$21,156
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2014-12-31	390859910

Form 5500 Responses for S & H REALTY MANAGEMENT, LLP 401(K) PLAN

2022: S & H REALTY MANAGEMENT, LLP 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: S & H REALTY MANAGEMENT, LLP 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: S & H REALTY MANAGEMENT, LLP 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: S & H REALTY MANAGEMENT, LLP 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: S & H REALTY MANAGEMENT, LLP 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: S & H REALTY MANAGEMENT, LLP 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 - Trust	Yes
2016: S & H REALTY MANAGEMENT, LLP 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: S & H REALTY MANAGEMENT, LLP 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: S & H REALTY MANAGEMENT, LLP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

436290

Policy instance

Insurance contract or identification number	436290
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-10-23
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?	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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

436290

Policy instance

Insurance contract or identification number	436290
Number of Individuals Covered	118
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

436290

Policy instance

Insurance contract or identification number	436290
Number of Individuals Covered	120
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $278
Total amount of fees paid to insurance company	USD $0
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 $278
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	SEXTON & HEIM AGENCY INC

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Company Name:	S & H REALTY MANAGEMENT, LLP
Employer identification number (EIN):	411797774
NAIC Classification:	531110
NAIC Description:	Lessors of Residential Buildings and Dwellings