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IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 401k Plan overview

Plan NameIOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN
Plan identification number 001

IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN Benefits

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

401k Sponsoring company profile

IOWA CITY AREA ASSOC. OF REALTORS INC has sponsored the creation of one or more 401k plans.

Company Name:IOWA CITY AREA ASSOC. OF REALTORS INC
Employer identification number (EIN):420836333
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MEGAN FLEWELLYN2023-07-27 MEGAN FLEWELLYN2023-07-27
0012021-01-01MEGAN FLEWELLYN2022-08-30 MEGAN FLEWELLYN2022-08-30
0012020-01-01TYLER WARNER2021-10-14 TYLER WARNER2021-10-14
0012019-01-01TYLER WARNER2020-10-13
0012018-01-01CARLTON JACKSON2019-07-09 CARLTON JACKSON2019-07-09
0012017-01-01CARLTON JACKSON CARLTON JACKSON2018-07-18
0012016-01-01CARLTON JACKSON CARLTON JACKSON2017-10-05
0012015-01-01PAMELA JABEN PAMELA JABEN2016-06-15
0012014-01-01PAMELA JABEN PAMELA JABEN2015-07-17
0012013-01-01PAMELA JABEN PAMELA JABEN2014-07-29
0012012-01-01PAMELA JABEN PAMELA JABEN2013-08-15
0012011-01-01PAMELA JABEN
0012010-01-01PAM JABEN2011-08-12 PAM JABEN2011-08-12
0012009-01-01CHERYL CARROLL-NELSON CHERYL CARROLL-NELSON2010-07-21

Plan Statistics for IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN

401k plan membership statisitcs for IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN

Measure Date Value
2017: IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN

Measure Date Value
2017 : IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2017 401k financial data
Total income from all sources2017-12-31$7,771
Expenses. Total of all expenses incurred2017-12-31$15,699
Benefits paid (including direct rollovers)2017-12-31$15,566
Total plan assets at end of year2017-12-31$8,109
Total plan assets at beginning of year2017-12-31$16,037
Total contributions received or receivable from participants2017-12-31$5,690
Other income received2017-12-31$2,081
Net income (gross income less expenses)2017-12-31$-7,928
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,109
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$16,037
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$133
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2016 401k financial data
Total income from all sources2016-12-31$5,147
Expenses. Total of all expenses incurred2016-12-31$40,747
Benefits paid (including direct rollovers)2016-12-31$40,379
Total plan assets at end of year2016-12-31$16,037
Total plan assets at beginning of year2016-12-31$51,637
Value of fidelity bond covering the plan2016-12-31$40,000
Total contributions received or receivable from participants2016-12-31$3,650
Other income received2016-12-31$1,497
Net income (gross income less expenses)2016-12-31$-35,600
Net plan assets at end of year (total assets less liabilities)2016-12-31$16,037
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$51,637
Total contributions received or receivable from employer(s)2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$368
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2015 401k financial data
Total income from all sources2015-12-31$25,303
Expenses. Total of all expenses incurred2015-12-31$361,692
Benefits paid (including direct rollovers)2015-12-31$358,304
Total plan assets at end of year2015-12-31$51,637
Total plan assets at beginning of year2015-12-31$388,026
Value of fidelity bond covering the plan2015-12-31$40,000
Total contributions received or receivable from participants2015-12-31$23,417
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$1,886
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-336,389
Net plan assets at end of year (total assets less liabilities)2015-12-31$51,637
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$388,026
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,388
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2014 401k financial data
Total income from all sources2014-12-31$50,512
Expenses. Total of all expenses incurred2014-12-31$3,049
Total plan assets at end of year2014-12-31$388,026
Total plan assets at beginning of year2014-12-31$340,563
Value of fidelity bond covering the plan2014-12-31$25,000
Total contributions received or receivable from participants2014-12-31$28,000
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$22,512
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$47,463
Net plan assets at end of year (total assets less liabilities)2014-12-31$388,026
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$340,563
Total contributions received or receivable from employer(s)2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,049
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2013 401k financial data
Total income from all sources2013-12-31$71,949
Expenses. Total of all expenses incurred2013-12-31$2,490
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$340,563
Total plan assets at beginning of year2013-12-31$271,104
Value of fidelity bond covering the plan2013-12-31$25,000
Total contributions received or receivable from participants2013-12-31$28,000
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$43,949
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$69,459
Net plan assets at end of year (total assets less liabilities)2013-12-31$340,563
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$271,104
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$53,267
Expenses. Total of all expenses incurred2012-12-31$2,052
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$271,104
Total plan assets at beginning of year2012-12-31$219,889
Value of fidelity bond covering the plan2012-12-31$25,000
Total contributions received or receivable from participants2012-12-31$28,000
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$25,267
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$51,215
Net plan assets at end of year (total assets less liabilities)2012-12-31$271,104
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$219,889
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,052
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$29,078
Expenses. Total of all expenses incurred2011-12-31$8,937
Benefits paid (including direct rollovers)2011-12-31$8,937
Total plan assets at end of year2011-12-31$219,889
Total plan assets at beginning of year2011-12-31$199,748
Value of fidelity bond covering the plan2011-12-31$25,000
Total contributions received or receivable from participants2011-12-31$27,899
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$1,179
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$20,141
Net plan assets at end of year (total assets less liabilities)2011-12-31$219,889
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$199,748
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN

2017: IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S 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: IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S 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: IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S 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: IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S 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
2013: IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IOWA CITY AREA ASSOC OF REALTORS 401(K) P/S PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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