401k Plan data: ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN plan

ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN
Plan identification number	001

ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT has sponsored the creation of one or more 401k plans.

Company Name: ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT

Employer identification number (EIN): 472391077

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2018-01-01
001 2018-01-01 AARON BLOOM 2021-07-28 AARON BLOOM 2021-07-28
001 2017-01-01 AARON BLOOM AARON BLOOM 2018-10-15
001 2016-01-01 ROBERT CARTER 2017-07-07
001 2015-01-01 ROBERT CARTER 2016-07-07 ROBERT CARTER 2016-07-07
001 2014-01-01 ROBERT CARTER 2015-07-29 ROBERT CARTER 2015-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2018-01-01
001	2018-01-01	AARON BLOOM	2021-07-28	AARON BLOOM	2021-07-28
001	2017-01-01	AARON BLOOM		AARON BLOOM	2018-10-15
001	2016-01-01	ROBERT CARTER	2017-07-07
001	2015-01-01	ROBERT CARTER	2016-07-07	ROBERT CARTER	2016-07-07
001	2014-01-01	ROBERT CARTER	2015-07-29	ROBERT CARTER	2015-07-29

Plan Statistics for ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN

401k plan membership statisitcs for ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN

Measure Date Value
2018: ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 600,000
Acturial value of plan assets 2018-12-31 600,000
Active participant vested funding target 2018-12-31 609,848
Number of active participants 2018-12-31 1
Total funding liabilities for active participants 2018-12-31 609,848
Total participant count 2018-12-31 1
Total funding target for all participants 2018-12-31 609,848
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 178,780
Amount remaining of prefunding balance 2018-12-31 178,780
Present value of excess contributions 2018-12-31 4,851
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 5,138
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 4,851
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 185,419
Total employer contributions 2018-12-31 250,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 106,253
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 152,463
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 152,463
Additional cash requirement 2018-12-31 152,463
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 106,253
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Total of all active and inactive participants 2018-01-01 1
Total participants 2018-01-01 1
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 466,843
Acturial value of plan assets 2017-12-31 466,843
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 318,758
Number of active participants 2017-12-31 1
Total funding liabilities for active participants 2017-12-31 318,758
Total participant count 2017-12-31 1
Total funding target for all participants 2017-12-31 318,758
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 52,648
Amount remaining of prefunding balance 2017-12-31 52,648
Present value of excess contributions 2017-12-31 126,400
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 126,400
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 126,127
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 178,780
Total employer contributions 2017-12-31 125,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 120,328
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 106,253
Net shortfall amortization installment of oustanding balance 2017-12-31 43,515
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 115,477
Additional cash requirement 2017-12-31 115,477
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 120,328
Unpaid minimum required contributions for current year 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Total of all active and inactive participants 2017-01-01 1
Total participants 2017-01-01 1
2016: ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 231,572
Acturial value of plan assets 2016-12-31 231,572
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 190,800
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 190,800
Total participant count 2016-12-31 1
Total funding target for all participants 2016-12-31 190,800
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 62,361
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 21,929
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 40,432
Present value of excess contributions 2016-12-31 11,074
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 10,801
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 10,801
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 52,648
Total employer contributions 2016-12-31 230,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 224,288
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 95,401
Net shortfall amortization installment of oustanding balance 2016-12-31 15,053
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 97,888
Additional cash requirement 2016-12-31 97,888
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 224,288
Unpaid minimum required contributions for current year 2016-12-31 0

Measure	Date	Value
2018: ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	600,000
Acturial value of plan assets	2018-12-31	600,000
Active participant vested funding target	2018-12-31	609,848
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	609,848
Total participant count	2018-12-31	1
Total funding target for all participants	2018-12-31	609,848
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	178,780
Amount remaining of prefunding balance	2018-12-31	178,780
Present value of excess contributions	2018-12-31	4,851
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	5,138
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	4,851
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	185,419
Total employer contributions	2018-12-31	250,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	106,253
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	152,463
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	152,463
Additional cash requirement	2018-12-31	152,463
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	106,253
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Total of all active and inactive participants	2018-01-01	1
Total participants	2018-01-01	1
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	466,843
Acturial value of plan assets	2017-12-31	466,843
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	318,758
Number of active participants	2017-12-31	1
Total funding liabilities for active participants	2017-12-31	318,758
Total participant count	2017-12-31	1
Total funding target for all participants	2017-12-31	318,758
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	52,648
Amount remaining of prefunding balance	2017-12-31	52,648
Present value of excess contributions	2017-12-31	126,400
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	126,400
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	126,127
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	178,780
Total employer contributions	2017-12-31	125,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	120,328
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	106,253
Net shortfall amortization installment of oustanding balance	2017-12-31	43,515
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	115,477
Additional cash requirement	2017-12-31	115,477
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	120,328
Unpaid minimum required contributions for current year	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Total of all active and inactive participants	2017-01-01	1
Total participants	2017-01-01	1
2016: ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	231,572
Acturial value of plan assets	2016-12-31	231,572
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	190,800
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	190,800
Total participant count	2016-12-31	1
Total funding target for all participants	2016-12-31	190,800
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	62,361
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	21,929
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	40,432
Present value of excess contributions	2016-12-31	11,074
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	10,801
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	10,801
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	52,648
Total employer contributions	2016-12-31	230,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	224,288
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	95,401
Net shortfall amortization installment of oustanding balance	2016-12-31	15,053
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	97,888
Additional cash requirement	2016-12-31	97,888
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	224,288
Unpaid minimum required contributions for current year	2016-12-31	0

Financial Data on ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN

Measure	Date	Value
2018 : ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$300,000
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$891,843
Total plan assets at beginning of year	2018-12-31	$591,843
Other income received	2018-12-31	$50,000
Net income (gross income less expenses)	2018-12-31	$300,000
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$891,843
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$591,843
Total contributions received or receivable from employer(s)	2018-12-31	$250,000
2017 : ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$130,321
Expenses. Total of all expenses incurred	2017-12-31	$50
Total plan assets at end of year	2017-12-31	$591,843
Total plan assets at beginning of year	2017-12-31	$461,572
Other income received	2017-12-31	$5,321
Net income (gross income less expenses)	2017-12-31	$130,271
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$591,843
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$461,572
Total contributions received or receivable from employer(s)	2017-12-31	$125,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$50

Form 5500 Responses for ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN

2018: ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
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: ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT G CARTER, MBA GRI REAL ESTATE CONSULTANT
Employer identification number (EIN):	472391077
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers