401k Plan data: ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN plan

ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN
Plan identification number	002

ROBERT JONES REALTY, INC. PROFIT SHARING 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ROBERT JONES REALTY, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT JONES REALTY, INC.

Employer identification number (EIN): 820368460

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 JONES REALTY, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-11-01 ARLENE JONES
002 2014-11-01 ARLENE JONES
002 2013-11-01 ARLENE JONES
002 2012-11-01 ARLENE JONES

Plan id#	Filing Submission Date	Name of Administrator
002	2015-11-01	ARLENE JONES
002	2014-11-01	ARLENE JONES
002	2013-11-01	ARLENE JONES
002	2012-11-01	ARLENE JONES

Plan Statistics for ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2015: ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-11-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 0
Number of retired or separated participants receiving benefits 2015-11-01 0
Number of other retired or separated participants entitled to future benefits 2015-11-01 0
Total of all active and inactive participants 2015-11-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-11-01 0
Total participants 2015-11-01 0
Number of participants with account balances 2015-11-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-11-01 0
2014: ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 3
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 1
Total of all active and inactive participants 2014-11-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 4
Number of participants with account balances 2014-11-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 4
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 0
Total of all active and inactive participants 2013-11-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 4
Number of participants with account balances 2013-11-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 4
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 0
Total of all active and inactive participants 2012-11-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0

Measure	Date	Value
2015: ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-11-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	0
Number of retired or separated participants receiving benefits	2015-11-01	0
Number of other retired or separated participants entitled to future benefits	2015-11-01	0
Total of all active and inactive participants	2015-11-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-11-01	0
Total participants	2015-11-01	0
Number of participants with account balances	2015-11-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-11-01	0
2014: ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	3
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	1
Total of all active and inactive participants	2014-11-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	4
Number of participants with account balances	2014-11-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	4
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	0
Total of all active and inactive participants	2013-11-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	4
Number of participants with account balances	2013-11-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	4
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	0
Total of all active and inactive participants	2012-11-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0

Financial Data on ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2016 : ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-10-31	$0
Total plan liabilities at beginning of year	2016-10-31	$0
Total income from all sources	2016-10-31	$-919
Expenses. Total of all expenses incurred	2016-10-31	$127,514
Benefits paid (including direct rollovers)	2016-10-31	$127,514
Total plan assets at end of year	2016-10-31	$0
Total plan assets at beginning of year	2016-10-31	$128,433
Value of fidelity bond covering the plan	2016-10-31	$45,000
Other income received	2016-10-31	$-3,744
Net income (gross income less expenses)	2016-10-31	$-128,433
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$128,433
Total contributions received or receivable from employer(s)	2016-10-31	$2,825
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-10-31	$0
2015 : ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-10-31	$0
Total plan liabilities at end of year	2015-10-31	$0
Total plan liabilities at beginning of year	2015-10-31	$0
Total income from all sources	2015-10-31	$34,498
Expenses. Total of all expenses incurred	2015-10-31	$0
Benefits paid (including direct rollovers)	2015-10-31	$0
Total plan assets at end of year	2015-10-31	$128,433
Total plan assets at beginning of year	2015-10-31	$93,935
Value of fidelity bond covering the plan	2015-10-31	$45,000
Total contributions received or receivable from participants	2015-10-31	$0
Expenses. Other expenses not covered elsewhere	2015-10-31	$0
Contributions received from other sources (not participants or employers)	2015-10-31	$0
Other income received	2015-10-31	$-3,489
Noncash contributions received	2015-10-31	$0
Net income (gross income less expenses)	2015-10-31	$34,498
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$128,433
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$93,935
Total contributions received or receivable from employer(s)	2015-10-31	$37,987
Value of certain deemed distributions of participant loans	2015-10-31	$0
Value of corrective distributions	2015-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-31	$0
2014 : ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-10-31	$0
Total plan liabilities at beginning of year	2014-10-31	$0
Total income from all sources	2014-10-31	$43,883
Expenses. Total of all expenses incurred	2014-10-31	$10,242
Benefits paid (including direct rollovers)	2014-10-31	$10,242
Total plan assets at end of year	2014-10-31	$93,935
Total plan assets at beginning of year	2014-10-31	$60,294
Value of fidelity bond covering the plan	2014-10-31	$45,000
Other income received	2014-10-31	$2,820
Net income (gross income less expenses)	2014-10-31	$33,641
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$93,935
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$60,294
Total contributions received or receivable from employer(s)	2014-10-31	$41,063
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-10-31	$0
2013 : ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-10-31	$0
Total plan liabilities at end of year	2013-10-31	$0
Total plan liabilities at beginning of year	2013-10-31	$0
Total income from all sources	2013-10-31	$60,294
Expenses. Total of all expenses incurred	2013-10-31	$0
Benefits paid (including direct rollovers)	2013-10-31	$0
Total plan assets at end of year	2013-10-31	$60,294
Total plan assets at beginning of year	2013-10-31	$0
Value of fidelity bond covering the plan	2013-10-31	$45,000
Total contributions received or receivable from participants	2013-10-31	$0
Expenses. Other expenses not covered elsewhere	2013-10-31	$0
Contributions received from other sources (not participants or employers)	2013-10-31	$0
Other income received	2013-10-31	$0
Noncash contributions received	2013-10-31	$0
Net income (gross income less expenses)	2013-10-31	$60,294
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$60,294
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$0
Total contributions received or receivable from employer(s)	2013-10-31	$60,294
Value of certain deemed distributions of participant loans	2013-10-31	$0
Value of corrective distributions	2013-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$0

Form 5500 Responses for ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN

2015: ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Submission has been amended	No
2015-11-01	This submission is the final filing	Yes
2015-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-11-01	Plan is a collectively bargained plan	No
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT JONES REALTY, INC. PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	First time form 5500 has been submitted	Yes
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT JONES REALTY, INC.
Employer identification number (EIN):	820368460
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers