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MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 401k Plan overview

Plan NameMOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN
Plan identification number 001

MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MOUNTAIN HIGH REAL ESTATE ADVISORS has sponsored the creation of one or more 401k plans.

Company Name:MOUNTAIN HIGH REAL ESTATE ADVISORS
Employer identification number (EIN):870376385
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROB GALANIS2023-10-03 ROB GALANIS2023-10-03
0012021-08-01ROBERT GALANIS2022-09-15 ROBERT GALANIS2022-09-15
0012020-08-01ROBERT GALABIS2022-02-28 ROBERT GALABIS2022-02-28
0012019-08-01
0012019-08-01
0012018-08-01
0012017-08-01ROBERT L GALANIS ROBERT L GALANIS2018-11-15
0012017-08-01ROBERT L GALANIS ROBERT L GALANIS
0012017-08-01ROBERT L GALANIS ROBERT L GALANIS
0012016-08-01ROBERT L GALANIS ROBERT L GALANIS2018-06-29
0012015-08-01ROBERT L GALANIS ROBERT L GALANIS2017-02-03
0012014-08-01ROBERT L GALANIS ROBERT L GALANIS2015-11-11
0012011-08-01ROBERT L GALANIS ROBERT L GALANIS2014-02-20
0012009-08-01ROBERT L GALANIS ROBERT L GALANIS2011-02-23

Plan Statistics for MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN

401k plan membership statisitcs for MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN

Measure Date Value
2019: MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-014
Total number of active participants reported on line 7a of the Form 55002019-08-014
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-010
Total of all active and inactive participants2019-08-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-010
Total participants2019-08-014
Number of participants with account balances2019-08-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-08-010
2018: MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-014
Total number of active participants reported on line 7a of the Form 55002018-08-013
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-011
Total of all active and inactive participants2018-08-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-08-010
Total participants2018-08-014
Number of participants with account balances2018-08-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-08-010
2017: MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-014
Total number of active participants reported on line 7a of the Form 55002017-08-013
Number of retired or separated participants receiving benefits2017-08-011
Number of other retired or separated participants entitled to future benefits2017-08-010
Total of all active and inactive participants2017-08-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-010
Total participants2017-08-014
Number of participants with account balances2017-08-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-010
2016: MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-014
Total number of active participants reported on line 7a of the Form 55002016-08-014
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-010
Total of all active and inactive participants2016-08-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-010
Total participants2016-08-014
Number of participants with account balances2016-08-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-010
2015: MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-014
Total number of active participants reported on line 7a of the Form 55002015-08-014
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-010
Total of all active and inactive participants2015-08-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Total participants2015-08-014
Number of participants with account balances2015-08-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-010
2014: MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-013
Total number of active participants reported on line 7a of the Form 55002014-08-014
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-010
Total of all active and inactive participants2014-08-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-014
Number of participants with account balances2014-08-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-010
2011: MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-013
Total number of active participants reported on line 7a of the Form 55002011-08-013
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-010
Total of all active and inactive participants2011-08-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-010
Total participants2011-08-013
Number of participants with account balances2011-08-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-010
2009: MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-013
Total number of active participants reported on line 7a of the Form 55002009-08-013
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-010
Total of all active and inactive participants2009-08-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-010
Total participants2009-08-013
Number of participants with account balances2009-08-013

Financial Data on MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN

Measure Date Value
2020 : MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-07-31$28,215
Expenses. Total of all expenses incurred2020-07-31$2,471
Total plan assets at end of year2020-07-31$648,926
Total plan assets at beginning of year2020-07-31$623,182
Value of fidelity bond covering the plan2020-07-31$500,000
Total contributions received or receivable from participants2020-07-31$1,620
Other income received2020-07-31$9,507
Net income (gross income less expenses)2020-07-31$25,744
Net plan assets at end of year (total assets less liabilities)2020-07-31$648,926
Net plan assets at beginning of year (total assets less liabilities)2020-07-31$623,182
Total contributions received or receivable from employer(s)2020-07-31$17,088
Expenses. Administrative service providers (salaries,fees and commissions)2020-07-31$2,471
2019 : MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-07-31$56,891
Expenses. Total of all expenses incurred2019-07-31$7,031
Total plan assets at end of year2019-07-31$623,182
Total plan assets at beginning of year2019-07-31$573,322
Value of fidelity bond covering the plan2019-07-31$600,000
Total contributions received or receivable from participants2019-07-31$38,850
Contributions received from other sources (not participants or employers)2019-07-31$18,351
Other income received2019-07-31$-346
Net income (gross income less expenses)2019-07-31$49,860
Net plan assets at end of year (total assets less liabilities)2019-07-31$623,182
Net plan assets at beginning of year (total assets less liabilities)2019-07-31$573,322
Total contributions received or receivable from employer(s)2019-07-31$36
Expenses. Administrative service providers (salaries,fees and commissions)2019-07-31$7,031
2018 : MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-07-31$36,379
Expenses. Total of all expenses incurred2018-07-31$29,803
Benefits paid (including direct rollovers)2018-07-31$29,803
Total plan assets at end of year2018-07-31$573,322
Total plan assets at beginning of year2018-07-31$566,746
Value of fidelity bond covering the plan2018-07-31$50,000
Other income received2018-07-31$32,365
Net income (gross income less expenses)2018-07-31$6,576
Net plan assets at end of year (total assets less liabilities)2018-07-31$573,322
Net plan assets at beginning of year (total assets less liabilities)2018-07-31$566,746
Total contributions received or receivable from employer(s)2018-07-31$4,014
2017 : MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-07-31$72,365
Total plan assets at end of year2017-07-31$566,746
Total plan assets at beginning of year2017-07-31$494,381
Value of fidelity bond covering the plan2017-07-31$50,000
Other income received2017-07-31$32,365
Net income (gross income less expenses)2017-07-31$72,365
Net plan assets at end of year (total assets less liabilities)2017-07-31$566,746
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$494,381
Total contributions received or receivable from employer(s)2017-07-31$40,000
2016 : MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-07-31$85,464
Expenses. Total of all expenses incurred2016-07-31$1,082
Total plan assets at end of year2016-07-31$494,381
Total plan assets at beginning of year2016-07-31$409,999
Value of fidelity bond covering the plan2016-07-31$50,000
Total contributions received or receivable from participants2016-07-31$40,753
Other income received2016-07-31$4,711
Net income (gross income less expenses)2016-07-31$84,382
Net plan assets at end of year (total assets less liabilities)2016-07-31$494,381
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$409,999
Assets. Value of participant loans2016-07-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-07-31$40,753
Total contributions received or receivable from employer(s)2016-07-31$40,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-07-31$1,082
2015 : MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-07-31$36,663
Expenses. Total of all expenses incurred2015-07-31$1,044
Total plan assets at end of year2015-07-31$409,999
Total plan assets at beginning of year2015-07-31$374,380
Value of fidelity bond covering the plan2015-07-31$50,000
Other income received2015-07-31$-3,837
Net income (gross income less expenses)2015-07-31$35,619
Net plan assets at end of year (total assets less liabilities)2015-07-31$409,999
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$374,380
Assets. Value of participant loans2015-07-31$1,298
Total contributions received or receivable from employer(s)2015-07-31$40,500
Expenses. Administrative service providers (salaries,fees and commissions)2015-07-31$1,044
2012 : MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-07-31$-3,555
Expenses. Total of all expenses incurred2012-07-31$1,873
Total plan assets at end of year2012-07-31$370,507
Total plan assets at beginning of year2012-07-31$375,935
Value of fidelity bond covering the plan2012-07-31$50,000
Assets. Value of loans (other than to participants)2012-07-31$30,707
Other income received2012-07-31$-3,555
Net income (gross income less expenses)2012-07-31$-5,428
Net plan assets at end of year (total assets less liabilities)2012-07-31$370,507
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$375,935
Expenses. Administrative service providers (salaries,fees and commissions)2012-07-31$1,873
2011 : MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-07-31$50,966
Expenses. Total of all expenses incurred2011-07-31$4,193
Total plan assets at end of year2011-07-31$375,935
Total plan assets at beginning of year2011-07-31$329,162
Value of fidelity bond covering the plan2011-07-31$50,000
Assets. Value of loans (other than to participants)2011-07-31$29,245
Other income received2011-07-31$50,966
Net income (gross income less expenses)2011-07-31$46,773
Net plan assets at end of year (total assets less liabilities)2011-07-31$375,935
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$329,162
Expenses. Administrative service providers (salaries,fees and commissions)2011-07-31$4,193

Form 5500 Responses for MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN

2019: MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Submission has been amendedYes
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement - TrustYes
2018: MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement - TrustYes
2017: MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedYes
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement - TrustYes
2016: MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement - TrustYes
2015: MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement - TrustYes
2014: MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2011: MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2009: MOUNTAIN HIGH REAL ESTATE ADVISORS INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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