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RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC.
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

BRE PROPERTIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRE PROPERTIES, INC.
Employer identification number (EIN):941722214
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Additional information about BRE PROPERTIES, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2102446

More information about BRE PROPERTIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01KRISTEN KURLAND
0012013-01-01DEE DEE MARTHENS
0012012-01-01DEE DEE MARTHENS DEE DEE MARTHENS2013-09-27
0012011-01-01DEE DEE MARTHENS
0012009-01-01DEE DEE MARTHENS

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC.

Measure Date Value
2014: RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01984
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0183
2013: RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-011,288
Total number of active participants reported on line 7a of the Form 55002013-01-01604
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01379
Total of all active and inactive participants2013-01-01983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01984
Number of participants with account balances2013-01-01921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0158
2012: RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01905
Total number of active participants reported on line 7a of the Form 55002012-01-01959
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01328
Total of all active and inactive participants2012-01-011,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,288
Number of participants with account balances2012-01-01751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0135
2011: RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-011,003
Total number of active participants reported on line 7a of the Form 55002011-01-01583
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01297
Total of all active and inactive participants2011-01-01880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01881
Number of participants with account balances2011-01-01696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2009: RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01980
Total number of active participants reported on line 7a of the Form 55002009-01-01723
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01278
Total of all active and inactive participants2009-01-011,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,001
Number of participants with account balances2009-01-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0155

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC.

Measure Date Value
2014 : RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$183,389
Total unrealized appreciation/depreciation of assets2014-12-31$183,389
Total transfer of assets from this plan2014-12-31$20,670,258
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$4,067,947
Total loss/gain on sale of assets2014-12-31$384,107
Total of all expenses incurred2014-12-31$7,680,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,517,517
Value of total corrective distributions2014-12-31$100,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,231,915
Value of total assets at end of year2014-12-31$0
Value of total assets at beginning of year2014-12-31$24,282,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$62,410
Total interest from all sources2014-12-31$10,302
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,347,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,347,058
Administrative expenses professional fees incurred2014-12-31$3,499
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,645,680
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$419,221
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$15,294
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other income not declared elsewhere2014-12-31$3,127
Administrative expenses (other) incurred2014-12-31$563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,612,491
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,282,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$58,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,510,101
Interest on participant loans2014-12-31$10,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-91,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$1,247,224
Contributions received in cash from employer2014-12-31$568,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,517,517
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$90,627
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31Yes
Aggregate proceeds on sale of assets2014-12-31$11,382,033
Aggregate carrying amount (costs) on sale of assets2014-12-31$10,997,926
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SHEA, LABAGH, DOBBERSTEIN CPA
Accountancy firm EIN2014-12-31942290202
2013 : RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$76,717
Total unrealized appreciation/depreciation of assets2013-12-31$76,717
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,011,675
Total loss/gain on sale of assets2013-12-31$448,374
Total of all expenses incurred2013-12-31$3,288,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,126,266
Value of total corrective distributions2013-12-31$101,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,962,307
Value of total assets at end of year2013-12-31$24,282,749
Value of total assets at beginning of year2013-12-31$20,559,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$61,032
Total interest from all sources2013-12-31$19,991
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,191,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,191,952
Administrative expenses professional fees incurred2013-12-31$7,077
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,933,831
Participant contributions at end of year2013-12-31$419,221
Participant contributions at beginning of year2013-12-31$527,703
Assets. Other investments not covered elsewhere at end of year2013-12-31$15,294
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$309,560
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$287
Other income not declared elsewhere2013-12-31$10,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,723,099
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,282,749
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,559,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$53,955
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,510,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,686,559
Interest on participant loans2013-12-31$19,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,019,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,019,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,301,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$1,247,224
Assets. Invements in employer securities at beginning of year2013-12-31$1,217,074
Contributions received in cash from employer2013-12-31$718,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,125,979
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$90,627
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$109,222
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$8,886,554
Aggregate carrying amount (costs) on sale of assets2013-12-31$8,438,180
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SHEA, LABAGH, DOBBERSTEIN CPA
Accountancy firm EIN2013-12-31942290202
2012 : RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-24,943
Total unrealized appreciation/depreciation of assets2012-12-31$-24,943
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,372,028
Total loss/gain on sale of assets2012-12-31$140,659
Total of all expenses incurred2012-12-31$1,317,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,210,758
Value of total corrective distributions2012-12-31$56,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,452,103
Value of total assets at end of year2012-12-31$20,559,650
Value of total assets at beginning of year2012-12-31$17,505,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$49,962
Total interest from all sources2012-12-31$21,234
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$602,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$602,150
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,734,552
Participant contributions at end of year2012-12-31$527,703
Participant contributions at beginning of year2012-12-31$499,710
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$58,940
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$37,377
Other income not declared elsewhere2012-12-31$-18,210
Administrative expenses (other) incurred2012-12-31$49,343
Total non interest bearing cash at beginning of year2012-12-31$840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,054,569
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,559,650
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,505,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,686,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,230,046
Interest on participant loans2012-12-31$21,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,019,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,433,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,433,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,199,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$1,217,074
Assets. Invements in employer securities at beginning of year2012-12-31$1,185,534
Contributions received in cash from employer2012-12-31$658,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,173,381
Contract administrator fees2012-12-31$619
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$109,222
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$155,101
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$5,168,883
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,028,224
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SHEA, LABAGH, DOBBERSTEIN CPA
Accountancy firm EIN2012-12-31942290202
2011 : RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$197,232
Total unrealized appreciation/depreciation of assets2011-12-31$197,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,065,744
Total loss/gain on sale of assets2011-12-31$2,850
Total of all expenses incurred2011-12-31$1,646,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,471,812
Value of total corrective distributions2011-12-31$128,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,185,217
Value of total assets at end of year2011-12-31$17,505,081
Value of total assets at beginning of year2011-12-31$17,085,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$46,391
Total interest from all sources2011-12-31$15,329
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$387,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$387,237
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,447,540
Participant contributions at end of year2011-12-31$499,710
Participant contributions at beginning of year2011-12-31$280,932
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$190,272
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$13,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$46,391
Total non interest bearing cash at end of year2011-12-31$840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$419,091
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,505,081
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,085,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,230,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,150,464
Interest on participant loans2011-12-31$15,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,433,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,302,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,302,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-722,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$1,185,534
Assets. Invements in employer securities at beginning of year2011-12-31$1,260,978
Contributions received in cash from employer2011-12-31$547,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,458,071
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$155,101
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$91,352
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$5,033,623
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,030,773
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SHEA, LABAGH, DOBBERSTEIN CPA
Accountancy firm EIN2011-12-31942290202
2010 : RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$280,585
Total unrealized appreciation/depreciation of assets2010-12-31$280,585
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,280,319
Total loss/gain on sale of assets2010-12-31$132,528
Total of all expenses incurred2010-12-31$2,166,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,008,388
Value of total corrective distributions2010-12-31$116,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,150,944
Value of total assets at end of year2010-12-31$17,085,990
Value of total assets at beginning of year2010-12-31$14,972,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$41,037
Total interest from all sources2010-12-31$14,968
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$258,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$258,062
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,578,995
Participant contributions at end of year2010-12-31$280,932
Participant contributions at beginning of year2010-12-31$274,560
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$35,033
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$48,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$41,037
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,113,970
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,085,990
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,972,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,150,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,923,157
Interest on participant loans2010-12-31$14,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,302,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,516,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,516,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,443,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$1,260,978
Assets. Invements in employer securities at beginning of year2010-12-31$1,216,947
Contributions received in cash from employer2010-12-31$536,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,960,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$91,352
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$40,585
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$4,178,610
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,046,082
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SHEA, LABAGH, DOBBERSTEIN CPA
Accountancy firm EIN2010-12-31942290202
2009 : RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC.

2014: RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 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 filingYes
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: RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 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: RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 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: RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 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: RETIREMENT PLAN FOR EMPLOYEES OF BRE PROPERTIES, INC. 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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