401k Plan data: REALM GROUP, L.P. 401(K) PLAN plan

REALM GROUP, L.P. 401(K) PLAN 401k Plan overview

Plan Name	REALM GROUP, L.P. 401(K) PLAN
Plan identification number	001

REALM GROUP, L.P. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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(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.
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

REALM GROUP, L.P. has sponsored the creation of one or more 401k plans.

Company Name: REALM GROUP, L.P.

Employer identification number (EIN): 020603399

NAIC Classification: 721110
NAIC Description: Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REALM GROUP, L.P. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 LORI FRASER LORI FRASER 2014-07-10
001 2012-01-01 LORI FRASER LORI FRASER 2013-10-14
001 2011-01-01 LORI FRASER LORI FRASER 2012-06-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	LORI FRASER	LORI FRASER	2014-07-10
001	2012-01-01	LORI FRASER	LORI FRASER	2013-10-14
001	2011-01-01	LORI FRASER	LORI FRASER	2012-06-14

Plan Statistics for REALM GROUP, L.P. 401(K) PLAN

401k plan membership statisitcs for REALM GROUP, L.P. 401(K) PLAN

Measure Date Value
2013: REALM GROUP, L.P. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 65
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 75
Number of participants with account balances 2013-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: REALM GROUP, L.P. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 77
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 86
Number of participants with account balances 2012-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: REALM GROUP, L.P. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 102
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 107
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2013: REALM GROUP, L.P. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	65
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	75
Number of participants with account balances	2013-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: REALM GROUP, L.P. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	77
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	86
Number of participants with account balances	2012-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: REALM GROUP, L.P. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	102
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	107
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on REALM GROUP, L.P. 401(K) PLAN

Measure	Date	Value
2013 : REALM GROUP, L.P. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$184,257
Expenses. Total of all expenses incurred	2013-12-31	$148,118
Benefits paid (including direct rollovers)	2013-12-31	$141,762
Total plan assets at end of year	2013-12-31	$429,724
Total plan assets at beginning of year	2013-12-31	$393,585
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$65,317
Other income received	2013-12-31	$70,617
Net income (gross income less expenses)	2013-12-31	$36,139
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$429,724
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$393,585
Assets. Value of participant loans	2013-12-31	$37,579
Total contributions received or receivable from employer(s)	2013-12-31	$48,323
Value of certain deemed distributions of participant loans	2013-12-31	$2,847
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,509
2012 : REALM GROUP, L.P. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$149,509
Expenses. Total of all expenses incurred	2012-12-31	$80,293
Benefits paid (including direct rollovers)	2012-12-31	$77,760
Total plan assets at end of year	2012-12-31	$393,585
Total plan assets at beginning of year	2012-12-31	$324,369
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$55,122
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,533
Contributions received from other sources (not participants or employers)	2012-12-31	$12,926
Other income received	2012-12-31	$39,463
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$69,216
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$393,585
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$324,369
Assets. Value of participant loans	2012-12-31	$28,874
Total contributions received or receivable from employer(s)	2012-12-31	$41,998
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : REALM GROUP, L.P. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$125,073
Expenses. Total of all expenses incurred	2011-12-31	$3,477
Benefits paid (including direct rollovers)	2011-12-31	$2,098
Total plan assets at end of year	2011-12-31	$324,369
Total plan assets at beginning of year	2011-12-31	$202,773
Total contributions received or receivable from participants	2011-12-31	$59,785
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,379
Contributions received from other sources (not participants or employers)	2011-12-31	$38,535
Other income received	2011-12-31	$-16,595
Net income (gross income less expenses)	2011-12-31	$121,596
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$324,369
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$202,773
Assets. Value of participant loans	2011-12-31	$25,251
Total contributions received or receivable from employer(s)	2011-12-31	$43,348
2010 : REALM GROUP, L.P. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$75,236
Total income from all sources	2010-12-31	$158,617
Expenses. Total of all expenses incurred	2010-12-31	$31,080
Benefits paid (including direct rollovers)	2010-12-31	$30,353
Total plan assets at end of year	2010-12-31	$202,773
Total plan assets at beginning of year	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$42,378
Expenses. Other expenses not covered elsewhere	2010-12-31	$727
Contributions received from other sources (not participants or employers)	2010-12-31	$63,457
Other income received	2010-12-31	$23,803
Net income (gross income less expenses)	2010-12-31	$127,537
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$202,773
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of participant loans	2010-12-31	$21,371
Total contributions received or receivable from employer(s)	2010-12-31	$28,979

Form 5500 Responses for REALM GROUP, L.P. 401(K) PLAN

2013: REALM GROUP, L.P. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: REALM GROUP, L.P. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: REALM GROUP, L.P. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	REALM GROUP, L.P.
Employer identification number (EIN):	020603399
NAIC Classification:	721110
NAIC Description:	Hotels (except Casino Hotels) and Motels