Logo

AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 401k Plan overview

Plan NameAMERICAN PROPERTIES TEAM, INC. 401(K) PLAN
Plan identification number 001

AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

APT MANAGEMENT GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:APT MANAGEMENT GROUP, INC.
Employer identification number (EIN):042615830
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01PATRICIA COSTIN
0012016-01-01PATRICIA COSTIN
0012015-01-01MARY MCWEENEY
0012014-01-01MARY MCWEENEY
0012013-01-01MARY MCWEENEY
0012012-01-01JEANNE BRUZZESE
0012011-01-01JEANNE BRUZZESE

Plan Statistics for AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN

401k plan membership statisitcs for AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN

Measure Date Value
2017: AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01123
Total number of active participants reported on line 7a of the Form 55002017-01-0186
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01116
Number of participants with account balances2017-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01123
Total number of active participants reported on line 7a of the Form 55002016-01-0183
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01117
Number of participants with account balances2016-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01118
Total number of active participants reported on line 7a of the Form 55002015-01-0192
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01120
Total participants2015-01-01120
Number of participants with account balances2015-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01121
Total number of active participants reported on line 7a of the Form 55002014-01-0186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01111
Number of participants with account balances2014-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01118
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01117
Number of participants with account balances2013-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01124
Total number of active participants reported on line 7a of the Form 55002012-01-0189
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01114
Number of participants with account balances2012-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01131
Total number of active participants reported on line 7a of the Form 55002011-01-0198
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01120
Number of participants with account balances2011-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014

Financial Data on AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN

Measure Date Value
2017 : AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$576,367
Total of all expenses incurred2017-12-31$91,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$83,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$210,707
Value of total assets at end of year2017-12-31$3,112,124
Value of total assets at beginning of year2017-12-31$2,626,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,495
Total interest from all sources2017-12-31$3,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$144,721
Participant contributions at end of year2017-12-31$82,636
Participant contributions at beginning of year2017-12-31$40,217
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,986
Administrative expenses (other) incurred2017-12-31$7,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$485,340
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,112,124
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,626,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$3,029,488
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,586,567
Interest on participant loans2017-12-31$3,586
Net investment gain/loss from pooled separate accounts2017-12-31$362,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$83,532
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CHOHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$309,749
Total of all expenses incurred2016-12-31$157,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$150,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$167,417
Value of total assets at end of year2016-12-31$2,626,784
Value of total assets at beginning of year2016-12-31$2,474,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,998
Total interest from all sources2016-12-31$520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$117,417
Participant contributions at end of year2016-12-31$40,217
Participant contributions at beginning of year2016-12-31$12,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$152,159
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,626,784
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,474,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,586,567
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,462,534
Interest on participant loans2016-12-31$520
Net investment gain/loss from pooled separate accounts2016-12-31$141,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$150,592
Contract administrator fees2016-12-31$6,998
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$141,986
Total of all expenses incurred2015-12-31$39,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$32,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$165,446
Value of total assets at end of year2015-12-31$2,474,625
Value of total assets at beginning of year2015-12-31$2,371,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,504
Total interest from all sources2015-12-31$982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$114,264
Participant contributions at end of year2015-12-31$12,091
Participant contributions at beginning of year2015-12-31$20,392
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$102,760
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,474,625
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,371,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,462,534
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,351,473
Interest on participant loans2015-12-31$982
Net investment gain/loss from pooled separate accounts2015-12-31$-24,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$32,722
Contract administrator fees2015-12-31$6,504
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$263,439
Total of all expenses incurred2014-12-31$67,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$61,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$112,915
Value of total assets at end of year2014-12-31$2,371,865
Value of total assets at beginning of year2014-12-31$2,175,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,113
Total interest from all sources2014-12-31$989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$750,000
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$112,915
Participant contributions at end of year2014-12-31$20,392
Participant contributions at beginning of year2014-12-31$19,001
Other income not declared elsewhere2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$196,099
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,371,865
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,175,766
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
Value of interest in pooled separate accounts at end of year2014-12-31$2,351,473
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,106,765
Interest on participant loans2014-12-31$989
Net investment gain/loss from pooled separate accounts2014-12-31$149,535
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
Employer contributions (assets) at beginning of year2014-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$61,227
Contract administrator fees2014-12-31$6,113
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
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 name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$577,598
Total of all expenses incurred2013-12-31$82,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$76,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$242,455
Value of total assets at end of year2013-12-31$2,175,766
Value of total assets at beginning of year2013-12-31$1,680,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,932
Total interest from all sources2013-12-31$830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$123,720
Participant contributions at end of year2013-12-31$19,001
Participant contributions at beginning of year2013-12-31$22,118
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$71,262
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$495,343
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,175,766
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,680,423
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
Value of interest in pooled separate accounts at end of year2013-12-31$2,106,765
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,608,305
Interest on participant loans2013-12-31$830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$334,313
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
Contributions received in cash from employer2013-12-31$47,473
Employer contributions (assets) at end of year2013-12-31$50,000
Employer contributions (assets) at beginning of year2013-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$76,323
Contract administrator fees2013-12-31$5,932
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
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 name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$346,378
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$226,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$209,385
Expenses. Certain deemed distributions of participant loans2012-12-31$12,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$174,025
Value of total assets at end of year2012-12-31$1,680,423
Value of total assets at beginning of year2012-12-31$1,560,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,188
Total interest from all sources2012-12-31$1,509
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$123,509
Participant contributions at end of year2012-12-31$22,118
Participant contributions at beginning of year2012-12-31$44,629
Participant contributions at beginning of year2012-12-31$4,664
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$119,546
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,680,423
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,560,877
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 pooled separate accounts at end of year2012-12-31$1,608,305
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,461,584
Interest on participant loans2012-12-31$1,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$170,844
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
Contributions received in cash from employer2012-12-31$50,516
Employer contributions (assets) at end of year2012-12-31$50,000
Employer contributions (assets) at beginning of year2012-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$209,385
Contract administrator fees2012-12-31$5,188
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
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 name2012-12-31ERCOLINI & COMPANY LLP
Accountancy firm EIN2012-12-31042549813
2011 : AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$166,268
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$313,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$307,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$181,176
Value of total assets at end of year2011-12-31$1,560,877
Value of total assets at beginning of year2011-12-31$1,707,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,359
Total interest from all sources2011-12-31$1,218
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$134,551
Participant contributions at end of year2011-12-31$44,629
Participant contributions at beginning of year2011-12-31$40,480
Participant contributions at end of year2011-12-31$4,664
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$591
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$9,205
Other income not declared elsewhere2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-146,857
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,560,877
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,707,734
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 pooled separate accounts at end of year2011-12-31$1,461,584
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,617,254
Interest on participant loans2011-12-31$1,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-16,126
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
Contributions received in cash from employer2011-12-31$46,034
Employer contributions (assets) at end of year2011-12-31$50,000
Employer contributions (assets) at beginning of year2011-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$298,561
Contract administrator fees2011-12-31$5,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
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 name2011-12-31ERCOLINI & COMPANY LLP
Accountancy firm EIN2011-12-31042549813
2010 : AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$361,537
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$164,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$159,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$197,762
Value of total assets at end of year2010-12-31$1,657,734
Value of total assets at beginning of year2010-12-31$1,460,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,876
Total interest from all sources2010-12-31$1,704
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$146,863
Participant contributions at end of year2010-12-31$40,480
Participant contributions at beginning of year2010-12-31$36,965
Participant contributions at beginning of year2010-12-31$4,299
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$197,376
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,657,734
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,460,358
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 pooled separate accounts at end of year2010-12-31$1,617,254
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,419,094
Interest on participant loans2010-12-31$1,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$162,071
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
Contributions received in cash from employer2010-12-31$50,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$159,285
Contract administrator fees2010-12-31$4,876
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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

Form 5500 Responses for AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN

2017: AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN PROPERTIES TEAM, INC. 401(K) PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995031
Policy instance 1
Insurance contract or identification number995031
Number of Individuals Covered81
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995031
Policy instance 1
Insurance contract or identification number995031
Number of Individuals Covered77
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995031
Policy instance 1
Insurance contract or identification number995031
Number of Individuals Covered76
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995031
Policy instance 1
Insurance contract or identification number995031
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995031
Policy instance 1
Insurance contract or identification number995031
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995031
Policy instance 1
Insurance contract or identification number995031
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1