401k Plan data: IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN plan

IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN
Plan identification number	003

IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covering Self-Employed individuals.
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

IVY K. REALTY, LLC has sponsored the creation of one or more 401k plans.

Company Name: IVY K. REALTY, LLC

Employer identification number (EIN): 200977977

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2015-01-01 IVY KUMAI
003 2014-01-01 IVY KUMAI
003 2013-01-01 IVY KUMAI
003 2012-01-01 IVY KUMAI
003 2011-01-01 MICHAEL HICKS 2012-10-15
003 2010-01-01 MICHAEL HICKS 2011-10-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2015-01-01	IVY KUMAI
003	2014-01-01	IVY KUMAI
003	2013-01-01	IVY KUMAI
003	2012-01-01	IVY KUMAI
003	2011-01-01	MICHAEL HICKS	2012-10-15
003	2010-01-01	MICHAEL HICKS	2011-10-18

Plan Statistics for IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2015: IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 7
Total participants 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
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 0
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2015: IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	7
Total participants	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
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	0
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2015 : IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$36,295
Expenses. Total of all expenses incurred	2015-12-31	$3,056,139
Benefits paid (including direct rollovers)	2015-12-31	$3,048,947
Total plan assets at end of year	2015-12-31	$895,908
Total plan assets at beginning of year	2015-12-31	$3,915,752
Value of fidelity bond covering the plan	2015-12-31	$330,000
Total contributions received or receivable from participants	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$36,295
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-3,019,844
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$895,908
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,915,752
Assets. Value of real-estate (other than employer real property)	2015-12-31	$823,082
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$7,192
2014 : IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$285,357
Expenses. Total of all expenses incurred	2014-12-31	$7,972
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$3,915,752
Total plan assets at beginning of year	2014-12-31	$3,638,367
Value of fidelity bond covering the plan	2014-12-31	$330,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$750
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$285,357
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$277,385
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,915,752
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,638,367
Assets. Value of real-estate (other than employer real property)	2014-12-31	$718,059
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$7,222
2013 : IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$438,830
Expenses. Total of all expenses incurred	2013-12-31	$233,063
Benefits paid (including direct rollovers)	2013-12-31	$224,052
Total plan assets at end of year	2013-12-31	$3,638,367
Total plan assets at beginning of year	2013-12-31	$3,432,600
Value of fidelity bond covering the plan	2013-12-31	$330,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$3,484
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$360,830
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$205,767
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,638,367
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,432,600
Assets. Value of real-estate (other than employer real property)	2013-12-31	$595,020
Total contributions received or receivable from employer(s)	2013-12-31	$78,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,527
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$391,948
Expenses. Total of all expenses incurred	2012-12-31	$9,337
Total plan assets at end of year	2012-12-31	$3,432,600
Total plan assets at beginning of year	2012-12-31	$3,049,989
Value of fidelity bond covering the plan	2012-12-31	$330,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$5,051
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$136,948
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$382,611
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,432,600
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,049,989
Assets. Value of participant loans	2012-12-31	$0
Assets. Value of real-estate (other than employer real property)	2012-12-31	$369,219
Total contributions received or receivable from employer(s)	2012-12-31	$255,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,286

Form 5500 Responses for IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN

2015: IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IVY K. REALTY, LLC DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IVY K. REALTY, LLC DEFINED BENEFIT PENSION 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IVY K. REALTY, LLC DEFINED BENEFIT PENSION 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

E1731879

Policy instance

Insurance contract or identification number	E1731879
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,191
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Commission paid to Insurance Broker	USD $1,191
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	7
Insurance broker name	MILTON K TANAKA

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

E1731879

Policy instance

Insurance contract or identification number	E1731879
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,191
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Commission paid to Insurance Broker	USD $1,191
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	7
Insurance broker name	MILTON K TANAKA

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Company Name:	IVY K. REALTY, LLC
Employer identification number (EIN):	200977977
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers