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AVATAR PROPERTIES 401(K) PLAN 401k Plan overview

Plan NameAVATAR PROPERTIES 401(K) PLAN
Plan identification number 003

AVATAR PROPERTIES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

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

Company Name:AVATAR PROPERTIES INC.
Employer identification number (EIN):231693997
NAIC Classification:236110

Additional information about AVATAR PROPERTIES INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1967-04-11
Company Identification Number: 315627
Legal Registered Office Address: 1200 South Pine Island Road

Plantation

33324

More information about AVATAR PROPERTIES INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVATAR PROPERTIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01
0032018-01-01SONIMAR ROSA2019-10-09
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01TINA JOHNSTON

Plan Statistics for AVATAR PROPERTIES 401(K) PLAN

401k plan membership statisitcs for AVATAR PROPERTIES 401(K) PLAN

Measure Date Value
2019: AVATAR PROPERTIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01344
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AVATAR PROPERTIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01510
Total number of active participants reported on line 7a of the Form 55002018-01-01344
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01225
Total of all active and inactive participants2018-01-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01573
Number of participants with account balances2018-01-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AVATAR PROPERTIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01560
Total number of active participants reported on line 7a of the Form 55002017-01-01365
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01131
Total of all active and inactive participants2017-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01508
Number of participants with account balances2017-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AVATAR PROPERTIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01532
Total number of active participants reported on line 7a of the Form 55002016-01-01332
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01225
Total of all active and inactive participants2016-01-01560
Total participants2016-01-01560
Number of participants with account balances2016-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: AVATAR PROPERTIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01402
Total number of active participants reported on line 7a of the Form 55002015-01-01310
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-01212
Total of all active and inactive participants2015-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01527
Number of participants with account balances2015-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AVATAR PROPERTIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01313
Total number of active participants reported on line 7a of the Form 55002014-01-01218
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-01176
Total of all active and inactive participants2014-01-01402
Total participants2014-01-01402
Number of participants with account balances2014-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: AVATAR PROPERTIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01295
Total number of active participants reported on line 7a of the Form 55002013-01-01131
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-01174
Total of all active and inactive participants2013-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01313
Number of participants with account balances2013-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: AVATAR PROPERTIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01351
Total number of active participants reported on line 7a of the Form 55002012-01-01107
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01180
Total of all active and inactive participants2012-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01295
Number of participants with account balances2012-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012

Financial Data on AVATAR PROPERTIES 401(K) PLAN

Measure Date Value
2019 : AVATAR PROPERTIES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-01-31$0
Total unrealized appreciation/depreciation of assets2019-01-31$0
Total transfer of assets from this plan2019-01-31$10,333,564
Total transfer of assets from this plan2019-01-31$10,333,564
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$0
Total income from all sources (including contributions)2019-01-31$648,898
Total income from all sources (including contributions)2019-01-31$648,898
Total loss/gain on sale of assets2019-01-31$0
Total loss/gain on sale of assets2019-01-31$0
Total of all expenses incurred2019-01-31$1,763,085
Total of all expenses incurred2019-01-31$1,763,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-31$1,761,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-31$1,761,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-31$0
Value of total assets at end of year2019-01-31$0
Value of total assets at end of year2019-01-31$0
Value of total assets at beginning of year2019-01-31$11,447,751
Value of total assets at beginning of year2019-01-31$11,447,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-01-31$1,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-01-31$1,518
Total interest from all sources2019-01-31$2,328
Total interest from all sources2019-01-31$2,328
Total dividends received (eg from common stock, registered investment company shares)2019-01-31$5,863
Total dividends received (eg from common stock, registered investment company shares)2019-01-31$5,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-01-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-01-31$0
Administrative expenses professional fees incurred2019-01-31$1,518
Administrative expenses professional fees incurred2019-01-31$1,518
Was this plan covered by a fidelity bond2019-01-31Yes
Was this plan covered by a fidelity bond2019-01-31Yes
Value of fidelity bond cover2019-01-31$500,000
Value of fidelity bond cover2019-01-31$500,000
If this is an individual account plan, was there a blackout period2019-01-31No
If this is an individual account plan, was there a blackout period2019-01-31No
Were there any nonexempt tranactions with any party-in-interest2019-01-31No
Were there any nonexempt tranactions with any party-in-interest2019-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Value of net income/loss2019-01-31$-1,114,187
Value of net income/loss2019-01-31$-1,114,187
Value of net assets at end of year (total assets less liabilities)2019-01-31$0
Value of net assets at end of year (total assets less liabilities)2019-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-01-31$11,447,751
Value of net assets at beginning of year (total assets less liabilities)2019-01-31$11,447,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-01-31No
Were any leases to which the plan was party in default or uncollectible2019-01-31No
Were any leases to which the plan was party in default or uncollectible2019-01-31No
Interest on participant loans2019-01-31$414
Interest on participant loans2019-01-31$414
Interest earned on other investments2019-01-31$1,914
Interest earned on other investments2019-01-31$1,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-01-31$11,447,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-01-31$11,447,751
Net investment gain/loss from pooled separate accounts2019-01-31$640,707
Net investment gain/loss from pooled separate accounts2019-01-31$640,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-01-31No
Was there a failure to transmit to the plan any participant contributions2019-01-31No
Was there a failure to transmit to the plan any participant contributions2019-01-31No
Has the plan failed to provide any benefit when due under the plan2019-01-31No
Has the plan failed to provide any benefit when due under the plan2019-01-31No
Income. Dividends from common stock2019-01-31$5,863
Income. Dividends from common stock2019-01-31$5,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-31$1,761,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-31$1,761,567
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-01-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-01-31No
Did the plan have assets held for investment2019-01-31No
Did the plan have assets held for investment2019-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-01-31Yes
Opinion of an independent qualified public accountant for this plan2019-01-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-01-31Disclaimer
Accountancy firm name2019-01-31BEACH FLEISCHMAN PC
Accountancy firm name2019-01-31BEACH FLEISCHMAN PC
Accountancy firm EIN2019-01-31860683059
Accountancy firm EIN2019-01-31860683059
2018 : AVATAR PROPERTIES 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,981,219
Total of all expenses incurred2018-12-31$1,143,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,131,664
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,716,135
Value of total assets at end of year2018-12-31$11,447,751
Value of total assets at beginning of year2018-12-31$10,610,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,174
Total interest from all sources2018-12-31$22,720
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$12,174
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,576,884
Participant contributions at end of year2018-12-31$134,643
Participant contributions at beginning of year2018-12-31$169,477
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$328,854
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$345,884
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$770,003
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-26,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$837,381
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,447,751
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,610,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$9,514,238
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,249,610
Interest on participant loans2018-12-31$7,972
Interest earned on other investments2018-12-31$14,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,394,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$761,769
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-740,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$369,248
Employer contributions (assets) at end of year2018-12-31$75,995
Employer contributions (assets) at beginning of year2018-12-31$83,630
Income. Dividends from common stock2018-12-31$9,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,131,664
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BEACH FLEISCHMAN PC
Accountancy firm EIN2018-12-31860683059
2017 : AVATAR PROPERTIES 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,431,135
Total of all expenses incurred2017-12-31$985,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$949,869
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,098,779
Value of total assets at end of year2017-12-31$10,610,370
Value of total assets at beginning of year2017-12-31$8,164,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$35,776
Total interest from all sources2017-12-31$18,750
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$9,338
Administrative expenses professional fees incurred2017-12-31$35,776
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,361,907
Participant contributions at end of year2017-12-31$169,477
Participant contributions at beginning of year2017-12-31$88,473
Participant contributions at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$345,884
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$313,499
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$399,921
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,445,490
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,610,370
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,164,880
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$9,249,610
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,698,598
Interest on participant loans2017-12-31$5,248
Interest earned on other investments2017-12-31$13,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$14,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$14,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$761,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$967,516
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,304,268
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$336,951
Employer contributions (assets) at end of year2017-12-31$83,630
Employer contributions (assets) at beginning of year2017-12-31$82,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$949,869
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 name2017-12-31BEACH FLEISCHMAN PC
Accountancy firm EIN2017-12-31860683059
2016 : AVATAR PROPERTIES 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,212,082
Total of all expenses incurred2016-12-31$632,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$601,235
Expenses. Certain deemed distributions of participant loans2016-12-31$11,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,771,362
Value of total assets at end of year2016-12-31$8,164,880
Value of total assets at beginning of year2016-12-31$6,584,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,833
Total interest from all sources2016-12-31$29,735
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,251
Administrative expenses professional fees incurred2016-12-31$12,168
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,132,520
Participant contributions at end of year2016-12-31$88,473
Participant contributions at beginning of year2016-12-31$101,125
Assets. Other investments not covered elsewhere at end of year2016-12-31$313,499
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$289,484
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$334,931
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$341
Administrative expenses (other) incurred2016-12-31$6,665
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$1,580,045
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,164,880
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,584,835
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$6,698,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,378,487
Interest on participant loans2016-12-31$3,997
Interest earned on other investments2016-12-31$25,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$14,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$26,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$26,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$967,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$770,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$402,734
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$303,911
Employer contributions (assets) at end of year2016-12-31$82,764
Employer contributions (assets) at beginning of year2016-12-31$19,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$600,894
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 name2016-12-31BEACH FLEISCHMAN PC
Accountancy firm EIN2016-12-31860683059
2015 : AVATAR PROPERTIES 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$5,751
Total income from all sources (including contributions)2015-12-31$1,094,991
Total of all expenses incurred2015-12-31$746,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$716,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,122,897
Value of total assets at end of year2015-12-31$6,584,835
Value of total assets at beginning of year2015-12-31$6,230,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,099
Total interest from all sources2015-12-31$4,064
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$16,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$16,171
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$838,208
Participant contributions at end of year2015-12-31$101,125
Participant contributions at beginning of year2015-12-31$92,122
Assets. Other investments not covered elsewhere at end of year2015-12-31$289,484
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$249,779
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$265,025
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$348,741
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,584,835
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,230,343
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
Investment advisory and management fees2015-12-31$30,099
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,378,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,262,724
Interest on participant loans2015-12-31$4,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$26,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$50,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$50,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$770,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$575,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-48,141
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$19,664
Employer contributions (assets) at end of year2015-12-31$19,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$716,151
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 name2015-12-31EISNERAMPER LLP
Accountancy firm EIN2015-12-31131639826
2014 : AVATAR PROPERTIES 401(K) PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$212
Total income from all sources (including contributions)2014-12-31$916,614
Total of all expenses incurred2014-12-31$1,329,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,324,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$612,465
Value of total assets at end of year2014-12-31$6,230,343
Value of total assets at beginning of year2014-12-31$6,643,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,125
Total interest from all sources2014-12-31$3,868
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$18,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$18,212
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$554,247
Participant contributions at end of year2014-12-31$92,122
Participant contributions at beginning of year2014-12-31$81,016
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$249,779
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$240,088
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$58,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-413,167
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,230,343
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,643,510
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$5,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,262,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,765,394
Interest on participant loans2014-12-31$3,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$50,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$49,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$49,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$575,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$507,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$282,069
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,324,656
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 name2014-12-31MALLAH FURMAN
Accountancy firm EIN2014-12-31591765543
2013 : AVATAR PROPERTIES 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$258
Total income from all sources (including contributions)2013-12-31$1,377,574
Total of all expenses incurred2013-12-31$1,139,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,135,640
Value of total corrective distributions2013-12-31$212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$417,450
Value of total assets at end of year2013-12-31$6,643,722
Value of total assets at beginning of year2013-12-31$6,405,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,553
Total interest from all sources2013-12-31$17,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,150
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$417,450
Participant contributions at end of year2013-12-31$81,016
Participant contributions at beginning of year2013-12-31$156,745
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$570
Assets. Other investments not covered elsewhere at end of year2013-12-31$240,088
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$201,921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$258
Other income not declared elsewhere2013-12-31$38,245
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$238,169
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,643,510
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,405,341
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$5,765,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,504,598
Interest on participant loans2013-12-31$4,618
Interest earned on other investments2013-12-31$12,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$49,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$48,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$48,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$507,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$492,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$904,282
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,135,640
Contract administrator fees2013-12-31$1,403
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 name2013-12-31MALLAH FURMAN
Accountancy firm EIN2013-12-31591765543
2012 : AVATAR PROPERTIES 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$258
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,914
Total income from all sources (including contributions)2012-12-31$1,171,606
Total of all expenses incurred2012-12-31$3,365,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,338,370
Expenses. Certain deemed distributions of participant loans2012-12-31$23,951
Value of total corrective distributions2012-12-31$199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$434,508
Value of total assets at end of year2012-12-31$6,405,599
Value of total assets at beginning of year2012-12-31$8,606,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,728
Total interest from all sources2012-12-31$55,318
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$41,946
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$41,946
Administrative expenses professional fees incurred2012-12-31$625
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 period2012-12-31Yes
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$434,508
Participant contributions at end of year2012-12-31$156,745
Participant contributions at beginning of year2012-12-31$180,472
Participant contributions at end of year2012-12-31$570
Participant contributions at beginning of year2012-12-31$15,346
Assets. Other investments not covered elsewhere at end of year2012-12-31$201,921
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$176,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$7,914
Other income not declared elsewhere2012-12-31$25,396
Administrative expenses (other) incurred2012-12-31$1,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,193,642
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,405,341
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,598,983
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$5,504,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,339,387
Interest on participant loans2012-12-31$7,834
Interest earned on other investments2012-12-31$47,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$48,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$505,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$505,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$492,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,389,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$614,438
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,338,370
Contract administrator fees2012-12-31$350
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
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 name2012-12-31MALLAH FURMAN
Accountancy firm EIN2012-12-31591765543

Form 5500 Responses for AVATAR PROPERTIES 401(K) PLAN

2019: AVATAR PROPERTIES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AVATAR PROPERTIES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AVATAR PROPERTIES 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: AVATAR PROPERTIES 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: AVATAR PROPERTIES 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: AVATAR PROPERTIES 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: AVATAR PROPERTIES 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: AVATAR PROPERTIES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873242
Policy instance 1
Insurance contract or identification number873242
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $2,273
Total amount of fees paid to insurance companyUSD $1,593
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees1593
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $2,273
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873234
Policy instance 1
Insurance contract or identification number873234
Number of Individuals Covered548
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $27,666
Total amount of fees paid to insurance companyUSD $5,400
Commission paid to Insurance BrokerUSD $27,666
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees5400
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873234
Policy instance 1
Insurance contract or identification number873234
Number of Individuals Covered486
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $21,798
Total amount of fees paid to insurance companyUSD $4,772
Commission paid to Insurance BrokerUSD $21,798
Amount paid for insurance broker fees614
Additional information about fees paid to insurance brokerBROKER COMMISSION & SUPPLEMENTAL CASH PAID
Insurance broker organization code?3
Insurance broker nameTHE PENSION STUDIO LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873234
Policy instance 1
Insurance contract or identification number873234
Number of Individuals Covered477
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,784
Total amount of fees paid to insurance companyUSD $3,047
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $15,784
Additional information about fees paid to insurance brokerCASH COMMISSIONS/SUPPLEMENTAL CASH PAID
Insurance broker organization code?3
Amount paid for insurance broker fees3047
Insurance broker nameTHE PENSION STUDIO
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873234
Policy instance 1
Insurance contract or identification number873234
Number of Individuals Covered351
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,453
Total amount of fees paid to insurance companyUSD $3,693
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $15,453
Amount paid for insurance broker fees588
Additional information about fees paid to insurance brokerCASH COMMISSIONS/SUPPLEMENTAL CASH PAID
Insurance broker organization code?3
Insurance broker nameTHE PENSION STUDIO
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873234
Policy instance 1
Insurance contract or identification number873234
Number of Individuals Covered275
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,694
Total amount of fees paid to insurance companyUSD $9,844
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $15,694
Amount paid for insurance broker fees855
Additional information about fees paid to insurance brokerCASH COMMISSIONS/SUPPLEMENTAL CASH PAID
Insurance broker organization code?3
Insurance broker nameTHE PENSION STUDIO
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number300060
Policy instance 1
Insurance contract or identification number300060
Insurance policy start date2012-01-01
Insurance policy end date2012-07-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873234
Policy instance 2
Insurance contract or identification number873234
Number of Individuals Covered257
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $24,656
Total amount of fees paid to insurance companyUSD $1,649
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
Commission paid to Insurance BrokerUSD $24,656
Amount paid for insurance broker fees1649
Additional information about fees paid to insurance brokerCASH COMMISSIONS, SUPPLEMENTAL CASH PAID
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES INC

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