401k Plan data: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN plan

OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	OCCAS PROPERTIES, INC. PROFIT SHARING PLAN
Plan identification number	001

OCCAS PROPERTIES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: OCCAS PROPERTIES, INC.

Employer identification number (EIN): 271180321

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

Additional information about OCCAS PROPERTIES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2009-10-23

Company Identification Number: P09000087556

Legal Registered Office Address: 2106 MUSKOGEE TR.

NOKOMIS

34275

More information about OCCAS PROPERTIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OCCAS PROPERTIES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-10-01
001 2020-10-01
001 2019-10-01
001 2019-10-01
001 2018-10-01
001 2017-10-01 TROY M. SACCO
001 2016-10-01 TROY M. SACCO
001 2015-10-01 TROY M. SACCO
001 2014-10-01 TROY M. SACCO
001 2013-10-01 TROY M. SACCO
001 2012-10-01 TROY M. SACCO
001 2011-10-01 TROY M. SACCO
001 2010-10-01 TROY M. SACCO
001 2009-10-23 TROY SACCO

Plan Statistics for OCCAS PROPERTIES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for OCCAS PROPERTIES, INC. PROFIT SHARING PLAN

Measure Date Value
2021: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 0
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 0
Total of all active and inactive participants 2021-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 0
Number of participants with account balances 2021-10-01 0
2020: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 1
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 0
Total of all active and inactive participants 2020-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 1
Number of participants with account balances 2020-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2019: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 1
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 0
Total of all active and inactive participants 2019-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 1
Number of participants with account balances 2019-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 1
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 0
Total of all active and inactive participants 2018-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 1
Number of participants with account balances 2018-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
2017: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 1
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 0
Total of all active and inactive participants 2017-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 1
Number of participants with account balances 2017-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 1
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 0
Total of all active and inactive participants 2016-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 1
Number of participants with account balances 2016-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 1
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 0
Total of all active and inactive participants 2015-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 1
Number of participants with account balances 2015-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 1
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 0
Total of all active and inactive participants 2014-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 1
Number of participants with account balances 2014-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 1
Total of all active and inactive participants 2013-10-01 1
Total participants 2013-10-01 1
Number of participants with account balances 2013-10-01 1
2012: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 1
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 1
Number of participants with account balances 2012-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 1
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 1
Number of participants with account balances 2011-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 1
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 0
Total of all active and inactive participants 2010-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 1
Number of participants with account balances 2010-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-23 1
Total number of active participants reported on line 7a of the Form 5500 2009-10-23 1
Total of all active and inactive participants 2009-10-23 1
Total participants 2009-10-23 1
Number of participants with account balances 2009-10-23 1

Measure	Date	Value
2021: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	0
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	0
Total of all active and inactive participants	2021-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	0
Number of participants with account balances	2021-10-01	0
2020: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	1
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	0
Total of all active and inactive participants	2020-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	1
Number of participants with account balances	2020-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2019: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	1
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	0
Total of all active and inactive participants	2019-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	1
Number of participants with account balances	2019-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	1
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	0
Total of all active and inactive participants	2018-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	1
Number of participants with account balances	2018-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
2017: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	1
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	0
Total of all active and inactive participants	2017-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	1
Number of participants with account balances	2017-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	1
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	0
Total of all active and inactive participants	2016-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	1
Number of participants with account balances	2016-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	1
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	0
Total of all active and inactive participants	2015-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	1
Number of participants with account balances	2015-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	1
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	1
Number of participants with account balances	2014-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	1
Total of all active and inactive participants	2013-10-01	1
Total participants	2013-10-01	1
Number of participants with account balances	2013-10-01	1
2012: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	1
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	1
Number of participants with account balances	2012-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	1
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	1
Number of participants with account balances	2011-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	1
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	0
Total of all active and inactive participants	2010-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	1
Number of participants with account balances	2010-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-23	1
Total number of active participants reported on line 7a of the Form 5500	2009-10-23	1
Total of all active and inactive participants	2009-10-23	1
Total participants	2009-10-23	1
Number of participants with account balances	2009-10-23	1

Financial Data on OCCAS PROPERTIES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-09-30	$-200,824
Expenses. Total of all expenses incurred	2022-09-30	$414,913
Benefits paid (including direct rollovers)	2022-09-30	$414,913
Total plan assets at end of year	2022-09-30	$0
Total plan assets at beginning of year	2022-09-30	$615,737
Value of fidelity bond covering the plan	2022-09-30	$100,000
Other income received	2022-09-30	$-200,824
Net income (gross income less expenses)	2022-09-30	$-615,737
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$615,737
Assets. Value of employer securities	2022-09-30	$0
2021 : OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-09-30	$65,070
Expenses. Total of all expenses incurred	2021-09-30	$0
Total plan assets at end of year	2021-09-30	$615,737
Total plan assets at beginning of year	2021-09-30	$550,667
Value of fidelity bond covering the plan	2021-09-30	$500,000
Other income received	2021-09-30	$64,070
Net income (gross income less expenses)	2021-09-30	$65,070
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$615,737
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$550,667
Assets. Value of employer securities	2021-09-30	$597,190
Total contributions received or receivable from employer(s)	2021-09-30	$1,000
2020 : OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-09-30	$41,830
Expenses. Total of all expenses incurred	2020-09-30	$0
Total plan assets at end of year	2020-09-30	$551,292
Total plan assets at beginning of year	2020-09-30	$509,462
Value of fidelity bond covering the plan	2020-09-30	$100,000
Other income received	2020-09-30	$41,205
Net income (gross income less expenses)	2020-09-30	$41,830
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$551,292
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$509,462
Assets. Value of employer securities	2020-09-30	$536,476
Total contributions received or receivable from employer(s)	2020-09-30	$625
2019 : OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-09-30	$1,314
Expenses. Total of all expenses incurred	2019-09-30	$10
Total plan assets at end of year	2019-09-30	$509,462
Total plan assets at beginning of year	2019-09-30	$508,158
Value of fidelity bond covering the plan	2019-09-30	$100,000
Other income received	2019-09-30	$314
Net income (gross income less expenses)	2019-09-30	$1,304
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$509,462
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$508,158
Assets. Value of employer securities	2019-09-30	$497,659
Total contributions received or receivable from employer(s)	2019-09-30	$1,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$10
2018 : OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-09-30	$2,686
Expenses. Total of all expenses incurred	2018-09-30	$0
Benefits paid (including direct rollovers)	2018-09-30	$0
Total plan assets at end of year	2018-09-30	$508,158
Total plan assets at beginning of year	2018-09-30	$505,472
Value of fidelity bond covering the plan	2018-09-30	$100,000
Total contributions received or receivable from participants	2018-09-30	$0
Contributions received from other sources (not participants or employers)	2018-09-30	$0
Other income received	2018-09-30	$1,186
Net income (gross income less expenses)	2018-09-30	$2,686
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$508,158
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$505,472
Assets. Value of employer securities	2018-09-30	$497,659
Total contributions received or receivable from employer(s)	2018-09-30	$1,500
Value of certain deemed distributions of participant loans	2018-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-09-30	$0
2017 : OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$458,797
Expenses. Total of all expenses incurred	2017-09-30	$18
Benefits paid (including direct rollovers)	2017-09-30	$0
Total plan assets at end of year	2017-09-30	$505,472
Total plan assets at beginning of year	2017-09-30	$46,693
Value of fidelity bond covering the plan	2017-09-30	$100,000
Total contributions received or receivable from participants	2017-09-30	$0
Contributions received from other sources (not participants or employers)	2017-09-30	$0
Other income received	2017-09-30	$456,297
Net income (gross income less expenses)	2017-09-30	$458,779
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$505,472
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$46,693
Assets. Value of employer securities	2017-09-30	$497,659
Total contributions received or receivable from employer(s)	2017-09-30	$2,500
Value of certain deemed distributions of participant loans	2017-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$18
2016 : OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$-481,476
Expenses. Total of all expenses incurred	2016-09-30	$0
Benefits paid (including direct rollovers)	2016-09-30	$0
Total plan assets at end of year	2016-09-30	$46,693
Total plan assets at beginning of year	2016-09-30	$528,169
Value of fidelity bond covering the plan	2016-09-30	$100,000
Total contributions received or receivable from participants	2016-09-30	$0
Contributions received from other sources (not participants or employers)	2016-09-30	$0
Other income received	2016-09-30	$-482,476
Net income (gross income less expenses)	2016-09-30	$-481,476
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$46,693
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$528,169
Assets. Value of employer securities	2016-09-30	$41,689
Total contributions received or receivable from employer(s)	2016-09-30	$1,000
Value of certain deemed distributions of participant loans	2016-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$0
2015 : OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$512,534
Expenses. Total of all expenses incurred	2015-09-30	$0
Benefits paid (including direct rollovers)	2015-09-30	$0
Total plan assets at end of year	2015-09-30	$528,169
Total plan assets at beginning of year	2015-09-30	$15,635
Value of fidelity bond covering the plan	2015-09-30	$100,000
Total contributions received or receivable from participants	2015-09-30	$0
Contributions received from other sources (not participants or employers)	2015-09-30	$0
Other income received	2015-09-30	$511,534
Net income (gross income less expenses)	2015-09-30	$512,534
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$528,169
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$15,635
Assets. Value of employer securities	2015-09-30	$524,168
Total contributions received or receivable from employer(s)	2015-09-30	$1,000
Value of certain deemed distributions of participant loans	2015-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$0
2014 : OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$6,776
Total plan assets at end of year	2014-09-30	$15,635
Total plan assets at beginning of year	2014-09-30	$8,859
Value of fidelity bond covering the plan	2014-09-30	$100,000
Other income received	2014-09-30	$5,776
Net income (gross income less expenses)	2014-09-30	$6,776
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$15,635
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$8,859
Assets. Value of employer securities	2014-09-30	$12,635
Total contributions received or receivable from employer(s)	2014-09-30	$1,000
2013 : OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$-1,675
Expenses. Total of all expenses incurred	2013-09-30	$0
Benefits paid (including direct rollovers)	2013-09-30	$0
Total plan assets at end of year	2013-09-30	$8,859
Total plan assets at beginning of year	2013-09-30	$10,534
Value of fidelity bond covering the plan	2013-09-30	$20,000
Total contributions received or receivable from participants	2013-09-30	$0
Contributions received from other sources (not participants or employers)	2013-09-30	$0
Other income received	2013-09-30	$-2,675
Net income (gross income less expenses)	2013-09-30	$-1,675
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$8,859
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$10,534
Assets. Value of employer securities	2013-09-30	$6,859
Total contributions received or receivable from employer(s)	2013-09-30	$1,000
Value of certain deemed distributions of participant loans	2013-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$0
2012 : OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$-344,611
Expenses. Total of all expenses incurred	2012-09-30	$0
Benefits paid (including direct rollovers)	2012-09-30	$0
Total plan assets at end of year	2012-09-30	$10,534
Total plan assets at beginning of year	2012-09-30	$355,145
Value of fidelity bond covering the plan	2012-09-30	$20,000
Total contributions received or receivable from participants	2012-09-30	$0
Contributions received from other sources (not participants or employers)	2012-09-30	$0
Other income received	2012-09-30	$-345,611
Net income (gross income less expenses)	2012-09-30	$-344,611
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$10,534
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$355,145
Assets. Value of employer securities	2012-09-30	$9,534
Total contributions received or receivable from employer(s)	2012-09-30	$1,000
Value of certain deemed distributions of participant loans	2012-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$0
2011 : OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$255,165
Expenses. Total of all expenses incurred	2011-09-30	$13
Benefits paid (including direct rollovers)	2011-09-30	$0
Total plan assets at end of year	2011-09-30	$355,145
Total plan assets at beginning of year	2011-09-30	$99,993
Total contributions received or receivable from participants	2011-09-30	$0
Contributions received from other sources (not participants or employers)	2011-09-30	$254,622
Other income received	2011-09-30	$543
Net income (gross income less expenses)	2011-09-30	$255,152
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$355,145
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$99,993
Assets. Value of employer securities	2011-09-30	$355,145
Total contributions received or receivable from employer(s)	2011-09-30	$0
Value of certain deemed distributions of participant loans	2011-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$13

Form 5500 Responses for OCCAS PROPERTIES, INC. PROFIT SHARING PLAN

2021: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	Yes
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: OCCAS PROPERTIES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-23	Type of plan entity	Single employer plan
2009-10-23	First time form 5500 has been submitted	Yes
2009-10-23	Submission has been amended	No
2009-10-23	This submission is the final filing	No
2009-10-23	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-10-23	Plan is a collectively bargained plan	No
2009-10-23	Plan funding arrangement – Trust	Yes
2009-10-23	Plan benefit arrangement - Trust	Yes

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Company Name:	OCCAS PROPERTIES, INC.
Employer identification number (EIN):	271180321
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2009-10-23
Company Identification Number:	P09000087556
Legal Registered Office Address:	2106 MUSKOGEE TR. NOKOMIS 34275