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ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 401k Plan overview

Plan NameACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN
Plan identification number 001

ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ACTION PROPERTY MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:ACTION PROPERTY MANAGEMENT, INC.
Employer identification number (EIN):330053937
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about ACTION PROPERTY MANAGEMENT, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1984-06-28
Company Identification Number: C1311660
Legal Registered Office Address: 2603 Main Street, Suite #500

Irvine
United States of America (USA)
92614

More information about ACTION PROPERTY MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-02-01MATTHEW HOLBROOK2023-08-30
0012021-02-01MATTHEW HOLBROOK2022-08-31
0012020-02-01MATTHEW HOLBROOK2021-09-08
0012019-02-01MATTHEW HOLBROOK2020-10-25
0012018-02-01MATTHEW HOLBROOK2019-11-03
0012017-02-01
0012016-02-01MATTHEW HOLBROOK
0012015-02-01MATTHEW HOLBROOK
0012014-02-01MATTHEW HOLBROOK
0012013-02-01
0012012-02-01JANIS C. LOHTKA JANIS C. LOHTKA2013-11-12
0012011-02-01JANIS C. LOHTKA JANIS C. LOHTKA2012-11-02
0012010-02-01JANIS C. LOHTKA JANIS C. LOHTKA2011-09-14
0012009-02-01JANIS C. LOHTKA JANIS C. LOHTKA2010-08-31

Plan Statistics for ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN

401k plan membership statisitcs for ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN

Measure Date Value
2022: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-01926
Total number of active participants reported on line 7a of the Form 55002022-02-01819
Number of retired or separated participants receiving benefits2022-02-010
Number of other retired or separated participants entitled to future benefits2022-02-01120
Total of all active and inactive participants2022-02-01939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-010
Total participants2022-02-01939
Number of participants with account balances2022-02-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-02-0128
2021: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-01922
Total number of active participants reported on line 7a of the Form 55002021-02-01800
Number of retired or separated participants receiving benefits2021-02-010
Number of other retired or separated participants entitled to future benefits2021-02-01112
Total of all active and inactive participants2021-02-01912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-010
Total participants2021-02-01912
Number of participants with account balances2021-02-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-02-0138
2020: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-01798
Total number of active participants reported on line 7a of the Form 55002020-02-01804
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-01102
Total of all active and inactive participants2020-02-01906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-010
Total participants2020-02-01906
Number of participants with account balances2020-02-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-0128
2019: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-01879
Total number of active participants reported on line 7a of the Form 55002019-02-01698
Number of retired or separated participants receiving benefits2019-02-010
Number of other retired or separated participants entitled to future benefits2019-02-0187
Total of all active and inactive participants2019-02-01785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-010
Total participants2019-02-01785
Number of participants with account balances2019-02-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-0124
2018: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-01817
Total number of active participants reported on line 7a of the Form 55002018-02-01766
Number of retired or separated participants receiving benefits2018-02-010
Number of other retired or separated participants entitled to future benefits2018-02-0197
Total of all active and inactive participants2018-02-01863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-010
Total participants2018-02-01863
Number of participants with account balances2018-02-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-0131
2017: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-01739
Total number of active participants reported on line 7a of the Form 55002017-02-01733
Number of retired or separated participants receiving benefits2017-02-010
Number of other retired or separated participants entitled to future benefits2017-02-0171
Total of all active and inactive participants2017-02-01804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-010
Total participants2017-02-01804
Number of participants with account balances2017-02-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-0113
2016: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-01650
Total number of active participants reported on line 7a of the Form 55002016-02-01651
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-0162
Total of all active and inactive participants2016-02-01713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Total participants2016-02-01713
Number of participants with account balances2016-02-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-015
2015: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-01569
Total number of active participants reported on line 7a of the Form 55002015-02-01572
Number of retired or separated participants receiving benefits2015-02-010
Number of other retired or separated participants entitled to future benefits2015-02-0164
Total of all active and inactive participants2015-02-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-010
Total participants2015-02-01636
Number of participants with account balances2015-02-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-013
2014: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-01774
Total number of active participants reported on line 7a of the Form 55002014-02-01476
Number of retired or separated participants receiving benefits2014-02-010
Number of other retired or separated participants entitled to future benefits2014-02-0176
Total of all active and inactive participants2014-02-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-010
Total participants2014-02-01552
Number of participants with account balances2014-02-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-019
2013: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01532
Total number of active participants reported on line 7a of the Form 55002013-02-01487
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-01277
Total of all active and inactive participants2013-02-01764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-01764
Number of participants with account balances2013-02-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-011
2012: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01485
Total number of active participants reported on line 7a of the Form 55002012-02-01451
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-0181
Total of all active and inactive participants2012-02-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-01532
Number of participants with account balances2012-02-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-010
2011: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01387
Total number of active participants reported on line 7a of the Form 55002011-02-01409
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-0176
Total of all active and inactive participants2011-02-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-01485
Number of participants with account balances2011-02-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
2010: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-01368
Total number of active participants reported on line 7a of the Form 55002010-02-01343
Number of retired or separated participants receiving benefits2010-02-010
Number of other retired or separated participants entitled to future benefits2010-02-0144
Total of all active and inactive participants2010-02-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-010
Total participants2010-02-01387
Number of participants with account balances2010-02-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-02-010
2009: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01334
Total number of active participants reported on line 7a of the Form 55002009-02-01293
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-0175
Total of all active and inactive participants2009-02-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-01368
Number of participants with account balances2009-02-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-010

Financial Data on ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN

Measure Date Value
2023 : ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$82,966
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$101,218
Total income from all sources (including contributions)2023-01-31$1,213,247
Total loss/gain on sale of assets2023-01-31$0
Total of all expenses incurred2023-01-31$952,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$826,289
Value of total corrective distributions2023-01-31$82,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$2,159,729
Value of total assets at end of year2023-01-31$13,804,288
Value of total assets at beginning of year2023-01-31$13,561,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$43,040
Total interest from all sources2023-01-31$36,029
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$10,000,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Contributions received from participants2023-01-31$1,840,416
Participant contributions at end of year2023-01-31$295,129
Participant contributions at beginning of year2023-01-31$199,081
Participant contributions at end of year2023-01-31$86,568
Participant contributions at beginning of year2023-01-31$73,822
Income. Received or receivable in cash from other sources (including rollovers)2023-01-31$116,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-31$82,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-31$101,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$260,952
Value of net assets at end of year (total assets less liabilities)2023-01-31$13,721,322
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$13,460,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Value of interest in pooled separate accounts at end of year2023-01-31$12,218,870
Value of interest in pooled separate accounts at beginning of year2023-01-31$12,159,220
Interest on participant loans2023-01-31$13,410
Interest earned on other investments2023-01-31$22,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-31$1,194,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-31$1,121,096
Net investment gain/loss from pooled separate accounts2023-01-31$-982,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31No
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Contributions received in cash from employer2023-01-31$202,502
Employer contributions (assets) at end of year2023-01-31$9,627
Employer contributions (assets) at beginning of year2023-01-31$8,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$826,289
Contract administrator fees2023-01-31$43,040
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31No
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31JLK ROSENBERGER, LLP
Accountancy firm EIN2023-01-31271532099
2022 : ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$101,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$58,658
Total income from all sources (including contributions)2022-01-31$3,041,217
Total loss/gain on sale of assets2022-01-31$0
Total of all expenses incurred2022-01-31$1,158,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$1,016,945
Value of total corrective distributions2022-01-31$101,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$2,014,321
Value of total assets at end of year2022-01-31$13,561,588
Value of total assets at beginning of year2022-01-31$11,636,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$40,286
Total interest from all sources2022-01-31$30,437
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31No
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$10,000,000
If this is an individual account plan, was there a blackout period2022-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-01-31$0
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Contributions received from participants2022-01-31$1,771,584
Participant contributions at end of year2022-01-31$199,081
Participant contributions at beginning of year2022-01-31$214,639
Participant contributions at end of year2022-01-31$73,822
Participant contributions at beginning of year2022-01-31$66,065
Income. Received or receivable in cash from other sources (including rollovers)2022-01-31$28,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-31$101,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-31$58,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Value of net income/loss2022-01-31$1,882,768
Value of net assets at end of year (total assets less liabilities)2022-01-31$13,460,370
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$11,577,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Value of interest in pooled separate accounts at end of year2022-01-31$12,159,220
Value of interest in pooled separate accounts at beginning of year2022-01-31$10,301,866
Interest on participant loans2022-01-31$11,301
Interest earned on other investments2022-01-31$19,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-31$1,121,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-31$1,045,984
Net investment gain/loss from pooled separate accounts2022-01-31$996,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31No
Was there a failure to transmit to the plan any participant contributions2022-01-31No
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Contributions received in cash from employer2022-01-31$214,415
Employer contributions (assets) at end of year2022-01-31$8,369
Employer contributions (assets) at beginning of year2022-01-31$7,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$1,016,945
Contract administrator fees2022-01-31$40,286
Did the plan have assets held for investment2022-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31No
Opinion of an independent qualified public accountant for this plan2022-01-31Unqualified
Accountancy firm name2022-01-31JLK ROSENBERGER, LLP
Accountancy firm EIN2022-01-31271532099
2021 : ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$58,658
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$20,154
Total income from all sources (including contributions)2021-01-31$3,299,472
Total loss/gain on sale of assets2021-01-31$0
Total of all expenses incurred2021-01-31$706,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$611,741
Value of total corrective distributions2021-01-31$58,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$1,894,821
Value of total assets at end of year2021-01-31$11,636,260
Value of total assets at beginning of year2021-01-31$9,005,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$36,461
Total interest from all sources2021-01-31$26,806
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$10,000,000
If this is an individual account plan, was there a blackout period2021-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-31$0
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Contributions received from participants2021-01-31$1,469,118
Participant contributions at end of year2021-01-31$214,639
Participant contributions at beginning of year2021-01-31$144,075
Participant contributions at end of year2021-01-31$66,065
Participant contributions at beginning of year2021-01-31$48,028
Income. Received or receivable in cash from other sources (including rollovers)2021-01-31$239,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-01-31$58,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-01-31$20,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$2,592,612
Value of net assets at end of year (total assets less liabilities)2021-01-31$11,577,602
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$8,984,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Value of interest in pooled separate accounts at end of year2021-01-31$10,301,866
Value of interest in pooled separate accounts at beginning of year2021-01-31$8,069,111
Interest on participant loans2021-01-31$10,723
Interest earned on other investments2021-01-31$16,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-01-31$1,045,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-01-31$737,950
Net investment gain/loss from pooled separate accounts2021-01-31$1,377,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31No
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Contributions received in cash from employer2021-01-31$186,397
Employer contributions (assets) at end of year2021-01-31$7,706
Employer contributions (assets) at beginning of year2021-01-31$5,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$611,741
Contract administrator fees2021-01-31$36,461
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Opinion of an independent qualified public accountant for this plan2021-01-31Unqualified
Accountancy firm name2021-01-31JLK ROSENBERGER, LLP
Accountancy firm EIN2021-01-31271532099
2020 : ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$20,154
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$20,154
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$21,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$21,753
Total income from all sources (including contributions)2020-01-31$2,443,511
Total income from all sources (including contributions)2020-01-31$2,443,511
Total loss/gain on sale of assets2020-01-31$0
Total loss/gain on sale of assets2020-01-31$0
Total of all expenses incurred2020-01-31$550,038
Total of all expenses incurred2020-01-31$550,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$509,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$509,917
Value of total corrective distributions2020-01-31$20,154
Value of total corrective distributions2020-01-31$20,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$1,432,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$1,432,909
Value of total assets at end of year2020-01-31$9,005,144
Value of total assets at end of year2020-01-31$9,005,144
Value of total assets at beginning of year2020-01-31$7,113,270
Value of total assets at beginning of year2020-01-31$7,113,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$19,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$19,967
Total interest from all sources2020-01-31$19,741
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Was this plan covered by a fidelity bond2020-01-31Yes
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$10,000,000
Value of fidelity bond cover2020-01-31$10,000,000
If this is an individual account plan, was there a blackout period2020-01-31No
If this is an individual account plan, was there a blackout period2020-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Contributions received from participants2020-01-31$1,194,250
Contributions received from participants2020-01-31$1,194,250
Participant contributions at end of year2020-01-31$144,075
Participant contributions at end of year2020-01-31$144,075
Participant contributions at beginning of year2020-01-31$69,389
Participant contributions at beginning of year2020-01-31$69,389
Participant contributions at end of year2020-01-31$48,028
Participant contributions at end of year2020-01-31$48,028
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$83,795
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$83,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$20,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$20,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$21,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$21,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$1,893,473
Value of net income/loss2020-01-31$1,893,473
Value of net assets at end of year (total assets less liabilities)2020-01-31$8,984,990
Value of net assets at end of year (total assets less liabilities)2020-01-31$8,984,990
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$7,091,517
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$7,091,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Value of interest in pooled separate accounts at end of year2020-01-31$8,069,111
Value of interest in pooled separate accounts at end of year2020-01-31$8,069,111
Value of interest in pooled separate accounts at beginning of year2020-01-31$6,406,579
Value of interest in pooled separate accounts at beginning of year2020-01-31$6,406,579
Interest on participant loans2020-01-31$7,030
Interest on participant loans2020-01-31$7,030
Interest earned on other investments2020-01-31$12,711
Interest earned on other investments2020-01-31$12,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-31$737,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-31$737,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$637,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$637,302
Net investment gain/loss from pooled separate accounts2020-01-31$990,861
Net investment gain/loss from pooled separate accounts2020-01-31$990,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$154,864
Contributions received in cash from employer2020-01-31$154,864
Employer contributions (assets) at end of year2020-01-31$5,980
Employer contributions (assets) at end of year2020-01-31$5,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$509,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$509,917
Contract administrator fees2020-01-31$19,967
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Accountancy firm name2020-01-31JLK ROSENBERGER
Accountancy firm name2020-01-31JLK ROSENBERGER
Accountancy firm EIN2020-01-31271532099
2019 : ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$21,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$63,698
Total income from all sources (including contributions)2019-01-31$902,726
Total loss/gain on sale of assets2019-01-31$0
Total of all expenses incurred2019-01-31$610,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-31$578,667
Value of total corrective distributions2019-01-31$21,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-31$1,161,396
Value of total assets at end of year2019-01-31$7,113,270
Value of total assets at beginning of year2019-01-31$6,862,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-01-31$9,946
Total interest from all sources2019-01-31$11,607
Total dividends received (eg from common stock, registered investment company shares)2019-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-31No
Was this plan covered by a fidelity bond2019-01-31Yes
Value of fidelity bond cover2019-01-31$10,000,000
If this is an individual account plan, was there a blackout period2019-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-01-31$0
Were there any nonexempt tranactions with any party-in-interest2019-01-31No
Contributions received from participants2019-01-31$1,028,002
Participant contributions at end of year2019-01-31$69,389
Participant contributions at beginning of year2019-01-31$56,970
Income. Received or receivable in cash from other sources (including rollovers)2019-01-31$6,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-01-31$21,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-01-31$63,698
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$292,360
Value of net assets at end of year (total assets less liabilities)2019-01-31$7,091,517
Value of net assets at beginning of year (total assets less liabilities)2019-01-31$6,799,157
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 leases to which the plan was party in default or uncollectible2019-01-31No
Value of interest in pooled separate accounts at end of year2019-01-31$6,406,579
Value of interest in pooled separate accounts at beginning of year2019-01-31$6,415,515
Interest on participant loans2019-01-31$3,772
Interest earned on other investments2019-01-31$7,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-01-31$637,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-01-31$390,370
Net investment gain/loss from pooled separate accounts2019-01-31$-270,277
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 contributions2019-01-31Yes
Has the plan failed to provide any benefit when due under the plan2019-01-31No
Contributions received in cash from employer2019-01-31$126,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-31$578,667
Contract administrator fees2019-01-31$9,946
Did the plan have assets held for investment2019-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-31No
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
Accountancy firm name2019-01-31JLK ROSENBERGER
Accountancy firm EIN2019-01-31271532099
2018 : ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$63,698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$12,154
Total income from all sources (including contributions)2018-01-31$2,181,743
Total loss/gain on sale of assets2018-01-31$0
Total of all expenses incurred2018-01-31$502,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$433,232
Value of total corrective distributions2018-01-31$63,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$1,148,691
Value of total assets at end of year2018-01-31$6,862,855
Value of total assets at beginning of year2018-01-31$5,132,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$6,067
Total interest from all sources2018-01-31$8,254
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$4,000,000
If this is an individual account plan, was there a blackout period2018-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-31$0
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Contributions received from participants2018-01-31$924,752
Participant contributions at end of year2018-01-31$56,970
Participant contributions at beginning of year2018-01-31$49,506
Participant contributions at beginning of year2018-01-31$29,324
Income. Received or receivable in cash from other sources (including rollovers)2018-01-31$96,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-01-31$63,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-01-31$12,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$1,678,746
Value of net assets at end of year (total assets less liabilities)2018-01-31$6,799,157
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$5,120,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Value of interest in pooled separate accounts at end of year2018-01-31$6,415,515
Value of interest in pooled separate accounts at beginning of year2018-01-31$4,711,503
Interest on participant loans2018-01-31$3,061
Interest earned on other investments2018-01-31$5,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-01-31$390,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-01-31$338,279
Net investment gain/loss from pooled separate accounts2018-01-31$1,024,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31Yes
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Contributions received in cash from employer2018-01-31$127,102
Employer contributions (assets) at beginning of year2018-01-31$3,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$433,232
Contract administrator fees2018-01-31$6,067
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31Yes
Opinion of an independent qualified public accountant for this plan2018-01-31Disclaimer
Accountancy firm name2018-01-31JLK ROSENBERGER
Accountancy firm EIN2018-01-31271532099
2017 : ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$12,154
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$13,037
Total income from all sources (including contributions)2017-01-31$1,473,843
Total loss/gain on sale of assets2017-01-31$0
Total of all expenses incurred2017-01-31$288,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$269,421
Expenses. Certain deemed distributions of participant loans2017-01-31$336
Value of total corrective distributions2017-01-31$12,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$914,418
Value of total assets at end of year2017-01-31$5,132,565
Value of total assets at beginning of year2017-01-31$3,947,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$6,459
Total interest from all sources2017-01-31$6,144
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$3,000,000
If this is an individual account plan, was there a blackout period2017-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-31$0
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Contributions received from participants2017-01-31$675,944
Participant contributions at end of year2017-01-31$49,506
Participant contributions at beginning of year2017-01-31$76,372
Participant contributions at end of year2017-01-31$29,324
Participant contributions at beginning of year2017-01-31$23,138
Income. Received or receivable in cash from other sources (including rollovers)2017-01-31$157,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-01-31$12,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-01-31$13,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$1,185,473
Value of net assets at end of year (total assets less liabilities)2017-01-31$5,120,411
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$3,934,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Value of interest in pooled separate accounts at end of year2017-01-31$4,711,503
Value of interest in pooled separate accounts at beginning of year2017-01-31$3,757,225
Interest on participant loans2017-01-31$2,877
Interest earned on other investments2017-01-31$3,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-01-31$338,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-01-31$88,642
Net investment gain/loss from pooled separate accounts2017-01-31$553,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31No
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Contributions received in cash from employer2017-01-31$81,024
Employer contributions (assets) at end of year2017-01-31$3,953
Employer contributions (assets) at beginning of year2017-01-31$2,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$269,421
Contract administrator fees2017-01-31$6,459
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31Yes
Opinion of an independent qualified public accountant for this plan2017-01-31Disclaimer
Accountancy firm name2017-01-31JLK ROSENBERGER, LLC
Accountancy firm EIN2017-01-31271532099
2016 : ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$13,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$23,153
Total income from all sources (including contributions)2016-01-31$456,596
Total loss/gain on sale of assets2016-01-31$0
Total of all expenses incurred2016-01-31$183,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$163,358
Value of total corrective distributions2016-01-31$13,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$653,129
Value of total assets at end of year2016-01-31$3,947,975
Value of total assets at beginning of year2016-01-31$3,684,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$7,102
Total interest from all sources2016-01-31$5,062
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$3,000,000
If this is an individual account plan, was there a blackout period2016-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-31$0
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Contributions received from participants2016-01-31$575,349
Participant contributions at end of year2016-01-31$76,372
Participant contributions at beginning of year2016-01-31$106,536
Participant contributions at end of year2016-01-31$23,138
Participant contributions at beginning of year2016-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-01-31$7,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-01-31$13,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-01-31$23,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$273,099
Value of net assets at end of year (total assets less liabilities)2016-01-31$3,934,938
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$3,661,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Value of interest in pooled separate accounts at end of year2016-01-31$3,757,225
Value of interest in pooled separate accounts at beginning of year2016-01-31$3,517,926
Interest on participant loans2016-01-31$4,352
Interest earned on other investments2016-01-31$710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-01-31$88,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-01-31$60,530
Net investment gain/loss from pooled separate accounts2016-01-31$-201,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31No
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Contributions received in cash from employer2016-01-31$70,051
Employer contributions (assets) at end of year2016-01-31$2,598
Employer contributions (assets) at beginning of year2016-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$163,358
Contract administrator fees2016-01-31$7,102
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31Yes
Opinion of an independent qualified public accountant for this plan2016-01-31Disclaimer
Accountancy firm name2016-01-31JLK ROSENBERGER, LLP
Accountancy firm EIN2016-01-31271532099
2015 : ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$23,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$44,594
Total income from all sources (including contributions)2015-01-31$858,577
Total loss/gain on sale of assets2015-01-31$0
Total of all expenses incurred2015-01-31$881,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$847,781
Value of total corrective distributions2015-01-31$22,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$628,024
Value of total assets at end of year2015-01-31$3,684,992
Value of total assets at beginning of year2015-01-31$3,728,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$10,862
Total interest from all sources2015-01-31$6,070
Total dividends received (eg from common stock, registered investment company shares)2015-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$500,000
If this is an individual account plan, was there a blackout period2015-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-31$0
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Contributions received from participants2015-01-31$553,573
Participant contributions at end of year2015-01-31$106,536
Participant contributions at beginning of year2015-01-31$93,817
Participant contributions at end of year2015-01-31$0
Participant contributions at beginning of year2015-01-31$636
Income. Received or receivable in cash from other sources (including rollovers)2015-01-31$5,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-01-31$23,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-01-31$44,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$-22,436
Value of net assets at end of year (total assets less liabilities)2015-01-31$3,661,839
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$3,684,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Value of interest in pooled separate accounts at end of year2015-01-31$3,517,926
Value of interest in pooled separate accounts at beginning of year2015-01-31$3,547,814
Interest on participant loans2015-01-31$5,187
Interest earned on other investments2015-01-31$883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-01-31$60,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-01-31$86,602
Net investment gain/loss from pooled separate accounts2015-01-31$224,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$69,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$847,781
Contract administrator fees2015-01-31$10,862
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31Yes
Opinion of an independent qualified public accountant for this plan2015-01-31Disclaimer
Accountancy firm name2015-01-31JLK ROSENBERGER, LLP
Accountancy firm EIN2015-01-31271532099
2014 : ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$44,594
Total income from all sources (including contributions)2014-01-31$1,061,239
Total of all expenses incurred2014-01-31$549,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$494,812
Value of total corrective distributions2014-01-31$44,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$694,184
Value of total assets at end of year2014-01-31$3,728,869
Value of total assets at beginning of year2014-01-31$3,172,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$9,621
Total interest from all sources2014-01-31$4,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$2,000,000
If this is an individual account plan, was there a blackout period2014-01-31No
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Contributions received from participants2014-01-31$591,587
Participant contributions at end of year2014-01-31$93,817
Participant contributions at beginning of year2014-01-31$54,860
Participant contributions at end of year2014-01-31$636
Participant contributions at beginning of year2014-01-31$20,769
Income. Received or receivable in cash from other sources (including rollovers)2014-01-31$59,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-01-31$44,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$512,212
Value of net assets at end of year (total assets less liabilities)2014-01-31$3,684,275
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$3,172,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Value of interest in pooled separate accounts at end of year2014-01-31$3,547,814
Value of interest in pooled separate accounts at beginning of year2014-01-31$2,677,032
Interest on participant loans2014-01-31$4,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-01-31$124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-01-31$86,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-01-31$419,402
Net investment gain/loss from pooled separate accounts2014-01-31$362,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$43,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$494,812
Contract administrator fees2014-01-31$9,621
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31Yes
Opinion of an independent qualified public accountant for this plan2014-01-31Disclaimer
Accountancy firm name2014-01-31JLK ROSENBERGER, LLP
Accountancy firm EIN2014-01-31271532099
2013 : ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$6,520
Total income from all sources (including contributions)2013-01-31$785,318
Total of all expenses incurred2013-01-31$288,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$282,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$466,302
Value of total assets at end of year2013-01-31$3,172,063
Value of total assets at beginning of year2013-01-31$2,681,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$5,878
Total interest from all sources2013-01-31$6,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$2,000,000
If this is an individual account plan, was there a blackout period2013-01-31No
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Contributions received from participants2013-01-31$442,539
Participant contributions at end of year2013-01-31$54,860
Participant contributions at beginning of year2013-01-31$91,508
Participant contributions at end of year2013-01-31$20,769
Participant contributions at beginning of year2013-01-31$18,957
Assets. Other investments not covered elsewhere at beginning of year2013-01-31$244
Income. Received or receivable in cash from other sources (including rollovers)2013-01-31$23,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-01-31$6,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$497,279
Value of net assets at end of year (total assets less liabilities)2013-01-31$3,172,063
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$2,674,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Value of interest in pooled separate accounts at end of year2013-01-31$2,677,032
Value of interest in pooled separate accounts at beginning of year2013-01-31$2,166,807
Interest on participant loans2013-01-31$4,076
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-01-31$2,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-01-31$419,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-01-31$403,788
Net investment gain/loss from pooled separate accounts2013-01-31$312,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$282,161
Contract administrator fees2013-01-31$5,878
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31Yes
Opinion of an independent qualified public accountant for this plan2013-01-31Disclaimer
Accountancy firm name2013-01-31JLK ROSENBERGER, LLP
Accountancy firm EIN2013-01-31271532099
2012 : ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$6,520
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$38,545
Total income from all sources (including contributions)2012-01-31$351,742
Total of all expenses incurred2012-01-31$260,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$245,509
Expenses. Certain deemed distributions of participant loans2012-01-31$3,801
Value of total corrective distributions2012-01-31$6,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$364,807
Value of total assets at end of year2012-01-31$2,681,304
Value of total assets at beginning of year2012-01-31$2,621,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$4,381
Total interest from all sources2012-01-31$10,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$2,000,000
If this is an individual account plan, was there a blackout period2012-01-31No
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Contributions received from participants2012-01-31$319,453
Participant contributions at end of year2012-01-31$91,508
Participant contributions at beginning of year2012-01-31$60,368
Participant contributions at end of year2012-01-31$18,957
Participant contributions at beginning of year2012-01-31$18,957
Assets. Other investments not covered elsewhere at end of year2012-01-31$244
Income. Received or receivable in cash from other sources (including rollovers)2012-01-31$45,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-01-31$6,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-01-31$38,545
Other income not declared elsewhere2012-01-31$243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$91,531
Value of net assets at end of year (total assets less liabilities)2012-01-31$2,674,784
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$2,583,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Value of interest in pooled separate accounts at end of year2012-01-31$2,166,807
Value of interest in pooled separate accounts at beginning of year2012-01-31$2,141,508
Interest on participant loans2012-01-31$3,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-01-31$6,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-01-31$403,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-01-31$400,965
Net investment gain/loss from pooled separate accounts2012-01-31$-24,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$245,509
Contract administrator fees2012-01-31$4,381
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31Yes
Opinion of an independent qualified public accountant for this plan2012-01-31Disclaimer
Accountancy firm name2012-01-31JLK PARTNERS, LLP
Accountancy firm EIN2012-01-31271532099
2011 : ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$38,545
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$5,022
Total income from all sources (including contributions)2011-01-31$727,748
Total loss/gain on sale of assets2011-01-31$0
Total of all expenses incurred2011-01-31$272,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$219,041
Expenses. Certain deemed distributions of participant loans2011-01-31$11,990
Value of total corrective distributions2011-01-31$38,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$365,286
Value of total assets at end of year2011-01-31$2,621,798
Value of total assets at beginning of year2011-01-31$2,133,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$3,092
Total interest from all sources2011-01-31$9,879
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$2,000,000
If this is an individual account plan, was there a blackout period2011-01-31No
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Contributions received from participants2011-01-31$350,191
Participant contributions at end of year2011-01-31$60,368
Participant contributions at beginning of year2011-01-31$43,394
Participant contributions at end of year2011-01-31$18,957
Income. Received or receivable in cash from other sources (including rollovers)2011-01-31$15,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-01-31$38,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-01-31$5,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$455,080
Value of net assets at end of year (total assets less liabilities)2011-01-31$2,583,253
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$2,128,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Value of interest in pooled separate accounts at end of year2011-01-31$2,141,508
Value of interest in pooled separate accounts at beginning of year2011-01-31$1,840,511
Interest on participant loans2011-01-31$2,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-01-31$7,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-01-31$400,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-01-31$249,290
Net investment gain/loss from pooled separate accounts2011-01-31$352,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$219,041
Contract administrator fees2011-01-31$3,092
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31Yes
Opinion of an independent qualified public accountant for this plan2011-01-31Disclaimer
Accountancy firm name2011-01-31GEORGE TEATS, JR., CPA
Accountancy firm EIN2011-01-31330536180

Form 5500 Responses for ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN

2022: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Submission has been amendedNo
2022-02-01This submission is the final filingNo
2022-02-01This return/report is a short plan year return/report (less than 12 months)No
2022-02-01Plan is a collectively bargained planNo
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement – InsuranceYes
2022-02-01Plan benefit arrangement - TrustYes
2021: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Submission has been amendedNo
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planNo
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement – InsuranceYes
2021-02-01Plan benefit arrangement - TrustYes
2020: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planNo
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement – InsuranceYes
2020-02-01Plan benefit arrangement - TrustYes
2019: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement – InsuranceYes
2019-02-01Plan benefit arrangement - TrustYes
2018: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement – InsuranceYes
2018-02-01Plan benefit arrangement - TrustYes
2017: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planNo
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement – InsuranceYes
2017-02-01Plan benefit arrangement - TrustYes
2016: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planNo
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement – InsuranceYes
2016-02-01Plan benefit arrangement - TrustYes
2015: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planNo
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement – InsuranceYes
2015-02-01Plan benefit arrangement - TrustYes
2014: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Submission has been amendedNo
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planNo
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement – InsuranceYes
2014-02-01Plan benefit arrangement - TrustYes
2013: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement – InsuranceYes
2013-02-01Plan benefit arrangement - TrustYes
2012: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement – InsuranceYes
2012-02-01Plan benefit arrangement - TrustYes
2011: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement – InsuranceYes
2011-02-01Plan benefit arrangement - TrustYes
2010: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Submission has been amendedNo
2010-02-01This submission is the final filingNo
2010-02-01This return/report is a short plan year return/report (less than 12 months)No
2010-02-01Plan is a collectively bargained planNo
2010-02-01Plan funding arrangement – InsuranceYes
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement – InsuranceYes
2010-02-01Plan benefit arrangement - TrustYes
2009: ACTION PROPERTY MANAGEMENT, INC. 401(K) PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement – InsuranceYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808165
Policy instance 1
Insurance contract or identification number808165
Number of Individuals Covered939
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808165
Policy instance 1
Insurance contract or identification number808165
Number of Individuals Covered912
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808165
Policy instance 1
Insurance contract or identification number808165
Number of Individuals Covered906
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808165
Policy instance 1
Insurance contract or identification number808165
Number of Individuals Covered785
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $25,399
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,399
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808165
Policy instance 1
Insurance contract or identification number808165
Number of Individuals Covered863
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $33,604
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,604
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808165
Policy instance 1
Insurance contract or identification number808165
Number of Individuals Covered804
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $29,252
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,252
Insurance broker organization code?3
Insurance broker nameUSI SECURITIES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808165
Policy instance 1
Insurance contract or identification number808165
Number of Individuals Covered636
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $19,229
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,229
Insurance broker organization code?3
Insurance broker nameUSI SECURITIES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808165
Policy instance 1
Insurance contract or identification number808165
Number of Individuals Covered552
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $18,108
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,108
Insurance broker organization code?3
Insurance broker nameUSI SECURITIES INC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931646-01
Policy instance 2
Insurance contract or identification number931646-01
Number of Individuals Covered0
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808165
Policy instance 1
Insurance contract or identification number808165
Number of Individuals Covered538
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $16,863
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $16,863
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameUSI SECURITIES, INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808165
Policy instance 1
Insurance contract or identification number808165
Number of Individuals Covered296
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $17,911
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $17,911
Insurance broker organization code?3
Insurance broker nameUSI SECURITIES, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931646-01
Policy instance 2
Insurance contract or identification number931646-01
Number of Individuals Covered48
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $489
Total amount of fees paid to insurance companyUSD $0
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 $489
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931646-01
Policy instance 1
Insurance contract or identification number931646-01
Number of Individuals Covered274
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $3,629
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number931646-01
Policy instance 1
Insurance contract or identification number931646-01
Number of Individuals Covered166
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $4,009
Total amount of fees paid to insurance companyUSD $0
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 $4,009
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH, INC.

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