401k Plan data: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN plan

MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 401k Plan overview

Plan Name	MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN
Plan identification number	001

MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan covering Self-Employed individuals.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MARCUS S. METZLER, JR. has sponsored the creation of one or more 401k plans.

Company Name: MARCUS S. METZLER, JR.

Employer identification number (EIN): 330206463

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 MARCUS S. METZLER 2020-09-21 MARCUS S. METZLER 2020-09-21
001 2018-01-01 MARCUS S. METZLER 2019-10-11 MARCUS S. METZLER 2019-10-11
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 MARCUS S. METZLER, JR. MARCUS S. METZLER, JR. 2013-10-11
001 2011-01-01 MARCUS S. METZLER, JR. 2012-10-04 MARCUS S. METZLER, JR. 2012-10-04
001 2010-01-01 MARCUS S. METZLER, JR. MARCUS S. METZLER, JR. 2011-10-17
001 2009-01-01 MARCUS S. METZLER, JR. MARCUS S. METZLER, JR. 2010-09-20
001 2009-01-01 MARCUS METZLER MARCUS METZLER 2010-08-24
001 2009-01-01 MARCUS S METZLER JR MARCUS S METZLER JR 2010-08-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	MARCUS S. METZLER	2020-09-21	MARCUS S. METZLER	2020-09-21
001	2018-01-01	MARCUS S. METZLER	2019-10-11	MARCUS S. METZLER	2019-10-11
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	MARCUS S. METZLER, JR.		MARCUS S. METZLER, JR.	2013-10-11
001	2011-01-01	MARCUS S. METZLER, JR.	2012-10-04	MARCUS S. METZLER, JR.	2012-10-04
001	2010-01-01	MARCUS S. METZLER, JR.		MARCUS S. METZLER, JR.	2011-10-17
001	2009-01-01	MARCUS S. METZLER, JR.		MARCUS S. METZLER, JR.	2010-09-20
001	2009-01-01	MARCUS METZLER		MARCUS METZLER	2010-08-24
001	2009-01-01	MARCUS S METZLER JR		MARCUS S METZLER JR	2010-08-30

Plan Statistics for MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN

401k plan membership statisitcs for MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN

Measure Date Value
2019: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2010: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2019: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2010: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN

Measure	Date	Value
2019 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$109,183
Expenses. Total of all expenses incurred	2019-12-31	$264,582
Benefits paid (including direct rollovers)	2019-12-31	$211,164
Total plan assets at end of year	2019-12-31	$2,103,620
Total plan assets at beginning of year	2019-12-31	$2,259,019
Value of fidelity bond covering the plan	2019-12-31	$142,000
Total contributions received or receivable from participants	2019-12-31	$0
Assets. Value of loans (other than to participants)	2019-12-31	$208,052
Expenses. Other expenses not covered elsewhere	2019-12-31	$53,418
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$109,183
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-155,399
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,103,620
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,259,019
Assets. Value of real-estate (other than employer real property)	2019-12-31	$1,100,000
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-114,104
Expenses. Total of all expenses incurred	2018-12-31	$46,304
Benefits paid (including direct rollovers)	2018-12-31	$2,269
Total plan assets at end of year	2018-12-31	$2,259,019
Total plan assets at beginning of year	2018-12-31	$2,419,427
Value of fidelity bond covering the plan	2018-12-31	$1,525,000
Total contributions received or receivable from participants	2018-12-31	$0
Assets. Value of loans (other than to participants)	2018-12-31	$215,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$44,035
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-114,873
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-160,408
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,259,019
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,419,427
Assets. Value of real-estate (other than employer real property)	2018-12-31	$1,200,000
Total contributions received or receivable from employer(s)	2018-12-31	$769
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$202,259
Expenses. Total of all expenses incurred	2017-12-31	$38,792
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,419,427
Total plan assets at beginning of year	2017-12-31	$2,255,960
Value of fidelity bond covering the plan	2017-12-31	$1,525,000
Total contributions received or receivable from participants	2017-12-31	$0
Assets. Value of loans (other than to participants)	2017-12-31	$291,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$38,792
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$197,464
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$163,467
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,419,427
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,255,960
Assets. Value of real-estate (other than employer real property)	2017-12-31	$1,500,000
Total contributions received or receivable from employer(s)	2017-12-31	$4,795
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$207,854
Expenses. Total of all expenses incurred	2016-12-31	$34,567
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$2,255,960
Total plan assets at beginning of year	2016-12-31	$2,082,673
Value of fidelity bond covering the plan	2016-12-31	$1,525,000
Total contributions received or receivable from participants	2016-12-31	$24,000
Assets. Value of loans (other than to participants)	2016-12-31	$291,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$177,173
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$173,287
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,255,960
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,082,673
Assets. Value of real-estate (other than employer real property)	2016-12-31	$1,500,000
Total contributions received or receivable from employer(s)	2016-12-31	$6,681
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$34,567
2015 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$57,000
Total income from all sources	2015-12-31	$190,377
Expenses. Total of all expenses incurred	2015-12-31	$35,054
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,082,673
Total plan assets at beginning of year	2015-12-31	$1,984,350
Value of fidelity bond covering the plan	2015-12-31	$1,525,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Assets. Value of loans (other than to participants)	2015-12-31	$350,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$161,940
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$155,323
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,082,673
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,927,350
Assets. Value of real-estate (other than employer real property)	2015-12-31	$1,500,000
Total contributions received or receivable from employer(s)	2015-12-31	$4,437
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$35,054
2014 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$497,619
Expenses. Total of all expenses incurred	2014-12-31	$10,909
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,927,350
Total plan assets at beginning of year	2014-12-31	$1,440,640
Value of fidelity bond covering the plan	2014-12-31	$750,000
Total contributions received or receivable from participants	2014-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$10,909
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$434,571
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$486,710
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,927,350
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,440,640
Assets. Value of real-estate (other than employer real property)	2014-12-31	$1,500,000
Total contributions received or receivable from employer(s)	2014-12-31	$40,048
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$125,455
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,440,640
Total plan assets at beginning of year	2013-12-31	$1,315,185
Value of fidelity bond covering the plan	2013-12-31	$750,000
Total contributions received or receivable from participants	2013-12-31	$23,000
Assets. Value of loans (other than to participants)	2013-12-31	$650,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$64,936
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$125,455
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,440,640
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,315,185
Total contributions received or receivable from employer(s)	2013-12-31	$37,519
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$124,210
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,315,185
Total plan assets at beginning of year	2012-12-31	$1,190,975
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$22,500
Assets. Value of loans (other than to participants)	2012-12-31	$750,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$62,585
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$124,210
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,315,185
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,190,975
Total contributions received or receivable from employer(s)	2012-12-31	$39,125
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2010 : MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$-80,647
Expenses. Total of all expenses incurred	2010-12-31	$2,940
Benefits paid (including direct rollovers)	2010-12-31	$2,940
Total plan assets at end of year	2010-12-31	$1,129,694
Total plan assets at beginning of year	2010-12-31	$1,213,281
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$-84,293
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-83,587
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,129,694
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,213,281
Total contributions received or receivable from employer(s)	2010-12-31	$3,646
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN

2019: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2010: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MARCUS S. METZLER, JR. 401(K) PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARCUS S. METZLER, JR.
Employer identification number (EIN):	330206463
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers