401k Plan data: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN plan

PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN
Plan identification number	001

PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K 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.
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.
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

PALOS VERDES REALTY, INC. has sponsored the creation of one or more 401k plans.

Company Name: PALOS VERDES REALTY, INC.

Employer identification number (EIN): 330282180

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KRISTEN JENSEN 2018-07-19
001 2016-01-01 SANDRA SANDERS 2017-09-18
001 2015-01-01 SANDRA SANDERS 2016-10-13
001 2014-01-01 SANDRA SANDERS 2015-10-13
001 2013-01-01 SANDRA SANDERS 2014-10-10
001 2012-01-01 SANDRA SANDERS
001 2011-01-01 SANDRA SANDERS
001 2009-01-01 SANDRA SANDERS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	KRISTEN JENSEN	2018-07-19
001	2016-01-01	SANDRA SANDERS	2017-09-18
001	2015-01-01	SANDRA SANDERS	2016-10-13
001	2014-01-01	SANDRA SANDERS	2015-10-13
001	2013-01-01	SANDRA SANDERS	2014-10-10
001	2012-01-01	SANDRA SANDERS
001	2011-01-01	SANDRA SANDERS
001	2009-01-01	SANDRA SANDERS

Plan Statistics for PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN

Measure Date Value
2020: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 74
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 84
Number of participants with account balances 2020-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 90
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 18
Total of all active and inactive participants 2019-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 108
Number of participants with account balances 2019-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 98
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 11
Total of all active and inactive participants 2018-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 109
Number of participants with account balances 2018-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2012: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 93
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 2
Total of all active and inactive participants 2012-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 95
Number of participants with account balances 2012-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 104
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 108
Number of participants with account balances 2011-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 71
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 5
Total of all active and inactive participants 2009-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 76
Number of participants with account balances 2009-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	74
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	84
Number of participants with account balances	2020-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	90
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	18
Total of all active and inactive participants	2019-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	108
Number of participants with account balances	2019-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	98
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	11
Total of all active and inactive participants	2018-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	109
Number of participants with account balances	2018-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2012: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	93
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	2
Total of all active and inactive participants	2012-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	95
Number of participants with account balances	2012-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	104
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	108
Number of participants with account balances	2011-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	71
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	5
Total of all active and inactive participants	2009-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	76
Number of participants with account balances	2009-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN

Measure	Date	Value
2020 : PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$441,736
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$221,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$209,903
Expenses. Certain deemed distributions of participant loans	2020-12-31	$5,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$218,463
Value of total assets at end of year	2020-12-31	$2,350,810
Value of total assets at beginning of year	2020-12-31	$2,130,729
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$6,008
Total interest from all sources	2020-12-31	$4,244
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$55,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$55,694
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$214,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$217,694
Participant contributions at end of year	2020-12-31	$56,617
Participant contributions at beginning of year	2020-12-31	$73,866
Administrative expenses (other) incurred	2020-12-31	$6,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$220,081
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,350,810
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,130,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,843,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,960,020
Interest on participant loans	2020-12-31	$4,244
Value of interest in common/collective trusts at end of year	2020-12-31	$450,676
Value of interest in common/collective trusts at beginning of year	2020-12-31	$96,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$157,066
Net investment gain or loss from common/collective trusts	2020-12-31	$6,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$209,903
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SOCAL FINANCIAL AUDIT SERVICES
Accountancy firm EIN	2020-12-31	271057078
2019 : PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$582,105
Total income from all sources (including contributions)	2019-12-31	$582,105
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$198,274
Total of all expenses incurred	2019-12-31	$198,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$187,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$187,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$212,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$212,040
Value of total assets at end of year	2019-12-31	$2,130,729
Value of total assets at end of year	2019-12-31	$2,130,729
Value of total assets at beginning of year	2019-12-31	$1,746,898
Value of total assets at beginning of year	2019-12-31	$1,746,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,532
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,532
Total interest from all sources	2019-12-31	$4,039
Total interest from all sources	2019-12-31	$4,039
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$49,435
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$49,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$49,435
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$49,435
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$175,000
Value of fidelity bond cover	2019-12-31	$175,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$211,377
Contributions received from participants	2019-12-31	$211,377
Participant contributions at end of year	2019-12-31	$73,866
Participant contributions at end of year	2019-12-31	$73,866
Participant contributions at beginning of year	2019-12-31	$50,673
Participant contributions at beginning of year	2019-12-31	$50,673
Administrative expenses (other) incurred	2019-12-31	$10,532
Administrative expenses (other) incurred	2019-12-31	$10,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$383,831
Value of net income/loss	2019-12-31	$383,831
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,130,729
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,130,729
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,746,898
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,746,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,960,020
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,960,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,614,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,614,159
Interest on participant loans	2019-12-31	$4,039
Interest on participant loans	2019-12-31	$4,039
Value of interest in common/collective trusts at end of year	2019-12-31	$96,843
Value of interest in common/collective trusts at end of year	2019-12-31	$96,843
Value of interest in common/collective trusts at beginning of year	2019-12-31	$82,066
Value of interest in common/collective trusts at beginning of year	2019-12-31	$82,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$314,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$314,367
Net investment gain or loss from common/collective trusts	2019-12-31	$2,224
Net investment gain or loss from common/collective trusts	2019-12-31	$2,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$663
Contributions received in cash from employer	2019-12-31	$663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$187,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$187,742
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SOCAL FINANCIAL AUDIT SERVICES
Accountancy firm name	2019-12-31	SOCAL FINANCIAL AUDIT SERVICES
Accountancy firm EIN	2019-12-31	271057078
Accountancy firm EIN	2019-12-31	271057078
2018 : PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$98,925
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$65,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$54,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$206,541
Value of total assets at end of year	2018-12-31	$1,746,898
Value of total assets at beginning of year	2018-12-31	$1,713,284
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,394
Total interest from all sources	2018-12-31	$2,169
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$52,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$52,542
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$172,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$206,208
Participant contributions at end of year	2018-12-31	$50,673
Participant contributions at beginning of year	2018-12-31	$57,525
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$333
Other income not declared elsewhere	2018-12-31	$1
Administrative expenses (other) incurred	2018-12-31	$10,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$33,614
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,746,898
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,713,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,614,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,575,719
Interest on participant loans	2018-12-31	$2,169
Value of interest in common/collective trusts at end of year	2018-12-31	$82,066
Value of interest in common/collective trusts at beginning of year	2018-12-31	$80,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-164,168
Net investment gain or loss from common/collective trusts	2018-12-31	$1,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$54,917
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SOCAL FINANCIAL AUDIT SERVICES
Accountancy firm EIN	2018-12-31	271057078
2012 : PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K 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	$199,439
Expenses. Total of all expenses incurred	2012-12-31	$33,028
Benefits paid (including direct rollovers)	2012-12-31	$26,940
Total plan assets at end of year	2012-12-31	$901,134
Total plan assets at beginning of year	2012-12-31	$734,723
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$115,425
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$168
Other income received	2012-12-31	$83,846
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$166,411
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$901,134
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$734,723
Assets. Value of participant loans	2012-12-31	$45,863
Total contributions received or receivable from employer(s)	2012-12-31	$0
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	$6,088
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$131,347
Expenses. Total of all expenses incurred	2011-12-31	$13,659
Benefits paid (including direct rollovers)	2011-12-31	$12,167
Total plan assets at end of year	2011-12-31	$734,723
Total plan assets at beginning of year	2011-12-31	$617,035
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$122,062
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$29,418
Other income received	2011-12-31	$-20,133
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$117,688
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$734,723
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$617,035
Assets. Value of participant loans	2011-12-31	$20,128
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,492
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K 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	$227,512
Expenses. Total of all expenses incurred	2010-12-31	$3,350
Benefits paid (including direct rollovers)	2010-12-31	$2,848
Total plan assets at end of year	2010-12-31	$617,035
Total plan assets at beginning of year	2010-12-31	$392,873
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$106,949
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$61,401
Other income received	2010-12-31	$59,162
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$224,162
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$617,035
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$392,873
Assets. Value of participant loans	2010-12-31	$5,881
Total contributions received or receivable from employer(s)	2010-12-31	$0
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	$502
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN

2020: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K 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: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K 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
2012: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PALOS VERDES REALTY, INC. DBA RE/MAX PALOS VERDES REALTY, INC 401K 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

999867

Policy instance

Insurance contract or identification number	999867
Number of Individuals Covered	35
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,547
Total amount of fees paid to insurance company	USD $391
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,547
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	NA
Insurance broker organization code?	3
Insurance broker name	UNITED RETIREMENT PLAN CONSULTANTS

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

999867

Policy instance

Insurance contract or identification number	999867
Number of Individuals Covered	108
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,456
Total amount of fees paid to insurance company	USD $332
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

999867

Policy instance

Insurance contract or identification number	999867
Number of Individuals Covered	43
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,991
Total amount of fees paid to insurance company	USD $222
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,991
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	NA
Insurance broker organization code?	3
Insurance broker name	BENEFIT PLANNING, INC.

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Company Name:	PALOS VERDES REALTY, INC.
Employer identification number (EIN):	330282180
NAIC Classification:	561110
NAIC Description:	Office Administrative Services