401k Plan data: THE AERC 401(K) SAVINGS PLAN AND TRUST plan

THE AERC 401(K) SAVINGS PLAN AND TRUST 401k Plan overview

Plan Name	THE AERC 401(K) SAVINGS PLAN AND TRUST
Plan identification number	001

THE AERC 401(K) SAVINGS PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ASSOCIATED ESTATES REALTY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: ASSOCIATED ESTATES REALTY CORPORATION

Employer identification number (EIN): 341747603

NAIC Classification: 531110
NAIC Description: Lessors of Residential Buildings and Dwellings

Additional information about ASSOCIATED ESTATES REALTY CORPORATION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1993-07-29

Company Identification Number: 850840

Legal Registered Office Address: 1 AEC PARKWAY
-
RICHMOND HEIGHTS
United States of America (USA)
44143

More information about ASSOCIATED ESTATES REALTY CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AERC 401(K) SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 KIM KNIGHT 2017-11-21 KIM KNIGHT 2017-11-21
001 2016-01-01 KIM KNIGHT KIM KNIGHT 2017-08-02
001 2015-01-01 KIM KNIGHT KIM KNIGHT 2016-07-20
001 2014-01-01 DANIEL E GOLD DANIEL E GOLD 2015-07-22
001 2013-01-01 DANIEL E GOLD DANIEL E GOLD 2014-07-24
001 2012-01-01 DANIEL E. GOLD DANIEL E. GOLD 2013-08-14
001 2011-01-01 DANIEL E. GOLD DANIEL E. GOLD 2012-07-03
001 2010-01-01 DANIEL E. GOLD
001 2009-01-01 DANIEL E. GOLD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	KIM KNIGHT	2017-11-21	KIM KNIGHT	2017-11-21
001	2016-01-01	KIM KNIGHT		KIM KNIGHT	2017-08-02
001	2015-01-01	KIM KNIGHT		KIM KNIGHT	2016-07-20
001	2014-01-01	DANIEL E GOLD		DANIEL E GOLD	2015-07-22
001	2013-01-01	DANIEL E GOLD		DANIEL E GOLD	2014-07-24
001	2012-01-01	DANIEL E. GOLD		DANIEL E. GOLD	2013-08-14
001	2011-01-01	DANIEL E. GOLD		DANIEL E. GOLD	2012-07-03
001	2010-01-01	DANIEL E. GOLD
001	2009-01-01	DANIEL E. GOLD

Plan Statistics for THE AERC 401(K) SAVINGS PLAN AND TRUST

401k plan membership statisitcs for THE AERC 401(K) SAVINGS PLAN AND TRUST

Measure Date Value
2016: THE AERC 401(K) SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 93
Total of all active and inactive participants 2016-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 94
Number of participants with account balances 2016-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE AERC 401(K) SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 499
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 183
Total of all active and inactive participants 2015-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 183
Number of participants with account balances 2015-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE AERC 401(K) SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 432
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 368
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 115
Total of all active and inactive participants 2014-01-01 483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 483
Number of participants with account balances 2014-01-01 458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 21
2013: THE AERC 401(K) SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 446
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 318
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 106
Total of all active and inactive participants 2013-01-01 424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 424
Number of participants with account balances 2013-01-01 420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 25
2012: THE AERC 401(K) SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 422
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 323
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 113
Total of all active and inactive participants 2012-01-01 436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 436
Number of participants with account balances 2012-01-01 436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 27
2011: THE AERC 401(K) SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 401
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 313
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 98
Total of all active and inactive participants 2011-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 411
Number of participants with account balances 2011-01-01 407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 22
2010: THE AERC 401(K) SAVINGS PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 573
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 279
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 108
Total of all active and inactive participants 2010-01-01 387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 387
Number of participants with account balances 2010-01-01 379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 23
2009: THE AERC 401(K) SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 584
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 275
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 288
Total of all active and inactive participants 2009-01-01 563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 563
Number of participants with account balances 2009-01-01 553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 29

Measure	Date	Value
2016: THE AERC 401(K) SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	93
Total of all active and inactive participants	2016-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	94
Number of participants with account balances	2016-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE AERC 401(K) SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	499
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	183
Total of all active and inactive participants	2015-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	183
Number of participants with account balances	2015-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE AERC 401(K) SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	432
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	368
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	115
Total of all active and inactive participants	2014-01-01	483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	483
Number of participants with account balances	2014-01-01	458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	21
2013: THE AERC 401(K) SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	446
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	318
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	106
Total of all active and inactive participants	2013-01-01	424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	424
Number of participants with account balances	2013-01-01	420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	25
2012: THE AERC 401(K) SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	422
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	323
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	113
Total of all active and inactive participants	2012-01-01	436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	436
Number of participants with account balances	2012-01-01	436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	27
2011: THE AERC 401(K) SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	401
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	313
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	98
Total of all active and inactive participants	2011-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	411
Number of participants with account balances	2011-01-01	407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	22
2010: THE AERC 401(K) SAVINGS PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	573
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	279
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	108
Total of all active and inactive participants	2010-01-01	387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	387
Number of participants with account balances	2010-01-01	379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	23
2009: THE AERC 401(K) SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	584
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	275
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	288
Total of all active and inactive participants	2009-01-01	563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	563
Number of participants with account balances	2009-01-01	553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	29

Financial Data on THE AERC 401(K) SAVINGS PLAN AND TRUST

Measure	Date	Value
2016 : THE AERC 401(K) SAVINGS PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$23,162
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$496,171
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,140,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,092,415
Expenses. Certain deemed distributions of participant loans	2016-12-31	$881
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$0
Value of total assets at end of year	2016-12-31	$5,011,378
Value of total assets at beginning of year	2016-12-31	$7,678,937
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$47,272
Total interest from all sources	2016-12-31	$10,564
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$81,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$81,721
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$86,128
Other income not declared elsewhere	2016-12-31	$29,048
Administrative expenses (other) incurred	2016-12-31	$47,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-2,644,397
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,011,378
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,678,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,110,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,326,579
Value of interest in pooled separate accounts at end of year	2016-12-31	$118,795
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$124,017
Interest on participant loans	2016-12-31	$40
Interest earned on other investments	2016-12-31	$10,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$782,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,142,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$367,124
Net investment gain/loss from pooled separate accounts	2016-12-31	$7,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,092,415
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	COHNREZNICK, LLP
Accountancy firm EIN	2016-12-31	221478099
2015 : THE AERC 401(K) SAVINGS PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-520,881
Total unrealized appreciation/depreciation of assets	2015-12-31	$-520,881
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,656,375
Total loss/gain on sale of assets	2015-12-31	$797,187
Total of all expenses incurred	2015-12-31	$7,178,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$7,064,917
Expenses. Certain deemed distributions of participant loans	2015-12-31	$3,279
Value of total corrective distributions	2015-12-31	$16,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,325,509
Value of total assets at end of year	2015-12-31	$7,678,937
Value of total assets at beginning of year	2015-12-31	$13,201,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$94,045
Total interest from all sources	2015-12-31	$29,267
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$153,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$132,666
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,129,856
Participant contributions at end of year	2015-12-31	$86,128
Participant contributions at beginning of year	2015-12-31	$259,921
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$33,440
Other income not declared elsewhere	2015-12-31	$31,309
Administrative expenses (other) incurred	2015-12-31	$94,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-5,522,480
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,678,937
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,201,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,326,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,038,755
Value of interest in pooled separate accounts at end of year	2015-12-31	$124,017
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$155,475
Interest on participant loans	2015-12-31	$7,998
Interest earned on other investments	2015-12-31	$21,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,142,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,566,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-156,354
Net investment gain/loss from pooled separate accounts	2015-12-31	$-3,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$1,180,463
Contributions received in cash from employer	2015-12-31	$162,213
Income. Dividends from common stock	2015-12-31	$21,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$7,064,917
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$1,506,887
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$709,700
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	COHNREZNICK, LLP
Accountancy firm EIN	2015-12-31	221478099
2014 : THE AERC 401(K) SAVINGS PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$343,349
Total unrealized appreciation/depreciation of assets	2014-12-31	$343,349
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,413,376
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$796,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$704,462
Value of total corrective distributions	2014-12-31	$9,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,291,332
Value of total assets at end of year	2014-12-31	$13,201,417
Value of total assets at beginning of year	2014-12-31	$11,584,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$83,184
Total interest from all sources	2014-12-31	$34,796
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$185,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$151,081
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,119,624
Participant contributions at end of year	2014-12-31	$259,921
Participant contributions at beginning of year	2014-12-31	$298,068
Other income not declared elsewhere	2014-12-31	$30,003
Administrative expenses (other) incurred	2014-12-31	$83,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,616,660
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,201,417
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,584,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$10,038,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,840,261
Value of interest in pooled separate accounts at end of year	2014-12-31	$155,475
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$117,553
Interest on participant loans	2014-12-31	$11,543
Interest earned on other investments	2014-12-31	$23,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,566,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,618,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$522,471
Net investment gain/loss from pooled separate accounts	2014-12-31	$6,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$1,180,463
Assets. Invements in employer securities at beginning of year	2014-12-31	$710,842
Contributions received in cash from employer	2014-12-31	$171,708
Income. Dividends from common stock	2014-12-31	$34,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$704,462
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	COHNREZNICK LLP
Accountancy firm EIN	2014-12-31	221478099
2013 : THE AERC 401(K) SAVINGS PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-39,307
Total unrealized appreciation/depreciation of assets	2013-12-31	$-39,307
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,055,222
Total loss/gain on sale of assets	2013-12-31	$36,252
Total of all expenses incurred	2013-12-31	$782,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$673,830
Value of total corrective distributions	2013-12-31	$13,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,122,534
Value of total assets at end of year	2013-12-31	$11,584,757
Value of total assets at beginning of year	2013-12-31	$9,312,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$95,015
Total interest from all sources	2013-12-31	$26,764
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$157,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$120,008
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$914,473
Participant contributions at end of year	2013-12-31	$298,068
Participant contributions at beginning of year	2013-12-31	$173,684
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$53,981
Other income not declared elsewhere	2013-12-31	$33,772
Administrative expenses (other) incurred	2013-12-31	$95,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,272,739
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,584,757
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,312,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,840,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,009,453
Value of interest in pooled separate accounts at end of year	2013-12-31	$117,553
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$9,348
Interest earned on other investments	2013-12-31	$17,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,618,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,239,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,710,457
Net investment gain/loss from pooled separate accounts	2013-12-31	$7,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$710,842
Assets. Invements in employer securities at beginning of year	2013-12-31	$889,466
Contributions received in cash from employer	2013-12-31	$154,080
Income. Dividends from common stock	2013-12-31	$37,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$673,830
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$252,635
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$216,383
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	COHNREZNICK LLP
Accountancy firm EIN	2013-12-31	221478099
2012 : THE AERC 401(K) SAVINGS PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-3,802
Total unrealized appreciation/depreciation of assets	2012-12-31	$-3,802
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,123,529
Total loss/gain on sale of assets	2012-12-31	$12,381
Total of all expenses incurred	2012-12-31	$686,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$550,767
Value of total corrective distributions	2012-12-31	$45,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,054,132
Value of total assets at end of year	2012-12-31	$9,312,018
Value of total assets at beginning of year	2012-12-31	$7,875,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$90,806
Total interest from all sources	2012-12-31	$19,819
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$169,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$131,001
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$1,885
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$813,978
Participant contributions at end of year	2012-12-31	$173,684
Participant contributions at beginning of year	2012-12-31	$159,017
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$98,409
Other income not declared elsewhere	2012-12-31	$37,268
Administrative expenses (other) incurred	2012-12-31	$90,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,436,616
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,312,018
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,875,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,009,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,659,878
Interest on participant loans	2012-12-31	$6,870
Interest earned on other investments	2012-12-31	$12,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,239,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,215,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$834,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$889,466
Assets. Invements in employer securities at beginning of year	2012-12-31	$841,100
Contributions received in cash from employer	2012-12-31	$141,745
Income. Dividends from common stock	2012-12-31	$38,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$550,767
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$58,790
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$46,409
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	COHNREZNICK LLP
Accountancy firm EIN	2012-12-31	221478099
2011 : THE AERC 401(K) SAVINGS PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-1,145
Total unrealized appreciation/depreciation of assets	2011-12-31	$-1,145
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$971,087
Total loss/gain on sale of assets	2011-12-31	$26,917
Total of all expenses incurred	2011-12-31	$718,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$613,928
Value of total corrective distributions	2011-12-31	$28,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$928,942
Value of total assets at end of year	2011-12-31	$7,875,402
Value of total assets at beginning of year	2011-12-31	$7,622,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$75,930
Total interest from all sources	2011-12-31	$23,020
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$141,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$106,858
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$39,655
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$742,096
Participant contributions at end of year	2011-12-31	$159,017
Participant contributions at beginning of year	2011-12-31	$101,897
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$66,536
Other income not declared elsewhere	2011-12-31	$28,318
Administrative expenses (other) incurred	2011-12-31	$75,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$252,438
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,875,402
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,622,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,659,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,364,802
Interest on participant loans	2011-12-31	$5,761
Interest earned on other investments	2011-12-31	$17,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,215,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,436,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-176,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$841,100
Assets. Invements in employer securities at beginning of year	2011-12-31	$719,506
Contributions received in cash from employer	2011-12-31	$120,310
Income. Dividends from common stock	2011-12-31	$34,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$613,928
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$69,734
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$42,817
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	REZNICK GROUP P.C.
Accountancy firm EIN	2011-12-31	521088612
2010 : THE AERC 401(K) SAVINGS PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$150,395
Total unrealized appreciation/depreciation of assets	2010-12-31	$150,395
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,658,354
Total loss/gain on sale of assets	2010-12-31	$45,541
Total of all expenses incurred	2010-12-31	$864,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$809,338
Expenses. Certain deemed distributions of participant loans	2010-12-31	$10
Value of total corrective distributions	2010-12-31	$33,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$751,204
Value of total assets at end of year	2010-12-31	$7,622,964
Value of total assets at beginning of year	2010-12-31	$6,829,317
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$21,639
Total interest from all sources	2010-12-31	$38,445
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$79,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$46,544
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$6,949
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$641,981
Participant contributions at end of year	2010-12-31	$101,897
Participant contributions at beginning of year	2010-12-31	$125,148
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$628
Other income not declared elsewhere	2010-12-31	$1,531
Administrative expenses (other) incurred	2010-12-31	$21,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$793,647
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,622,964
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,829,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,364,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,324
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$4,551,709
Interest on participant loans	2010-12-31	$7,529
Interest earned on other investments	2010-12-31	$30,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,436,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,585,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$232,934
Net investment gain/loss from pooled separate accounts	2010-12-31	$358,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$719,506
Assets. Invements in employer securities at beginning of year	2010-12-31	$556,967
Contributions received in cash from employer	2010-12-31	$108,595
Income. Dividends from preferred stock	2010-12-31	$32,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$809,338
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$159,253
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$113,712
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	REZNICK GROUP P.C.
Accountancy firm EIN	2010-12-31	521088612
2009 : THE AERC 401(K) SAVINGS PLAN AND TRUST 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 THE AERC 401(K) SAVINGS PLAN AND TRUST

2016: THE AERC 401(K) SAVINGS PLAN AND TRUST 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE AERC 401(K) SAVINGS PLAN AND TRUST 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE AERC 401(K) SAVINGS PLAN AND TRUST 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE AERC 401(K) SAVINGS PLAN AND TRUST 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE AERC 401(K) SAVINGS PLAN AND TRUST 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: THE AERC 401(K) SAVINGS PLAN AND TRUST 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
2010: THE AERC 401(K) SAVINGS PLAN AND TRUST 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE AERC 401(K) SAVINGS PLAN AND TRUST 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

039225

Policy instance

Insurance contract or identification number	039225
Number of Individuals Covered	183
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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?	Yes
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

039225

Policy instance

Insurance contract or identification number	039225
Number of Individuals Covered	483
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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?	Yes
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

39225-001

Policy instance

Insurance contract or identification number	39225-001
Number of Individuals Covered	424
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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?	Yes
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

39225-001

Policy instance

Insurance contract or identification number	39225-001
Number of Individuals Covered	436
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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?	Yes
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

39225-001

Policy instance

Insurance contract or identification number	39225-001
Number of Individuals Covered	411
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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?	Yes
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

39225-001

Policy instance

Insurance contract or identification number	39225-001
Number of Individuals Covered	387
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $22,211
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?	Yes
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
Amount paid for insurance broker fees	22211
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	M HOLDINGS SECURITIES, INC.

Potentially related plans

THE AERCON CORP. AGE WEIGHTED PROFIT SHARING/401(K) PLAN [EIN = 061102342]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ASSOCIATED ESTATES REALTY CORPORATION
Employer identification number (EIN):	341747603
NAIC Classification:	531110
NAIC Description:	Lessors of Residential Buildings and Dwellings

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1993-07-29
Company Identification Number:	850840
Legal Registered Office Address:	1 AEC PARKWAY - RICHMOND HEIGHTS United States of America (USA) 44143