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BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN 401k Plan overview

Plan NameBEAR REALTY OF BURLINGTON, INC. 401(K) PLAN
Plan identification number 001

BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

BEAR REALTY OF BURLINGTON, INC. has sponsored the creation of one or more 401k plans.

Company Name:BEAR REALTY OF BURLINGTON, INC.
Employer identification number (EIN):391541928
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01EMILY SCOTT2023-06-01
0012021-01-01EMILY SCOTT2022-10-10
0012019-01-01
0012018-01-01
0012017-01-01JOSEPH BUSCH
0012017-01-01JOSEPH BUSCH
0012016-01-01JOSEPH BUSCH

Plan Statistics for BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN

401k plan membership statisitcs for BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN

Measure Date Value
2019: BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN

Measure Date Value
2019 : BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$15,145
Expenses. Total of all expenses incurred2019-12-31$4,618
Benefits paid (including direct rollovers)2019-12-31$3,359
Total plan assets at end of year2019-12-31$80,725
Total plan assets at beginning of year2019-12-31$70,198
Value of fidelity bond covering the plan2019-12-31$10,000
Total contributions received or receivable from participants2019-12-31$377
Other income received2019-12-31$13,056
Net income (gross income less expenses)2019-12-31$10,527
Net plan assets at end of year (total assets less liabilities)2019-12-31$80,725
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$70,198
Total contributions received or receivable from employer(s)2019-12-31$1,712
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,259
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$19,061
Expenses. Total of all expenses incurred2018-12-31$902
Total plan assets at end of year2018-12-31$70,198
Total plan assets at beginning of year2018-12-31$52,039
Value of fidelity bond covering the plan2018-12-31$10,000
Total contributions received or receivable from participants2018-12-31$18,721
Other income received2018-12-31$-4,436
Net income (gross income less expenses)2018-12-31$18,159
Net plan assets at end of year (total assets less liabilities)2018-12-31$70,198
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$52,039
Total contributions received or receivable from employer(s)2018-12-31$4,776
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$902
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$31,854
Expenses. Total of all expenses incurred2017-12-31$461
Total plan assets at end of year2017-12-31$52,039
Total plan assets at beginning of year2017-12-31$20,646
Value of fidelity bond covering the plan2017-12-31$10,000
Total contributions received or receivable from participants2017-12-31$19,019
Other income received2017-12-31$4,596
Net income (gross income less expenses)2017-12-31$31,393
Net plan assets at end of year (total assets less liabilities)2017-12-31$52,039
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$20,646
Total contributions received or receivable from employer(s)2017-12-31$8,239
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$461
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$20,694
Expenses. Total of all expenses incurred2016-12-31$48
Total plan assets at end of year2016-12-31$20,646
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$3,000
Total contributions received or receivable from participants2016-12-31$18,579
Other income received2016-12-31$473
Net income (gross income less expenses)2016-12-31$20,646
Net plan assets at end of year (total assets less liabilities)2016-12-31$20,646
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$1,642
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$48
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN

2019: BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BEAR REALTY OF BURLINGTON, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number30512/FWJ9
Policy instance 1
Insurance contract or identification number30512/FWJ9
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $190
Total amount of fees paid to insurance companyUSD $39
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $190
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?7
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number30512/FWJ9
Policy instance 1
Insurance contract or identification number30512/FWJ9
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $147
Total amount of fees paid to insurance companyUSD $27
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $147
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?7
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number30512/FWJ9
Policy instance 1
Insurance contract or identification number30512/FWJ9
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $54
Total amount of fees paid to insurance companyUSD $14
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?7
Insurance broker namePPG RETIREMENT PLAN SERVICES LTD

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