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CAPREIT 401(K) PLAN 401k Plan overview

Plan NameCAPREIT 401(K) PLAN
Plan identification number 001

CAPREIT 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAPREIT OPERATING LIMITED PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:CAPREIT OPERATING LIMITED PARTNERSHIP
Employer identification number (EIN):522064504
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about CAPREIT OPERATING LIMITED PARTNERSHIP

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: M04841946

More information about CAPREIT OPERATING LIMITED PARTNERSHIP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPREIT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01TERENCE J COLLINS
0012014-01-01TERENCE J COLLINS
0012013-01-01TERENCE J COLLINS
0012012-01-01TERENCE COLLINS
0012011-01-01TERENCE COLLINS
0012010-01-01TERENCE COLLINS
0012009-01-01TERENCE COLLINS

Plan Statistics for CAPREIT 401(K) PLAN

401k plan membership statisitcs for CAPREIT 401(K) PLAN

Measure Date Value
2022: CAPREIT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01525
Total number of active participants reported on line 7a of the Form 55002022-01-01349
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01145
Total of all active and inactive participants2022-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01496
Number of participants with account balances2022-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01133
2021: CAPREIT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01818
Total number of active participants reported on line 7a of the Form 55002021-01-01360
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01149
Total of all active and inactive participants2021-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01510
Number of participants with account balances2021-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01178
2020: CAPREIT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01757
Total number of active participants reported on line 7a of the Form 55002020-01-01403
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01377
Total of all active and inactive participants2020-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01784
Number of participants with account balances2020-01-01769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01158
2019: CAPREIT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01649
Total number of active participants reported on line 7a of the Form 55002019-01-01445
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01293
Total of all active and inactive participants2019-01-01739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01739
Number of participants with account balances2019-01-01720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01168
2018: CAPREIT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01498
Total number of active participants reported on line 7a of the Form 55002018-01-01446
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01186
Total of all active and inactive participants2018-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01633
Number of participants with account balances2018-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01119
2017: CAPREIT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01363
Total number of active participants reported on line 7a of the Form 55002017-01-01437
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 participants2017-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01437
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: CAPREIT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01330
Total number of active participants reported on line 7a of the Form 55002016-01-01263
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01328
Number of participants with account balances2016-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0133
2015: CAPREIT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01297
Total number of active participants reported on line 7a of the Form 55002015-01-01219
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0178
Total of all active and inactive participants2015-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01299
Number of participants with account balances2015-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0142
2014: CAPREIT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01315
Total number of active participants reported on line 7a of the Form 55002014-01-01219
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0160
Total of all active and inactive participants2014-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01281
Number of participants with account balances2014-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: CAPREIT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01320
Total number of active participants reported on line 7a of the Form 55002013-01-01239
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01299
Number of participants with account balances2013-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: CAPREIT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01344
Total number of active participants reported on line 7a of the Form 55002012-01-01247
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0162
Total of all active and inactive participants2012-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01309
Number of participants with account balances2012-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: CAPREIT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01348
Total number of active participants reported on line 7a of the Form 55002011-01-01245
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0161
Total of all active and inactive participants2011-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01307
Number of participants with account balances2011-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: CAPREIT 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01345
Total number of active participants reported on line 7a of the Form 55002010-01-01285
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0148
Total of all active and inactive participants2010-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01334
Number of participants with account balances2010-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0116
2009: CAPREIT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01287
Total number of active participants reported on line 7a of the Form 55002009-01-01258
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01304
Number of participants with account balances2009-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0135

Financial Data on CAPREIT 401(K) PLAN

Measure Date Value
2022 : CAPREIT 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-235,171
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,493,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,388,583
Expenses. Certain deemed distributions of participant loans2022-12-31$18,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,200,750
Value of total assets at end of year2022-12-31$14,342,817
Value of total assets at beginning of year2022-12-31$16,071,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,951
Total interest from all sources2022-12-31$7,506
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$51,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$51,265
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,480,089
Participant contributions at end of year2022-12-31$148,380
Participant contributions at beginning of year2022-12-31$166,030
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$74,118
Other income not declared elsewhere2022-12-31$2,017
Administrative expenses (other) incurred2022-12-31$85,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,728,334
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,342,817
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,071,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,035,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,031,096
Interest on participant loans2022-12-31$7,506
Value of interest in common/collective trusts at end of year2022-12-31$12,159,128
Value of interest in common/collective trusts at beginning of year2022-12-31$13,874,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-466,666
Net investment gain or loss from common/collective trusts2022-12-31$-2,030,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$646,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,388,583
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : CAPREIT 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,764,910
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,496,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,375,065
Expenses. Certain deemed distributions of participant loans2021-12-31$11,806
Value of total corrective distributions2021-12-31$11,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,996,685
Value of total assets at end of year2021-12-31$16,071,151
Value of total assets at beginning of year2021-12-31$14,803,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$98,863
Total interest from all sources2021-12-31$6,759
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$62,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$62,433
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,346,119
Participant contributions at end of year2021-12-31$166,030
Participant contributions at beginning of year2021-12-31$146,041
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,069
Other income not declared elsewhere2021-12-31$590
Administrative expenses (other) incurred2021-12-31$98,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,268,023
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,071,151
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,803,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,031,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,481,750
Interest on participant loans2021-12-31$6,759
Value of interest in common/collective trusts at end of year2021-12-31$13,874,025
Value of interest in common/collective trusts at beginning of year2021-12-31$1,175,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,077,655
Net investment gain or loss from common/collective trusts2021-12-31$620,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$633,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,375,065
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : CAPREIT 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$3,710,277
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,663,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,577,638
Expenses. Certain deemed distributions of participant loans2020-12-31$1,046
Value of total corrective distributions2020-12-31$8,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,880,500
Value of total assets at end of year2020-12-31$14,803,128
Value of total assets at beginning of year2020-12-31$12,756,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,914
Total interest from all sources2020-12-31$7,216
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$269,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$269,680
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,228,910
Participant contributions at end of year2020-12-31$146,041
Participant contributions at beginning of year2020-12-31$140,481
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,367
Other income not declared elsewhere2020-12-31$510
Administrative expenses (other) incurred2020-12-31$75,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,046,716
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,803,128
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,756,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,481,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,748,014
Interest on participant loans2020-12-31$7,216
Value of interest in common/collective trusts at end of year2020-12-31$1,175,337
Value of interest in common/collective trusts at beginning of year2020-12-31$867,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,531,479
Net investment gain or loss from common/collective trusts2020-12-31$20,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$644,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,577,638
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
2019 : CAPREIT 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$3,743,107
Total income from all sources (including contributions)2019-12-31$3,743,107
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$947,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$863,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$863,253
Expenses. Certain deemed distributions of participant loans2019-12-31$670
Value of total corrective distributions2019-12-31$14,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,764,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,764,070
Value of total assets at end of year2019-12-31$12,756,412
Value of total assets at end of year2019-12-31$12,756,412
Value of total assets at beginning of year2019-12-31$9,960,575
Value of total assets at beginning of year2019-12-31$9,960,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,547
Total interest from all sources2019-12-31$6,513
Total interest from all sources2019-12-31$6,513
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$262,776
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$262,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$262,776
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$262,776
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,102,441
Contributions received from participants2019-12-31$1,102,441
Participant contributions at end of year2019-12-31$140,481
Participant contributions at end of year2019-12-31$140,481
Participant contributions at beginning of year2019-12-31$134,886
Participant contributions at beginning of year2019-12-31$134,886
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$53,533
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$53,533
Administrative expenses (other) incurred2019-12-31$68,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,795,837
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,756,412
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,756,412
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,960,575
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,960,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,748,014
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,748,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,060,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,060,260
Interest on participant loans2019-12-31$6,513
Interest on participant loans2019-12-31$6,513
Value of interest in common/collective trusts at end of year2019-12-31$867,917
Value of interest in common/collective trusts at end of year2019-12-31$867,917
Value of interest in common/collective trusts at beginning of year2019-12-31$765,429
Value of interest in common/collective trusts at beginning of year2019-12-31$765,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,691,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,691,482
Net investment gain or loss from common/collective trusts2019-12-31$18,266
Net investment gain or loss from common/collective trusts2019-12-31$18,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$608,096
Contributions received in cash from employer2019-12-31$608,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$863,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$863,253
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK
Accountancy firm name2019-12-31COHNREZNICK
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : CAPREIT 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$879,756
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$527,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$429,686
Expenses. Certain deemed distributions of participant loans2018-12-31$1,408
Value of total corrective distributions2018-12-31$45,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,652,718
Value of total assets at end of year2018-12-31$9,960,575
Value of total assets at beginning of year2018-12-31$9,608,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,034
Total interest from all sources2018-12-31$4,364
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$239,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$239,592
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$966,650
Participant contributions at end of year2018-12-31$134,886
Participant contributions at beginning of year2018-12-31$67,094
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$123,650
Administrative expenses (other) incurred2018-12-31$51,034
Total non interest bearing cash at beginning of year2018-12-31$9,541,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$351,778
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,960,575
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,608,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,060,260
Interest on participant loans2018-12-31$4,364
Value of interest in common/collective trusts at end of year2018-12-31$765,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,033,173
Net investment gain or loss from common/collective trusts2018-12-31$16,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$562,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$429,686
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK
Accountancy firm EIN2018-12-31221478099
2017 : CAPREIT 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,224,485
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,438,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,338,558
Value of total corrective distributions2017-12-31$48,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$956,340
Value of total assets at end of year2017-12-31$9,608,797
Value of total assets at beginning of year2017-12-31$8,822,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,256
Total interest from all sources2017-12-31$86,088
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$4,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$636,585
Participant contributions at end of year2017-12-31$67,094
Participant contributions at beginning of year2017-12-31$67,112
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$22,910
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$31,519
Total non interest bearing cash at end of year2017-12-31$9,541,703
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$786,261
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,608,797
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,822,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,286,948
Interest on participant loans2017-12-31$2,518
Interest earned on other investments2017-12-31$83,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,435,258
Net investment gain/loss from pooled separate accounts2017-12-31$1,182,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$288,236
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$10,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,338,558
Contract administrator fees2017-12-31$51,256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHN REZNICK
Accountancy firm EIN2017-12-31221478099
2016 : CAPREIT 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$1,527,385
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$586,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$516,500
Value of total corrective distributions2016-12-31$29,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$944,973
Value of total assets at end of year2016-12-31$8,822,536
Value of total assets at beginning of year2016-12-31$7,881,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,311
Total interest from all sources2016-12-31$77,367
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$4,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$631,547
Participant contributions at end of year2016-12-31$67,112
Participant contributions at beginning of year2016-12-31$58,062
Participant contributions at end of year2016-12-31$22,910
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$940,928
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,822,536
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,881,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$6,286,948
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,663,022
Interest on participant loans2016-12-31$1,876
Interest earned on other investments2016-12-31$75,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,435,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,160,524
Net investment gain/loss from pooled separate accounts2016-12-31$505,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$305,892
Employer contributions (assets) at end of year2016-12-31$10,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$516,500
Contract administrator fees2016-12-31$40,311
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHN REZNICK
Accountancy firm EIN2016-12-31221478099
2015 : CAPREIT 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$960,950
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,180,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,135,157
Value of total corrective distributions2015-12-31$15,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$830,415
Value of total assets at end of year2015-12-31$7,881,608
Value of total assets at beginning of year2015-12-31$8,101,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,969
Total interest from all sources2015-12-31$84,691
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$29,969
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$4,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$508,076
Participant contributions at end of year2015-12-31$58,062
Participant contributions at beginning of year2015-12-31$28,940
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$67,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-219,811
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,881,608
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,101,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$5,663,022
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,731,879
Interest on participant loans2015-12-31$1,331
Interest earned on other investments2015-12-31$83,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,160,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,340,600
Net investment gain or loss from common/collective trusts2015-12-31$45,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$254,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,135,157
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHN REZNICK
Accountancy firm EIN2015-12-31221478099
2014 : CAPREIT 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$1,153,920
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$533,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$495,977
Value of total corrective distributions2014-12-31$12,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$592,016
Value of total assets at end of year2014-12-31$8,101,419
Value of total assets at beginning of year2014-12-31$7,481,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,327
Total interest from all sources2014-12-31$87,363
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$25,327
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$453,999
Participant contributions at end of year2014-12-31$28,940
Participant contributions at beginning of year2014-12-31$14,836
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$30,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$620,331
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,101,419
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,481,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$5,731,879
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,168,072
Interest on participant loans2014-12-31$570
Interest earned on other investments2014-12-31$86,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,340,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,298,180
Net investment gain/loss from pooled separate accounts2014-12-31$474,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$107,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$495,977
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : CAPREIT 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$1,681,514
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$439,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$363,684
Value of total corrective distributions2013-12-31$56,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$457,473
Value of total assets at end of year2013-12-31$7,481,088
Value of total assets at beginning of year2013-12-31$6,239,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,980
Total interest from all sources2013-12-31$85,069
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$457,473
Participant contributions at end of year2013-12-31$14,836
Participant contributions at beginning of year2013-12-31$22,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,241,845
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,481,088
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,239,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,168,072
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,009,901
Interest on participant loans2013-12-31$469
Interest earned on other investments2013-12-31$84,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,298,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,206,847
Net investment gain/loss from pooled separate accounts2013-12-31$1,138,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$363,684
Contract administrator fees2013-12-31$19,980
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31RAFFA, P.C.
Accountancy firm EIN2013-12-31521511275
2012 : CAPREIT 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$1,028,146
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$564,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$533,148
Value of total corrective distributions2012-12-31$22,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$452,076
Value of total assets at end of year2012-12-31$6,239,243
Value of total assets at beginning of year2012-12-31$5,775,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,288
Total interest from all sources2012-12-31$76,241
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$452,076
Participant contributions at end of year2012-12-31$22,495
Participant contributions at beginning of year2012-12-31$31,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$463,556
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,239,243
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,775,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,009,901
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,493,782
Interest on participant loans2012-12-31$921
Interest earned on other investments2012-12-31$75,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,206,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,250,671
Net investment gain/loss from pooled separate accounts2012-12-31$499,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$533,148
Contract administrator fees2012-12-31$9,288
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RAFFA, PC
Accountancy firm EIN2012-12-31521511275
2011 : CAPREIT 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$487,244
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$508,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$446,722
Value of total corrective distributions2011-12-31$53,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$481,179
Value of total assets at end of year2011-12-31$5,775,687
Value of total assets at beginning of year2011-12-31$5,796,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,584
Total interest from all sources2011-12-31$71,502
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$448,340
Participant contributions at end of year2011-12-31$31,234
Participant contributions at beginning of year2011-12-31$47,834
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$32,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-20,895
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,775,687
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,796,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,493,782
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,868,056
Interest on participant loans2011-12-31$1,399
Interest earned on other investments2011-12-31$70,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,250,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,880,692
Net investment gain/loss from pooled separate accounts2011-12-31$-65,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$446,722
Contract administrator fees2011-12-31$7,584
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31RAFFA, P.C.
Accountancy firm EIN2011-12-31521511275
2010 : CAPREIT 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$1,053,108
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$365,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$316,512
Value of total corrective distributions2010-12-31$42,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$447,313
Value of total assets at end of year2010-12-31$5,796,582
Value of total assets at beginning of year2010-12-31$5,109,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,124
Total interest from all sources2010-12-31$67,014
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$446,289
Participant contributions at end of year2010-12-31$47,834
Participant contributions at beginning of year2010-12-31$55,903
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$687,204
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,796,582
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,109,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,868,056
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,145,501
Interest on participant loans2010-12-31$1,993
Interest earned on other investments2010-12-31$65,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,880,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,907,974
Net investment gain/loss from pooled separate accounts2010-12-31$538,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$316,512
Contract administrator fees2010-12-31$7,124
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31RAFFA, P.C.
Accountancy firm EIN2010-12-31521511275
2009 : CAPREIT 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CAPREIT 401(K) PLAN

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502732
Policy instance 1
Insurance contract or identification number502732
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502732
Policy instance 1
Insurance contract or identification number502732
Number of Individuals Covered299
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502732
Policy instance 1
Insurance contract or identification number502732
Number of Individuals Covered281
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502732
Policy instance 1
Insurance contract or identification number502732
Number of Individuals Covered299
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502732
Policy instance 1
Insurance contract or identification number502732
Number of Individuals Covered309
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $15,034
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,034
Insurance broker organization code?3
Insurance broker nameQP CONSULTING
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502732
Policy instance 1
Insurance contract or identification number502732
Number of Individuals Covered307
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,422
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502732
Policy instance 1
Insurance contract or identification number502732
Number of Individuals Covered334
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,045
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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