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TRADEMARK PROPERTIES, INC. 401(K) PLAN 401k Plan overview

Plan NameTRADEMARK PROPERTIES, INC. 401(K) PLAN
Plan identification number 001

TRADEMARK PROPERTIES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRADEMARK PROPERTIES, INC has sponsored the creation of one or more 401k plans.

Company Name:TRADEMARK PROPERTIES, INC
Employer identification number (EIN):561454418
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRADEMARK PROPERTIES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01ALLISON JORDAN2020-05-14
0012019-01-01PAMELA G. GAY2020-04-27
0012018-01-01PAMELA G. GAY2019-05-20
0012017-01-01PAMELA G. GAY2018-05-18
0012016-01-01PAMELA G. GAY2017-06-01
0012015-01-01LYNN WILKERSON2016-07-11
0012014-01-01LYNN WILKERSON
0012013-01-01LYNN WILKERSON LYNN WILKERSON2014-07-14
0012012-01-01LYNN WILKERSON
0012011-01-01CHRISTINE BRUCKNER
0012010-01-01CHRISTINE BRUCKNER BILLIE REDMOND2011-07-07
0012009-01-01CHRISTINE BRUCKNER BILLIE REDMOND2010-08-20

Plan Statistics for TRADEMARK PROPERTIES, INC. 401(K) PLAN

401k plan membership statisitcs for TRADEMARK PROPERTIES, INC. 401(K) PLAN

Measure Date Value
2014: TRADEMARK PROPERTIES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0131
Total number of active participants reported on line 7a of the Form 55002014-01-0136
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0143
Number of participants with account balances2014-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: TRADEMARK PROPERTIES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0142
Total number of active participants reported on line 7a of the Form 55002013-01-0131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0139
Number of participants with account balances2013-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: TRADEMARK PROPERTIES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0145
Total number of active participants reported on line 7a of the Form 55002012-01-0136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0142
Number of participants with account balances2012-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: TRADEMARK PROPERTIES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0147
Total number of active participants reported on line 7a of the Form 55002011-01-0142
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0142
Number of participants with account balances2011-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TRADEMARK PROPERTIES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0142
Total number of active participants reported on line 7a of the Form 55002010-01-0139
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0139
Number of participants with account balances2010-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TRADEMARK PROPERTIES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0136
Total number of active participants reported on line 7a of the Form 55002009-01-0135
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0136
Number of participants with account balances2009-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on TRADEMARK PROPERTIES, INC. 401(K) PLAN

Measure Date Value
2014 : TRADEMARK PROPERTIES, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$61,627
Expenses. Total of all expenses incurred2014-12-31$63,273
Benefits paid (including direct rollovers)2014-12-31$62,713
Total plan assets at end of year2014-12-31$463,147
Total plan assets at beginning of year2014-12-31$464,793
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$35,501
Expenses. Other expenses not covered elsewhere2014-12-31$560
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$18,598
Net income (gross income less expenses)2014-12-31$-1,646
Net plan assets at end of year (total assets less liabilities)2014-12-31$463,147
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$464,793
Assets. Value of participant loans2014-12-31$4,535
Total contributions received or receivable from employer(s)2014-12-31$7,528
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : TRADEMARK PROPERTIES, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$104,020
Expenses. Total of all expenses incurred2013-12-31$43,595
Benefits paid (including direct rollovers)2013-12-31$43,155
Total plan assets at end of year2013-12-31$464,795
Total plan assets at beginning of year2013-12-31$404,370
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$27,447
Expenses. Other expenses not covered elsewhere2013-12-31$440
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$76,573
Net income (gross income less expenses)2013-12-31$60,425
Net plan assets at end of year (total assets less liabilities)2013-12-31$464,795
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$404,370
Assets. Value of participant loans2013-12-31$395
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : TRADEMARK PROPERTIES, INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$86,017
Expenses. Total of all expenses incurred2012-12-31$2,258
Benefits paid (including direct rollovers)2012-12-31$1,703
Total plan assets at end of year2012-12-31$404,371
Total plan assets at beginning of year2012-12-31$320,612
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$29,784
Expenses. Other expenses not covered elsewhere2012-12-31$555
Contributions received from other sources (not participants or employers)2012-12-31$10,944
Other income received2012-12-31$41,419
Net income (gross income less expenses)2012-12-31$83,759
Net plan assets at end of year (total assets less liabilities)2012-12-31$404,371
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$320,612
Assets. Value of participant loans2012-12-31$1,347
Total contributions received or receivable from employer(s)2012-12-31$3,870
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : TRADEMARK PROPERTIES, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$23,869
Expenses. Total of all expenses incurred2011-12-31$7,713
Benefits paid (including direct rollovers)2011-12-31$7,186
Total plan assets at end of year2011-12-31$320,612
Total plan assets at beginning of year2011-12-31$304,456
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$41,291
Expenses. Other expenses not covered elsewhere2011-12-31$527
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-21,091
Net income (gross income less expenses)2011-12-31$16,156
Net plan assets at end of year (total assets less liabilities)2011-12-31$320,612
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$304,456
Assets. Value of participant loans2011-12-31$838
Total contributions received or receivable from employer(s)2011-12-31$3,669
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : TRADEMARK PROPERTIES, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$68,952
Expenses. Total of all expenses incurred2010-12-31$380
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$304,456
Total plan assets at beginning of year2010-12-31$235,884
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$37,922
Expenses. Other expenses not covered elsewhere2010-12-31$380
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$27,280
Net income (gross income less expenses)2010-12-31$68,572
Net plan assets at end of year (total assets less liabilities)2010-12-31$304,456
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$235,884
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$3,750
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
2009 : TRADEMARK PROPERTIES, INC. 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for TRADEMARK PROPERTIES, INC. 401(K) PLAN

2014: TRADEMARK PROPERTIES, INC. 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
2013: TRADEMARK PROPERTIES, INC. 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
2012: TRADEMARK PROPERTIES, INC. 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
2011: TRADEMARK PROPERTIES, INC. 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
2010: TRADEMARK PROPERTIES, INC. 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
2009: TRADEMARK PROPERTIES, INC. 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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023462
Policy instance 1
Insurance contract or identification numberGA-023462
Number of Individuals Covered20
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,725
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,725
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023462
Policy instance 1
Insurance contract or identification numberGA-023462
Number of Individuals Covered24
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,349
Total amount of fees paid to insurance companyUSD $51
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-023462
Policy instance 1
Insurance contract or identification numberGA-023462
Number of Individuals Covered19
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,134
Total amount of fees paid to insurance companyUSD $76
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,134
Insurance broker organization code?3
Amount paid for insurance broker fees51
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMORGANSTANLEY SMITHBARNEY LLC

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