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INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameINTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN
Plan identification number 001

INTEGRA REALTY RESOURCES 401(K) RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Plan covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

INTEGRA REALTY RESOURCES, INC has sponsored the creation of one or more 401k plans.

Company Name:INTEGRA REALTY RESOURCES, INC
Employer identification number (EIN):582471341
NAIC Classification:531320
NAIC Description:Offices of Real Estate Appraisers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01SHERRI CRAWFORD
0012016-01-01SHERI CRAWFORD
0012016-01-01SHERI CRAWFORD

Plan Statistics for INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN

401k plan membership statisitcs for INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN

Measure Date Value
2017: INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01274
Total number of active participants reported on line 7a of the Form 55002017-01-01185
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01206
Number of participants with account balances2017-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01296
Total number of active participants reported on line 7a of the Form 55002016-01-01257
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01274
Number of participants with account balances2016-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012

Financial Data on INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN

Measure Date Value
2017 : INTEGRA REALTY RESOURCES 401(K) RETIREMENT 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$66,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$58,999
Total income from all sources (including contributions)2017-12-31$3,574,970
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,976,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,812,079
Expenses. Certain deemed distributions of participant loans2017-12-31$50,821
Value of total corrective distributions2017-12-31$42,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,007,727
Value of total assets at end of year2017-12-31$15,107,193
Value of total assets at beginning of year2017-12-31$18,500,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70,516
Total interest from all sources2017-12-31$47,734
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$550,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$550,956
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$790,426
Participant contributions at end of year2017-12-31$120,734
Participant contributions at beginning of year2017-12-31$76,425
Participant contributions at end of year2017-12-31$71,508
Participant contributions at beginning of year2017-12-31$56,392
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,606
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$10,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$66,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$58,999
Other income not declared elsewhere2017-12-31$-12
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-3,401,040
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,040,834
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,441,874
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
Investment advisory and management fees2017-12-31$66,236
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,657,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,998,258
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$0
Interest on participant loans2017-12-31$5,968
Interest earned on other investments2017-12-31$41,766
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,173,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,226,127
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,968,565
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$210,695
Employer contributions (assets) at end of year2017-12-31$83,463
Employer contributions (assets) at beginning of year2017-12-31$143,671
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,801,317
Contract administrator fees2017-12-31$4,280
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 name2017-12-31CROSKEY LANNI PC
Accountancy firm EIN2017-12-31382777985
2016 : INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$989,678
Total transfer of assets from this plan2016-12-31$927,380
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$4,139,201
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,390,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,278,952
Expenses. Certain deemed distributions of participant loans2016-12-31$30,915
Value of total corrective distributions2016-12-31$9,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,826,454
Value of total assets at end of year2016-12-31$18,300,810
Value of total assets at beginning of year2016-12-31$17,552,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$71,555
Total interest from all sources2016-12-31$41,800
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$437,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$437,640
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,317,672
Participant contributions at end of year2016-12-31$76,425
Participant contributions at beginning of year2016-12-31$103,299
Participant contributions at end of year2016-12-31$56,392
Participant contributions at beginning of year2016-12-31$116,862
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,043,634
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$939,987
Other income not declared elsewhere2016-12-31$-2
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$748,581
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,300,810
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,552,229
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
Investment advisory and management fees2016-12-31$68,955
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,998,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,174,959
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$3,678
Interest earned on other investments2016-12-31$38,122
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,226,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,273,971
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$833,309
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$465,148
Employer contributions (assets) at end of year2016-12-31$143,671
Employer contributions (assets) at beginning of year2016-12-31$162,305
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,338,965
Contract administrator fees2016-12-31$2,600
Liabilities. Value of benefit claims payable at end of year2016-12-31$58,999
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$57,641
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 name2016-12-31CROSKEY LANNI PC
Accountancy firm EIN2016-12-31382777985

Form 5500 Responses for INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN

2017: INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: INTEGRA REALTY RESOURCES 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61801
Policy instance 1
Insurance contract or identification numberMR 61801
Number of Individuals Covered206
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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