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CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 003

CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING 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.
  • 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 requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

CTO REALTY GROWTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:CTO REALTY GROWTH, INC.
Employer identification number (EIN):590483700
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about CTO REALTY GROWTH, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1993-02-26
Company Identification Number: P93000014887
Legal Registered Office Address: 1140 N. WILLIAMSON BLVD., SUITE 140

DAYTONA BEACH

32114

More information about CTO REALTY GROWTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01DANIEL E. SMITH2021-05-26 DANIEL E. SMITH2021-05-26
0032019-01-01DANIEL E. SMITH2020-03-23 DANIEL E. SMITH2020-03-23
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01LINDA H. CRISP LINDA H. CRISP2013-02-07
0032011-01-01LINDA H. CRISP LINDA H. CRISP2012-02-27
0032010-01-01LINDA H. CRISP LINDA H. CRISP2011-02-18
0032009-01-01LINDA CRISP LINDA CRISP2010-07-01

Plan Statistics for CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0119
Total number of active participants reported on line 7a of the Form 55002020-01-0115
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0121
Number of participants with account balances2020-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0118
Total number of active participants reported on line 7a of the Form 55002019-01-0114
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0119
Number of participants with account balances2019-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0121
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0118
Number of participants with account balances2018-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0119
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0121
Number of participants with account balances2017-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0119
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0119
Number of participants with account balances2016-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0119
Number of participants with account balances2015-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0121
Total number of active participants reported on line 7a of the Form 55002014-01-0113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0119
Number of participants with account balances2014-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0120
Number of participants with account balances2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0125
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0121
Number of participants with account balances2012-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0126
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0125
Total participants2011-01-0125
Number of participants with account balances2011-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0127
Total number of active participants reported on line 7a of the Form 55002010-01-0122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0126
Number of participants with account balances2010-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0123
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0127
Total participants2009-01-0127
Number of participants with account balances2009-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020 : CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$687,698
Expenses. Total of all expenses incurred2020-12-31$18,044
Total plan assets at end of year2020-12-31$3,168,773
Total plan assets at beginning of year2020-12-31$2,499,119
Value of fidelity bond covering the plan2020-12-31$2,000,000
Total contributions received or receivable from participants2020-12-31$208,034
Other income received2020-12-31$369,571
Net income (gross income less expenses)2020-12-31$669,654
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,168,773
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,499,119
Total contributions received or receivable from employer(s)2020-12-31$110,093
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$18,044
2019 : CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$700,859
Expenses. Total of all expenses incurred2019-12-31$14,969
Total plan assets at end of year2019-12-31$2,499,119
Total plan assets at beginning of year2019-12-31$1,813,229
Value of fidelity bond covering the plan2019-12-31$2,000,000
Total contributions received or receivable from participants2019-12-31$193,275
Other income received2019-12-31$413,432
Net income (gross income less expenses)2019-12-31$685,890
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,499,119
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,813,229
Total contributions received or receivable from employer(s)2019-12-31$94,152
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$14,969
2018 : CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$-25,617
Total income from all sources2018-12-31$158,313
Expenses. Total of all expenses incurred2018-12-31$101,229
Benefits paid (including direct rollovers)2018-12-31$100,899
Total plan assets at end of year2018-12-31$1,813,229
Total plan assets at beginning of year2018-12-31$1,781,762
Value of fidelity bond covering the plan2018-12-31$2,000,000
Total contributions received or receivable from participants2018-12-31$167,420
Other income received2018-12-31$-95,119
Net income (gross income less expenses)2018-12-31$57,084
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,813,229
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,781,762
Total contributions received or receivable from employer(s)2018-12-31$86,012
Value of certain deemed distributions of participant loans2018-12-31$330
2017 : CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$466,710
Expenses. Total of all expenses incurred2017-12-31$15,908
Total plan assets at end of year2017-12-31$1,781,762
Total plan assets at beginning of year2017-12-31$1,330,960
Value of fidelity bond covering the plan2017-12-31$2,000,000
Total contributions received or receivable from participants2017-12-31$158,958
Other income received2017-12-31$220,929
Net income (gross income less expenses)2017-12-31$450,802
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,781,762
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,330,960
Total contributions received or receivable from employer(s)2017-12-31$86,823
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$15,908
2016 : CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$29,656
Total income from all sources2016-12-31$347,449
Expenses. Total of all expenses incurred2016-12-31$65,819
Benefits paid (including direct rollovers)2016-12-31$52,870
Total plan assets at end of year2016-12-31$1,330,960
Total plan assets at beginning of year2016-12-31$1,019,674
Value of fidelity bond covering the plan2016-12-31$2,000,000
Total contributions received or receivable from participants2016-12-31$155,810
Other income received2016-12-31$113,508
Net income (gross income less expenses)2016-12-31$281,630
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,330,960
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,019,674
Total contributions received or receivable from employer(s)2016-12-31$78,131
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$12,949
2015 : CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$192,650
Expenses. Total of all expenses incurred2015-12-31$395,331
Benefits paid (including direct rollovers)2015-12-31$384,307
Total plan assets at end of year2015-12-31$1,018,700
Total plan assets at beginning of year2015-12-31$1,221,381
Value of fidelity bond covering the plan2015-12-31$2,000,000
Total contributions received or receivable from participants2015-12-31$132,697
Other income received2015-12-31$-10,749
Net income (gross income less expenses)2015-12-31$-202,681
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,018,700
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,221,381
Total contributions received or receivable from employer(s)2015-12-31$70,702
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$11,024
2014 : CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$33,972
Total income from all sources2014-12-31$192,662
Expenses. Total of all expenses incurred2014-12-31$247,326
Benefits paid (including direct rollovers)2014-12-31$233,631
Total plan assets at end of year2014-12-31$1,221,381
Total plan assets at beginning of year2014-12-31$1,242,073
Value of fidelity bond covering the plan2014-12-31$2,000,000
Total contributions received or receivable from participants2014-12-31$107,250
Other income received2014-12-31$58,599
Net income (gross income less expenses)2014-12-31$-54,664
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,221,381
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,242,073
Total contributions received or receivable from employer(s)2014-12-31$26,813
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$13,695
2013 : CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$330,273
Expenses. Total of all expenses incurred2013-12-31$313,044
Benefits paid (including direct rollovers)2013-12-31$293,192
Total plan assets at end of year2013-12-31$1,242,073
Total plan assets at beginning of year2013-12-31$1,224,844
Value of fidelity bond covering the plan2013-12-31$2,000,000
Total contributions received or receivable from participants2013-12-31$96,735
Other income received2013-12-31$209,354
Net income (gross income less expenses)2013-12-31$17,229
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,242,073
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,224,844
Total contributions received or receivable from employer(s)2013-12-31$24,184
Value of corrective distributions2013-12-31$7,394
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$12,458
2012 : CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$288,963
Expenses. Total of all expenses incurred2012-12-31$312,985
Benefits paid (including direct rollovers)2012-12-31$300,440
Total plan assets at end of year2012-12-31$1,224,844
Total plan assets at beginning of year2012-12-31$1,248,866
Value of fidelity bond covering the plan2012-12-31$2,000,000
Total contributions received or receivable from participants2012-12-31$101,273
Other income received2012-12-31$162,372
Net income (gross income less expenses)2012-12-31$-24,022
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,224,844
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,248,866
Total contributions received or receivable from employer(s)2012-12-31$25,318
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,545
2011 : CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$112,375
Expenses. Total of all expenses incurred2011-12-31$48,072
Benefits paid (including direct rollovers)2011-12-31$34,547
Total plan assets at end of year2011-12-31$1,248,866
Total plan assets at beginning of year2011-12-31$1,184,563
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$113,935
Other income received2011-12-31$-25,026
Net income (gross income less expenses)2011-12-31$64,303
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,248,866
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,184,563
Total contributions received or receivable from employer(s)2011-12-31$23,466
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$13,525
2010 : CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$278,556
Expenses. Total of all expenses incurred2010-12-31$201,365
Benefits paid (including direct rollovers)2010-12-31$189,781
Total plan assets at end of year2010-12-31$1,184,563
Total plan assets at beginning of year2010-12-31$1,107,372
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$108,228
Other income received2010-12-31$148,141
Net income (gross income less expenses)2010-12-31$77,191
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,184,563
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,107,372
Total contributions received or receivable from employer(s)2010-12-31$22,187
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$11,584

Form 5500 Responses for CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN

2020: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING 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: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING 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: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING 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: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING 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: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING 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: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING 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: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING 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: CTO REALTY GROWTH, INC. 401(K) PROFIT SHARING 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-842939
Policy instance 1
Insurance contract or identification numberGA-842939
Number of Individuals Covered21
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,244
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees12244
Additional information about fees paid to insurance brokerSERVICE PROVIDER FEE
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-842939
Policy instance 1
Insurance contract or identification numberGA-842939
Number of Individuals Covered18
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $185
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees185
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-842939
Policy instance 1
Insurance contract or identification numberGA-842939
Number of Individuals Covered18
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11034
Policy instance 1
Insurance contract or identification number11034
Number of Individuals Covered21
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,448
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,448
Insurance broker organization code?3
Insurance broker nameBLISS CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11034
Policy instance 1
Insurance contract or identification number11034
Number of Individuals Covered19
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $8,804
Total amount of fees paid to insurance companyUSD $125
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,862
Insurance broker organization code?3
Amount paid for insurance broker fees125
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameBLISS CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11034
Policy instance 1
Insurance contract or identification number11034
Number of Individuals Covered19
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,827
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,827
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11034
Policy instance 1
Insurance contract or identification number11034
Number of Individuals Covered17
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,844
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8,844
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11034
Policy instance 1
Insurance contract or identification number11034
Number of Individuals Covered19
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,746
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,746
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11034
Policy instance 1
Insurance contract or identification number11034
Number of Individuals Covered18
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Insurance broker organization code?5
Insurance broker nameMERRILL LYNCH LIFE AGENCY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11034
Policy instance 1
Insurance contract or identification number11034
Number of Individuals Covered23
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,664
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11034
Policy instance 1
Insurance contract or identification number11034
Number of Individuals Covered27
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,953
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,953
Insurance broker organization code?3
Insurance broker nameINTREPID CAPITAL

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