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THE RELATED GROUP 401(K) SAVINGS PLAN 401k Plan overview

Plan NameTHE RELATED GROUP 401(K) SAVINGS PLAN
Plan identification number 001

THE RELATED GROUP 401(K) SAVINGS 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.
  • 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.
  • 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

PRH INVESTMENTS LLC DBA THE RELATED GROUP has sponsored the creation of one or more 401k plans.

Company Name:PRH INVESTMENTS LLC DBA THE RELATED GROUP
Employer identification number (EIN):650372462
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RELATED GROUP 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARGARITA MONDEJO
0012016-01-01MARGARITA MONDEJO
0012015-01-01MARGARITA MONDEJO
0012014-01-01LYNN COHEN
0012014-01-01MARGARITA MONDEJO
0012014-01-01LYNN COHEN
0012013-03-01LYNN COHEN

Plan Statistics for THE RELATED GROUP 401(K) SAVINGS PLAN

401k plan membership statisitcs for THE RELATED GROUP 401(K) SAVINGS PLAN

Measure Date Value
2021: THE RELATED GROUP 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01805
Total number of active participants reported on line 7a of the Form 55002021-01-01571
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01205
Total of all active and inactive participants2021-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01779
Number of participants with account balances2021-01-01762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01218
2020: THE RELATED GROUP 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01727
Total number of active participants reported on line 7a of the Form 55002020-01-01588
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01196
Total of all active and inactive participants2020-01-01785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01785
Number of participants with account balances2020-01-01757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01162
2019: THE RELATED GROUP 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01672
Total number of active participants reported on line 7a of the Form 55002019-01-01534
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01171
Total of all active and inactive participants2019-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01708
Number of participants with account balances2019-01-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01162
2018: THE RELATED GROUP 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01679
Total number of active participants reported on line 7a of the Form 55002018-01-01513
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01135
Total of all active and inactive participants2018-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01649
Number of participants with account balances2018-01-01625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01137
2017: THE RELATED GROUP 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01606
Total number of active participants reported on line 7a of the Form 55002017-01-01471
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01161
Total of all active and inactive participants2017-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01632
Number of participants with account balances2017-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0144
2016: THE RELATED GROUP 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01555
Total number of active participants reported on line 7a of the Form 55002016-01-01469
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01125
Total of all active and inactive participants2016-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01595
Number of participants with account balances2016-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01102
2015: THE RELATED GROUP 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01543
Total number of active participants reported on line 7a of the Form 55002015-01-01453
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01555
Number of participants with account balances2015-01-01489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0168
2014: THE RELATED GROUP 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01532
Total number of active participants reported on line 7a of the Form 55002014-01-01445
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0198
Total of all active and inactive participants2014-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01543
Number of participants with account balances2014-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0150
2013: THE RELATED GROUP 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01243
Total number of active participants reported on line 7a of the Form 55002013-03-01480
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-0152
Total of all active and inactive participants2013-03-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-010
Total participants2013-03-01532
Number of participants with account balances2013-03-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-0131

Financial Data on THE RELATED GROUP 401(K) SAVINGS PLAN

Measure Date Value
2021 : THE RELATED GROUP 401(K) SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$7,122,185
Total of all expenses incurred2021-12-31$3,698,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,579,560
Expenses. Certain deemed distributions of participant loans2021-12-31$-1,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,588,951
Value of total assets at end of year2021-12-31$29,308,897
Value of total assets at beginning of year2021-12-31$25,885,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$120,122
Total interest from all sources2021-12-31$23,100
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$385,979
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$385,979
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$2,831,822
Participant contributions at end of year2021-12-31$451,351
Participant contributions at beginning of year2021-12-31$499,810
Participant contributions at end of year2021-12-31$88,760
Participant contributions at beginning of year2021-12-31$76,774
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,243,653
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,098,577
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$203,387
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,260
Other income not declared elsewhere2021-12-31$31,007
Administrative expenses (other) incurred2021-12-31$68,826
Total non interest bearing cash at end of year2021-12-31$20,628
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,423,575
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,308,897
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,885,322
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
Investment advisory and management fees2021-12-31$51,296
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,486,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,659,969
Interest on participant loans2021-12-31$23,100
Value of interest in common/collective trusts at end of year2021-12-31$13,994,357
Value of interest in common/collective trusts at beginning of year2021-12-31$12,508,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$16,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,814,094
Net investment gain or loss from common/collective trusts2021-12-31$1,279,054
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$553,742
Employer contributions (assets) at end of year2021-12-31$21,992
Employer contributions (assets) at beginning of year2021-12-31$22,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,579,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31741296484
2020 : THE RELATED GROUP 401(K) SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$6,711,323
Total of all expenses incurred2020-12-31$1,779,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,709,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,506,792
Value of total assets at end of year2020-12-31$25,885,322
Value of total assets at beginning of year2020-12-31$20,953,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,721
Total interest from all sources2020-12-31$27,981
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$411,456
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$411,456
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$2,510,421
Participant contributions at end of year2020-12-31$499,810
Participant contributions at beginning of year2020-12-31$517,902
Participant contributions at end of year2020-12-31$76,774
Participant contributions at beginning of year2020-12-31$40,752
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,098,577
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$592,965
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$319,118
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,002
Other income not declared elsewhere2020-12-31$156,932
Administrative expenses (other) incurred2020-12-31$30,457
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$4,932,043
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,885,322
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,953,279
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
Investment advisory and management fees2020-12-31$39,264
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,659,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,182,364
Interest on participant loans2020-12-31$27,981
Value of interest in common/collective trusts at end of year2020-12-31$12,508,020
Value of interest in common/collective trusts at beginning of year2020-12-31$1,596,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$16,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$424,094
Net investment gain or loss from common/collective trusts2020-12-31$2,184,068
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$677,253
Employer contributions (assets) at end of year2020-12-31$22,145
Employer contributions (assets) at beginning of year2020-12-31$7,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,709,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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
Accountancy firm name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31741296484
2019 : THE RELATED GROUP 401(K) SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$6,531,225
Total of all expenses incurred2019-12-31$1,347,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,279,837
Value of total corrective distributions2019-12-31$17,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,870,965
Value of total assets at end of year2019-12-31$20,953,279
Value of total assets at beginning of year2019-12-31$15,769,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,615
Total interest from all sources2019-12-31$21,010
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$323,650
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$323,650
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$2,126,301
Participant contributions at end of year2019-12-31$517,902
Participant contributions at beginning of year2019-12-31$319,550
Participant contributions at end of year2019-12-31$40,752
Participant contributions at beginning of year2019-12-31$40,507
Assets. Other investments not covered elsewhere at end of year2019-12-31$592,965
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$526,189
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$156,614
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,002
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$875
Other income not declared elsewhere2019-12-31$119,856
Administrative expenses (other) incurred2019-12-31$15,286
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$5,183,929
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,953,279
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,769,350
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$34,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,182,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,468,218
Interest on participant loans2019-12-31$21,010
Value of interest in common/collective trusts at end of year2019-12-31$1,596,489
Value of interest in common/collective trusts at beginning of year2019-12-31$1,396,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,166,065
Net investment gain or loss from common/collective trusts2019-12-31$29,679
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$588,050
Employer contributions (assets) at end of year2019-12-31$7,969
Employer contributions (assets) at beginning of year2019-12-31$7,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,279,837
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31741296484
2018 : THE RELATED GROUP 401(K) SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$2,287
Total income from all sources (including contributions)2018-12-31$1,258,546
Total of all expenses incurred2018-12-31$1,274,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,221,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,392,787
Value of total assets at end of year2018-12-31$15,769,350
Value of total assets at beginning of year2018-12-31$15,783,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,477
Total interest from all sources2018-12-31$12,945
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$242,458
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$242,458
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$1,908,224
Participant contributions at end of year2018-12-31$319,550
Participant contributions at beginning of year2018-12-31$172,309
Participant contributions at end of year2018-12-31$40,507
Participant contributions at beginning of year2018-12-31$172,222
Assets. Other investments not covered elsewhere at end of year2018-12-31$526,189
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$78,389
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$94,159
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-116,342
Administrative expenses (other) incurred2018-12-31$16,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,131
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,769,350
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,783,194
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
Investment advisory and management fees2018-12-31$36,849
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,468,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,352,275
Interest on participant loans2018-12-31$12,944
Interest earned on other investments2018-12-31$1
Value of interest in common/collective trusts at end of year2018-12-31$1,396,241
Value of interest in common/collective trusts at beginning of year2018-12-31$1,465,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,295,226
Net investment gain or loss from common/collective trusts2018-12-31$21,924
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$390,404
Employer contributions (assets) at end of year2018-12-31$7,926
Employer contributions (assets) at beginning of year2018-12-31$49,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,221,200
Contract administrator fees2018-12-31$587
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$491,720
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 name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31741296484
2017 : THE RELATED GROUP 401(K) SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$655,179
Total unrealized appreciation/depreciation of assets2017-12-31$655,179
Total income from all sources (including contributions)2017-12-31$4,647,722
Total loss/gain on sale of assets2017-12-31$17,083
Total of all expenses incurred2017-12-31$1,509,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,418,776
Value of total corrective distributions2017-12-31$39,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,491,465
Value of total assets at end of year2017-12-31$15,783,194
Value of total assets at beginning of year2017-12-31$12,644,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,707
Total interest from all sources2017-12-31$8,053
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$163,379
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$73,166
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 period2017-12-31Yes
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$1,936,760
Participant contributions at end of year2017-12-31$172,309
Participant contributions at beginning of year2017-12-31$138,305
Participant contributions at end of year2017-12-31$172,222
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$78,389
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$22,189
Administrative expenses (other) incurred2017-12-31$50,707
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$3,138,330
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,783,194
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,644,864
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$13,352,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,648,047
Interest on participant loans2017-12-31$5,498
Interest earned on other investments2017-12-31$339
Value of interest in common/collective trusts at end of year2017-12-31$1,465,009
Value of interest in common/collective trusts at beginning of year2017-12-31$983,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$466,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$466,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,298,526
Net investment gain or loss from common/collective trusts2017-12-31$14,037
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$532,516
Employer contributions (assets) at end of year2017-12-31$49,151
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from common stock2017-12-31$90,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,418,776
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
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$491,720
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$408,471
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
Aggregate proceeds on sale of assets2017-12-31$485,345
Aggregate carrying amount (costs) on sale of assets2017-12-31$468,262
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 name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31741296484
2016 : THE RELATED GROUP 401(K) SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-3,886
Total unrealized appreciation/depreciation of assets2016-12-31$-3,886
Total transfer of assets to this plan2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,247,664
Total loss/gain on sale of assets2016-12-31$-55,394
Total of all expenses incurred2016-12-31$866,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$684,101
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$125,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,504,913
Value of total assets at end of year2016-12-31$12,644,864
Value of total assets at beginning of year2016-12-31$10,263,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,747
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$6,552
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$323,409
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$317,418
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,610,347
Participant contributions at end of year2016-12-31$138,305
Participant contributions at beginning of year2016-12-31$153,789
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
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$407,739
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$56,747
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$2,381,487
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,644,864
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,263,377
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,648,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,721,119
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$6,246
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$983,916
Value of interest in common/collective trusts at beginning of year2016-12-31$892,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$466,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$263,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$263,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$306
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$455,602
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$16,468
Net gain/loss from 103.12 investment entities2016-12-31$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
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$486,827
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$5,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$684,101
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$408,471
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$232,076
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$1,664,027
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,719,421
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31741296484
2015 : THE RELATED GROUP 401(K) SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-209,265
Total unrealized appreciation/depreciation of assets2015-12-31$-209,265
Total transfer of assets to this plan2015-12-31$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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,157,021
Total loss/gain on sale of assets2015-12-31$57,550
Total of all expenses incurred2015-12-31$686,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$596,538
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$62,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,349,461
Value of total assets at end of year2015-12-31$10,263,377
Value of total assets at beginning of year2015-12-31$8,793,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,964
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$6,104
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$434,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$425,341
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,520,137
Participant contributions at end of year2015-12-31$153,789
Participant contributions at beginning of year2015-12-31$144,208
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$247,713
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$27,964
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$1,470,281
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,263,377
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,793,096
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,721,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,532,255
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$6,051
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$892,847
Value of interest in common/collective trusts at beginning of year2015-12-31$827,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$263,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$95,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$95,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$53
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-490,830
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$9,750
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$581,611
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$8,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$596,538
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$232,076
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$193,468
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$912,216
Aggregate carrying amount (costs) on sale of assets2015-12-31$854,666
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31GRANT THORNTON LLC
Accountancy firm EIN2015-12-31741296484
2014 : THE RELATED GROUP 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-24,651
Total unrealized appreciation/depreciation of assets2014-12-31$-24,651
Total transfer of assets to this plan2014-12-31$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$92
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,013,810
Total loss/gain on sale of assets2014-12-31$19,337
Total of all expenses incurred2014-12-31$342,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$294,427
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,508,998
Value of total assets at end of year2014-12-31$8,793,096
Value of total assets at beginning of year2014-12-31$7,121,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,889
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$4,114
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$335,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$332,045
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,043,465
Participant contributions at end of year2014-12-31$144,208
Participant contributions at beginning of year2014-12-31$48,716
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$50,817
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$243,117
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$92
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$47,889
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,671,494
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,793,096
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,121,602
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,532,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,938,762
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$4,107
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$827,178
Value of interest in common/collective trusts at beginning of year2014-12-31$950,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$95,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$7
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$166,105
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$4,463
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$222,416
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$102,617
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$3,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$294,427
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$193,468
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$23,871
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$317,077
Aggregate carrying amount (costs) on sale of assets2014-12-31$297,740
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31GRANT THORNTON LLC
Accountancy firm EIN2014-12-31741296484
2013 : THE RELATED GROUP 401(K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$12,573
Total unrealized appreciation/depreciation of assets2013-12-31$12,573
Total transfer of assets to this plan2013-12-31$5,789,182
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$92
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,886,869
Total loss/gain on sale of assets2013-12-31$60,178
Total of all expenses incurred2013-12-31$707,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$680,933
Expenses. Certain deemed distributions of participant loans2013-12-31$7,800
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,071,933
Value of total assets at end of year2013-12-31$6,968,260
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,150
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$2,049
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$212,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$211,893
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31No
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$732,498
Participant contributions at end of year2013-12-31$48,716
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$101,683
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$92
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$19,150
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,178,986
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,968,168
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,938,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$2,048
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$950,238
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$523,813
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$4,165
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$237,752
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$680,933
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$23,871
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$110,056
Aggregate carrying amount (costs) on sale of assets2013-12-31$49,878
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31GRANT THORNTON LLC
Accountancy firm EIN2013-12-31741296484

Form 5500 Responses for THE RELATED GROUP 401(K) SAVINGS PLAN

2021: THE RELATED GROUP 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE RELATED GROUP 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: THE RELATED GROUP 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: THE RELATED GROUP 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: THE RELATED GROUP 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: THE RELATED GROUP 401(K) SAVINGS 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE RELATED GROUP 401(K) SAVINGS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE RELATED GROUP 401(K) SAVINGS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE RELATED GROUP 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01First time form 5500 has been submittedYes
2013-03-01Submission has been amendedYes
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512960
Policy instance 1
Insurance contract or identification number512960
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-01-01
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512960
Policy instance 1
Insurance contract or identification number512960
Number of Individuals Covered757
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512960
Policy instance 1
Insurance contract or identification number512960
Number of Individuals Covered692
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512960
Policy instance 1
Insurance contract or identification number512960
Number of Individuals Covered625
Insurance policy start date2018-12-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512960
Policy instance 1
Insurance contract or identification number512960
Number of Individuals Covered601
Insurance policy start date2017-12-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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