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CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT 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.
  • 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.

401k Sponsoring company profile

CAPSTONE REAL ESTATE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CAPSTONE REAL ESTATE SERVICES, INC.
Employer identification number (EIN):742566803
NAIC Classification:531310

Additional information about CAPSTONE REAL ESTATE SERVICES, INC.

Jurisdiction of Incorporation: Alabama Secretary of State
Incorporation Date: 2012-12-11
Company Identification Number: 056-130
Legal Registered Office Address: 4050 HELTON DRIVE STE 302 FLORENCE,


United States of America (USA)
35630

More information about CAPSTONE REAL ESTATE SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN

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

Plan Statistics for CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01521
Total number of active participants reported on line 7a of the Form 55002022-01-01328
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0199
Total of all active and inactive participants2022-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01427
Number of participants with account balances2022-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01552
Total number of active participants reported on line 7a of the Form 55002021-01-01361
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01122
Total of all active and inactive participants2021-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01483
Number of participants with account balances2021-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01627
Total number of active participants reported on line 7a of the Form 55002020-01-01434
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01121
Total of all active and inactive participants2020-01-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01555
Number of participants with account balances2020-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01735
Total number of active participants reported on line 7a of the Form 55002019-01-01495
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01132
Total of all active and inactive participants2019-01-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01627
Number of participants with account balances2019-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01830
Total number of active participants reported on line 7a of the Form 55002018-01-01628
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01109
Total of all active and inactive participants2018-01-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01737
Number of participants with account balances2018-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01818
Total number of active participants reported on line 7a of the Form 55002017-01-01703
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01127
Total of all active and inactive participants2017-01-01830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01830
Number of participants with account balances2017-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0137
2016: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01685
Total number of active participants reported on line 7a of the Form 55002016-01-01732
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0186
Total of all active and inactive participants2016-01-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01818
Number of participants with account balances2016-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01707
Total number of active participants reported on line 7a of the Form 55002015-01-01597
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0188
Total of all active and inactive participants2015-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01685
Number of participants with account balances2015-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01686
Total number of active participants reported on line 7a of the Form 55002014-01-01603
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01104
Total of all active and inactive participants2014-01-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01707
Number of participants with account balances2014-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126
2013: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01737
Total number of active participants reported on line 7a of the Form 55002013-01-01609
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0177
Total of all active and inactive participants2013-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01686
Number of participants with account balances2013-01-01686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0153
2012: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01794
Total number of active participants reported on line 7a of the Form 55002012-01-01641
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0196
Total of all active and inactive participants2012-01-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01737
Number of participants with account balances2012-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
2011: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01901
Total number of active participants reported on line 7a of the Form 55002011-01-01672
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01103
Total of all active and inactive participants2011-01-01775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01775
Number of participants with account balances2011-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0139
2010: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01895
Total number of active participants reported on line 7a of the Form 55002010-01-01799
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0180
Total of all active and inactive participants2010-01-01879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01879
Number of participants with account balances2010-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0162
2009: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,085
Total number of active participants reported on line 7a of the Form 55002009-01-01796
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0178
Total of all active and inactive participants2009-01-01874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01874
Number of participants with account balances2009-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01149

Financial Data on CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,000,006
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,375,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,338,235
Value of total corrective distributions2022-12-31$22,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$395,242
Value of total assets at end of year2022-12-31$6,215,885
Value of total assets at beginning of year2022-12-31$8,590,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,077
Total interest from all sources2022-12-31$17,345
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$395,242
Participant contributions at end of year2022-12-31$73,366
Participant contributions at beginning of year2022-12-31$73,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,375,087
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,215,885
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,590,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$4,866,202
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,589,579
Interest on participant loans2022-12-31$2,786
Interest earned on other investments2022-12-31$14,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,276,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,927,488
Net investment gain/loss from pooled separate accounts2022-12-31$-1,412,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,338,235
Contract administrator fees2022-12-31$14,077
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ATCHLEY & ASSOCIATES, LLC
Accountancy firm EIN2022-12-31742920819
2021 : CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,435,004
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$766,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$729,559
Value of total corrective distributions2021-12-31$26,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$512,457
Value of total assets at end of year2021-12-31$8,590,972
Value of total assets at beginning of year2021-12-31$7,922,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,861
Total interest from all sources2021-12-31$27,919
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$512,457
Participant contributions at end of year2021-12-31$73,905
Participant contributions at beginning of year2021-12-31$98,233
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$668,280
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,590,972
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,922,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$6,589,579
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,459,825
Interest on participant loans2021-12-31$3,211
Interest earned on other investments2021-12-31$24,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,927,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,364,634
Net investment gain/loss from pooled separate accounts2021-12-31$894,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$729,559
Contract administrator fees2021-12-31$10,861
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2021-12-31742920819
2020 : CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,641,203
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,325,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,274,153
Value of total corrective distributions2020-12-31$36,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$562,155
Value of total assets at end of year2020-12-31$7,922,692
Value of total assets at beginning of year2020-12-31$7,606,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,361
Total interest from all sources2020-12-31$28,364
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$503,465
Participant contributions at end of year2020-12-31$98,233
Participant contributions at beginning of year2020-12-31$186,525
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$58,690
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$316,166
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,922,692
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,606,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$6,459,825
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,098,890
Interest on participant loans2020-12-31$7,150
Interest earned on other investments2020-12-31$21,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,364,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,321,111
Net investment gain/loss from pooled separate accounts2020-12-31$1,050,684
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,274,153
Contract administrator fees2020-12-31$14,361
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 name2020-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2020-12-31742920819
2019 : CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,139
Total income from all sources (including contributions)2019-12-31$1,967,026
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,501,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,469,422
Value of total corrective distributions2019-12-31$15,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$635,777
Value of total assets at end of year2019-12-31$7,606,526
Value of total assets at beginning of year2019-12-31$7,155,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,692
Total interest from all sources2019-12-31$39,201
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$624,536
Participant contributions at end of year2019-12-31$186,525
Participant contributions at beginning of year2019-12-31$248,380
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$15,139
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$465,773
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,606,526
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,140,753
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
Value of interest in pooled separate accounts at end of year2019-12-31$6,098,890
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,949,072
Interest on participant loans2019-12-31$11,100
Interest earned on other investments2019-12-31$28,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,321,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,958,440
Net investment gain/loss from pooled separate accounts2019-12-31$1,292,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,469,422
Contract administrator fees2019-12-31$16,692
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 name2019-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2019-12-31742920819
2018 : CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$46,898
Total income from all sources (including contributions)2018-12-31$461,098
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,411,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,374,730
Value of total corrective distributions2018-12-31$15,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$817,789
Value of total assets at end of year2018-12-31$7,155,892
Value of total assets at beginning of year2018-12-31$8,137,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,391
Total interest from all sources2018-12-31$34,470
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$728,398
Participant contributions at end of year2018-12-31$248,380
Participant contributions at beginning of year2018-12-31$257,976
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$89,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$15,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$46,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-950,162
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,140,753
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,090,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,949,072
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,785,030
Interest on participant loans2018-12-31$10,527
Interest earned on other investments2018-12-31$23,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,958,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,094,807
Net investment gain/loss from pooled separate accounts2018-12-31$-391,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,374,730
Contract administrator fees2018-12-31$21,391
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 name2018-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2018-12-31742920819
2017 : CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$46,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$64,982
Total income from all sources (including contributions)2017-12-31$1,805,903
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$928,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$862,923
Value of total corrective distributions2017-12-31$46,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$781,704
Value of total assets at end of year2017-12-31$8,137,813
Value of total assets at beginning of year2017-12-31$7,278,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,586
Total interest from all sources2017-12-31$29,518
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$776,595
Participant contributions at end of year2017-12-31$257,976
Participant contributions at beginning of year2017-12-31$230,357
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$46,898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$64,982
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$877,496
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,090,915
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,213,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$5,785,030
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,014,747
Interest on participant loans2017-12-31$8,987
Interest earned on other investments2017-12-31$20,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,094,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,033,297
Net investment gain/loss from pooled separate accounts2017-12-31$994,681
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$862,923
Contract administrator fees2017-12-31$18,586
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2017-12-31742920819
2016 : CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$64,982
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$50,748
Total income from all sources (including contributions)2016-12-31$1,045,215
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$762,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$676,912
Value of total corrective distributions2016-12-31$64,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$764,295
Value of total assets at end of year2016-12-31$7,278,401
Value of total assets at beginning of year2016-12-31$6,980,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,113
Total interest from all sources2016-12-31$32,349
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$761,038
Participant contributions at end of year2016-12-31$230,357
Participant contributions at beginning of year2016-12-31$246,751
Participant contributions at beginning of year2016-12-31$20,724
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$64,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$50,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$283,208
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,213,419
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,930,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$5,014,747
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,193,140
Interest on participant loans2016-12-31$8,039
Interest earned on other investments2016-12-31$24,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,033,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,520,344
Net investment gain/loss from pooled separate accounts2016-12-31$248,571
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$676,912
Contract administrator fees2016-12-31$20,113
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31742920819
2015 : CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$50,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$62,404
Total income from all sources (including contributions)2015-12-31$798,468
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$984,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$910,608
Value of total corrective distributions2015-12-31$50,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$780,318
Value of total assets at end of year2015-12-31$6,980,959
Value of total assets at beginning of year2015-12-31$7,178,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,834
Total interest from all sources2015-12-31$33,405
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$701,336
Participant contributions at end of year2015-12-31$246,751
Participant contributions at beginning of year2015-12-31$303,693
Participant contributions at end of year2015-12-31$20,724
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$78,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$50,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$62,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-185,723
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,930,211
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,115,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$4,193,140
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,476,370
Interest on participant loans2015-12-31$8,639
Interest earned on other investments2015-12-31$24,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,520,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,398,275
Net investment gain/loss from pooled separate accounts2015-12-31$-15,255
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$910,608
Contract administrator fees2015-12-31$22,834
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2015-12-31742920819
2014 : CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$62,404
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$37,550
Total income from all sources (including contributions)2014-12-31$1,021,078
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$771,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$685,595
Value of total corrective distributions2014-12-31$62,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$695,655
Value of total assets at end of year2014-12-31$7,178,338
Value of total assets at beginning of year2014-12-31$6,903,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,170
Total interest from all sources2014-12-31$35,115
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$693,175
Participant contributions at end of year2014-12-31$303,693
Participant contributions at beginning of year2014-12-31$237,028
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$62,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$37,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$249,909
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,115,934
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,866,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,476,370
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,281,939
Interest on participant loans2014-12-31$8,096
Interest earned on other investments2014-12-31$27,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,398,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,384,608
Net investment gain/loss from pooled separate accounts2014-12-31$290,308
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$685,595
Contract administrator fees2014-12-31$23,170
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2014-12-31742920819
2013 : CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$37,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$49,743
Total income from all sources (including contributions)2013-12-31$1,659,192
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$843,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$768,336
Value of total corrective distributions2013-12-31$37,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$674,751
Value of total assets at end of year2013-12-31$6,903,575
Value of total assets at beginning of year2013-12-31$6,099,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,369
Total interest from all sources2013-12-31$36,942
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$674,751
Participant contributions at end of year2013-12-31$237,028
Participant contributions at beginning of year2013-12-31$239,548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$37,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$49,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$815,937
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,866,025
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,050,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,281,939
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,081,248
Interest on participant loans2013-12-31$7,622
Interest earned on other investments2013-12-31$29,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,384,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,779,035
Net investment gain/loss from pooled separate accounts2013-12-31$947,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$768,336
Contract administrator fees2013-12-31$37,369
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ARCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2013-12-31742920819
2012 : CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$49,743
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,970
Total income from all sources (including contributions)2012-12-31$1,357,507
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$697,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$612,390
Value of total corrective distributions2012-12-31$49,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$796,520
Value of total assets at end of year2012-12-31$6,099,831
Value of total assets at beginning of year2012-12-31$5,407,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,927
Total interest from all sources2012-12-31$39,653
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$724,835
Participant contributions at end of year2012-12-31$239,548
Participant contributions at beginning of year2012-12-31$233,117
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$71,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$49,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$17,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$660,447
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,050,088
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,389,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,081,248
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,580,385
Interest on participant loans2012-12-31$7,093
Interest earned on other investments2012-12-31$32,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,779,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,594,109
Net investment gain/loss from pooled separate accounts2012-12-31$521,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$69
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$612,390
Contract administrator fees2012-12-31$34,927
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2012-12-31742920819
2011 : CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,751
Total income from all sources (including contributions)2011-12-31$723,636
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$731,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$679,204
Value of total corrective distributions2011-12-31$17,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$787,068
Value of total assets at end of year2011-12-31$5,407,611
Value of total assets at beginning of year2011-12-31$5,402,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,357
Total interest from all sources2011-12-31$42,376
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$756,699
Participant contributions at end of year2011-12-31$233,117
Participant contributions at beginning of year2011-12-31$179,631
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$30,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$17,970
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$4,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-7,895
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,389,641
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,397,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,580,385
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,743,501
Interest on participant loans2011-12-31$5,954
Interest earned on other investments2011-12-31$36,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,594,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,479,155
Net investment gain/loss from pooled separate accounts2011-12-31$-105,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$679,204
Contract administrator fees2011-12-31$34,357
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2011-12-31742920819
2010 : CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,751
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,385
Total income from all sources (including contributions)2010-12-31$1,318,404
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$572,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$536,642
Value of total corrective distributions2010-12-31$4,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$793,807
Value of total assets at end of year2010-12-31$5,402,287
Value of total assets at beginning of year2010-12-31$4,663,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$31,360
Total interest from all sources2010-12-31$45,442
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$751,089
Participant contributions at end of year2010-12-31$179,631
Participant contributions at beginning of year2010-12-31$199,382
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$42,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$4,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$11,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$745,651
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,397,536
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,651,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,743,501
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,124,213
Interest on participant loans2010-12-31$7,257
Interest earned on other investments2010-12-31$38,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,479,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,339,675
Net investment gain/loss from pooled separate accounts2010-12-31$479,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$39
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$536,642
Contract administrator fees2010-12-31$31,360
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2010-12-31742920819
2009 : CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN

2022: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS 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: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS 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: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS 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: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS 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: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS 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: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS 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: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS 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: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS 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: CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802252
Policy instance 1
Insurance contract or identification number802252
Number of Individuals Covered427
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $16,719
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,719
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802252
Policy instance 1
Insurance contract or identification number802252
Number of Individuals Covered483
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $20,574
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,574
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802252
Policy instance 1
Insurance contract or identification number802252
Number of Individuals Covered555
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $18,527
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,527
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802252
Policy instance 1
Insurance contract or identification number802252
Number of Individuals Covered627
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,934
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,934
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802252
Policy instance 1
Insurance contract or identification number802252
Number of Individuals Covered737
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $20,242
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,242
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802252
Policy instance 1
Insurance contract or identification number802252
Number of Individuals Covered830
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,816
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,327
Insurance broker organization code?3
Insurance broker nameFROST INSURANCE AGENCY INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802252
Policy instance 1
Insurance contract or identification number802252
Number of Individuals Covered685
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $17,779
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,779
Insurance broker organization code?3
Insurance broker nameFROST INSURANCE AGENCY INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802252
Policy instance 1
Insurance contract or identification number802252
Number of Individuals Covered707
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $22,783
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,337
Insurance broker organization code?3
Insurance broker nameFROST INSURANCE AGENCY, INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802252
Policy instance 1
Insurance contract or identification number802252
Number of Individuals Covered686
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,721
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,721
Insurance broker organization code?3
Insurance broker nameSECURITIES AMERICA INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802252
Policy instance 1
Insurance contract or identification number802252
Number of Individuals Covered737
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,682
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,682
Insurance broker organization code?3
Insurance broker nameSECURITIES AMERICA INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802252
Policy instance 1
Insurance contract or identification number802252
Number of Individuals Covered775
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,541
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802252
Policy instance 1
Insurance contract or identification number802252
Number of Individuals Covered879
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,163
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,163
Insurance broker organization code?3
Insurance broker nameSECURITIES AMERICA INC

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