401k Plan data: SPECTRUM PROPERTIES 401(K) PLAN plan

SPECTRUM PROPERTIES 401(K) PLAN 401k Plan overview

Plan Name	SPECTRUM PROPERTIES 401(K) PLAN
Plan identification number	001

SPECTRUM PROPERTIES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SPECTRUM PROPERTIES has sponsored the creation of one or more 401k plans.

Company Name: SPECTRUM PROPERTIES

Employer identification number (EIN): 752485299

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPECTRUM PROPERTIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRIAN BERGERSEN
001 2016-01-01 BRIAN BERGERSEN
001 2015-01-01 BRIAN BERGERSEN
001 2014-01-01 EMILY VALENTINO
001 2013-01-01 EMILY VALENTINO
001 2012-01-01 BRIAN BERGERSEN BRIAN BERGERSEN 2013-10-15
001 2011-01-01 BRIAN BERGERSEN
001 2010-01-01 BRIAN BERGERSEN
001 2009-01-01 BRIAN BERGERSEN

Plan Statistics for SPECTRUM PROPERTIES 401(K) PLAN

401k plan membership statisitcs for SPECTRUM PROPERTIES 401(K) PLAN

Measure Date Value
2023: SPECTRUM PROPERTIES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 62
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 19
Total of all active and inactive participants 2023-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 81
Number of participants with account balances 2023-01-01 39
2022: SPECTRUM PROPERTIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 60
Number of other retired or separated participants entitled to future benefits 2022-01-01 21
Total of all active and inactive participants 2022-01-01 81
Total participants 2022-01-01 81
Number of participants with account balances 2022-01-01 41
2021: SPECTRUM PROPERTIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 61
Number of other retired or separated participants entitled to future benefits 2021-01-01 23
Total of all active and inactive participants 2021-01-01 84
Total participants 2021-01-01 84
Number of participants with account balances 2021-01-01 45
2020: SPECTRUM PROPERTIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 78
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 94
Total participants 2020-01-01 94
Number of participants with account balances 2020-01-01 50
2019: SPECTRUM PROPERTIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 78
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 97
Total participants 2019-01-01 97
Number of participants with account balances 2019-01-01 53
2018: SPECTRUM PROPERTIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 75
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 98
Total participants 2018-01-01 98
Number of participants with account balances 2018-01-01 53
2017: SPECTRUM PROPERTIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 101
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 114
Total participants 2017-01-01 114
Number of participants with account balances 2017-01-01 66
2016: SPECTRUM PROPERTIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 95
Number of other retired or separated participants entitled to future benefits 2016-01-01 13
Total of all active and inactive participants 2016-01-01 108
Total participants 2016-01-01 108
Number of participants with account balances 2016-01-01 60
2015: SPECTRUM PROPERTIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 93
Number of other retired or separated participants entitled to future benefits 2015-01-01 15
Total of all active and inactive participants 2015-01-01 108
Total participants 2015-01-01 108
Number of participants with account balances 2015-01-01 59
2014: SPECTRUM PROPERTIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 83
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 89
Total participants 2014-01-01 89
Number of participants with account balances 2014-01-01 50
2013: SPECTRUM PROPERTIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 79
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 84
Total participants 2013-01-01 84
Number of participants with account balances 2013-01-01 53
2012: SPECTRUM PROPERTIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 69
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 73
Number of participants with account balances 2012-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SPECTRUM PROPERTIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 66
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 71
Number of participants with account balances 2011-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SPECTRUM PROPERTIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 83
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 11
Total of all active and inactive participants 2010-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 94
Number of participants with account balances 2010-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SPECTRUM PROPERTIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 54
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 62
Number of participants with account balances 2009-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: SPECTRUM PROPERTIES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	62
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	19
Total of all active and inactive participants	2023-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	81
Number of participants with account balances	2023-01-01	39
2022: SPECTRUM PROPERTIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	60
Number of other retired or separated participants entitled to future benefits	2022-01-01	21
Total of all active and inactive participants	2022-01-01	81
Total participants	2022-01-01	81
Number of participants with account balances	2022-01-01	41
2021: SPECTRUM PROPERTIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	61
Number of other retired or separated participants entitled to future benefits	2021-01-01	23
Total of all active and inactive participants	2021-01-01	84
Total participants	2021-01-01	84
Number of participants with account balances	2021-01-01	45
2020: SPECTRUM PROPERTIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	78
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	94
Total participants	2020-01-01	94
Number of participants with account balances	2020-01-01	50
2019: SPECTRUM PROPERTIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	78
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	97
Total participants	2019-01-01	97
Number of participants with account balances	2019-01-01	53
2018: SPECTRUM PROPERTIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	75
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	98
Total participants	2018-01-01	98
Number of participants with account balances	2018-01-01	53
2017: SPECTRUM PROPERTIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	101
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	114
Total participants	2017-01-01	114
Number of participants with account balances	2017-01-01	66
2016: SPECTRUM PROPERTIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	95
Number of other retired or separated participants entitled to future benefits	2016-01-01	13
Total of all active and inactive participants	2016-01-01	108
Total participants	2016-01-01	108
Number of participants with account balances	2016-01-01	60
2015: SPECTRUM PROPERTIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	93
Number of other retired or separated participants entitled to future benefits	2015-01-01	15
Total of all active and inactive participants	2015-01-01	108
Total participants	2015-01-01	108
Number of participants with account balances	2015-01-01	59
2014: SPECTRUM PROPERTIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	83
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	89
Total participants	2014-01-01	89
Number of participants with account balances	2014-01-01	50
2013: SPECTRUM PROPERTIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	79
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	84
Total participants	2013-01-01	84
Number of participants with account balances	2013-01-01	53
2012: SPECTRUM PROPERTIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	69
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	73
Number of participants with account balances	2012-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SPECTRUM PROPERTIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	66
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	71
Number of participants with account balances	2011-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SPECTRUM PROPERTIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	83
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	11
Total of all active and inactive participants	2010-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	94
Number of participants with account balances	2010-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SPECTRUM PROPERTIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	54
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	62
Number of participants with account balances	2009-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SPECTRUM PROPERTIES 401(K) PLAN

Measure	Date	Value
2023 : SPECTRUM PROPERTIES 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,061,112
Expenses. Total of all expenses incurred	2023-12-31	$278,917
Benefits paid (including direct rollovers)	2023-12-31	$275,330
Total plan assets at end of year	2023-12-31	$5,091,533
Total plan assets at beginning of year	2023-12-31	$4,309,338
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$176,788
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$797,632
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$782,195
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,091,533
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,309,338
Assets. Value of participant loans	2023-12-31	$78,035
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$86,692
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$3,587
2022 : SPECTRUM PROPERTIES 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-615,192
Expenses. Total of all expenses incurred	2022-12-31	$88,625
Benefits paid (including direct rollovers)	2022-12-31	$84,170
Total plan assets at end of year	2022-12-31	$4,309,338
Total plan assets at beginning of year	2022-12-31	$5,013,155
Value of fidelity bond covering the plan	2022-12-31	$75,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$176,702
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$79,566
Other income received	2022-12-31	$-937,419
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-703,817
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,309,338
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,013,155
Assets. Value of participant loans	2022-12-31	$44,515
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$65,959
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$4,455
2021 : SPECTRUM PROPERTIES 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$995,713
Expenses. Total of all expenses incurred	2021-12-31	$477,183
Benefits paid (including direct rollovers)	2021-12-31	$470,226
Total plan assets at end of year	2021-12-31	$5,013,155
Total plan assets at beginning of year	2021-12-31	$4,494,625
Value of fidelity bond covering the plan	2021-12-31	$75,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$176,583
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$745,350
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$518,530
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,013,155
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,494,625
Assets. Value of participant loans	2021-12-31	$17,755
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$73,780
Value of certain deemed distributions of participant loans	2021-12-31	$2,401
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$4,556
2020 : SPECTRUM PROPERTIES 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$875,095
Expenses. Total of all expenses incurred	2020-12-31	$157,928
Benefits paid (including direct rollovers)	2020-12-31	$153,465
Total plan assets at end of year	2020-12-31	$4,494,625
Total plan assets at beginning of year	2020-12-31	$3,777,458
Value of fidelity bond covering the plan	2020-12-31	$75,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$166,412
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$632,424
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$717,167
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,494,625
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,777,458
Assets. Value of participant loans	2020-12-31	$33,831
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$76,259
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$4,463
2019 : SPECTRUM PROPERTIES 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$956,214
Expenses. Total of all expenses incurred	2019-12-31	$321,135
Benefits paid (including direct rollovers)	2019-12-31	$316,791
Total plan assets at end of year	2019-12-31	$3,777,458
Total plan assets at beginning of year	2019-12-31	$3,142,379
Value of fidelity bond covering the plan	2019-12-31	$75,000
Total contributions received or receivable from participants	2019-12-31	$147,198
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$741,649
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$635,079
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,777,458
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,142,379
Assets. Value of participant loans	2019-12-31	$37,781
Total contributions received or receivable from employer(s)	2019-12-31	$67,367
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4,344
2018 : SPECTRUM PROPERTIES 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-18,445
Expenses. Total of all expenses incurred	2018-12-31	$753,393
Benefits paid (including direct rollovers)	2018-12-31	$747,181
Total plan assets at end of year	2018-12-31	$3,142,379
Total plan assets at beginning of year	2018-12-31	$3,914,217
Value of fidelity bond covering the plan	2018-12-31	$75,000
Total contributions received or receivable from participants	2018-12-31	$146,299
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-224,929
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-771,838
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,142,379
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,914,217
Assets. Value of participant loans	2018-12-31	$28,905
Total contributions received or receivable from employer(s)	2018-12-31	$60,185
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$6,212
2017 : SPECTRUM PROPERTIES 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$979,997
Expenses. Total of all expenses incurred	2017-12-31	$101,435
Benefits paid (including direct rollovers)	2017-12-31	$95,972
Total plan assets at end of year	2017-12-31	$3,914,217
Total plan assets at beginning of year	2017-12-31	$3,035,655
Value of fidelity bond covering the plan	2017-12-31	$75,000
Total contributions received or receivable from participants	2017-12-31	$267,676
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$597,483
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$878,562
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,914,217
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,035,655
Assets. Value of participant loans	2017-12-31	$42,263
Total contributions received or receivable from employer(s)	2017-12-31	$114,838
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$5,463
2016 : SPECTRUM PROPERTIES 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$543,746
Expenses. Total of all expenses incurred	2016-12-31	$32,794
Benefits paid (including direct rollovers)	2016-12-31	$27,073
Total plan assets at end of year	2016-12-31	$3,035,655
Total plan assets at beginning of year	2016-12-31	$2,524,703
Value of fidelity bond covering the plan	2016-12-31	$75,000
Total contributions received or receivable from participants	2016-12-31	$266,676
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$183,030
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$510,952
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,035,655
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,524,703
Assets. Value of participant loans	2016-12-31	$31,921
Total contributions received or receivable from employer(s)	2016-12-31	$94,040
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$5,721
2015 : SPECTRUM PROPERTIES 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$292,263
Expenses. Total of all expenses incurred	2015-12-31	$230,099
Benefits paid (including direct rollovers)	2015-12-31	$225,492
Total plan assets at end of year	2015-12-31	$2,524,703
Total plan assets at beginning of year	2015-12-31	$2,462,539
Value of fidelity bond covering the plan	2015-12-31	$75,000
Total contributions received or receivable from participants	2015-12-31	$215,566
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$15,198
Other income received	2015-12-31	$-15,741
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$62,164
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,524,703
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,462,539
Assets. Value of participant loans	2015-12-31	$34,611
Total contributions received or receivable from employer(s)	2015-12-31	$77,240
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,607
2014 : SPECTRUM PROPERTIES 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$350,818
Expenses. Total of all expenses incurred	2014-12-31	$49,084
Benefits paid (including direct rollovers)	2014-12-31	$44,359
Total plan assets at end of year	2014-12-31	$2,462,539
Total plan assets at beginning of year	2014-12-31	$2,160,805
Value of fidelity bond covering the plan	2014-12-31	$75,000
Total contributions received or receivable from participants	2014-12-31	$163,700
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$136,957
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$301,734
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,462,539
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,160,805
Assets. Value of participant loans	2014-12-31	$45,570
Total contributions received or receivable from employer(s)	2014-12-31	$50,161
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,725
2013 : SPECTRUM PROPERTIES 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$632,181
Expenses. Total of all expenses incurred	2013-12-31	$72,804
Benefits paid (including direct rollovers)	2013-12-31	$67,472
Total plan assets at end of year	2013-12-31	$2,160,805
Total plan assets at beginning of year	2013-12-31	$1,601,428
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$183,761
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$351
Other income received	2013-12-31	$392,420
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$559,377
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,160,805
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,601,428
Assets. Value of participant loans	2013-12-31	$53,421
Total contributions received or receivable from employer(s)	2013-12-31	$55,649
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,332
2012 : SPECTRUM PROPERTIES 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$399,702
Expenses. Total of all expenses incurred	2012-12-31	$44,005
Benefits paid (including direct rollovers)	2012-12-31	$38,558
Total plan assets at end of year	2012-12-31	$1,601,428
Total plan assets at beginning of year	2012-12-31	$1,245,731
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$155,939
Other income received	2012-12-31	$192,119
Net income (gross income less expenses)	2012-12-31	$355,697
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,601,428
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,245,731
Assets. Value of participant loans	2012-12-31	$50,291
Total contributions received or receivable from employer(s)	2012-12-31	$51,644
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,447
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SPECTRUM PROPERTIES 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$221,495
Expenses. Total of all expenses incurred	2011-12-31	$75,659
Benefits paid (including direct rollovers)	2011-12-31	$69,627
Total plan assets at end of year	2011-12-31	$1,245,731
Total plan assets at beginning of year	2011-12-31	$1,099,895
Value of fidelity bond covering the plan	2011-12-31	$75,000
Total contributions received or receivable from participants	2011-12-31	$169,493
Other income received	2011-12-31	$-22,561
Net income (gross income less expenses)	2011-12-31	$145,836
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,245,731
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,099,895
Assets. Value of participant loans	2011-12-31	$50,235
Total contributions received or receivable from employer(s)	2011-12-31	$74,563
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,032
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SPECTRUM PROPERTIES 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$382,211
Expenses. Total of all expenses incurred	2010-12-31	$6,046
Benefits paid (including direct rollovers)	2010-12-31	$912
Total plan assets at end of year	2010-12-31	$1,099,895
Total plan assets at beginning of year	2010-12-31	$723,730
Value of fidelity bond covering the plan	2010-12-31	$75,000
Total contributions received or receivable from participants	2010-12-31	$115,503
Contributions received from other sources (not participants or employers)	2010-12-31	$71,841
Other income received	2010-12-31	$136,974
Net income (gross income less expenses)	2010-12-31	$376,165
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,099,895
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$723,730
Assets. Value of participant loans	2010-12-31	$51,008
Total contributions received or receivable from employer(s)	2010-12-31	$57,893
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,134
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SPECTRUM PROPERTIES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SPECTRUM PROPERTIES 401(K) PLAN

2023: SPECTRUM PROPERTIES 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SPECTRUM PROPERTIES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SPECTRUM PROPERTIES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SPECTRUM PROPERTIES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SPECTRUM PROPERTIES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SPECTRUM PROPERTIES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SPECTRUM PROPERTIES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SPECTRUM PROPERTIES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SPECTRUM PROPERTIES 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SPECTRUM PROPERTIES 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SPECTRUM PROPERTIES 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SPECTRUM PROPERTIES 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SPECTRUM PROPERTIES 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SPECTRUM PROPERTIES 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SPECTRUM PROPERTIES 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

SPECTRUM PROPERTIES 401(K) PLAN [EIN = 264085987]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SPECTRUM PROPERTIES
Employer identification number (EIN):	752485299
NAIC Classification:	531310