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ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 401k Plan overview

Plan NameASSOCIATE REALTY & INVESTMENTS INC 401K PLAN
Plan identification number 001

ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

ASSOCIATE REALTY & INVESTMENTS INC has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATE REALTY & INVESTMENTS INC
Employer identification number (EIN):810633921
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATE REALTY & INVESTMENTS INC 401K 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
0012017-01-01CHRISSI JASSO
0012016-01-01CHRISSI JASSO
0012015-01-01CHRISSI JASSO
0012014-01-01CHRISSI JASSO
0012013-01-01CHRISSI JASSO

Plan Statistics for ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN

401k plan membership statisitcs for ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN

Measure Date Value
2022: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-010
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN

Measure Date Value
2022 : ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2022 401k financial data
Total income from all sources2022-12-31$-5,400
Expenses. Total of all expenses incurred2022-12-31$1,753
Total plan assets at end of year2022-12-31$162,875
Total plan assets at beginning of year2022-12-31$170,028
Total contributions received or receivable from participants2022-12-31$23,471
Other income received2022-12-31$-33,286
Net income (gross income less expenses)2022-12-31$-7,153
Net plan assets at end of year (total assets less liabilities)2022-12-31$162,875
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$170,028
Assets. Value of participant loans2022-12-31$4,676
Total contributions received or receivable from employer(s)2022-12-31$4,415
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,753
2021 : ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2021 401k financial data
Total income from all sources2021-12-31$49,127
Expenses. Total of all expenses incurred2021-12-31$1,657
Total plan assets at end of year2021-12-31$170,028
Total plan assets at beginning of year2021-12-31$122,558
Total contributions received or receivable from participants2021-12-31$22,178
Expenses. Other expenses not covered elsewhere2021-12-31$1
Other income received2021-12-31$22,991
Net income (gross income less expenses)2021-12-31$47,470
Net plan assets at end of year (total assets less liabilities)2021-12-31$170,028
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$122,558
Assets. Value of participant loans2021-12-31$1,353
Total contributions received or receivable from employer(s)2021-12-31$3,958
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,656
2020 : ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2020 401k financial data
Total income from all sources2020-12-31$32,309
Expenses. Total of all expenses incurred2020-12-31$51
Total plan assets at end of year2020-12-31$120,615
Total plan assets at beginning of year2020-12-31$88,357
Total contributions received or receivable from participants2020-12-31$13,686
Expenses. Other expenses not covered elsewhere2020-12-31$51
Other income received2020-12-31$14,749
Net income (gross income less expenses)2020-12-31$32,258
Net plan assets at end of year (total assets less liabilities)2020-12-31$120,615
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$88,357
Total contributions received or receivable from employer(s)2020-12-31$3,874
2019 : ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2019 401k financial data
Total income from all sources2019-12-31$24,177
Expenses. Total of all expenses incurred2019-12-31$565
Benefits paid (including direct rollovers)2019-12-31$428
Total plan assets at end of year2019-12-31$88,357
Total plan assets at beginning of year2019-12-31$64,745
Total contributions received or receivable from participants2019-12-31$8,565
Expenses. Other expenses not covered elsewhere2019-12-31$137
Contributions received from other sources (not participants or employers)2019-12-31$11,738
Net income (gross income less expenses)2019-12-31$23,612
Net plan assets at end of year (total assets less liabilities)2019-12-31$88,357
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$64,745
Assets. Value of participant loans2019-12-31$2,500
Total contributions received or receivable from employer(s)2019-12-31$3,874
2018 : ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2018 401k financial data
Total income from all sources2018-12-31$-304
Expenses. Total of all expenses incurred2018-12-31$74
Benefits paid (including direct rollovers)2018-12-31$34
Total plan assets at end of year2018-12-31$64,745
Total plan assets at beginning of year2018-12-31$65,123
Total contributions received or receivable from participants2018-12-31$7,410
Expenses. Other expenses not covered elsewhere2018-12-31$40
Other income received2018-12-31$-10,928
Net income (gross income less expenses)2018-12-31$-378
Net plan assets at end of year (total assets less liabilities)2018-12-31$64,745
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$65,123
Total contributions received or receivable from employer(s)2018-12-31$3,214
2017 : ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2017 401k financial data
Total income from all sources2017-12-31$16,173
Expenses. Total of all expenses incurred2017-12-31$1,350
Benefits paid (including direct rollovers)2017-12-31$1,350
Total plan assets at end of year2017-12-31$65,123
Total plan assets at beginning of year2017-12-31$50,300
Total contributions received or receivable from participants2017-12-31$2,942
Other income received2017-12-31$10,420
Net income (gross income less expenses)2017-12-31$14,823
Net plan assets at end of year (total assets less liabilities)2017-12-31$65,123
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$50,300
Assets. Value of participant loans2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$2,811
2016 : ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$3,325
Total plan assets at end of year2016-12-31$50,300
Total plan assets at beginning of year2016-12-31$46,975
Other income received2016-12-31$3,325
Net income (gross income less expenses)2016-12-31$3,325
Net plan assets at end of year (total assets less liabilities)2016-12-31$50,300
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$46,975
Assets. Value of participant loans2016-12-31$2,200
2015 : ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,643
Expenses. Total of all expenses incurred2015-12-31$370
Total plan assets at end of year2015-12-31$46,975
Total plan assets at beginning of year2015-12-31$45,702
Total contributions received or receivable from participants2015-12-31$3,503
Expenses. Other expenses not covered elsewhere2015-12-31$370
Other income received2015-12-31$-4,935
Net income (gross income less expenses)2015-12-31$1,273
Net plan assets at end of year (total assets less liabilities)2015-12-31$46,975
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$45,702
Assets. Value of participant loans2015-12-31$6,264
Total contributions received or receivable from employer(s)2015-12-31$3,075
2014 : ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$7,517
Total plan assets at end of year2014-12-31$45,702
Total plan assets at beginning of year2014-12-31$38,185
Total contributions received or receivable from participants2014-12-31$2,912
Other income received2014-12-31$2,354
Net income (gross income less expenses)2014-12-31$7,517
Net plan assets at end of year (total assets less liabilities)2014-12-31$45,702
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$38,185
Assets. Value of participant loans2014-12-31$8,700
Total contributions received or receivable from employer(s)2014-12-31$2,251
2013 : ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$5,315
Total plan assets at end of year2013-12-31$38,185
Total plan assets at beginning of year2013-12-31$32,870
Total contributions received or receivable from participants2013-12-31$1,079
Other income received2013-12-31$946
Net income (gross income less expenses)2013-12-31$5,315
Net plan assets at end of year (total assets less liabilities)2013-12-31$38,185
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$32,870
Assets. Value of participant loans2013-12-31$11,733
Total contributions received or receivable from employer(s)2013-12-31$3,290

Form 5500 Responses for ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN

2022: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ASSOCIATE REALTY & INVESTMENTS INC 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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