401k Plan data: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN plan

UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	UPTOWN EQUITIES, INC. PROFIT SHARING PLAN
Plan identification number	002

UPTOWN EQUITIES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

UPTOWN EQUITIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: UPTOWN EQUITIES, INC.

Employer identification number (EIN): 841315639

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Additional information about UPTOWN EQUITIES, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1995-07-17

Company Identification Number: 19951090126

Legal Registered Office Address: 2000 S Colorado Blvd
Tower II, Ste 380
Denver
United States of America (USA)
80222

More information about UPTOWN EQUITIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPTOWN EQUITIES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 JOHN R. BITZER
002 2011-01-01 JOHN R. BITZER
002 2010-01-01 JOHN R. BITZER
002 2009-01-01 JOHN R. BITZER

Plan Statistics for UPTOWN EQUITIES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for UPTOWN EQUITIES, INC. PROFIT SHARING PLAN

Measure Date Value
2015: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
2014: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
2013: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 4
2010: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2015: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
2014: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
2013: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	4
2010: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on UPTOWN EQUITIES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2015 : UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$33,945
Expenses. Total of all expenses incurred	2015-12-31	$177,194
Total plan assets at end of year	2015-12-31	$839,080
Total plan assets at beginning of year	2015-12-31	$982,329
Other income received	2015-12-31	$25,195
Net income (gross income less expenses)	2015-12-31	$-143,249
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$839,080
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$982,329
Total contributions received or receivable from employer(s)	2015-12-31	$8,750
Value of certain deemed distributions of participant loans	2015-12-31	$173,035
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,159
2014 : UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$105,543
Expenses. Total of all expenses incurred	2014-12-31	$4,173
Total plan assets at end of year	2014-12-31	$982,329
Total plan assets at beginning of year	2014-12-31	$880,959
Other income received	2014-12-31	$101,043
Net income (gross income less expenses)	2014-12-31	$101,370
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$982,329
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$880,959
Total contributions received or receivable from employer(s)	2014-12-31	$4,500
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,173
2013 : UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$220,064
Expenses. Total of all expenses incurred	2013-12-31	$3,502
Total plan assets at end of year	2013-12-31	$880,959
Total plan assets at beginning of year	2013-12-31	$664,397
Other income received	2013-12-31	$201,314
Net income (gross income less expenses)	2013-12-31	$216,562
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$880,959
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$664,397
Total contributions received or receivable from employer(s)	2013-12-31	$18,750
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,502
2012 : UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-2,977
Expenses. Total of all expenses incurred	2012-12-31	$170
Total plan assets at end of year	2012-12-31	$664,397
Total plan assets at beginning of year	2012-12-31	$667,544
Other income received	2012-12-31	$-14,227
Net income (gross income less expenses)	2012-12-31	$-3,147
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$664,397
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$667,544
Total contributions received or receivable from employer(s)	2012-12-31	$11,250
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$170
2011 : UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-6,213
Total plan assets at end of year	2011-12-31	$667,544
Total plan assets at beginning of year	2011-12-31	$673,757
Other income received	2011-12-31	$-6,213
Net income (gross income less expenses)	2011-12-31	$-6,213
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$667,544
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$673,757
2010 : UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$98,149
Expenses. Total of all expenses incurred	2010-12-31	$2,594
Total plan assets at end of year	2010-12-31	$673,757
Total plan assets at beginning of year	2010-12-31	$578,202
Other income received	2010-12-31	$98,149
Net income (gross income less expenses)	2010-12-31	$95,555
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$673,757
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$578,202
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,594

Form 5500 Responses for UPTOWN EQUITIES, INC. PROFIT SHARING PLAN

2015: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UPTOWN EQUITIES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UPTOWN EQUITIES, INC.
Employer identification number (EIN):	841315639
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1995-07-17
Company Identification Number:	19951090126
Legal Registered Office Address:	2000 S Colorado Blvd Tower II, Ste 380 Denver United States of America (USA) 80222