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THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 401k Plan overview

Plan NameTHE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST
Plan identification number 001

THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

LAND ADVISORS ORGANIZATION, LLC has sponsored the creation of one or more 401k plans.

Company Name:LAND ADVISORS ORGANIZATION, LLC
Employer identification number (EIN):860974727
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01BRIAN ROSENER2021-09-21
0012019-01-01BRIAN ROSENER2020-03-23
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01BRIAN ROSENER
0012013-01-01REBECCA TICE LAUTERBACH2014-09-16 REBECCA TICE LAUTERBACH2014-09-16
0012012-01-01REBECCA TICE2013-09-19
0012011-01-01TANIA SAROYAN2012-10-11
0012010-01-01AMIE HIGGINBOTHAM2011-05-11 BRIAN ROSENER2011-05-11

Financial Data on THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST

Measure Date Value
2025 : THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-180
Total liabilities as of the end of the plan year2025-03-180
Total liabilities as of the beginning of the plan year2025-03-180
Total expenses incurred by plan in this plan year2025-03-186312
Net assets as of the end of the plan year2025-03-181486030
Total assets as of the beginning of the plan year2025-03-181241781
Value of plan covered by a fidelity bond2025-03-18150000
Participant contributions to plan in this plan year2025-03-18100753
Value of participant loans at end of plan year2025-03-1813788
Other expenses paid from plan in this plan year2025-03-180
Other contributions to plan in this plan year2025-03-180
Other income to plan in this plan year2025-03-18149808
Plan net income in this plan year2025-03-18244249
Net assets as of the end of the plan year2025-03-181486030
Net assets as of the beginning of the plan year2025-03-181241781
Employer contributions to plan in this plan year2025-03-180
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-186312
2024 : THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-150
Total liabilities as of the end of the plan year2024-03-150
Total liabilities as of the beginning of the plan year2024-03-150
Total expenses incurred by plan in this plan year2024-03-1526740
Net assets as of the end of the plan year2024-03-151241781
Total assets as of the beginning of the plan year2024-03-15999972
Value of plan covered by a fidelity bond2024-03-15100000
Participant contributions to plan in this plan year2024-03-1587898
Value of participant loans at end of plan year2024-03-1516283
Other expenses paid from plan in this plan year2024-03-150
Other contributions to plan in this plan year2024-03-1530576
Other income to plan in this plan year2024-03-15150075
Plan net income in this plan year2024-03-15241809
Net assets as of the end of the plan year2024-03-151241781
Net assets as of the beginning of the plan year2024-03-15999972
Employer contributions to plan in this plan year2024-03-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-155159
2022 : THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-08153412
Net assets as of the end of the plan year2022-07-081127335
Total assets as of the beginning of the plan year2022-07-081094765
Value of plan covered by a fidelity bond2022-07-081000000
Participant contributions to plan in this plan year2022-07-0838321
Value of participant loans at end of plan year2022-07-087692
Other expenses paid from plan in this plan year2022-07-080
Other contributions to plan in this plan year2022-07-080
Other income to plan in this plan year2022-07-08147661
Plan net income in this plan year2022-07-0832570
Net assets as of the end of the plan year2022-07-081127335
Net assets as of the beginning of the plan year2022-07-081094765
Employer contributions to plan in this plan year2022-07-080
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-086830
2020 : THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$167,068
Expenses. Total of all expenses incurred2020-12-31$64,284
Benefits paid (including direct rollovers)2020-12-31$56,426
Total plan assets at end of year2020-12-31$1,094,765
Total plan assets at beginning of year2020-12-31$991,981
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$32,446
Other income received2020-12-31$134,622
Net income (gross income less expenses)2020-12-31$102,784
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,094,765
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$991,981
Assets. Value of participant loans2020-12-31$11,886
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$7,858
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$214,237
Expenses. Total of all expenses incurred2019-12-31$121,933
Benefits paid (including direct rollovers)2019-12-31$113,601
Total plan assets at end of year2019-12-31$991,981
Total plan assets at beginning of year2019-12-31$899,677
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$34,664
Other income received2019-12-31$179,573
Net income (gross income less expenses)2019-12-31$92,304
Net plan assets at end of year (total assets less liabilities)2019-12-31$991,981
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$899,677
Assets. Value of participant loans2019-12-31$19,243
Value of certain deemed distributions of participant loans2019-12-31$1,173
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,159
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$224,003
Expenses. Total of all expenses incurred2018-12-31$170,468
Benefits paid (including direct rollovers)2018-12-31$163,940
Total plan assets at end of year2018-12-31$899,677
Total plan assets at beginning of year2018-12-31$846,142
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$36,339
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$254,703
Other income received2018-12-31$-67,039
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$53,535
Net plan assets at end of year (total assets less liabilities)2018-12-31$899,677
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$846,142
Assets. Value of participant loans2018-12-31$22,765
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,528
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$176,194
Expenses. Total of all expenses incurred2017-12-31$71,026
Benefits paid (including direct rollovers)2017-12-31$66,191
Total plan assets at end of year2017-12-31$846,142
Total plan assets at beginning of year2017-12-31$740,974
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$53,350
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$122,844
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$105,168
Net plan assets at end of year (total assets less liabilities)2017-12-31$846,142
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$740,974
Assets. Value of participant loans2017-12-31$17,896
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,835
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$97,671
Expenses. Total of all expenses incurred2016-12-31$46,725
Benefits paid (including direct rollovers)2016-12-31$44,076
Total plan assets at end of year2016-12-31$740,974
Total plan assets at beginning of year2016-12-31$690,028
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$37,894
Expenses. Other expenses not covered elsewhere2016-12-31$2,649
Contributions received from other sources (not participants or employers)2016-12-31$7,801
Other income received2016-12-31$51,976
Net income (gross income less expenses)2016-12-31$50,946
Net plan assets at end of year (total assets less liabilities)2016-12-31$740,974
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$690,028
Assets. Value of participant loans2016-12-31$5,829
Total contributions received or receivable from employer(s)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$126,507
Expenses. Total of all expenses incurred2015-12-31$169,004
Benefits paid (including direct rollovers)2015-12-31$166,742
Total plan assets at end of year2015-12-31$690,028
Total plan assets at beginning of year2015-12-31$732,525
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$34,083
Contributions received from other sources (not participants or employers)2015-12-31$97,585
Other income received2015-12-31$-5,161
Net income (gross income less expenses)2015-12-31$-42,497
Net plan assets at end of year (total assets less liabilities)2015-12-31$690,028
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$732,525
Assets. Value of participant loans2015-12-31$11,049
Total contributions received or receivable from employer(s)2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,262
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$91,946
Expenses. Total of all expenses incurred2014-12-31$25,374
Benefits paid (including direct rollovers)2014-12-31$24,552
Total plan assets at end of year2014-12-31$732,525
Total plan assets at beginning of year2014-12-31$665,953
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$33,326
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$58,620
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$66,572
Net plan assets at end of year (total assets less liabilities)2014-12-31$732,525
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$665,953
Assets. Value of participant loans2014-12-31$11,028
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$822
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST

2020: THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 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: THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 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: THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 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: THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 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: THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 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: THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 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: THE LAND ADVISOR ORGANIZATION,LLC 401(K) PLAN AND TRUST 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715496
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715496
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715496
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715496
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715496
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715496
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715496
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715496
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715496
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1

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