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ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 401k Plan overview

Plan NameALLIANCE RESIDENTIAL COMPANY 401(K) PLAN
Plan identification number 001

ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • 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

ALLIANCE RESIDENTIAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:ALLIANCE RESIDENTIAL, LLC
Employer identification number (EIN):861013027
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01CHERI PENNY
0012014-01-01CHERI PENNY
0012013-01-01CHERI PENNY
0012012-01-01ANGELA FAIR
0012011-01-01ANGELA FAIR
0012009-01-01ANGELA FAIR

Plan Statistics for ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN

401k plan membership statisitcs for ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN

Measure Date Value
2019: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,293
Total number of active participants reported on line 7a of the Form 55002019-01-012,931
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-011,250
Total of all active and inactive participants2019-01-014,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-014,184
Number of participants with account balances2019-01-013,774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01806
2018: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,738
Total number of active participants reported on line 7a of the Form 55002018-01-012,362
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01927
Total of all active and inactive participants2018-01-013,290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-013,293
Number of participants with account balances2018-01-013,038
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01520
2017: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,553
Total number of active participants reported on line 7a of the Form 55002017-01-012,203
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01530
Total of all active and inactive participants2017-01-012,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012,738
Number of participants with account balances2017-01-012,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01529
2016: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,220
Total number of active participants reported on line 7a of the Form 55002016-01-011,914
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01403
Total of all active and inactive participants2016-01-012,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-012,320
Number of participants with account balances2016-01-012,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01477
2015: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,142
Total number of active participants reported on line 7a of the Form 55002015-01-011,693
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01342
Total of all active and inactive participants2015-01-012,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-012,037
Number of participants with account balances2015-01-011,813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01454
2014: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,920
Total number of active participants reported on line 7a of the Form 55002014-01-011,654
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01297
Total of all active and inactive participants2014-01-011,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,952
Number of participants with account balances2014-01-011,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01310
2013: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,541
Total number of active participants reported on line 7a of the Form 55002013-01-011,478
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01260
Total of all active and inactive participants2013-01-011,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,739
Number of participants with account balances2013-01-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0182
2012: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,405
Total number of active participants reported on line 7a of the Form 55002012-01-011,247
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01139
Total of all active and inactive participants2012-01-011,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,386
Number of participants with account balances2012-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0160
2011: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,277
Total number of active participants reported on line 7a of the Form 55002011-01-011,106
Number of retired or separated participants receiving benefits2011-01-01111
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,217
Number of participants with account balances2011-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0166
2009: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,350
Total number of active participants reported on line 7a of the Form 55002009-01-01917
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01107
Total of all active and inactive participants2009-01-011,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,024
Number of participants with account balances2009-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01160

Financial Data on ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN

Measure Date Value
2019 : ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$425
Total transfer of assets to this plan2019-12-31$425
Total income from all sources (including contributions)2019-12-31$31,842,352
Total income from all sources (including contributions)2019-12-31$31,842,352
Total of all expenses incurred2019-12-31$9,009,178
Total of all expenses incurred2019-12-31$9,009,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,624,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,624,444
Expenses. Certain deemed distributions of participant loans2019-12-31$1,365
Expenses. Certain deemed distributions of participant loans2019-12-31$1,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,874,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,874,210
Value of total assets at end of year2019-12-31$79,271,706
Value of total assets at end of year2019-12-31$79,271,706
Value of total assets at beginning of year2019-12-31$56,438,107
Value of total assets at beginning of year2019-12-31$56,438,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$383,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$383,369
Total interest from all sources2019-12-31$74,355
Total interest from all sources2019-12-31$74,355
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,420,579
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,420,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,420,579
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,420,579
Administrative expenses professional fees incurred2019-12-31$21,273
Administrative expenses professional fees incurred2019-12-31$21,273
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$13,356,018
Contributions received from participants2019-12-31$13,356,018
Participant contributions at end of year2019-12-31$1,766,721
Participant contributions at end of year2019-12-31$1,766,721
Participant contributions at beginning of year2019-12-31$1,867,319
Participant contributions at beginning of year2019-12-31$1,867,319
Participant contributions at end of year2019-12-31$512,791
Participant contributions at end of year2019-12-31$512,791
Participant contributions at beginning of year2019-12-31$386,235
Participant contributions at beginning of year2019-12-31$386,235
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,830,910
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,830,910
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,645
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,302
Administrative expenses (other) incurred2019-12-31$285,988
Administrative expenses (other) incurred2019-12-31$285,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$22,833,174
Value of net income/loss2019-12-31$22,833,174
Value of net assets at end of year (total assets less liabilities)2019-12-31$79,271,706
Value of net assets at end of year (total assets less liabilities)2019-12-31$79,271,706
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$56,438,107
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$56,438,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$76,108
Investment advisory and management fees2019-12-31$76,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$70,370,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$70,370,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,476,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,476,596
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$74,355
Interest on participant loans2019-12-31$74,355
Value of interest in common/collective trusts at end of year2019-12-31$6,478,012
Value of interest in common/collective trusts at end of year2019-12-31$6,478,012
Value of interest in common/collective trusts at beginning of year2019-12-31$5,539,770
Value of interest in common/collective trusts at beginning of year2019-12-31$5,539,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,325,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,325,656
Net investment gain or loss from common/collective trusts2019-12-31$147,552
Net investment gain or loss from common/collective trusts2019-12-31$147,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,687,282
Contributions received in cash from employer2019-12-31$2,687,282
Employer contributions (assets) at end of year2019-12-31$136,183
Employer contributions (assets) at end of year2019-12-31$136,183
Employer contributions (assets) at beginning of year2019-12-31$164,885
Employer contributions (assets) at beginning of year2019-12-31$164,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,624,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,624,444
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EVERS ROBINSON LTD.
Accountancy firm name2019-12-31EVERS ROBINSON LTD.
Accountancy firm EIN2019-12-31860715183
Accountancy firm EIN2019-12-31860715183
2018 : ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$11,178,827
Total of all expenses incurred2018-12-31$5,474,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,294,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,143,256
Value of total assets at end of year2018-12-31$56,438,107
Value of total assets at beginning of year2018-12-31$50,733,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$179,517
Total interest from all sources2018-12-31$78,850
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$556,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$556,635
Administrative expenses professional fees incurred2018-12-31$5,300
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$11,784,178
Participant contributions at end of year2018-12-31$1,867,319
Participant contributions at beginning of year2018-12-31$1,585,558
Participant contributions at end of year2018-12-31$386,235
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$949,599
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$151,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$5,704,492
Value of net assets at end of year (total assets less liabilities)2018-12-31$56,438,107
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$50,733,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$22,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$48,476,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$44,401,046
Interest on participant loans2018-12-31$78,850
Value of interest in common/collective trusts at end of year2018-12-31$5,539,770
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,747,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,599,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,409,479
Employer contributions (assets) at end of year2018-12-31$164,885
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,294,818
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EVERS ROBINSON LTD.
Accountancy firm EIN2018-12-31860715183
2017 : ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$17,756,129
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,371,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,216,064
Value of total corrective distributions2017-12-31$20,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,262,472
Value of total assets at end of year2017-12-31$50,733,615
Value of total assets at beginning of year2017-12-31$36,349,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$135,177
Total interest from all sources2017-12-31$134,123
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,838,687
Participant contributions at end of year2017-12-31$1,585,558
Participant contributions at beginning of year2017-12-31$1,122,607
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$637,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$14,384,324
Value of net assets at end of year (total assets less liabilities)2017-12-31$50,733,615
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,349,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$44,401,046
Value of interest in pooled separate accounts at beginning of year2017-12-31$31,203,381
Interest on participant loans2017-12-31$49,631
Interest earned on other investments2017-12-31$84,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,747,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,023,303
Net investment gain/loss from pooled separate accounts2017-12-31$6,359,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,785,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,216,064
Contract administrator fees2017-12-31$135,177
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EVERS ROBINSON LTD.
Accountancy firm EIN2017-12-31860715183
2016 : ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,827,525
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,365,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,217,626
Value of total corrective distributions2016-12-31$68,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,540,806
Value of total assets at end of year2016-12-31$36,349,291
Value of total assets at beginning of year2016-12-31$27,887,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$79,705
Total interest from all sources2016-12-31$93,077
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,601,917
Participant contributions at end of year2016-12-31$1,122,607
Participant contributions at beginning of year2016-12-31$930,836
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$380,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,461,987
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,349,291
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,887,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$31,203,381
Value of interest in pooled separate accounts at beginning of year2016-12-31$23,315,182
Interest on participant loans2016-12-31$34,221
Interest earned on other investments2016-12-31$58,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,023,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,641,286
Net investment gain/loss from pooled separate accounts2016-12-31$2,193,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,558,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,217,626
Contract administrator fees2016-12-31$79,705
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EVERS ROBINSON
Accountancy firm EIN2016-12-31860715183
2015 : ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,426,992
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,296,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,211,735
Value of total corrective distributions2015-12-31$11,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,879,423
Value of total assets at end of year2015-12-31$27,887,304
Value of total assets at beginning of year2015-12-31$22,757,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$73,780
Total interest from all sources2015-12-31$71,758
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,671,360
Participant contributions at end of year2015-12-31$930,836
Participant contributions at beginning of year2015-12-31$757,324
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$770,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,130,198
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,887,304
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,757,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$23,315,182
Value of interest in pooled separate accounts at beginning of year2015-12-31$18,692,480
Interest on participant loans2015-12-31$24,695
Interest earned on other investments2015-12-31$47,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,641,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,307,302
Net investment gain/loss from pooled separate accounts2015-12-31$-524,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,437,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,211,735
Contract administrator fees2015-12-31$73,780
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EVERS ROBINSON. LTD
Accountancy firm EIN2015-12-31860715183
2014 : ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,337,587
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,633,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,482,338
Value of total corrective distributions2014-12-31$94,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,171,632
Value of total assets at end of year2014-12-31$22,757,106
Value of total assets at beginning of year2014-12-31$17,053,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$56,574
Total interest from all sources2014-12-31$63,144
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,994,041
Participant contributions at end of year2014-12-31$757,324
Participant contributions at beginning of year2014-12-31$558,222
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$350,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,703,802
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,757,106
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,053,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$18,692,480
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,842,992
Interest on participant loans2014-12-31$19,299
Interest earned on other investments2014-12-31$43,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,307,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,652,090
Net investment gain/loss from pooled separate accounts2014-12-31$1,102,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$827,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,482,338
Contract administrator fees2014-12-31$56,574
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EVERS ROBINSON, LTD
Accountancy firm EIN2014-12-31860715183
2013 : ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,580,708
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,254,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,202,299
Value of total corrective distributions2013-12-31$13,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,986,596
Value of total assets at end of year2013-12-31$17,053,304
Value of total assets at beginning of year2013-12-31$12,727,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$39,541
Total interest from all sources2013-12-31$65,866
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,336,899
Participant contributions at end of year2013-12-31$558,222
Participant contributions at beginning of year2013-12-31$513,908
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$286,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,325,765
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,053,304
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,727,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$13,842,992
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,299,142
Interest on participant loans2013-12-31$18,826
Interest earned on other investments2013-12-31$47,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,652,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,914,489
Net investment gain/loss from pooled separate accounts2013-12-31$2,528,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$363,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,202,299
Contract administrator fees2013-12-31$39,541
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EVERS ROBINSON, LTD
Accountancy firm EIN2013-12-31860715183
2012 : ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,505,506
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$849,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$779,074
Value of total corrective distributions2012-12-31$42,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,377,128
Value of total assets at end of year2012-12-31$12,727,539
Value of total assets at beginning of year2012-12-31$10,071,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,928
Total interest from all sources2012-12-31$55,406
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,834,944
Participant contributions at end of year2012-12-31$513,908
Participant contributions at beginning of year2012-12-31$366,054
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$210,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,655,639
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,727,539
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,071,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$9,299,142
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,264,898
Interest on participant loans2012-12-31$12,944
Interest earned on other investments2012-12-31$42,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,914,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,440,948
Net investment gain/loss from pooled separate accounts2012-12-31$1,072,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$331,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$779,074
Contract administrator fees2012-12-31$27,928
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EVERS ROBINSON, LTD
Accountancy firm EIN2012-12-31860715183
2011 : ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,797,451
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,469,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,355,877
Value of total corrective distributions2011-12-31$84,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,946,666
Value of total assets at end of year2011-12-31$10,071,900
Value of total assets at beginning of year2011-12-31$9,743,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,954
Total interest from all sources2011-12-31$62,372
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,476,720
Participant contributions at end of year2011-12-31$366,054
Participant contributions at beginning of year2011-12-31$331,531
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$244,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$328,219
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,071,900
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,743,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$7,264,898
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,046,278
Interest on participant loans2011-12-31$11,311
Interest earned on other investments2011-12-31$51,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,440,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,365,872
Net investment gain/loss from pooled separate accounts2011-12-31$-211,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$225,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,355,877
Contract administrator fees2011-12-31$28,954
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EVERS ROBINSON LTD.
Accountancy firm EIN2011-12-31860715183
2010 : ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,683,702
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,229,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,026,533
Value of total corrective distributions2010-12-31$183,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,692,553
Value of total assets at end of year2010-12-31$9,743,681
Value of total assets at beginning of year2010-12-31$8,288,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,767
Total interest from all sources2010-12-31$59,900
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,337,194
Participant contributions at end of year2010-12-31$331,531
Participant contributions at beginning of year2010-12-31$198,294
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$212,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,454,700
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,743,681
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,288,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$7,046,278
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,834,368
Interest on participant loans2010-12-31$9,550
Interest earned on other investments2010-12-31$50,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,365,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,256,319
Net investment gain/loss from pooled separate accounts2010-12-31$931,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$142,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,026,533
Contract administrator fees2010-12-31$18,767
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EVERS ROBINSON, LTD
Accountancy firm EIN2010-12-31860715183
2009 : ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN

2019: ALLIANCE RESIDENTIAL COMPANY 401(K) 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: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ALLIANCE RESIDENTIAL COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806486
Policy instance 1
Insurance contract or identification number806486
Number of Individuals Covered3038
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806486
Policy instance 1
Insurance contract or identification number806486
Number of Individuals Covered2738
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806486
Policy instance 1
Insurance contract or identification number806486
Number of Individuals Covered2037
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $100,593
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $100,593
Insurance broker organization code?3
Insurance broker name401 K ADVISORS ARIZONA
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806486
Policy instance 1
Insurance contract or identification number806486
Number of Individuals Covered1952
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $76,368
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,568
Insurance broker organization code?3
Insurance broker name401 K ADVISORS ARIZONA
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806486
Policy instance 1
Insurance contract or identification number806486
Number of Individuals Covered1739
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $57,093
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,093
Insurance broker organization code?3
Insurance broker nameSOUTHWEST INVMT PARTNERS INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806486
Policy instance 1
Insurance contract or identification number806486
Number of Individuals Covered1386
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $44,167
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,167
Insurance broker organization code?3
Insurance broker nameSOUTHWEST INVMT PARTNERS INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806486
Policy instance 1
Insurance contract or identification number806486
Number of Individuals Covered1217
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $47,911
Total amount of fees paid to insurance companyUSD $9,412
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806486
Policy instance 1
Insurance contract or identification number806486
Number of Individuals Covered1144
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $44,214
Total amount of fees paid to insurance companyUSD $16,181
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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