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THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 401k Plan overview

Plan NameTHE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST
Plan identification number 001

THE DICKSON REALTY PROFIT-SHARING 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

DICKSON REALTY INC has sponsored the creation of one or more 401k plans.

Company Name:DICKSON REALTY INC
Employer identification number (EIN):880371186
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 DICKSON REALTY PROFIT-SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MATT LIPKOWITZ2023-07-05
0012021-01-01MATT LIPKOWITZ2022-09-30
0012020-01-01MATT LIPKOWITZ2021-09-08
0012020-01-01MATT LIPKOWITZ2021-11-10
0012020-01-01MATT LIPKOWITZ2021-12-16
0012020-01-01
0012020-01-01MATT LIPKOWITZ2022-01-10
0012019-01-01MATT LIPKOWITZ2020-05-28 MATT LIPKOWITZ2020-05-28
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012014-01-01
0012013-01-01HARVEY FENNELL HARVEY FENNELL2014-07-24
0012012-01-01HARVEY FENNELL HARVEY FENNELL2013-08-01
0012011-01-01HARVEY FENNELL HARVEY FENNELL2012-09-04
0012009-01-01HARVEY FENNELL HARVEY FENNELL2010-09-28

Plan Statistics for THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST

401k plan membership statisitcs for THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST

Measure Date Value
2019: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0141
Total number of active participants reported on line 7a of the Form 55002019-01-0130
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0137
Number of participants with account balances2019-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0141
Total number of active participants reported on line 7a of the Form 55002018-01-0134
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0141
Number of participants with account balances2018-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0143
Total number of active participants reported on line 7a of the Form 55002017-01-0132
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0137
Number of participants with account balances2017-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0142
Total number of active participants reported on line 7a of the Form 55002016-01-0133
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0142
Number of participants with account balances2016-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0127
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0123
Number of participants with account balances2015-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0123
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0125
Number of participants with account balances2014-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0122
Number of participants with account balances2013-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0124
Total number of active participants reported on line 7a of the Form 55002012-01-0120
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0124
Number of participants with account balances2012-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0130
Total number of active participants reported on line 7a of the Form 55002011-01-0118
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0122
Number of participants with account balances2011-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0150
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0146
Number of participants with account balances2009-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019
Number of employers contributing to the scheme2009-01-017

Financial Data on THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST

Measure Date Value
2019 : THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$2,104
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$794,951
Expenses. Total of all expenses incurred2019-12-31$1,587,052
Benefits paid (including direct rollovers)2019-12-31$1,552,460
Total plan assets at end of year2019-12-31$3,072,151
Total plan assets at beginning of year2019-12-31$3,862,148
Value of fidelity bond covering the plan2019-12-31$600,000
Total contributions received or receivable from participants2019-12-31$118,374
Assets. Value of loans (other than to participants)2019-12-31$10,315
Other income received2019-12-31$626,485
Net income (gross income less expenses)2019-12-31$-792,101
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,070,047
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,862,148
Total contributions received or receivable from employer(s)2019-12-31$50,092
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$34,592
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE DICKSON REALTY PROFIT-SHARING 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$0
Total income from all sources2018-12-31$-154,522
Expenses. Total of all expenses incurred2018-12-31$235,099
Benefits paid (including direct rollovers)2018-12-31$187,449
Total plan assets at end of year2018-12-31$3,862,148
Total plan assets at beginning of year2018-12-31$4,251,769
Value of fidelity bond covering the plan2018-12-31$600,000
Total contributions received or receivable from participants2018-12-31$143,338
Assets. Value of loans (other than to participants)2018-12-31$13,692
Other income received2018-12-31$-349,246
Net income (gross income less expenses)2018-12-31$-389,621
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,862,148
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,251,769
Total contributions received or receivable from employer(s)2018-12-31$51,386
Value of corrective distributions2018-12-31$565
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$47,085
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE DICKSON REALTY PROFIT-SHARING 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$7,472
Total income from all sources2017-12-31$751,974
Expenses. Total of all expenses incurred2017-12-31$109,445
Benefits paid (including direct rollovers)2017-12-31$65,571
Total plan assets at end of year2017-12-31$4,251,769
Total plan assets at beginning of year2017-12-31$3,616,712
Value of fidelity bond covering the plan2017-12-31$600,000
Total contributions received or receivable from participants2017-12-31$115,710
Assets. Value of loans (other than to participants)2017-12-31$16,637
Other income received2017-12-31$579,688
Net income (gross income less expenses)2017-12-31$642,529
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,251,769
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,609,240
Assets. Value of participant loans2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$56,576
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$43,874
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$7,472
Total plan liabilities at beginning of year2016-12-31$7,122
Total income from all sources2016-12-31$480,754
Expenses. Total of all expenses incurred2016-12-31$202,133
Benefits paid (including direct rollovers)2016-12-31$150,479
Total plan assets at end of year2016-12-31$3,616,712
Total plan assets at beginning of year2016-12-31$3,337,741
Value of fidelity bond covering the plan2016-12-31$600,000
Total contributions received or receivable from participants2016-12-31$103,545
Assets. Value of loans (other than to participants)2016-12-31$19,391
Other income received2016-12-31$343,708
Net income (gross income less expenses)2016-12-31$278,621
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,609,240
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,330,619
Assets. Value of participant loans2016-12-31$1,900
Total contributions received or receivable from employer(s)2016-12-31$33,501
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$51,654
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$7,122
Total plan liabilities at beginning of year2015-12-31$882
Total income from all sources2015-12-31$-18,783
Expenses. Total of all expenses incurred2015-12-31$48,649
Benefits paid (including direct rollovers)2015-12-31$4,816
Total plan assets at end of year2015-12-31$3,337,741
Total plan assets at beginning of year2015-12-31$3,398,933
Value of fidelity bond covering the plan2015-12-31$600,000
Total contributions received or receivable from participants2015-12-31$104,918
Assets. Value of loans (other than to participants)2015-12-31$22,015
Other income received2015-12-31$-157,876
Net income (gross income less expenses)2015-12-31$-67,432
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,330,619
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,398,051
Assets. Value of participant loans2015-12-31$1,900
Total contributions received or receivable from employer(s)2015-12-31$34,175
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$43,833
2014 : THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$882
Total plan liabilities at beginning of year2014-12-31$882
Total income from all sources2014-12-31$281,698
Expenses. Total of all expenses incurred2014-12-31$87,461
Benefits paid (including direct rollovers)2014-12-31$52,740
Total plan assets at end of year2014-12-31$3,397,674
Total plan assets at beginning of year2014-12-31$3,203,437
Value of fidelity bond covering the plan2014-12-31$1,800,000
Total contributions received or receivable from participants2014-12-31$85,811
Assets. Value of loans (other than to participants)2014-12-31$24,384
Other income received2014-12-31$166,213
Net income (gross income less expenses)2014-12-31$194,237
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,396,792
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,202,555
Assets. Value of participant loans2014-12-31$886
Total contributions received or receivable from employer(s)2014-12-31$29,674
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$34,721
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$882
Total plan liabilities at beginning of year2013-12-31$882
Total income from all sources2013-12-31$948,780
Expenses. Total of all expenses incurred2013-12-31$138,093
Benefits paid (including direct rollovers)2013-12-31$113,148
Total plan assets at end of year2013-12-31$3,203,437
Total plan assets at beginning of year2013-12-31$2,392,750
Value of fidelity bond covering the plan2013-12-31$1,800,000
Total contributions received or receivable from participants2013-12-31$63,004
Assets. Value of loans (other than to participants)2013-12-31$49,694
Contributions received from other sources (not participants or employers)2013-12-31$362,443
Other income received2013-12-31$493,593
Net income (gross income less expenses)2013-12-31$810,687
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,202,555
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,391,868
Assets. Value of participant loans2013-12-31$1,567
Total contributions received or receivable from employer(s)2013-12-31$29,740
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$24,945
2012 : THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$882
Total plan liabilities at beginning of year2012-12-31$1,182
Total income from all sources2012-12-31$347,982
Expenses. Total of all expenses incurred2012-12-31$111,755
Benefits paid (including direct rollovers)2012-12-31$77,406
Total plan assets at end of year2012-12-31$2,392,750
Total plan assets at beginning of year2012-12-31$2,156,823
Value of fidelity bond covering the plan2012-12-31$1,800,000
Total contributions received or receivable from participants2012-12-31$44,937
Assets. Value of loans (other than to participants)2012-12-31$51,515
Contributions received from other sources (not participants or employers)2012-12-31$12,411
Other income received2012-12-31$278,347
Net income (gross income less expenses)2012-12-31$236,227
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,391,868
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,155,641
Assets. Value of participant loans2012-12-31$6,322
Total contributions received or receivable from employer(s)2012-12-31$12,287
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$34,349
2011 : THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$1,182
Total income from all sources2011-12-31$102,101
Expenses. Total of all expenses incurred2011-12-31$967,678
Benefits paid (including direct rollovers)2011-12-31$931,207
Total plan assets at end of year2011-12-31$2,156,823
Total plan assets at beginning of year2011-12-31$3,021,218
Value of fidelity bond covering the plan2011-12-31$1,800,000
Total contributions received or receivable from participants2011-12-31$38,096
Assets. Value of loans (other than to participants)2011-12-31$53,997
Expenses. Other expenses not covered elsewhere2011-12-31$36,471
Other income received2011-12-31$51,754
Net income (gross income less expenses)2011-12-31$-865,577
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,155,641
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,021,218
Assets. Value of participant loans2011-12-31$12,688
Total contributions received or receivable from employer(s)2011-12-31$12,251
2010 : THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$-86,497
Expenses. Total of all expenses incurred2010-12-31$85,481
Benefits paid (including direct rollovers)2010-12-31$56,192
Total plan assets at end of year2010-12-31$3,021,218
Total plan assets at beginning of year2010-12-31$3,193,196
Value of fidelity bond covering the plan2010-12-31$1,800,000
Total contributions received or receivable from participants2010-12-31$36,051
Assets. Value of loans (other than to participants)2010-12-31$74,947
Expenses. Other expenses not covered elsewhere2010-12-31$29,289
Other income received2010-12-31$-142,651
Net income (gross income less expenses)2010-12-31$-171,978
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,021,218
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,193,196
Assets. Value of participant loans2010-12-31$15,695
Total contributions received or receivable from employer(s)2010-12-31$20,103

Form 5500 Responses for THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST

2019: THE DICKSON REALTY PROFIT-SHARING 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 DICKSON REALTY PROFIT-SHARING 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 DICKSON REALTY PROFIT-SHARING 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 DICKSON REALTY PROFIT-SHARING 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 DICKSON REALTY PROFIT-SHARING 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 DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342678-000
Policy instance 1
Insurance contract or identification number342678-000
Number of Individuals Covered21
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,499
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,499
Amount paid for insurance broker fees0
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342678-000
Policy instance 1
Insurance contract or identification number342678-000
Number of Individuals Covered21
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,317
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,658
Amount paid for insurance broker fees0
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342678-000
Policy instance 1
Insurance contract or identification number342678-000
Number of Individuals Covered21
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,804
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,402
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342678-000
Policy instance 1
Insurance contract or identification number342678-000
Number of Individuals Covered10
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,154
Total amount of fees paid to insurance companyUSD $169
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $577
Insurance broker organization code?3
Amount paid for insurance broker fees169
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameASSOCIATED PENSION CONSULTANTS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342678-000
Policy instance 1
Insurance contract or identification number342678-000
Number of Individuals Covered10
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,740
Total amount of fees paid to insurance companyUSD $1,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,457
Insurance broker organization code?3
Amount paid for insurance broker fees1442
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameSBHU LIFE AGENCY INC

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