401k Plan data: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST plan

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

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

THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MATT LIPKOWITZ 2024-07-01
001 2022-01-01 MATT LIPKOWITZ 2023-07-05
001 2021-01-01 MATT LIPKOWITZ 2022-09-30
001 2020-01-01 MATT LIPKOWITZ 2021-09-08
001 2020-01-01 MATT LIPKOWITZ 2021-11-10
001 2020-01-01 MATT LIPKOWITZ 2021-12-16
001 2020-01-01
001 2020-01-01 MATT LIPKOWITZ 2022-01-10
001 2019-01-01 MATT LIPKOWITZ 2020-05-28 MATT LIPKOWITZ 2020-05-28
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2014-01-01
001 2013-01-01 HARVEY FENNELL HARVEY FENNELL 2014-07-24
001 2012-01-01 HARVEY FENNELL HARVEY FENNELL 2013-08-01
001 2011-01-01 HARVEY FENNELL HARVEY FENNELL 2012-09-04
001 2009-01-01 HARVEY FENNELL HARVEY FENNELL 2010-09-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MATT LIPKOWITZ	2024-07-01
001	2022-01-01	MATT LIPKOWITZ	2023-07-05
001	2021-01-01	MATT LIPKOWITZ	2022-09-30
001	2020-01-01	MATT LIPKOWITZ	2021-09-08
001	2020-01-01	MATT LIPKOWITZ	2021-11-10
001	2020-01-01	MATT LIPKOWITZ	2021-12-16
001	2020-01-01
001	2020-01-01	MATT LIPKOWITZ	2022-01-10
001	2019-01-01	MATT LIPKOWITZ	2020-05-28	MATT LIPKOWITZ	2020-05-28
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2014-01-01
001	2013-01-01	HARVEY FENNELL		HARVEY FENNELL	2014-07-24
001	2012-01-01	HARVEY FENNELL		HARVEY FENNELL	2013-08-01
001	2011-01-01	HARVEY FENNELL		HARVEY FENNELL	2012-09-04
001	2009-01-01	HARVEY FENNELL		HARVEY FENNELL	2010-09-28

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-year 2019-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 30
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 37
Number of participants with account balances 2019-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 34
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 41
Number of participants with account balances 2018-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 32
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 37
Number of participants with account balances 2017-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 33
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 42
Number of participants with account balances 2016-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 23
Number of participants with account balances 2015-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 15
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 25
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 20
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 24
Number of participants with account balances 2012-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 22
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 28
Total of all active and inactive participants 2009-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 46
Number of participants with account balances 2009-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 9
Number of employers contributing to the scheme 2009-01-01 7

Measure	Date	Value
2019: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	30
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	37
Number of participants with account balances	2019-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	34
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	41
Number of participants with account balances	2018-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	32
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	37
Number of participants with account balances	2017-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	33
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	42
Number of participants with account balances	2016-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	23
Number of participants with account balances	2015-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	15
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	25
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	20
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	24
Number of participants with account balances	2012-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	22
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	28
Total of all active and inactive participants	2009-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	46
Number of participants with account balances	2009-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	9
Number of employers contributing to the scheme	2009-01-01	7

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 year	2019-12-31	$2,104
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$794,951
Expenses. Total of all expenses incurred	2019-12-31	$1,587,052
Benefits paid (including direct rollovers)	2019-12-31	$1,552,460
Total plan assets at end of year	2019-12-31	$3,072,151
Total plan assets at beginning of year	2019-12-31	$3,862,148
Value of fidelity bond covering the plan	2019-12-31	$600,000
Total contributions received or receivable from participants	2019-12-31	$118,374
Assets. Value of loans (other than to participants)	2019-12-31	$10,315
Other income received	2019-12-31	$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 securities	2019-12-31	$0
2018 : THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-154,522
Expenses. Total of all expenses incurred	2018-12-31	$235,099
Benefits paid (including direct rollovers)	2018-12-31	$187,449
Total plan assets at end of year	2018-12-31	$3,862,148
Total plan assets at beginning of year	2018-12-31	$4,251,769
Value of fidelity bond covering the plan	2018-12-31	$600,000
Total contributions received or receivable from participants	2018-12-31	$143,338
Assets. Value of loans (other than to participants)	2018-12-31	$13,692
Other income received	2018-12-31	$-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 distributions	2018-12-31	$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 securities	2018-12-31	$0
2017 : THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$7,472
Total income from all sources	2017-12-31	$751,974
Expenses. Total of all expenses incurred	2017-12-31	$109,445
Benefits paid (including direct rollovers)	2017-12-31	$65,571
Total plan assets at end of year	2017-12-31	$4,251,769
Total plan assets at beginning of year	2017-12-31	$3,616,712
Value of fidelity bond covering the plan	2017-12-31	$600,000
Total contributions received or receivable from participants	2017-12-31	$115,710
Assets. Value of loans (other than to participants)	2017-12-31	$16,637
Other income received	2017-12-31	$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 loans	2017-12-31	$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 securities	2017-12-31	$0
2016 : THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$7,472
Total plan liabilities at beginning of year	2016-12-31	$7,122
Total income from all sources	2016-12-31	$480,754
Expenses. Total of all expenses incurred	2016-12-31	$202,133
Benefits paid (including direct rollovers)	2016-12-31	$150,479
Total plan assets at end of year	2016-12-31	$3,616,712
Total plan assets at beginning of year	2016-12-31	$3,337,741
Value of fidelity bond covering the plan	2016-12-31	$600,000
Total contributions received or receivable from participants	2016-12-31	$103,545
Assets. Value of loans (other than to participants)	2016-12-31	$19,391
Other income received	2016-12-31	$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 loans	2016-12-31	$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 securities	2016-12-31	$0
2015 : THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$7,122
Total plan liabilities at beginning of year	2015-12-31	$882
Total income from all sources	2015-12-31	$-18,783
Expenses. Total of all expenses incurred	2015-12-31	$48,649
Benefits paid (including direct rollovers)	2015-12-31	$4,816
Total plan assets at end of year	2015-12-31	$3,337,741
Total plan assets at beginning of year	2015-12-31	$3,398,933
Value of fidelity bond covering the plan	2015-12-31	$600,000
Total contributions received or receivable from participants	2015-12-31	$104,918
Assets. Value of loans (other than to participants)	2015-12-31	$22,015
Other income received	2015-12-31	$-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 loans	2015-12-31	$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 year	2014-12-31	$882
Total plan liabilities at beginning of year	2014-12-31	$882
Total income from all sources	2014-12-31	$281,698
Expenses. Total of all expenses incurred	2014-12-31	$87,461
Benefits paid (including direct rollovers)	2014-12-31	$52,740
Total plan assets at end of year	2014-12-31	$3,397,674
Total plan assets at beginning of year	2014-12-31	$3,203,437
Value of fidelity bond covering the plan	2014-12-31	$1,800,000
Total contributions received or receivable from participants	2014-12-31	$85,811
Assets. Value of loans (other than to participants)	2014-12-31	$24,384
Other income received	2014-12-31	$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 loans	2014-12-31	$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 securities	2014-12-31	$0
2013 : THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$882
Total plan liabilities at beginning of year	2013-12-31	$882
Total income from all sources	2013-12-31	$948,780
Expenses. Total of all expenses incurred	2013-12-31	$138,093
Benefits paid (including direct rollovers)	2013-12-31	$113,148
Total plan assets at end of year	2013-12-31	$3,203,437
Total plan assets at beginning of year	2013-12-31	$2,392,750
Value of fidelity bond covering the plan	2013-12-31	$1,800,000
Total contributions received or receivable from participants	2013-12-31	$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 received	2013-12-31	$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 loans	2013-12-31	$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 year	2012-12-31	$882
Total plan liabilities at beginning of year	2012-12-31	$1,182
Total income from all sources	2012-12-31	$347,982
Expenses. Total of all expenses incurred	2012-12-31	$111,755
Benefits paid (including direct rollovers)	2012-12-31	$77,406
Total plan assets at end of year	2012-12-31	$2,392,750
Total plan assets at beginning of year	2012-12-31	$2,156,823
Value of fidelity bond covering the plan	2012-12-31	$1,800,000
Total contributions received or receivable from participants	2012-12-31	$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 received	2012-12-31	$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 loans	2012-12-31	$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 year	2011-12-31	$1,182
Total income from all sources	2011-12-31	$102,101
Expenses. Total of all expenses incurred	2011-12-31	$967,678
Benefits paid (including direct rollovers)	2011-12-31	$931,207
Total plan assets at end of year	2011-12-31	$2,156,823
Total plan assets at beginning of year	2011-12-31	$3,021,218
Value of fidelity bond covering the plan	2011-12-31	$1,800,000
Total contributions received or receivable from participants	2011-12-31	$38,096
Assets. Value of loans (other than to participants)	2011-12-31	$53,997
Expenses. Other expenses not covered elsewhere	2011-12-31	$36,471
Other income received	2011-12-31	$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 loans	2011-12-31	$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 sources	2010-12-31	$-86,497
Expenses. Total of all expenses incurred	2010-12-31	$85,481
Benefits paid (including direct rollovers)	2010-12-31	$56,192
Total plan assets at end of year	2010-12-31	$3,021,218
Total plan assets at beginning of year	2010-12-31	$3,193,196
Value of fidelity bond covering the plan	2010-12-31	$1,800,000
Total contributions received or receivable from participants	2010-12-31	$36,051
Assets. Value of loans (other than to participants)	2010-12-31	$74,947
Expenses. Other expenses not covered elsewhere	2010-12-31	$29,289
Other income received	2010-12-31	$-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 loans	2010-12-31	$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
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE DICKSON REALTY PROFIT-SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342678-000

Policy instance

Insurance contract or identification number	342678-000
Number of Individuals Covered	21
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,499
Total amount of fees paid to insurance company	USD $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 Broker	USD $3,499
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342678-000

Policy instance

Insurance contract or identification number	342678-000
Number of Individuals Covered	21
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3,317
Total amount of fees paid to insurance company	USD $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 Broker	USD $1,658
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342678-000

Policy instance

Insurance contract or identification number	342678-000
Number of Individuals Covered	21
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,804
Total amount of fees paid to insurance company	USD $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 Broker	USD $1,402
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	SBHU LIFE AGENCY INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342678-000

Policy instance

Insurance contract or identification number	342678-000
Number of Individuals Covered	10
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,154
Total amount of fees paid to insurance company	USD $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 Broker	USD $577
Insurance broker organization code?	3
Amount paid for insurance broker fees	169
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	ASSOCIATED PENSION CONSULTANTS

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342678-000

Policy instance

Insurance contract or identification number	342678-000
Number of Individuals Covered	10
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,740
Total amount of fees paid to insurance company	USD $1,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,457
Insurance broker organization code?	3
Amount paid for insurance broker fees	1442
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	SBHU LIFE AGENCY INC

Potentially related plans

THE DICKSON TEAM 401K PROFIT SHARING PLAN [EIN = 161280224]

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Company Name:	DICKSON REALTY INC
Employer identification number (EIN):	880371186
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers