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CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan NameCIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN
Plan identification number 001

CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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

CIRCLE ROAD PROPERTIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CIRCLE ROAD PROPERTIES, INC.
Employer identification number (EIN):900634178
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-12-01DAVID L. BRUNER2019-09-10
0012016-12-01
0012014-12-01DAVID L. BRUNER
0012013-12-01DAVID L. BRUNER
0012012-12-01DAVID L. BRUNER

Plan Statistics for CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN

Measure Date Value
2018: CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-11-302,412,673
Acturial value of plan assets2018-11-302,412,673
Funding target for retired participants and beneficiaries receiving payment2018-11-300
Number of terminated vested participants2018-11-300
Fundng target for terminated vested participants2018-11-300
Active participant vested funding target2018-11-301,375,077
Number of active participants2018-11-302
Total funding liabilities for active participants2018-11-301,375,077
Total participant count2018-11-302
Total funding target for all participants2018-11-301,375,077
Balance at beginning of prior year after applicable adjustments2018-11-300
Prefunding balance at beginning of prior year after applicable adjustments2018-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-300
Prefunding balanced used to offset prior years funding requirement2018-11-300
Amount remaining of carryover balance2018-11-300
Amount remaining of prefunding balance2018-11-300
Present value of excess contributions2018-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-300
Reductions in caryover balances due to elections or deemed elections2018-11-300
Reductions in prefunding balances due to elections or deemed elections2018-11-300
Balance of carryovers at beginning of current year2018-11-300
Balance of prefunding at beginning of current year2018-11-300
Total employer contributions2018-11-300
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-300
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-300
Net shortfall amortization installment of oustanding balance2018-11-300
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-300
Carryover balance elected to use to offset funding requirement2018-11-300
Prefunding balance elected to use to offset funding requirement2018-11-300
Additional cash requirement2018-11-300
Contributions allocatedtoward minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-012
Total number of active participants reported on line 7a of the Form 55002017-12-010
Number of retired or separated participants receiving benefits2017-12-010
Number of other retired or separated participants entitled to future benefits2017-12-010
Total of all active and inactive participants2017-12-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-010
Total participants2017-12-010
Number of participants with account balances2017-12-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-010
Market value of plan assets2017-11-302,124,604
Acturial value of plan assets2017-11-302,124,604
Funding target for retired participants and beneficiaries receiving payment2017-11-300
Number of terminated vested participants2017-11-300
Fundng target for terminated vested participants2017-11-300
Active participant vested funding target2017-11-301,263,103
Number of active participants2017-11-302
Total funding liabilities for active participants2017-11-301,273,989
Total participant count2017-11-302
Total funding target for all participants2017-11-301,273,989
Balance at beginning of prior year after applicable adjustments2017-11-300
Prefunding balance at beginning of prior year after applicable adjustments2017-11-300
Amount remaining of carryover balance2017-11-300
Amount remaining of prefunding balance2017-11-300
Present value of excess contributions2017-11-30272,639
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-30288,725
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-11-300
Reductions in caryover balances due to elections or deemed elections2017-11-300
Reductions in prefunding balances due to elections or deemed elections2017-11-300
Balance of carryovers at beginning of current year2017-11-300
Balance of prefunding at beginning of current year2017-11-300
Total employer contributions2017-11-300
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-300
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-300
Net shortfall amortization installment of oustanding balance2017-11-300
Waiver amortization installment2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-300
Carryover balance elected to use to offset funding requirement2017-11-300
Prefunding balance elected to use to offset funding requirement2017-11-300
Additional cash requirement2017-11-300
Contributions allocatedtoward minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300
2016: CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-012
Total number of active participants reported on line 7a of the Form 55002016-12-011
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-011
Total of all active and inactive participants2016-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-010
Total participants2016-12-012
Number of participants with account balances2016-12-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-010
2014: CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-012
Total number of active participants reported on line 7a of the Form 55002014-12-012
Number of retired or separated participants receiving benefits2014-12-010
Number of other retired or separated participants entitled to future benefits2014-12-010
Total of all active and inactive participants2014-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-010
Total participants2014-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-010
2013: CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-012
Total number of active participants reported on line 7a of the Form 55002013-12-012
Number of retired or separated participants receiving benefits2013-12-010
Number of other retired or separated participants entitled to future benefits2013-12-010
Total of all active and inactive participants2013-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-010
Total participants2013-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-010
2012: CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-012
Total number of active participants reported on line 7a of the Form 55002012-12-012
Number of retired or separated participants receiving benefits2012-12-010
Number of other retired or separated participants entitled to future benefits2012-12-010
Total of all active and inactive participants2012-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-010
Total participants2012-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-010

Financial Data on CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN

Measure Date Value
2018 : CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
2017 : CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-11-30$0
Total plan liabilities at beginning of year2017-11-30$0
Total income from all sources2017-11-30$288,069
Expenses. Total of all expenses incurred2017-11-30$0
Total plan assets at end of year2017-11-30$2,412,673
Total plan assets at beginning of year2017-11-30$2,124,604
Value of fidelity bond covering the plan2017-11-30$730,000
Other income received2017-11-30$288,069
Net income (gross income less expenses)2017-11-30$288,069
Net plan assets at end of year (total assets less liabilities)2017-11-30$2,412,673
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$2,124,604
Assets. Value of assets in partnership/joint-venture interests2017-11-30$726,317
2015 : CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-11-30$0
Total plan liabilities at beginning of year2015-11-30$3,725
Total income from all sources2015-11-30$371,606
Expenses. Total of all expenses incurred2015-11-30$360
Total plan assets at end of year2015-11-30$1,908,271
Total plan assets at beginning of year2015-11-30$1,540,750
Value of fidelity bond covering the plan2015-11-30$90,000
Other income received2015-11-30$21,606
Net income (gross income less expenses)2015-11-30$371,246
Net plan assets at end of year (total assets less liabilities)2015-11-30$1,908,271
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$1,537,025
Assets. Value of assets in partnership/joint-venture interests2015-11-30$1,057,596
Total contributions received or receivable from employer(s)2015-11-30$350,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
2014 : CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 2014 401k financial data
Total plan liabilities at end of year2014-11-30$3,725
Total plan liabilities at beginning of year2014-11-30$15,125
Total income from all sources2014-11-30$623,670
Expenses. Total of all expenses incurred2014-11-30$150
Total plan assets at end of year2014-11-30$1,540,750
Total plan assets at beginning of year2014-11-30$928,630
Value of fidelity bond covering the plan2014-11-30$90,000
Total contributions received or receivable from participants2014-11-30$0
Contributions received from other sources (not participants or employers)2014-11-30$0
Other income received2014-11-30$43,670
Net income (gross income less expenses)2014-11-30$623,520
Net plan assets at end of year (total assets less liabilities)2014-11-30$1,537,025
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$913,505
Assets. Value of assets in partnership/joint-venture interests2014-11-30$157,596
Total contributions received or receivable from employer(s)2014-11-30$580,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-11-30$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
Funding deficiency by the employer to the plan for this plan year2014-11-30$-580,000
Minimum employer required contribution for this plan year2014-11-30$0
Amount contributed by the employer to the plan for this plan year2014-11-30$580,000
2013 : CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-11-30$15,125
Total plan liabilities at beginning of year2013-11-30$0
Total income from all sources2013-11-30$398,504
Expenses. Total of all expenses incurred2013-11-30$180
Benefits paid (including direct rollovers)2013-11-30$0
Total plan assets at end of year2013-11-30$928,630
Total plan assets at beginning of year2013-11-30$515,181
Value of fidelity bond covering the plan2013-11-30$80,000
Total contributions received or receivable from participants2013-11-30$0
Expenses. Other expenses not covered elsewhere2013-11-30$0
Contributions received from other sources (not participants or employers)2013-11-30$0
Other income received2013-11-30$44,113
Noncash contributions received2013-11-30$0
Net income (gross income less expenses)2013-11-30$398,324
Net plan assets at end of year (total assets less liabilities)2013-11-30$913,505
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$515,181
Assets. Value of assets in partnership/joint-venture interests2013-11-30$76,930
Total contributions received or receivable from employer(s)2013-11-30$354,391
Value of certain deemed distributions of participant loans2013-11-30$0
Value of corrective distributions2013-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-11-30$180

Form 5500 Responses for CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN

2017: CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingYes
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement - TrustYes
2016: CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement - TrustYes
2014: CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement - TrustYes
2013: CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: CIRCLE ROAD PROPERTIES, INC. DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes

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