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PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

PRINCETON PROPERTY MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:PRINCETON PROPERTY MANAGEMENT, INC.
Employer identification number (EIN):930855814
NAIC Classification:531310

Additional information about PRINCETON PROPERTY MANAGEMENT, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3794313

More information about PRINCETON PROPERTY MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01AMY GROSS2022-12-27
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01FREDDY LUNT
0012016-01-01
0012015-01-01FREDDY LUNT FREDDY LUNT2016-09-26
0012014-01-01FREDDY LUNT FREDDY LUNT2015-10-07
0012013-01-01FREDDY LUNT FREDDY LUNT2014-09-12
0012012-01-01FREDDY LUNT FREDDY LUNT2013-10-03
0012011-01-01FREDDY LUNT
0012009-01-01FREDDY LUNT FREDDY LUNT2010-10-11
0012009-01-01FREDDY LUNT FREDDY LUNT2010-10-11
0012009-01-01FREDDY LUNT

Plan Statistics for PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01199
Total number of active participants reported on line 7a of the Form 55002023-01-01151
Number of retired or separated participants receiving benefits2023-01-0118
Number of other retired or separated participants entitled to future benefits2023-01-0140
Total of all active and inactive participants2023-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01209
Number of participants with account balances2023-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0111
2022: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01266
Total number of active participants reported on line 7a of the Form 55002022-01-01141
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0151
Total of all active and inactive participants2022-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01199
Number of participants with account balances2022-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01253
Total number of active participants reported on line 7a of the Form 55002021-01-01155
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01101
Total of all active and inactive participants2021-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01256
Number of participants with account balances2021-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01270
Total number of active participants reported on line 7a of the Form 55002020-01-01177
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01253
Number of participants with account balances2020-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01238
Total number of active participants reported on line 7a of the Form 55002019-01-01176
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01241
Number of participants with account balances2019-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01198
Total number of active participants reported on line 7a of the Form 55002018-01-01174
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0164
Total of all active and inactive participants2018-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01238
Number of participants with account balances2018-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01206
Total number of active participants reported on line 7a of the Form 55002017-01-01178
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01198
Number of participants with account balances2017-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01254
Total number of active participants reported on line 7a of the Form 55002016-01-01188
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01206
Number of participants with account balances2016-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01262
Total number of active participants reported on line 7a of the Form 55002015-01-01143
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01111
Total of all active and inactive participants2015-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01254
Number of participants with account balances2015-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01289
Total number of active participants reported on line 7a of the Form 55002014-01-01167
Number of retired or separated participants receiving benefits2014-01-0195
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01261
Total number of active participants reported on line 7a of the Form 55002013-01-01147
Number of retired or separated participants receiving benefits2013-01-0172
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01219
Number of participants with account balances2013-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0170
2012: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01233
Total number of active participants reported on line 7a of the Form 55002012-01-01150
Number of retired or separated participants receiving benefits2012-01-01111
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01261
Number of participants with account balances2012-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01218
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of other retired or separated participants entitled to future benefits2011-01-01103
Total of all active and inactive participants2011-01-01233
Total participants2011-01-01233
Number of participants with account balances2011-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01161
Total number of active participants reported on line 7a of the Form 55002009-01-01130
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01161
Total participants2009-01-01161
Number of participants with account balances2009-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0128

Financial Data on PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$4,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$52,346
Total income from all sources (including contributions)2023-12-31$1,410,450
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$416,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$374,746
Value of total corrective distributions2023-12-31$4,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$791,308
Value of total assets at end of year2023-12-31$4,772,580
Value of total assets at beginning of year2023-12-31$3,826,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$37,595
Total interest from all sources2023-12-31$6,640
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$367,927
Participant contributions at end of year2023-12-31$104,938
Participant contributions at beginning of year2023-12-31$98,223
Participant contributions at end of year2023-12-31$1,397
Participant contributions at beginning of year2023-12-31$50
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$21,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$4,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$52,276
Administrative expenses (other) incurred2023-12-31$23,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$994,048
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,768,372
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,774,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$1,501
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,264,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,107,966
Income. Interest from loans (other than to participants)2023-12-31$6,640
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$612,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$401,901
Employer contributions (assets) at end of year2023-12-31$401,902
Employer contributions (assets) at beginning of year2023-12-31$618,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$374,746
Contract administrator fees2023-12-31$13,636
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$70
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HOFFMAN STEWART SCHMIDT
Accountancy firm EIN2023-12-31930743240
2022 : PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$52,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,191
Total income from all sources (including contributions)2022-12-31$374,514
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$775,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$687,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$984,757
Value of total assets at end of year2022-12-31$3,826,670
Value of total assets at beginning of year2022-12-31$4,190,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$87,900
Total interest from all sources2022-12-31$4,954
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$335,836
Participant contributions at end of year2022-12-31$98,223
Participant contributions at beginning of year2022-12-31$59,111
Participant contributions at end of year2022-12-31$50
Participant contributions at beginning of year2022-12-31$68
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$31,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$52,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$15,170
Other income not declared elsewhere2022-12-31$223
Administrative expenses (other) incurred2022-12-31$70,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-401,303
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,774,324
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,175,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$1,501
Assets. partnership/joint venture interests at beginning of year2022-12-31$1,501
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,107,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,647,242
Interest on participant loans2022-12-31$4,954
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-615,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$617,899
Employer contributions (assets) at end of year2022-12-31$618,930
Employer contributions (assets) at beginning of year2022-12-31$482,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$687,917
Contract administrator fees2022-12-31$17,461
Liabilities. Value of benefit claims payable at end of year2022-12-31$70
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$21
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOFFMAN STEWART SCHMIDT
Accountancy firm EIN2022-12-31930743240
2021 : PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,191
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,712
Total income from all sources (including contributions)2021-12-31$1,184,638
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$267,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$225,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$800,658
Value of total assets at end of year2021-12-31$4,190,818
Value of total assets at beginning of year2021-12-31$3,265,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,615
Total interest from all sources2021-12-31$3,426
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$320,071
Participant contributions at end of year2021-12-31$59,111
Participant contributions at beginning of year2021-12-31$46,026
Participant contributions at end of year2021-12-31$68
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$15,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$6,712
Other income not declared elsewhere2021-12-31$138
Administrative expenses (other) incurred2021-12-31$11,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$916,640
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,175,627
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,258,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$1,501
Assets. partnership/joint venture interests at beginning of year2021-12-31$1,501
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,647,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,843,443
Interest on participant loans2021-12-31$3,426
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,787
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$380,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$480,587
Employer contributions (assets) at end of year2021-12-31$482,896
Employer contributions (assets) at beginning of year2021-12-31$367,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$225,383
Contract administrator fees2021-12-31$30,688
Liabilities. Value of benefit claims payable at end of year2021-12-31$21
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOFFMAN STEWART SCHMIDT
Accountancy firm EIN2021-12-31930743240
2020 : PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-125
Total unrealized appreciation/depreciation of assets2020-12-31$-125
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,343
Total income from all sources (including contributions)2020-12-31$1,108,912
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$469,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$428,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$675,759
Value of total assets at end of year2020-12-31$3,265,699
Value of total assets at beginning of year2020-12-31$2,625,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,173
Total interest from all sources2020-12-31$4,031
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$309,731
Participant contributions at end of year2020-12-31$46,026
Participant contributions at beginning of year2020-12-31$74,315
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$6,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$5,343
Administrative expenses (other) incurred2020-12-31$11,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$638,921
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,258,987
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,620,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$1,501
Assets. partnership/joint venture interests at beginning of year2020-12-31$1,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,843,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,253,430
Interest on participant loans2020-12-31$4,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$429,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$366,028
Employer contributions (assets) at end of year2020-12-31$367,942
Employer contributions (assets) at beginning of year2020-12-31$290,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$428,818
Contract administrator fees2020-12-31$29,283
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CARNEGIE ACCOUNTING, LLP
Accountancy firm EIN2020-12-31465607842
2019 : PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-94
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-94
Total unrealized appreciation/depreciation of assets2019-12-31$-94
Total unrealized appreciation/depreciation of assets2019-12-31$-94
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,343
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,734
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$931,542
Total income from all sources (including contributions)2019-12-31$931,542
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$232,838
Total of all expenses incurred2019-12-31$232,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$191,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$191,259
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$588,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$588,956
Value of total assets at end of year2019-12-31$2,625,409
Value of total assets at end of year2019-12-31$2,625,409
Value of total assets at beginning of year2019-12-31$1,926,096
Value of total assets at beginning of year2019-12-31$1,926,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,579
Total interest from all sources2019-12-31$3,488
Total interest from all sources2019-12-31$3,488
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$298,533
Contributions received from participants2019-12-31$298,533
Participant contributions at end of year2019-12-31$74,315
Participant contributions at end of year2019-12-31$74,315
Participant contributions at beginning of year2019-12-31$29,043
Participant contributions at beginning of year2019-12-31$29,043
Participant contributions at end of year2019-12-31$272
Participant contributions at end of year2019-12-31$272
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$5,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$5,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,734
Administrative expenses (other) incurred2019-12-31$12,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$698,704
Value of net income/loss2019-12-31$698,704
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,620,066
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,620,066
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,921,362
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,921,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$1,627
Assets. partnership/joint venture interests at end of year2019-12-31$1,627
Assets. partnership/joint venture interests at beginning of year2019-12-31$1,720
Assets. partnership/joint venture interests at beginning of year2019-12-31$1,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,253,430
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,253,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,621,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,621,435
Interest on participant loans2019-12-31$3,488
Interest on participant loans2019-12-31$3,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,734
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$339,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$339,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$290,423
Contributions received in cash from employer2019-12-31$290,423
Employer contributions (assets) at end of year2019-12-31$290,422
Employer contributions (assets) at end of year2019-12-31$290,422
Employer contributions (assets) at beginning of year2019-12-31$269,164
Employer contributions (assets) at beginning of year2019-12-31$269,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$191,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$191,259
Contract administrator fees2019-12-31$29,123
Contract administrator fees2019-12-31$29,123
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARNEGIE ACCOUNTING, LLP
Accountancy firm name2019-12-31CARNEGIE ACCOUNTING, LLP
Accountancy firm EIN2019-12-31465607842
Accountancy firm EIN2019-12-31465607842
2018 : PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-250
Total unrealized appreciation/depreciation of assets2018-12-31$-250
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,677
Total income from all sources (including contributions)2018-12-31$471,031
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$152,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$120,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$551,486
Value of total assets at end of year2018-12-31$1,926,096
Value of total assets at beginning of year2018-12-31$1,613,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,912
Total interest from all sources2018-12-31$1,453
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$265,479
Participant contributions at end of year2018-12-31$29,043
Participant contributions at beginning of year2018-12-31$16,416
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$25,271
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$4,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$10,677
Other income not declared elsewhere2018-12-31$967
Administrative expenses (other) incurred2018-12-31$9,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$318,069
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,921,362
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,603,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$1,720
Assets. partnership/joint venture interests at beginning of year2018-12-31$1,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,621,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,359,635
Interest on participant loans2018-12-31$1,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$90,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-82,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$269,164
Employer contributions (assets) at end of year2018-12-31$269,164
Employer contributions (assets) at beginning of year2018-12-31$120,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$120,050
Contract administrator fees2018-12-31$23,745
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARNEGIE ACCOUNTING, LLP
Accountancy firm EIN2018-12-31465607842
2017 : PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$382
Total income from all sources (including contributions)2017-12-31$486,507
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$124,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$110,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$273,233
Value of total assets at end of year2017-12-31$1,613,970
Value of total assets at beginning of year2017-12-31$1,252,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,005
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$49,713
Participant contributions at end of year2017-12-31$16,416
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$25,271
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$23,520
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$803
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$579
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$54,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$361,780
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,613,970
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,252,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$1,970
Assets. partnership/joint venture interests at beginning of year2017-12-31$1,970
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,450,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,122,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$73,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$73,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$212,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$200,000
Employer contributions (assets) at end of year2017-12-31$120,000
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$110,722
Contract administrator fees2017-12-31$14,005
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$382
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERICKSON & CARNEGIE, LLP
Accountancy firm EIN2017-12-31465607842
2016 : PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-532
Total unrealized appreciation/depreciation of assets2016-12-31$-532
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$1,122
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$1,122
Total income from all sources (including contributions)2016-12-31$227,029
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$69,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$50,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$150,000
Value of total assets at end of year2016-12-31$1,252,572
Value of total assets at beginning of year2016-12-31$1,094,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,939
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$17,939
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$10,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$803
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$354
Total non interest bearing cash at end of year2016-12-31$54,231
Total non interest bearing cash at beginning of year2016-12-31$38,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$157,463
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,252,190
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,094,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$1,970
Assets. partnership/joint venture interests at beginning of year2016-12-31$2,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,122,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$969,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$73,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$73,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$73,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$77,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$50,505
Liabilities. Value of benefit claims payable at end of year2016-12-31$382
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERICKSON & CARNEGIE, LLP
Accountancy firm EIN2016-12-31465607842
2015 : PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$132,358
Total of all expenses incurred2015-12-31$78,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$78,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$175,000
Value of total assets at end of year2015-12-31$1,094,727
Value of total assets at beginning of year2015-12-31$1,040,960
Total interest from all sources2015-12-31$992
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$22,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$22,165
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$10,210
Participant contributions at beginning of year2015-12-31$16,023
Total non interest bearing cash at end of year2015-12-31$38,654
Total non interest bearing cash at beginning of year2015-12-31$28,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$53,767
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,094,727
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,040,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$2,502
Assets. partnership/joint venture interests at beginning of year2015-12-31$2,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$969,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$890,693
Income. Interest from loans (other than to participants)2015-12-31$987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$73,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$103,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$103,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-65,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$175,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$78,591
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERICKSON & CARNEGIE, LLP
Accountancy firm EIN2015-12-31465607842
2014 : PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-10,576
Total unrealized appreciation/depreciation of assets2014-12-31$-10,576
Total income from all sources (including contributions)2014-12-31$101,109
Total of all expenses incurred2014-12-31$94,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$94,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$115,000
Value of total assets at end of year2014-12-31$1,040,960
Value of total assets at beginning of year2014-12-31$1,033,941
Total interest from all sources2014-12-31$1,250
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$16,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$16,158
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$16,023
Participant contributions at beginning of year2014-12-31$20,907
Other income not declared elsewhere2014-12-31$783
Total non interest bearing cash at end of year2014-12-31$28,257
Total non interest bearing cash at beginning of year2014-12-31$56,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,019
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,040,960
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,033,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$2,502
Assets. partnership/joint venture interests at beginning of year2014-12-31$13,078
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$890,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$213,937
Income. Interest from loans (other than to participants)2014-12-31$1,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$103,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$669,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$669,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-21,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$115,000
Employer contributions (assets) at beginning of year2014-12-31$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$94,090
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERICKSON & CARNEGIE, LLP
Accountancy firm EIN2014-12-31465607842
2013 : PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-4,756
Total unrealized appreciation/depreciation of assets2013-12-31$-4,756
Total income from all sources (including contributions)2013-12-31$91,626
Total of all expenses incurred2013-12-31$28,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$28,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$80,000
Value of total assets at end of year2013-12-31$1,033,941
Value of total assets at beginning of year2013-12-31$971,296
Total interest from all sources2013-12-31$1,639
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$5,127
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$20,907
Participant contributions at beginning of year2013-12-31$26,493
Other income not declared elsewhere2013-12-31$15,110
Total non interest bearing cash at end of year2013-12-31$56,247
Total non interest bearing cash at beginning of year2013-12-31$58,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$62,645
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,033,941
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$971,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$13,078
Assets. partnership/joint venture interests at beginning of year2013-12-31$17,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$213,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$214,305
Income. Interest from loans (other than to participants)2013-12-31$1,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$669,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$654,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$654,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-5,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$80,000
Employer contributions (assets) at end of year2013-12-31$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$28,981
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FREDERICK K. ERICKSON, CPA
Accountancy firm EIN2013-12-31911802884
2012 : PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$10,067
Total unrealized appreciation/depreciation of assets2012-12-31$10,067
Total income from all sources (including contributions)2012-12-31$219,685
Total of all expenses incurred2012-12-31$315,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$315,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$200,000
Value of total assets at end of year2012-12-31$971,296
Value of total assets at beginning of year2012-12-31$1,067,245
Total interest from all sources2012-12-31$1,139
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$8,479
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$26,493
Participant contributions at beginning of year2012-12-31$10,136
Total non interest bearing cash at end of year2012-12-31$58,134
Total non interest bearing cash at beginning of year2012-12-31$50,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-95,949
Value of net assets at end of year (total assets less liabilities)2012-12-31$971,296
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,067,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$17,834
Assets. partnership/joint venture interests at beginning of year2012-12-31$18,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$214,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$195,400
Interest earned on other investments2012-12-31$890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$654,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$793,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$793,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$315,634
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FREDERICK K. ERICKSON, CPA
Accountancy firm EIN2012-12-31911802884
2011 : PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-3,974
Total unrealized appreciation/depreciation of assets2011-12-31$-3,974
Total income from all sources (including contributions)2011-12-31$56,948
Total of all expenses incurred2011-12-31$30,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$30,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$50,000
Value of total assets at end of year2011-12-31$1,067,245
Value of total assets at beginning of year2011-12-31$1,040,399
Total interest from all sources2011-12-31$1,579
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$9,343
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$10,136
Total non interest bearing cash at end of year2011-12-31$50,125
Total non interest bearing cash at beginning of year2011-12-31$20,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$26,846
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,067,245
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,040,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$18,178
Assets. partnership/joint venture interests at beginning of year2011-12-31$20,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$195,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$188,678
Interest on participant loans2011-12-31$87
Interest earned on other investments2011-12-31$1,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$793,406
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$810,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$810,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$30,102
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31FREDERICK K. ERICKSON CPA
Accountancy firm EIN2011-12-31911802884
2010 : PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$-154
Total unrealized appreciation/depreciation of assets2010-12-31$-154
Total income from all sources (including contributions)2010-12-31$58,983
Total of all expenses incurred2010-12-31$103,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$103,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$40,501
Value of total assets at end of year2010-12-31$1,040,399
Value of total assets at beginning of year2010-12-31$1,084,564
Total interest from all sources2010-12-31$1,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$4,118
Total non interest bearing cash at end of year2010-12-31$20,221
Total non interest bearing cash at beginning of year2010-12-31$18,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-44,165
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,040,399
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,084,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$20,996
Assets. partnership/joint venture interests at beginning of year2010-12-31$21,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$188,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$172,281
Interest on participant loans2010-12-31$894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$810,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$868,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$868,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$17,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$40,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$103,148
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31FREDERICK K. ERICKSON CPA
Accountancy firm EIN2010-12-31911802884
2009 : PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

2023: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 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: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 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: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PRINCETON PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512980-000
Policy instance 1
Insurance contract or identification number512980-000
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberPR35P2
Policy instance 2
Insurance contract or identification numberPR35P2
Number of Individuals Covered253
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512980-000
Policy instance 1
Insurance contract or identification number512980-000
Number of Individuals Covered251
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512980-000
Policy instance 1
Insurance contract or identification number512980-000
Number of Individuals Covered239
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512980-000
Policy instance 1
Insurance contract or identification number512980-000
Number of Individuals Covered209
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $454
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees454
Additional information about fees paid to insurance brokerPLAN ADMINISTRATION
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512980-000
Policy instance 1
Insurance contract or identification number512980-000
Number of Individuals Covered82
Insurance policy start date2017-08-28
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,355
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1355
Additional information about fees paid to insurance brokerPLAN ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameINDEPENDENT RETIREMENT CONSULTING L

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