Logo

PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PROFESSIONAL APARTMENT MANAGEM has sponsored the creation of one or more 401k plans.

Company Name:PROFESSIONAL APARTMENT MANAGEM
Employer identification number (EIN):941712452
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01DAVID MICHAEL2015-07-02
0012013-01-01DAVID MICHAEL2014-08-26
0012012-01-01DAVID MICHAEL2013-10-11
0012011-01-01DAVID MICHAEL2012-05-31
0012009-01-01DAVID MICHAEL
0012008-01-01DAVID MICHAEL
0012007-01-01DAVID MICHAEL
0012006-01-01DAVID MICHAEL
0012005-01-01DAVID MICHAEL
0012004-07-01DAVID MICHAEL
0012003-07-01DAVID MICHAEL

Plan Statistics for PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2009: PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01457
Total number of active participants reported on line 7a of the Form 55002009-01-01161
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01152
Total of all active and inactive participants2009-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01313
Number of participants with account balances2009-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0149
2008: PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-01470
Total number of active participants reported on line 7a of the Form 55002008-01-01317
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-01140
Total of all active and inactive participants2008-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01457
Number of participants with account balances2008-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-017
2007: PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-01469
Total number of active participants reported on line 7a of the Form 55002007-01-01395
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-0173
Total of all active and inactive participants2007-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01468
Number of participants with account balances2007-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2006 401k membership
Total participants, beginning-of-year2006-01-01355
Total number of active participants reported on line 7a of the Form 55002006-01-01392
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-0177
Total of all active and inactive participants2006-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-01469
Number of participants with account balances2006-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-0126
2005: PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2005 401k membership
Total participants, beginning-of-year2005-01-01391
Total number of active participants reported on line 7a of the Form 55002005-01-01334
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-017
Total of all active and inactive participants2005-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-01341
Number of participants with account balances2005-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-012
2004: PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2004 401k membership
Total participants, beginning-of-year2004-07-01406
Total number of active participants reported on line 7a of the Form 55002004-07-01351
Number of retired or separated participants receiving benefits2004-07-010
Number of other retired or separated participants entitled to future benefits2004-07-01110
Total of all active and inactive participants2004-07-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-07-010
Total participants2004-07-01461
Number of participants with account balances2004-07-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-07-0113
2003: PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2003 401k membership
Total participants, beginning-of-year2003-07-01482
Total number of active participants reported on line 7a of the Form 55002003-07-01300
Number of other retired or separated participants entitled to future benefits2003-07-01106
Total of all active and inactive participants2003-07-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-07-010
Total participants2003-07-01406
Number of participants with account balances2003-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-07-018

Financial Data on PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2010 : PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$95,123
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$671,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$665,731
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$77,323
Value of total assets at end of year2010-12-31$129,287
Value of total assets at beginning of year2010-12-31$706,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,163
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$545
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2010-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$73,212
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$22,226
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$6,163
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$-576,771
Value of net assets at end of year (total assets less liabilities)2010-12-31$129,287
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$706,058
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$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$118,100
Value of interest in pooled separate accounts at beginning of year2010-12-31$683,832
Interest on participant loans2010-12-31$545
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-39,747
Net investment gain/loss from pooled separate accounts2010-12-31$57,002
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$4,111
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$665,731
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BOWMAN & COMPANY LLP
Accountancy firm EIN2010-12-31941481988
2008 : PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2008 401k financial data
Total income from all sources (including contributions)2008-12-31$-21,774
Total of all expenses incurred2008-12-31$122,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$122,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$112,716
Value of total assets at end of year2008-12-31$619,976
Value of total assets at beginning of year2008-12-31$764,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$440
Total interest from all sources2008-12-31$1,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$150,000
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$103,367
Participant contributions at end of year2008-12-31$24,429
Participant contributions at beginning of year2008-12-31$23,867
Administrative expenses (other) incurred2008-12-31$440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-144,377
Value of net assets at end of year (total assets less liabilities)2008-12-31$619,976
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$764,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in pooled separate accounts at end of year2008-12-31$595,547
Value of interest in pooled separate accounts at beginning of year2008-12-31$740,486
Interest on participant loans2008-12-31$1,757
Net investment gain/loss from pooled separate accounts2008-12-31$-136,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31Yes
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$9,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$122,163
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31No
Opinion of an independent qualified public accountant for this plan2008-12-31Unqualified
Accountancy firm name2008-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2008-12-31941481988
2007 : PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2007 401k financial data
Total income from all sources (including contributions)2007-12-31$150,380
Total of all expenses incurred2007-12-31$112,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$111,279
Expenses. Certain deemed distributions of participant loans2007-12-31$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$105,271
Value of total assets at end of year2007-12-31$764,353
Value of total assets at beginning of year2007-12-31$726,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$301
Total interest from all sources2007-12-31$1,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Was this plan covered by a fidelity bond2007-12-31Yes
Value of fidelity bond cover2007-12-31$150,000
If this is an individual account plan, was there a blackout period2007-12-31No
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$95,435
Participant contributions at end of year2007-12-31$23,867
Participant contributions at beginning of year2007-12-31$13,972
Administrative expenses (other) incurred2007-12-31$301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Value of net income/loss2007-12-31$37,800
Value of net assets at end of year (total assets less liabilities)2007-12-31$764,353
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$726,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Value of interest in pooled separate accounts at end of year2007-12-31$740,486
Value of interest in pooled separate accounts at beginning of year2007-12-31$712,581
Interest on participant loans2007-12-31$1,409
Net investment gain/loss from pooled separate accounts2007-12-31$43,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31Yes
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Contributions received in cash from employer2007-12-31$9,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$111,279
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31Yes
Opinion of an independent qualified public accountant for this plan2007-12-31Unqualified
Accountancy firm name2007-12-31BOWMAN & COMPANY LLP
Accountancy firm EIN2007-12-31941481988
2006 : PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2006 401k financial data
Total income from all sources (including contributions)2006-12-31$130,714
Total of all expenses incurred2006-12-31$6,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-12-31$6,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-12-31$84,770
Value of total assets at end of year2006-12-31$726,553
Value of total assets at beginning of year2006-12-31$602,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2006-12-31$105
Total interest from all sources2006-12-31$829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2006-12-31No
Was this plan covered by a fidelity bond2006-12-31Yes
Value of fidelity bond cover2006-12-31$150,000
If this is an individual account plan, was there a blackout period2006-12-31No
Were there any nonexempt tranactions with any party-in-interest2006-12-31No
Contributions received from participants2006-12-31$77,350
Participant contributions at end of year2006-12-31$13,972
Participant contributions at beginning of year2006-12-31$17,743
Administrative expenses (other) incurred2006-12-31$105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Value of net income/loss2006-12-31$123,734
Value of net assets at end of year (total assets less liabilities)2006-12-31$726,553
Value of net assets at beginning of year (total assets less liabilities)2006-12-31$602,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2006-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2006-12-31No
Were any leases to which the plan was party in default or uncollectible2006-12-31No
Value of interest in pooled separate accounts at end of year2006-12-31$712,581
Value of interest in pooled separate accounts at beginning of year2006-12-31$585,076
Interest on participant loans2006-12-31$829
Net investment gain/loss from pooled separate accounts2006-12-31$45,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2006-12-31No
Was there a failure to transmit to the plan any participant contributions2006-12-31Yes
Has the plan failed to provide any benefit when due under the plan2006-12-31No
Contributions received in cash from employer2006-12-31$7,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2006-12-31$6,875
Did the plan have assets held for investment2006-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2006-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2006-12-31Yes
Opinion of an independent qualified public accountant for this plan2006-12-31Unqualified
Accountancy firm name2006-12-31BOWMAN & COMPANY LLP
Accountancy firm EIN2006-12-31941481988
2005 : PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2005 401k financial data
Total income from all sources (including contributions)2005-12-31$135,542
Total of all expenses incurred2005-12-31$123,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2005-12-31$122,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2005-12-31$113,860
Value of total assets at end of year2005-12-31$602,819
Value of total assets at beginning of year2005-12-31$590,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2005-12-31$420
Total interest from all sources2005-12-31$391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2005-12-31No
Was this plan covered by a fidelity bond2005-12-31Yes
Value of fidelity bond cover2005-12-31$150,000
If this is an individual account plan, was there a blackout period2005-12-31No
Were there any nonexempt tranactions with any party-in-interest2005-12-31No
Contributions received from participants2005-12-31$95,470
Participant contributions at end of year2005-12-31$17,743
Administrative expenses (other) incurred2005-12-31$420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2005-12-31No
Value of net income/loss2005-12-31$12,237
Value of net assets at end of year (total assets less liabilities)2005-12-31$602,819
Value of net assets at beginning of year (total assets less liabilities)2005-12-31$590,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2005-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2005-12-31No
Were any leases to which the plan was party in default or uncollectible2005-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2005-12-31$569,863
Value of interest in pooled separate accounts at end of year2005-12-31$585,076
Value of interest in pooled separate accounts at beginning of year2005-12-31$6,528
Interest on participant loans2005-12-31$391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2005-12-31$14,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2005-12-31$14,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2005-12-31$37,763
Net investment gain/loss from pooled separate accounts2005-12-31$-16,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2005-12-31No
Was there a failure to transmit to the plan any participant contributions2005-12-31No
Has the plan failed to provide any benefit when due under the plan2005-12-31No
Contributions received in cash from employer2005-12-31$18,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2005-12-31$122,885
Did the plan have assets held for investment2005-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2005-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2005-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2005-12-31Yes
Opinion of an independent qualified public accountant for this plan2005-12-31Unqualified
Accountancy firm name2005-12-31BOWMAN & COMPANY LLP
Accountancy firm EIN2005-12-31941481988
2004 : PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2004 401k financial data
Total income from all sources (including contributions)2004-12-31$69,828
Total of all expenses incurred2004-12-31$11,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2004-12-31$11,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2004-12-31$50,092
Value of total assets at end of year2004-12-31$600,624
Value of total assets at beginning of year2004-12-31$542,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2004-12-31No
Was this plan covered by a fidelity bond2004-12-31Yes
Value of fidelity bond cover2004-12-31$50,000
If this is an individual account plan, was there a blackout period2004-12-31No
Were there any nonexempt tranactions with any party-in-interest2004-12-31No
Contributions received from participants2004-12-31$44,833
Participant contributions at beginning of year2004-12-31$20,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2004-12-31No
Value of net income/loss2004-12-31$57,861
Value of net assets at end of year (total assets less liabilities)2004-12-31$600,624
Value of net assets at beginning of year (total assets less liabilities)2004-12-31$542,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2004-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2004-12-31No
Were any leases to which the plan was party in default or uncollectible2004-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2004-12-31$571,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2004-12-31$518,144
Value of interest in pooled separate accounts at end of year2004-12-31$20,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2004-12-31$19,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2004-12-31No
Was there a failure to transmit to the plan any participant contributions2004-12-31Yes
Has the plan failed to provide any benefit when due under the plan2004-12-31No
Contributions received in cash from employer2004-12-31$5,259
Employer contributions (assets) at end of year2004-12-31$8,128
Employer contributions (assets) at beginning of year2004-12-31$3,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2004-12-31$11,967
Did the plan have assets held for investment2004-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2004-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2004-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2004-12-31Yes
Opinion of an independent qualified public accountant for this plan2004-12-31Disclaimer
Accountancy firm name2004-12-31BOWMAN & COMPANY, LLP
Accountancy firm EIN2004-12-31941481988
Total income from all sources (including contributions)2004-06-30$154,316
Total of all expenses incurred2004-06-30$31,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2004-06-30$31,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2004-06-30$103,724
Value of total assets at end of year2004-06-30$542,763
Value of total assets at beginning of year2004-06-30$419,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2004-06-30No
Was this plan covered by a fidelity bond2004-06-30Yes
Value of fidelity bond cover2004-06-30$50,000
If this is an individual account plan, was there a blackout period2004-06-30No
Were there any nonexempt tranactions with any party-in-interest2004-06-30No
Contributions received from participants2004-06-30$92,075
Participant contributions at end of year2004-06-30$20,971
Participant contributions at beginning of year2004-06-30$4,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2004-06-30No
Value of net income/loss2004-06-30$123,141
Value of net assets at end of year (total assets less liabilities)2004-06-30$542,763
Value of net assets at beginning of year (total assets less liabilities)2004-06-30$419,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2004-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2004-06-30No
Were any leases to which the plan was party in default or uncollectible2004-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2004-06-30$518,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2004-06-30$414,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2004-06-30$50,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2004-06-30No
Was there a failure to transmit to the plan any participant contributions2004-06-30Yes
Has the plan failed to provide any benefit when due under the plan2004-06-30No
Contributions received in cash from employer2004-06-30$11,649
Employer contributions (assets) at end of year2004-06-30$3,648
Employer contributions (assets) at beginning of year2004-06-30$255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2004-06-30$31,175
Did the plan have assets held for investment2004-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2004-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2004-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2004-06-30Yes
Opinion of an independent qualified public accountant for this plan2004-06-30Disclaimer
Accountancy firm name2004-06-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2004-06-30941481988
2003 : PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2003 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2003-06-30$101
Total income from all sources (including contributions)2003-06-30$105,021
Total of all expenses incurred2003-06-30$34,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2003-06-30$34,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2003-06-30$88,023
Value of total assets at end of year2003-06-30$419,622
Value of total assets at beginning of year2003-06-30$349,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2003-06-30No
Was this plan covered by a fidelity bond2003-06-30Yes
Value of fidelity bond cover2003-06-30$50,000
If this is an individual account plan, was there a blackout period2003-06-30No
Were there any nonexempt tranactions with any party-in-interest2003-06-30No
Contributions received from participants2003-06-30$71,502
Participant contributions at end of year2003-06-30$4,881
Participant contributions at beginning of year2003-06-30$3,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2003-06-30$101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2003-06-30No
Value of net income/loss2003-06-30$70,164
Value of net assets at end of year (total assets less liabilities)2003-06-30$419,622
Value of net assets at beginning of year (total assets less liabilities)2003-06-30$349,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2003-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2003-06-30No
Were any leases to which the plan was party in default or uncollectible2003-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2003-06-30$414,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2003-06-30$344,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2003-06-30$16,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2003-06-30No
Was there a failure to transmit to the plan any participant contributions2003-06-30No
Has the plan failed to provide any benefit when due under the plan2003-06-30No
Contributions received in cash from employer2003-06-30$16,521
Employer contributions (assets) at end of year2003-06-30$255
Employer contributions (assets) at beginning of year2003-06-30$1,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2003-06-30$34,857
Did the plan have assets held for investment2003-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2003-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2003-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2003-06-30No
Opinion of an independent qualified public accountant for this plan2003-06-30Unqualified
Accountancy firm name2003-06-30DAVID E. VAUGHN, C.P.A.
Accountancy firm EIN2003-06-30567023778

Form 5500 Responses for PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST

2009: PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2004 form 5500 responses
2004-07-01Type of plan entitySingle employer plan
2004-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2004-07-01Plan funding arrangement – TrustYes
2004-07-01Plan benefit arrangement - TrustYes
2003: PROFESSIONAL APARTMENT MANAGEM 401(K) PROFIT SHARING PLAN & TRUST 2003 form 5500 responses
2003-07-01Type of plan entitySingle employer plan
2003-07-01Plan funding arrangement – TrustYes
2003-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number123109
Policy instance 1
Insurance contract or identification number123109
Number of Individuals Covered74
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $487
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number123109
Policy instance 1
Insurance contract or identification number123109
Number of Individuals Covered330
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of fees paid to insurance companyUSD $4,245
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number123109
Policy instance 1
Insurance contract or identification number123109
Number of Individuals Covered244
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of fees paid to insurance companyUSD $4,671
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number123109
Policy instance 1
Insurance contract or identification number123109
Number of Individuals Covered252
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of fees paid to insurance companyUSD $4,341
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number123109
Policy instance 1
Insurance contract or identification number123109
Number of Individuals Covered61
Insurance policy start date2005-01-01
Insurance policy end date2005-12-01
Total amount of fees paid to insurance companyUSD $3,110

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1