Original filing (PDF)20250905080539NAL0010465651001

DAVID M. BANKS REALTY, INC. DBA REMAX BY THE BAY

Name: DAVID M. BANKS REALTY, INC. DBA REMAX BY THE BAY — DAVID M. BANKS REALTY, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: DAVID M. BANKS REALTY, INC. DBA REMAX BY THE BAY

Form 5500-SF

FILING_RECEIVED

DAVID M. BANKS REALTY, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID M. BANKS REALTY, INC. DBA REMAX BY THE BAY.

Plan sponsor

Name

DAVID M. BANKS REALTY, INC. DBA REMAX BY THE BAY

EIN

01-0492893

Address

281 VERANDA STREET · PORTLAND, ME · 04103

Phone

(207) 773-2345

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

GAYLE TERRY

GAYLE TERRY DEFINED BENEFIT PENSION PLAN

$2.7M · 3 participants

MONICA SELLS HOMES, P.C.

MONICA SELLS HOMES, P.C. 401(K) PROFIT SHARING PLAN

$2.7M · 2 participants

DESATNICK REAL ESTATE, LLC

DESATNICK REAL ESTATE, LLC 401(K) PLAN

$2.6M · 12 participants

ADVANTAGE MORTGAGE, INC.

ADVANTAGE MORTGAGE, INC. EMPLOYEE 401(K) PLAN

$2.6M · 67 participants

CARLYLE MANAGEMENT INC

CARLYLE MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST