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

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

EIN 01-0492893-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
30
281 VERANDA ST. - PORTLAND, ME 04103207-773-2345
Plans on this EIN
2 filings
#002401k-$4.3M - 22 part#001CashBalance-$2.7M - 8 part

Retirement portfolio analytics

2 plans aggregated / $7.0M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING PLAN (#002)62%
  • CASH BALANCE PLAN (#001)38%
Total $7.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)22
  • CASH BALANCE PLAN (#001)8
Total 30Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DAVID M. BANKS REALTY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$4.3M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

DAVID M. BANKS REALTY, INC. CASH BALANCE PLAN

CashBalance

Assets$2.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DAVID M. BANKS REALTY, INC. 401(K) PROFIT SHARING PLAN401k$4.3M222025
001DAVID M. BANKS REALTY, INC. CASH BALANCE PLANCashBalance$2.7M82024
Retirement plans
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