Julie Real Estate Management Corp. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Julie Real Estate Management Corp. (EIN 27-4172911) is a plan sponsor located in Wayne, NJ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-4172911
Location
Wayne, NJ
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Julie Real Estate Management Corp.

  • 1 loaded plans hold $510.9K in reported assets.
  • The largest, Julie Real Estate Management Corp. 401k Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$510.9KSummed across loaded plans$510,921
Total reported assets$510.9K$510,921
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$510.9K total assets
Net assets$510.9KLiabilities
Contributions & income
Total income / additions$57.7K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$13.2K
Net increase / (decrease)$44.5K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Julie Real Estate Management Corp. 401k Profit Sharing Plan
Participants per plan2Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 2 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Julie Real Estate Management Corp.. Open one for its full reported snapshot.

  1. 2023
    Julie Real Estate Management Corp. 401k Profit Sharing Plan2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Julie Real Estate Management Corp. report on Form 5500?
Julie Real Estate Management Corp. (EIN 27-4172911) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Julie Real Estate Management Corp.?
The Employer Identification Number (EIN) reported for Julie Real Estate Management Corp. is 27-4172911.
What is the latest Form 5500 filing year for Julie Real Estate Management Corp.?
The latest loaded Form 5500 filing year for Julie Real Estate Management Corp. is 2023.

Related Form 5500 pages