Eureka Realty Partners Inc Dba Craig Realty Group — 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, Eureka Realty Partners Inc Dba Craig Realty Group (EIN 33-0678874) is a plan sponsor located in Newport Beach, CA 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
33-0678874
Location
Newport Beach, CA
Loaded plans
2
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 Eureka Realty Partners Inc Dba Craig Realty Group

  • 2 loaded plans hold $7.6M in reported assets.
  • The largest, Craig Realty Group Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,077 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.6MSummed across loaded plans$7,605,975
Total reported assets$7.6M$7,605,975
Total reported participants1.1K1,077
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$7.6M total assets
Net assets$7.6MLiabilities
Contributions & income
Employer contributionsNot reported
Participant contributions$998K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$184K
Total expenses$333.3K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Craig Realty Group Retirement Savings Plan
Participants per plan539Average across loaded plans
Loaded plans2
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 · 677 participants · 2023
  2. 2
    Eureka Realty Partners, Inc Group Benefits Plannot reported in the loaded dataset
    Plan #501 · 400 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Eureka Realty Partners Inc Dba Craig Realty Group. Open one for its full reported snapshot.

  1. 2023
    Craig Realty Group Retirement Savings Plan677 participants · 2Sch HSch C
    View filing →
  2. 2023
    Eureka Realty Partners, Inc Group Benefits Plan400 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Eureka Realty Partners Inc Dba Craig Realty Group report on Form 5500?
Eureka Realty Partners Inc Dba Craig Realty Group (EIN 33-0678874) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Eureka Realty Partners Inc Dba Craig Realty Group?
The Employer Identification Number (EIN) reported for Eureka Realty Partners Inc Dba Craig Realty Group is 33-0678874.
What is the latest Form 5500 filing year for Eureka Realty Partners Inc Dba Craig Realty Group?
The latest loaded Form 5500 filing year for Eureka Realty Partners Inc Dba Craig Realty Group is 2023.

Related Form 5500 pages