Plan5500

Shorewest Realtors, Inc. — 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, Shorewest Realtors, Inc. (EIN 39-0804706) is a plan sponsor located in Brookfield, WI with 3 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
39-0804706
Location
Brookfield, WI
Loaded plans
3
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 Shorewest Realtors, Inc.

  • 3 loaded plans hold $31.5M in reported assets.
  • The largest, Shorewest Realtors, Inc. 401(K) Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 580 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$31.5MSummed across loaded plans$31,494,638
Total reported assets$31.5M$31,494,638
Total reported participants580
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$31.5M total assets
Net assets$31.5MLiabilities$0
Contributions & income
Employer contributions$323.4K
Participant contributions$667.4K
Total income / additions$6.2M
Expenses & distributions
Benefits paid / distributions$4M
Total expenses$4M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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%Shorewest Realtors, Inc. 401(K) Savings Plan
Participants per plan193Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Shorewest Realtors, Inc. 401(K) Savings Plan$31.5M
    Plan #002 · 294 participants · 2023
  2. 2
    Shorewest Realtors, Inc. Life Accidental Death And Dismemberment Plannot reported in the loaded dataset
    Plan #504 · 163 participants · 2023
  3. 3
    Shorewest Realtors, Inc. Medical Health Insurance Plannot reported in the loaded dataset
    Plan #501 · 123 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Shorewest Realtors, Inc.. Open one for its full reported snapshot.

  1. 2023
    Shorewest Realtors, Inc. 401(K) Savings Plan294 participants · 2Sch HSch C
    View filing →
  2. 2023
    Shorewest Realtors, Inc. Medical Health Insurance Plan123 participants · 2No schedules
    View filing →
  3. 2023
    Shorewest Realtors, Inc. Life Accidental Death And Dismemberment Plan163 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Shorewest Realtors, Inc. report on Form 5500?
Shorewest Realtors, Inc. (EIN 39-0804706) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Shorewest Realtors, Inc.?
The Employer Identification Number (EIN) reported for Shorewest Realtors, Inc. is 39-0804706.
What is the latest Form 5500 filing year for Shorewest Realtors, Inc.?
The latest loaded Form 5500 filing year for Shorewest Realtors, Inc. is 2023.

Related Form 5500 pages