2023 Form 5500 filing — U.S. Real Estate Services, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726112014NAL0010149587001) for U.S. Real Estate Services, Inc. 401(K) Plan, reported by U.S. Real Estate Services, Inc. under EIN 33-0648092 and plan number 001. It reports 115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726112014NAL0010149587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.S. Real Estate Services, Inc.
- EIN
- 33-0648092
- Plan number
- 001
- Location
- Foothill Ranch, CA
- Participants
- 115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,268,640
- Net assets (EOY)
- $7,268,640
- Employer contributions
- $157,945
- Participant contributions
- $311,676
- Total income / additions
- $1,552,197
- Benefits paid
- $867,169
- Administrative expenses
- $3,738
- Total expenses
- $870,907
- Net increase / (decrease)
- $681,290
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus Holdings Inc | RECORDKEEPER | $2,250 | $2,103 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $1,322 | $1,238 |