2023 Form 5500 filing — Erc Properties, Inc. Retirement Plan And Trust

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 20240807132829NAL0006403504001) for Erc Properties, Inc. Retirement Plan And Trust, reported by Erc Properties, Inc. under EIN 71-0397481 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.4MReported net assets$2,351,535
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240807132829NAL0006403504001
Plan sponsor
Erc Properties, Inc.
EIN
71-0397481
Plan number
001
Location
Rogers, AR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$0
Money in vs. money out
Total income / additions$480.3K
Total expenses$98.8K
Benefits paid / distributions$96.9K
Contributions
Employer$26.3K
Participant$83K
Full reported line items
Total assets (EOY)
$2,351,535
Total liabilities (EOY)
$0
Net assets (EOY)
$2,351,535
Employer contributions
$26,317
Participant contributions
$82,966
Total income / additions
$480,280
Benefits paid
$96,901
Administrative expenses
$1,849
Total expenses
$98,750
Net increase / (decrease)
$381,530

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240807132829NAL0006403504001 cover?
It is the 2023 Form 5500 filing for Erc Properties, Inc. Retirement Plan And Trust, reported by Erc Properties, Inc. (EIN 71-0397481).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages