2023 Form 5500 filing — Realty Management And Advisors Employee Retirement
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 20240816151702NAL0024852224001) for Realty Management And Advisors Employee Retirement, reported by Pacific Management, Inc. under EIN 36-3660859 and plan number 001. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$17.4MReported net assets$17,435,588
Participants211
Provider compensation$73.6K3 Schedule C row(s)$73,645
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240816151702NAL0024852224001
- Plan sponsor
- Pacific Management, Inc.
- EIN
- 36-3660859
- Plan number
- 001
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$17.4M total assets
Net assets$17.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,435,588
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,435,588
- Employer contributions
- $166,137
- Participant contributions
- $535,651
- Total income / additions
- $2,882,844
- Benefits paid
- $811,192
- Administrative expenses
- $76,974
- Total expenses
- $888,166
- Net increase / (decrease)
- $1,994,678
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 4wealth Advisors,Inc. | NONE | $40,992 | not reported in the loaded dataset |
| Cpi Qualified Plan Consultants, Inc | NONE | $24,153 | not reported in the loaded dataset |
| Cassell Plan Audits | NONE | $8,500 | not reported in the loaded dataset |