2023 Form 5500 filing — Real Services, Inc. 403(B) 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 20240904144330NAL0011198819001) for Real Services, Inc. 403(B) Plan, reported by Real Services, Inc. under EIN 35-1157606 and plan number 002. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904144330NAL0011198819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Real Services, Inc.
- EIN
- 35-1157606
- Plan number
- 002
- Location
- South Bend, IN
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,965,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,965,601
- Employer contributions
- $404,702
- Participant contributions
- $582,639
- Total income / additions
- $2,011,115
- Benefits paid
- $666,549
- Administrative expenses
- $53,079
- Total expenses
- $719,628
- Net increase / (decrease)
- $1,291,487
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $53,031 | $0 |
| Sigma Planning Corporation | INVESTMENT ADVISORY | $0 | $16,418 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |