2023 Form 5500 filing — Brg Realty Group, LLC Employees' Savings 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 20240927134158NAL0003893632001) for Brg Realty Group, LLC Employees' Savings Plan, reported by Brg Realty Group, LLC under EIN 20-2916184 and plan number 001. It reports 196 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)$5.7MReported net assets$5,708,456
Participants196
Provider compensation$34.8K2 Schedule C row(s)$34,836
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927134158NAL0003893632001
Plan sponsor
Brg Realty Group, LLC
EIN
20-2916184
Plan number
001
Location
Cincinnati, OH
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.7M total assets
Net assets$5.7MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$317.5K
Benefits paid / distributions$278.5K
Contributions
Employer$85.1K
Participant$496.8K
Full reported line items
Total assets (EOY)
$5,708,456
Total liabilities (EOY)
$0
Net assets (EOY)
$5,708,456
Employer contributions
$85,117
Participant contributions
$496,799
Total income / additions
$1,398,265
Benefits paid
$278,474
Administrative expenses
$34,836
Total expenses
$317,533
Net increase / (decrease)
$1,080,732
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $17.6K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $17.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927134158NAL0003893632001 cover?
It is the 2023 Form 5500 filing for Brg Realty Group, LLC Employees' Savings Plan, reported by Brg Realty Group, LLC (EIN 20-2916184).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages