2023 Form 5500 filing — Craig Realty Group Retirement 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 20241001114235NAL0007009633002) for Craig Realty Group Retirement Savings Plan, reported by Eureka Realty Partners Inc Dba Craig Realty Group under EIN 33-0678874 and plan number 001. It reports 677 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)$7.6MReported net assets$7,605,975
Participants677
Provider compensation$37K2 Schedule C row(s)$36,977
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001114235NAL0007009633002
Plan sponsor
Eureka Realty Partners Inc Dba Craig Realty Group
EIN
33-0678874
Plan number
001
Location
Newport Beach, CA
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)$7.6M total assets
Net assets$7.6MLiabilities
Money in vs. money out
Total income / additions$2M
Total expenses$333.3K
Benefits paid / distributions$184K
Contributions
EmployerNot reported
Participant$998K
Full reported line items
Total assets (EOY)
$7,605,975
Net assets (EOY)
$7,605,975
Participant contributions
$998,047
Total income / additions
$1,993,482
Benefits paid
$184,022
Administrative expenses
$36,978
Total expenses
$333,342
Net increase / (decrease)
$1,660,140
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $21.1K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $15.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001114235NAL0007009633002 cover?
It is the 2023 Form 5500 filing for Craig Realty Group Retirement Savings Plan, reported by Eureka Realty Partners Inc Dba Craig Realty Group (EIN 33-0678874).
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