2023 Form 5500 filing — First Realty Management Corp. 401(K) 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 20241002152138NAL0015477152001) for First Realty Management Corp. 401(K) Plan, reported by First Realty Management Corp. under EIN 04-2472333 and plan number 002. It reports 268 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)$21.9MReported net assets$21,852,705
Participants268
Provider compensation$74.1K3 Schedule C row(s)$74,121
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002152138NAL0015477152001
Plan sponsor
First Realty Management Corp.
EIN
04-2472333
Plan number
002
Location
Boston, MA
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)$21.9M total assets
Net assets$21.9MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$2.4M
Benefits paid / distributions$2.3M
Contributions
Employer$1.4M
Participant$1.2M
Full reported line items
Total assets (EOY)
$21,852,705
Total liabilities (EOY)
$0
Net assets (EOY)
$21,852,705
Employer contributions
$1,391,673
Participant contributions
$1,190,485
Total income / additions
$5,502,528
Benefits paid
$2,341,303
Administrative expenses
$44,385
Total expenses
$2,385,688
Net increase / (decrease)
$3,116,840
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $43.1K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $3.8K · Indirect $21.5K
  3. 3
    OTHER SERVICES · Direct $0 · Indirect $5.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002152138NAL0015477152001 cover?
It is the 2023 Form 5500 filing for First Realty Management Corp. 401(K) Plan, reported by First Realty Management Corp. (EIN 04-2472333).
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