2023 Form 5500 filing — Real Estate Equities Retirement 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 20241003084315NAL0010295985001) for Real Estate Equities Retirement Plan, reported by Real Estate Equities, Inc. under EIN 41-1244299 and plan number 002. It reports 173 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)$3.7MReported net assets$3,657,623
Participants173
Provider compensation$11.4K2 Schedule C row(s)$11,435
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003084315NAL0010295985001
Plan sponsor
Real Estate Equities, Inc.
EIN
41-1244299
Plan number
002
Location
St. Paul, MN
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)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$648.9K
Benefits paid / distributions$637K
Contributions
Employer$150.3K
Participant$337.1K
Full reported line items
Total assets (EOY)
$3,657,623
Total liabilities (EOY)
$0
Net assets (EOY)
$3,657,623
Employer contributions
$150,342
Participant contributions
$337,064
Total income / additions
$1,038,671
Benefits paid
$637,035
Administrative expenses
$11,435
Total expenses
$648,924
Net increase / (decrease)
$389,747
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $11.4K
  2. 2
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003084315NAL0010295985001 cover?
It is the 2023 Form 5500 filing for Real Estate Equities Retirement Plan, reported by Real Estate Equities, Inc. (EIN 41-1244299).
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