2023 Form 5500 filing — Real Foundations, Inc. 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 20241003123457NAL0004862227001) for Real Foundations, Inc. 401(K) Plan, reported by Real Foundations, Inc. under EIN 75-2880162 and plan number 001. It reports 177 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)$26.7MReported net assets$26,657,336
Participants177
Provider compensation$108.5K3 Schedule C row(s)$108,529
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003123457NAL0004862227001
Plan sponsor
Real Foundations, Inc.
EIN
75-2880162
Plan number
001
Location
Dallas, TX
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)$26.7M total assets
Net assets$26.7MLiabilities$0
Money in vs. money out
Total income / additions$6.3M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$511.7K
Participant$1.7M
Full reported line items
Total assets (EOY)
$26,657,336
Total liabilities (EOY)
$0
Net assets (EOY)
$26,657,336
Employer contributions
$511,723
Participant contributions
$1,722,578
Total income / additions
$6,304,329
Benefits paid
$1,035,763
Administrative expenses
$73,058
Total expenses
$1,108,821
Net increase / (decrease)
$5,195,508
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $66.4K · Indirect $0
  2. 2
    BROKER/ADVISER · Direct $0 · Indirect $35.5K
  3. 3
    INVESTMENT MGMT · Direct $6.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003123457NAL0004862227001 cover?
It is the 2023 Form 5500 filing for Real Foundations, Inc. 401(K) Plan, reported by Real Foundations, Inc. (EIN 75-2880162).
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