2023 Form 5500 filing — Fiduciary Real Estate Development, 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 20241003152529NAL0005835011001) for Fiduciary Real Estate Development, Inc. 401(K) Plan, reported by Fiduciary Real Estate Development, Inc. under EIN 39-1502923 and plan number 005. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003152529NAL0005835011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fiduciary Real Estate Development, Inc.
- EIN
- 39-1502923
- Plan number
- 005
- Location
- Milwaukee, WI
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,754,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,754,156
- Employer contributions
- $653,042
- Participant contributions
- $1,218,253
- Total income / additions
- $4,170,293
- Benefits paid
- $2,327,564
- Administrative expenses
- $88,014
- Total expenses
- $2,415,578
- Net increase / (decrease)
- $1,754,715
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Operose Advisors, LLC | RETAINED BY PLAN SPONSOR | $50,000 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $38,014 | $0 |