2023 Form 5500 filing — Realm Idx, 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 20241013223231NAL0050421762001) for Realm Idx, Inc. 401(K) Plan, reported by Realm Idx, Inc. under EIN 83-2427083 and plan number 001. It reports 1,182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013223231NAL0050421762001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Realm Idx, Inc.
- EIN
- 83-2427083
- Plan number
- 001
- Location
- Aliso Viejo, CA
- Participants
- 1,182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,200,544
- Total liabilities (EOY)
- $2
- Net assets (EOY)
- $106,200,542
- Employer contributions
- $4,770,965
- Participant contributions
- $10,784,913
- Total income / additions
- $34,102,285
- Benefits paid
- $8,826,015
- Administrative expenses
- $165,820
- Total expenses
- $8,999,619
- Net increase / (decrease)
- $25,102,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $146,145 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $19,327 | not reported in the loaded dataset |