2023 Form 5500 filing — Emmes Realty Advisors 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 20241014143409NAL0052689810001) for Emmes Realty Advisors 401(K) Plan, reported by Emmes Realty Advisors LLC under EIN 36-4805555 and plan number 001. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,865,279
Participants42
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014143409NAL0052689810001
Plan sponsor
Emmes Realty Advisors LLC
EIN
36-4805555
Plan number
001
Location
New York, NY
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$301K
Benefits paid / distributions$295.1K
Contributions
Employer$31.8K
Participant$210.6K
Full reported line items
Total assets (EOY)
$3,865,279
Total liabilities (EOY)
$0
Net assets (EOY)
$3,865,279
Employer contributions
$31,801
Participant contributions
$210,605
Total income / additions
$1,041,868
Benefits paid
$295,122
Administrative expenses
$5,900
Total expenses
$301,022
Net increase / (decrease)
$740,846

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014143409NAL0052689810001 cover?
It is the 2023 Form 5500 filing for Emmes Realty Advisors 401(K) Plan, reported by Emmes Realty Advisors LLC (EIN 36-4805555).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages