2023 Form 5500 filing — Majestic Realty Collective 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 20241014170711NAL0046932304001) for Majestic Realty Collective 401(K) Plan, reported by Sycamore Brokerage LLC Dba Liv Sotheby'S International Realty under EIN 84-1484614 and plan number 001. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014170711NAL0046932304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sycamore Brokerage LLC Dba Liv Sotheby'S International Realty
- EIN
- 84-1484614
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,644,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,644,913
- Employer contributions
- $830,026
- Participant contributions
- $1,467,659
- Total income / additions
- $3,746,227
- Benefits paid
- $1,142,923
- Administrative expenses
- $133,988
- Total expenses
- $1,276,911
- Net increase / (decrease)
- $2,469,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co. Of America | RECORDKEEPER | $48,470 | $0 |
| Onedigital Investment Advisors, LLC | INVESTMENT ADVISOR | $41,252 | not reported in the loaded dataset |
| Resources Investment Advisors LLC | INVESTEMENT ADVISOR | $6,098 | $0 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $6,098 | not reported in the loaded dataset |
| Retirement Planning Services | CONTRACT ADMIN | -$598 | $598 |