2023 Form 5500 filing — Reliant Real Estate Management 401(K) Profit Sharing 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 20241014173256NAL0013693059001) for Reliant Real Estate Management 401(K) Profit Sharing Plan, reported by Reliant Real Estate Management Inc. under EIN 46-4367924 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014173256NAL0013693059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reliant Real Estate Management Inc.
- EIN
- 46-4367924
- Plan number
- 001
- Location
- Santa Ana, CA
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,057,274
- Total liabilities (EOY)
- $7,935
- Net assets (EOY)
- $3,049,339
- Employer contributions
- $108,947
- Participant contributions
- $320,556
- Total income / additions
- $973,487
- Benefits paid
- $84,504
- Administrative expenses
- $33,831
- Total expenses
- $126,270
- Net increase / (decrease)
- $847,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Haskell & White, Llp | AUDITOR | $10,500 | not reported in the loaded dataset |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $10,444 | not reported in the loaded dataset |
| Paychex | RECORDKEEPER | $6,551 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,336 | $0 |