2023 Form 5500 filing — Community Realty Management 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 20241015152133NAL0028912593001) for Community Realty Management 401(K) Plan, reported by Community Realty Management Inc under EIN 22-2047188 and plan number 002. It reports 505 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152133NAL0028912593001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Community Realty Management Inc
- EIN
- 22-2047188
- Plan number
- 002
- Location
- Sanatoga, PA
- Participants
- 505
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,434,665
- Net assets (EOY)
- $7,434,665
- Employer contributions
- $544,550
- Participant contributions
- $241,908
- Total income / additions
- $1,792,824
- Benefits paid
- $902,112
- Administrative expenses
- $63,280
- Total expenses
- $965,392
- Net increase / (decrease)
- $827,432
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | RIA IA | $13,868 | not reported in the loaded dataset |