Heller Real Estate Group, Inc. Profit Sharing Plan — Form 5500 plan (Heller Real Estate Group, Inc.)
Plain-English plan 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, Heller Real Estate Group, Inc. Profit Sharing Plan is a benefit plan reported by Heller Real Estate Group, Inc. under EIN 33-0660408 and plan number 002. The latest loaded filing year is 2023. The filing reports 1 participants and $2,426,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heller Real Estate Group, Inc.
- EIN
- 33-0660408
- Plan number
- 002
- Plan type
- 2
- Location
- Encinitas, CA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $2,426,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240730153757NAL0032245520004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,426,952
- Net assets (EOY)
- $2,426,952
- Net assets (BOY)
- $2,177,734
Income & contributions
- Total income / additions
- $255,973
Expenses & distributions
- Administrative expenses
- $6,755
- Total expenses
- $6,755
- Net increase / (decrease)
- $249,218
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.