Craig Realty Group Retirement Savings Plan — Form 5500 plan (Eureka Realty Partners Inc Dba Craig Realty Group)

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, Craig Realty Group Retirement Savings Plan is a benefit plan reported by Eureka Realty Partners Inc Dba Craig Realty Group under EIN 33-0678874 and plan number 001. The latest loaded filing year is 2023. The filing reports 677 participants and $7,605,975 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.6MPlan net assets, end of year$7,605,975
Participants677Covered participants reported
Assets / participant$11.2KComputed: assets ÷ participants$11,235 (computed)
Provider compensation$37K2 Schedule C provider row(s)$36,977
Plan sponsor
Eureka Realty Partners Inc Dba Craig Realty Group
EIN
33-0678874
Plan number
001
Plan type
2
Location
Newport Beach, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    677 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.6M total assets
Net assets$7.6MLiabilities
Money in vs. money out
Total income / additions$2M
Total expenses$333.3K
Benefits paid / distributions$184K
Contributions
EmployerNot reported
Participant$998K
Full reported line items

Net assets

Total assets (EOY)
$7,605,975
Net assets (EOY)
$7,605,975
Net assets (BOY)
$5,945,835

Income & contributions

Participant contributions
$998,047
Total contributions
$1,102,873
Total income / additions
$1,993,482

Expenses & distributions

Benefits paid
$184,022
Administrative expenses
$36,978
Total expenses
$333,342
Net increase / (decrease)
$1,660,140
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $21.1K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $15.9K

What to inspect next

Frequently asked questions

Who sponsors the Craig Realty Group Retirement Savings Plan?
Craig Realty Group Retirement Savings Plan is reported as sponsored by Eureka Realty Partners Inc Dba Craig Realty Group (EIN 33-0678874, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Craig Realty Group Retirement Savings Plan?
The latest Form 5500 filing year loaded for Craig Realty Group Retirement Savings Plan is 2023.
How many participants does Craig Realty Group Retirement Savings Plan report?
Craig Realty Group Retirement Savings Plan reports 677 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Craig Realty Group Retirement Savings Plan?
Craig Realty Group Retirement Savings Plan reports $7,605,975 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages