Plan5500

Real Services, Inc. 403(B) Plan — Form 5500 plan (Real Services, 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, Real Services, Inc. 403(B) Plan is a benefit plan reported by Real Services, Inc. under EIN 35-1157606 and plan number 002. The latest loaded filing year is 2023. The filing reports 314 participants and $7,965,601 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Real Services, Inc.
EIN
35-1157606
Plan number
002
Plan type
2
Location
South Bend, IN
Latest filing year
2023
Participants
314
End-of-year plan assets
$7,965,601

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023314H, C20240904144330NAL0011198819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,965,601
Total liabilities (EOY)
$0
Net assets (EOY)
$7,965,601
Net assets (BOY)
$6,674,114

Income & contributions

Employer contributions
$404,702
Participant contributions
$582,639
Total contributions
$1,037,494
Total income / additions
$2,011,115

Expenses & distributions

Benefits paid
$666,549
Administrative expenses
$53,079
Total expenses
$719,628
Net increase / (decrease)
$1,291,487

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$53,031$02023
Sigma Planning CorporationINVESTMENT ADVISORY$0$16,4182023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages