Realty Management And Advisors Employee Retirement — Form 5500 plan (Pacific Management, 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, Realty Management And Advisors Employee Retirement is a benefit plan reported by Pacific Management, Inc. under EIN 36-3660859 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $17,435,588 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17.4MPlan net assets, end of year$17,435,588
Participants211Covered participants reported
Assets / participant$82.6KComputed: assets ÷ participants$82,633 (computed)
Provider compensation$73.6K3 Schedule C provider row(s)$73,645
- Plan sponsor
- Pacific Management, Inc.
- EIN
- 36-3660859
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20240816151702NAL0024852224001 |
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)$17.4M total assets
Net assets$17.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $17,435,588
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,435,588
- Net assets (BOY)
- $15,440,910
Income & contributions
- Employer contributions
- $166,137
- Participant contributions
- $535,651
- Total contributions
- $701,788
- Total income / additions
- $2,882,844
Expenses & distributions
- Benefits paid
- $811,192
- Administrative expenses
- $76,974
- Total expenses
- $888,166
- Net increase / (decrease)
- $1,994,678
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.
24%76%
Employer 24%Participant 76%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 4wealth Advisors,Inc. | NONE | $40,992 | not reported in the loaded dataset | 2023 |
| Cpi Qualified Plan Consultants, Inc | NONE | $24,153 | not reported in the loaded dataset | 2023 |
| Cassell Plan Audits | NONE | $8,500 | not reported in the loaded dataset | 2023 |