Urban Investment Research Corporation Retirement Plan — Form 5500 plan (Urban Investment Research Corporation)

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, Urban Investment Research Corporation Retirement Plan is a benefit plan reported by Urban Investment Research Corporation under EIN 36-4082735 and plan number 001. The latest loaded filing year is 2023. The filing reports 29 participants and $15,911,600 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Urban Investment Research Corporation
EIN
36-4082735
Plan number
001
Plan type
2
Location
Lemont, IL
Latest filing year
2023
Participants
29
End-of-year plan assets
$15,911,600

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202329I20240625081421NAL0014740146001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$15,911,600
Net assets (EOY)
$15,911,600
Net assets (BOY)
$11,884,219

Income & contributions

Employer contributions
$62,042
Participant contributions
$89,376
Total income / additions
$4,052,096

Expenses & distributions

Benefits paid
$9,384
Administrative expenses
$15,331
Total expenses
$24,715
Net increase / (decrease)
$4,027,381

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages