Re/Max Results 401(K) Savings And Retirement Plan — Form 5500 plan (Collopy Real Estate, 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, Re/Max Results 401(K) Savings And Retirement Plan is a benefit plan reported by Collopy Real Estate, Inc. under EIN 41-1564995 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $6,054,664 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Collopy Real Estate, Inc.
EIN
41-1564995
Plan number
001
Plan type
2
Location
Eden Prairie, MN
Latest filing year
2023
Participants
235
End-of-year plan assets
$6,054,664

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20240919185217NAL0013485218001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,054,664
Total liabilities (EOY)
$5,160
Net assets (EOY)
$6,049,504
Net assets (BOY)
$5,013,332

Income & contributions

Employer contributions
$73,599
Participant contributions
$585,655
Total contributions
$751,855
Total income / additions
$1,614,044

Expenses & distributions

Benefits paid
$547,142
Administrative expenses
$30,730
Total expenses
$577,872
Net increase / (decrease)
$1,036,172

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp FinancialNONE$26,730$1,6122023

Related Form 5500 pages