Majestic Realty Collective 401(K) Plan — Form 5500 plan (Sycamore Brokerage LLC Dba Liv Sotheby'S International Realty)
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, Majestic Realty Collective 401(K) Plan is a benefit plan reported by Sycamore Brokerage LLC Dba Liv Sotheby'S International Realty under EIN 84-1484614 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $9,644,913 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sycamore Brokerage LLC Dba Liv Sotheby'S International Realty
- EIN
- 84-1484614
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $9,644,913
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20241014170711NAL0046932304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,644,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,644,913
- Net assets (BOY)
- $7,175,597
Income & contributions
- Employer contributions
- $830,026
- Participant contributions
- $1,467,659
- Total contributions
- $2,358,457
- Total income / additions
- $3,746,227
Expenses & distributions
- Benefits paid
- $1,142,923
- Administrative expenses
- $133,988
- Total expenses
- $1,276,911
- Net increase / (decrease)
- $2,469,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co. Of America | RECORDKEEPER | $48,470 | $0 | 2023 |
| Onedigital Investment Advisors, LLC | INVESTMENT ADVISOR | $41,252 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors LLC | INVESTEMENT ADVISOR | $6,098 | $0 | 2023 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $6,098 | not reported in the loaded dataset | 2023 |
| Retirement Planning Services | CONTRACT ADMIN | -$598 | $598 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sycamore Brokerage LLC Dba Liv Sotheby'S International Realty
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Empower Annuity Ins Co. Of America — Schedule C compensation
- Onedigital Investment Advisors, LLC — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation
- Retirement Planning Services — Schedule C compensation