2023 Form 5500 filing — Irg Realty Advisors 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240905152229NAL0046872066001) for Irg Realty Advisors 401(K) Plan, reported by Irg Realty Advisors, LLC under EIN 46-3666395 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905152229NAL0046872066001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Irg Realty Advisors, LLC
- EIN
- 46-3666395
- Plan number
- 001
- Location
- Richfield, OH
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,543,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,543,119
- Employer contributions
- $1,069,634
- Participant contributions
- $1,490,144
- Total income / additions
- $4,964,336
- Benefits paid
- $876,917
- Administrative expenses
- $58,411
- Total expenses
- $935,328
- Net increase / (decrease)
- $4,029,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Service | NONE | $31,318 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $27,093 | $0 |