2023 Form 5500 filing — Re/Max Results 401(K) Savings And Retirement 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 20240919185217NAL0013485218001) for Re/Max Results 401(K) Savings And Retirement Plan, reported by Collopy Real Estate, Inc. under EIN 41-1564995 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240919185217NAL0013485218001
Filing year
2023
Form type
2
Plan sponsor
Collopy Real Estate, Inc.
EIN
41-1564995
Plan number
001
Location
Eden Prairie, MN
Participants
235
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,054,664
Total liabilities (EOY)
$5,160
Net assets (EOY)
$6,049,504
Employer contributions
$73,599
Participant contributions
$585,655
Total income / additions
$1,614,044
Benefits paid
$547,142
Administrative expenses
$30,730
Total expenses
$577,872
Net increase / (decrease)
$1,036,172
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stancorp FinancialNONE$26,730$1,612

Related Form 5500 pages