2023 Form 5500 filing — Wrh Realty Services, Inc.401k 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 20241007082421NAL0007418003001) for Wrh Realty Services, Inc.401k Plan, reported by Wrh Realty Services, Inc. under EIN 20-4178395 and plan number 001. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007082421NAL0007418003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wrh Realty Services, Inc.
- EIN
- 20-4178395
- Plan number
- 001
- Location
- St Petersburg, FL
- Participants
- 431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,030,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,030,579
- Employer contributions
- $462,816
- Participant contributions
- $1,408,169
- Total income / additions
- $3,880,221
- Benefits paid
- $1,403,868
- Administrative expenses
- $83,860
- Total expenses
- $1,507,948
- Net increase / (decrease)
- $2,372,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY CLIENT | $47,765 | $0 |
| Power Financial Partners | RETAINED BY CLIENT | $24,794 | not reported in the loaded dataset |
| Northwestern Mutual Wealth | RETAINED BY CLIENT | $7,634 | not reported in the loaded dataset |