Brg Realty Group, LLC Employees' Savings Plan — Form 5500 plan (Brg Realty Group, LLC)

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, Brg Realty Group, LLC Employees' Savings Plan is a benefit plan reported by Brg Realty Group, LLC under EIN 20-2916184 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $5,708,456 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brg Realty Group, LLC
EIN
20-2916184
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
196
End-of-year plan assets
$5,708,456

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20240927134158NAL0003893632001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,708,456
Total liabilities (EOY)
$0
Net assets (EOY)
$5,708,456
Net assets (BOY)
$4,627,724

Income & contributions

Employer contributions
$85,117
Participant contributions
$496,799
Total contributions
$581,916
Total income / additions
$1,398,265

Expenses & distributions

Benefits paid
$278,474
Administrative expenses
$34,836
Total expenses
$317,533
Net increase / (decrease)
$1,080,732

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$17,571$02023
Horan Securities IncINVESTMENT ADVISOR$17,265not reported in the loaded dataset2023

Related Form 5500 pages