Plan5500

Wrh Realty Services, Inc.401k Plan — Form 5500 plan (Wrh Realty Services, Inc.)

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, Wrh Realty Services, Inc.401k Plan is a benefit plan reported by Wrh Realty Services, Inc. under EIN 20-4178395 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $15,030,579 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wrh Realty Services, Inc.
EIN
20-4178395
Plan number
001
Plan type
2
Location
St Petersburg, FL
Latest filing year
2023
Participants
431
End-of-year plan assets
$15,030,579

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023431H, C20241007082421NAL0007418003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,030,579
Total liabilities (EOY)
$0
Net assets (EOY)
$15,030,579
Net assets (BOY)
$12,658,306

Income & contributions

Employer contributions
$462,816
Participant contributions
$1,408,169
Total contributions
$1,894,986
Total income / additions
$3,880,221

Expenses & distributions

Benefits paid
$1,403,868
Administrative expenses
$83,860
Total expenses
$1,507,948
Net increase / (decrease)
$2,372,273

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY CLIENT$47,765$02023
Power Financial PartnersRETAINED BY CLIENT$24,794not reported in the loaded dataset2023
Northwestern Mutual WealthRETAINED BY CLIENT$7,634not reported in the loaded dataset2023

Related Form 5500 pages