Community Realty Management 401(K) Plan — Form 5500 plan (Community Realty Management 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, Community Realty Management 401(K) Plan is a benefit plan reported by Community Realty Management Inc under EIN 22-2047188 and plan number 002. The latest loaded filing year is 2023. The filing reports 505 participants and $7,434,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Realty Management Inc
- EIN
- 22-2047188
- Plan number
- 002
- Plan type
- 3
- Location
- Sanatoga, PA
- Latest filing year
- 2023
- Participants
- 505
- End-of-year plan assets
- $7,434,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 505 | H, C | 20241015152133NAL0028912593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,434,665
- Net assets (EOY)
- $7,434,665
- Net assets (BOY)
- $6,607,233
Income & contributions
- Employer contributions
- $544,550
- Participant contributions
- $241,908
- Total contributions
- $793,425
- Total income / additions
- $1,792,824
Expenses & distributions
- Benefits paid
- $902,112
- Administrative expenses
- $63,280
- Total expenses
- $965,392
- Net increase / (decrease)
- $827,432
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | RIA IA | $13,868 | not reported in the loaded dataset | 2023 |