Solomon Realty Advisors, Inc.401 (K) Profit Sharing Plan — Form 5500 plan (Solomon Realty Advisors, 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, Solomon Realty Advisors, Inc.401 (K) Profit Sharing Plan is a benefit plan reported by Solomon Realty Advisors, Inc. under EIN 22-2867476 and plan number 001. The latest loaded filing year is 2023. The filing reports 721 participants and $12,006,685 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Solomon Realty Advisors, Inc.
- EIN
- 22-2867476
- Plan number
- 001
- Plan type
- 2
- Location
- Summit, NJ
- Latest filing year
- 2023
- Participants
- 721
- End-of-year plan assets
- $12,006,685
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 721 | H, C | 20241220074942NAL0003784851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,006,685
- Total liabilities (EOY)
- $13,221
- Net assets (EOY)
- $11,993,464
- Net assets (BOY)
- $8,763,671
Income & contributions
- Employer contributions
- $527,942
- Participant contributions
- $1,671,566
- Total contributions
- $2,329,046
- Total income / additions
- $3,979,318
Expenses & distributions
- Benefits paid
- $620,990
- Administrative expenses
- $125,745
- Total expenses
- $749,525
- Net increase / (decrease)
- $3,229,793
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $104,977 | $0 | 2023 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $20,768 | $8,493 | 2023 |
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $23,574 | 2023 |
| Wilshire Advisory LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Solomon Realty Advisors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Summit, NJ
- Principal Life Insurance Company — Schedule C compensation
- Orenda Retirement, LLC — Schedule C compensation
- Northwestern Mutual Investment Serv — Schedule C compensation
- Wilshire Advisory LLC — Schedule C compensation