Depaul 401(K) Retirement Plan — Form 5500 plan (Depaul Realty Company)

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, Depaul 401(K) Retirement Plan is a benefit plan reported by Depaul Realty Company under EIN 23-1668411 and plan number 001. The latest loaded filing year is 2023. The filing reports 667 participants and $29,046,698 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Depaul Realty Company
EIN
23-1668411
Plan number
001
Plan type
2
Location
Flourtown, PA
Latest filing year
2023
Participants
667
End-of-year plan assets
$29,046,698

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023667H, C20241015102054NAL0056980034001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,046,698
Total liabilities (EOY)
$0
Net assets (EOY)
$29,046,698
Net assets (BOY)
$19,667,871

Income & contributions

Employer contributions
$497,826
Participant contributions
$1,628,510
Total contributions
$2,258,298
Total income / additions
$6,484,172

Expenses & distributions

Benefits paid
$1,997,508
Administrative expenses
$105,205
Total expenses
$2,102,713
Net increase / (decrease)
$4,381,459

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory ServiceNONE$54,689not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$30,166$02023
Wipfli LlpNONE$20,350not reported in the loaded dataset2023

Related Form 5500 pages