Continental Real Estate Companies Retirement Plan — Form 5500 plan (Continental Real Estate Companies)

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, Continental Real Estate Companies Retirement Plan is a benefit plan reported by Continental Real Estate Companies under EIN 31-1092821 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $32,447,729 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Continental Real Estate Companies
EIN
31-1092821
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
185
End-of-year plan assets
$32,447,729

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20241015131053NAL0028530241002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,447,729
Net assets (EOY)
$32,447,729
Net assets (BOY)
$30,815,819

Income & contributions

Employer contributions
$416,760
Participant contributions
$1,366,084
Total contributions
$1,915,487
Total income / additions
$7,279,378

Expenses & distributions

Benefits paid
$5,615,676
Administrative expenses
$31,035
Total expenses
$5,647,468
Net increase / (decrease)
$1,631,910

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$13,230not reported in the loaded dataset2023
Highland Consulting AssociatesNONE$11,250not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$64$02023

Related Form 5500 pages