U.S. Real Estate Services, Inc. 401(K) Plan — Form 5500 plan (U.S. Real Estate 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, U.S. Real Estate Services, Inc. 401(K) Plan is a benefit plan reported by U.S. Real Estate Services, Inc. under EIN 33-0648092 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $7,268,640 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
U.S. Real Estate Services, Inc.
EIN
33-0648092
Plan number
001
Plan type
2
Location
Foothill Ranch, CA
Latest filing year
2023
Participants
115
End-of-year plan assets
$7,268,640

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023115H, C20240726112014NAL0010149587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,268,640
Net assets (EOY)
$7,268,640
Net assets (BOY)
$6,587,350

Income & contributions

Employer contributions
$157,945
Participant contributions
$311,676
Total contributions
$469,621
Total income / additions
$1,552,197

Expenses & distributions

Benefits paid
$867,169
Administrative expenses
$3,738
Total expenses
$870,907
Net increase / (decrease)
$681,290

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus Holdings IncRECORDKEEPER$2,250$2,1032023
Nova 401(K) AssociatesTHIRD PARTY ADMINISTRATOR$1,322$1,2382023

Related Form 5500 pages