Plan5500

Bear Real Estate Group 401(K) Plan — Form 5500 plan (Bear Property 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, Bear Real Estate Group 401(K) Plan is a benefit plan reported by Bear Property Management, Inc. under EIN 39-1650148 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $5,970,945 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bear Property Management, Inc.
EIN
39-1650148
Plan number
001
Plan type
3
Location
Kenosha, WI
Latest filing year
2023
Participants
190
End-of-year plan assets
$5,970,945

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20241014105702NAL0025984289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,970,945
Total liabilities (EOY)
$0
Net assets (EOY)
$5,970,945
Net assets (BOY)
$4,603,597

Income & contributions

Employer contributions
$738,394
Participant contributions
$332,559
Total contributions
$1,108,168
Total income / additions
$2,043,870

Expenses & distributions

Benefits paid
$633,677
Administrative expenses
$42,845
Total expenses
$676,522
Net increase / (decrease)
$1,367,348

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$38,699$02023
Fsc Securities CorporationOTHER SERVICES$0$17,1842023
Map Retirement Usa LLCCONTRACT ADMINISTRATOR$4,200$2,4552023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages