Irg Realty Advisors 401(K) Plan — Form 5500 plan (Irg Realty Advisors, LLC)

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, Irg Realty Advisors 401(K) Plan is a benefit plan reported by Irg Realty Advisors, LLC under EIN 46-3666395 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $15,543,119 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Irg Realty Advisors, LLC
EIN
46-3666395
Plan number
001
Plan type
2
Location
Richfield, OH
Latest filing year
2023
Participants
314
End-of-year plan assets
$15,543,119

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023314H, C20240905152229NAL0046872066001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,543,119
Total liabilities (EOY)
$0
Net assets (EOY)
$15,543,119
Net assets (BOY)
$11,514,111

Income & contributions

Employer contributions
$1,069,634
Participant contributions
$1,490,144
Total contributions
$3,082,279
Total income / additions
$4,964,336

Expenses & distributions

Benefits paid
$876,917
Administrative expenses
$58,411
Total expenses
$935,328
Net increase / (decrease)
$4,029,008

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory ServiceNONE$31,318not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$27,093$02023

Related Form 5500 pages