Reliant Real Estate Management 401(K) Profit Sharing Plan — Form 5500 plan (Reliant Real Estate 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, Reliant Real Estate Management 401(K) Profit Sharing Plan is a benefit plan reported by Reliant Real Estate Management Inc. under EIN 46-4367924 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $3,057,274 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reliant Real Estate Management Inc.
- EIN
- 46-4367924
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 197
- End-of-year plan assets
- $3,057,274
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 197 | H, C | 20241014173256NAL0013693059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,057,274
- Total liabilities (EOY)
- $7,935
- Net assets (EOY)
- $3,049,339
- Net assets (BOY)
- $2,202,122
Income & contributions
- Employer contributions
- $108,947
- Participant contributions
- $320,556
- Total contributions
- $513,100
- Total income / additions
- $973,487
Expenses & distributions
- Benefits paid
- $84,504
- Administrative expenses
- $33,831
- Total expenses
- $126,270
- Net increase / (decrease)
- $847,217
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Haskell & White, Llp | AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $10,444 | not reported in the loaded dataset | 2023 |
| Paychex | RECORDKEEPER | $6,551 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,336 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reliant Real Estate Management Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Ana, CA
- Haskell & White, Llp — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Paychex — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation