Emory Hill Real Estate Services, Inc. Employee Benefit Plan — Form 5500 plan (Emory Hill 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, Emory Hill Real Estate Services, Inc. Employee Benefit Plan is a benefit plan reported by Emory Hill Real Estate Services, Inc. under EIN 51-0330083 and plan number 501. The latest loaded filing year is 2023. The filing reports 39 participants and $169,941 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Emory Hill Real Estate Services, Inc.
EIN
51-0330083
Plan number
501
Plan type
2
Location
New Castle, DE
Latest filing year
2023
Participants
39
End-of-year plan assets
$169,941

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202339I, C20241105082018NAL0011674816001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$169,941
Total liabilities (EOY)
$34,114
Net assets (EOY)
$135,827
Net assets (BOY)
-$12,701

Income & contributions

Employer contributions
$439,972
Participant contributions
$171,271
Total income / additions
$613,931

Expenses & distributions

Benefits paid
$190,277
Administrative expenses
$5,932
Total expenses
$465,403
Net increase / (decrease)
$148,528

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Weiner Benefits GroupBROKER$16,539not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$12,704not reported in the loaded dataset2023
Highmark Of DelawareADMIN$5,932not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,441not reported in the loaded dataset2023

Related Form 5500 pages