Retirement plan

REALTY PROMOTIONS, INC. 401(K) PROFIT SHARING PLAN

Name: REALTY PROMOTIONS, INC. - REALTY PROMOTIONS, INC. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: REALTY PROMOTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REALTY PROMOTIONS, INC. 401(K) PROFIT SHARING PLAN, REALTY PROMOTIONS, INC.

REALTY PROMOTIONS, INC.EIN 20-2096571Plan #001PY 2023

726 E. MAIN STREET, SUITE 202 - MIDDLETOWN, NY 10940845-381-5777comehometoorangecounty.comLinkedIn1-10 employeesreal estate

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$920K

+24.4% from 2022

Total participants

0.0% from 2022

Average account balance

$184,096

+24.4% from 2022

Annual return

17.87%

+36.37 pp from 2022

Benchmarks

See 19,292 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort19,292 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.09M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$218K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.11%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J

Plan features

2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$184,096

$202,460-9.1%

$169,385+8.7%

$139,456+32.0%

Participation rate

83.3%

81.1%+2.2pp

77.2%+6.2pp

80.3%+3.0pp

Annual return

17.87%

532.07%-514.2pp

405.82%-388.0pp

373.45%-355.6pp

Employer contribution / active EE

$1,319

$4,691-71.9%

$4,012-67.1%

$4,753-72.2%

Participant deferral / active EE

$6,724

$6,938-3.1%

$6,221+8.1%

$6,711+0.2%

Admin fee / account holder

$10,719-100.0%

$9,011-100.0%

$11,407-100.0%

REALTY PROMOTIONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

REALTY PROMOTIONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion