Original filing (PDF)20240911105451NAL0004193747001

PROFESSIONAL REALTY ASSOCIATES

Name: PROFESSIONAL REALTY ASSOCIATES — PROFESSIONAL REALTY ASSOCIATES CASH BALANCE PLAN, Form 5500 (2023)
Creator: PROFESSIONAL REALTY ASSOCIATES

Form 5500-SF

FILING_RECEIVED

PROFESSIONAL REALTY ASSOCIATES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$413K

Net assets (EOY)

$413K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROFESSIONAL REALTY ASSOCIATES.

Plan sponsor

Name

PROFESSIONAL REALTY ASSOCIATES

EIN

39-1623921

Address

722 SHERIDAN ROAD · KENOSHA, WI · 53140

Phone

(262) 595-0181

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-11

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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