2023 Form 5500 filing — Midatlantic Realty Partners, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240925101902NAL0014542225001) for Midatlantic Realty Partners, LLC 401(K) Plan, reported by Midatlantic Realty Partners, LLC under EIN 87-0744291 and plan number 001. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925101902NAL0014542225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midatlantic Realty Partners, LLC
- EIN
- 87-0744291
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,923,472
- Net assets (EOY)
- $7,923,472
- Employer contributions
- $864,423
- Total income / additions
- $2,196,286
- Benefits paid
- $1,358,257
- Administrative expenses
- $40,205
- Total expenses
- $1,405,646
- Net increase / (decrease)
- $790,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $31,777 | not reported in the loaded dataset |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISO R | $0 | $16,406 |
| Lafayette Life Insurance Company | CONTRACT ADMIN | $5,171 | not reported in the loaded dataset |
| Empower Advisor Group, LLC | INVESTMENT MGMNT | $2,028 | not reported in the loaded dataset |
| Envestnet Retirement Solutions LLC | OTHER | $1,439 | not reported in the loaded dataset |
| Lafayette Life Insurance Company | OTHER | $1 | not reported in the loaded dataset |