2023 Form 5500 filing — Banner Property Management, LLC 401(K) Plan And Trust
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 20241003152947NAL0017362048001) for Banner Property Management, LLC 401(K) Plan And Trust, reported by Banner Property Management, LLC under EIN 20-1342591 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003152947NAL0017362048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Banner Property Management, LLC
- EIN
- 20-1342591
- Plan number
- 001
- Location
- Deerfield, IL
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,555,926
- Total liabilities (EOY)
- $1,824
- Net assets (EOY)
- $10,554,102
- Employer contributions
- $251,608
- Participant contributions
- $833,793
- Total income / additions
- $3,013,987
- Benefits paid
- $736,859
- Administrative expenses
- $39,980
- Total expenses
- $782,919
- Net increase / (decrease)
- $2,231,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates Inc. | INVESTMENT ADVISOR | $25,822 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $11,948 | $0 |
| Shore Tompkins Actuarial Resources | CONTRACT ADMINISTRATOR | $2,435 | not reported in the loaded dataset |