2023 Form 5500 filing — Security Properties Residential, 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 20241007084702NAL0015836145001) for Security Properties Residential, LLC 401(K) Plan, reported by Security Properties Residential, Ll under EIN 27-3854827 and plan number 002. It reports 823 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007084702NAL0015836145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Security Properties Residential, Ll
- EIN
- 27-3854827
- Plan number
- 002
- Location
- Seattle, WA
- Participants
- 823
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,420,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,420,683
- Employer contributions
- $1,241,453
- Participant contributions
- $2,491,962
- Total income / additions
- $5,598,057
- Benefits paid
- $1,671,944
- Administrative expenses
- $91,389
- Total expenses
- $1,763,333
- Net increase / (decrease)
- $3,834,724
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United 401(K) Plans, Inc. | CONTRACT ADMINISTRATOR | $69,633 | $0 |
| Global Retirement Partners, LLC | ADVISOR | $21,756 | not reported in the loaded dataset |