2023 Form 5500 filing — Silver Tree 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 20241009133114NAL0032861680001) for Silver Tree Residential, LLC 401(K) Plan, reported by Silver Tree Residential, LLC under EIN 26-4426092 and plan number 001. It reports 637 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.8MReported net assets$8,810,189
Participants637
Provider compensation$50.7K6 Schedule C row(s)$50,664
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009133114NAL0032861680001
- Plan sponsor
- Silver Tree Residential, LLC
- EIN
- 26-4426092
- Plan number
- 001
- Location
- Memphis, TN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.8M total assets
Net assets$8.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,810,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,810,189
- Employer contributions
- $525,318
- Participant contributions
- $1,616,117
- Total income / additions
- $3,635,716
- Benefits paid
- $486,709
- Administrative expenses
- $50,664
- Total expenses
- $547,664
- Net increase / (decrease)
- $3,088,052
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $50,664 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| Fidelity Investments | NONE | $0 | $0 |