2023 Form 5500 filing — Warren Properties, Inc. Profit Sharing & Savings 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 20241011131917NAL0012530531001) for Warren Properties, Inc. Profit Sharing & Savings Plan, reported by Warren Properties, Inc. under EIN 33-0450200 and plan number 002. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011131917NAL0012530531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Warren Properties, Inc.
- EIN
- 33-0450200
- Plan number
- 002
- Location
- Rancho Santa Fe, CA
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,399,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,399,360
- Employer contributions
- $152,432
- Participant contributions
- $347,325
- Total income / additions
- $1,975,213
- Benefits paid
- $419,846
- Administrative expenses
- $34,266
- Total expenses
- $454,112
- Net increase / (decrease)
- $1,521,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $5,831 | $0 |