2023 Form 5500 filing — American Property Management Retirement 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 20241014141724NAL0027535761001) for American Property Management Retirement Plan, reported by Weston Investment Company, LLC Dba American Property Management under EIN 93-0475156 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141724NAL0027535761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weston Investment Company, LLC Dba American Property Management
- EIN
- 93-0475156
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,462,617
- Total liabilities (EOY)
- $8,154
- Net assets (EOY)
- $10,454,463
- Employer contributions
- $250,328
- Participant contributions
- $535,355
- Total income / additions
- $2,114,221
- Benefits paid
- $977,916
- Administrative expenses
- $36,797
- Total expenses
- $1,019,824
- Net increase / (decrease)
- $1,094,397
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pinnacle Wealth Advisors | INVESTMENT ADVISOR | $23,817 | not reported in the loaded dataset |
| Independent Retirement Consulting | TPA-CONTRACT ADMIN | $6,614 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,091 | $0 |