2023 Form 5500 filing — Mahaffey Apartment Company 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 20241014151016NAL0013508867001) for Mahaffey Apartment Company 401(K) Plan, reported by The Mahaffey Apartment Company under EIN 59-2881799 and plan number 001. It reports 417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151016NAL0013508867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mahaffey Apartment Company
- EIN
- 59-2881799
- Plan number
- 001
- Location
- St. Petersburg, FL
- Participants
- 417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,175,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,175,030
- Employer contributions
- $595,484
- Participant contributions
- $564,536
- Total income / additions
- $1,532,022
- Benefits paid
- $100,756
- Administrative expenses
- $56,270
- Total expenses
- $157,026
- Net increase / (decrease)
- $1,374,996
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,570 | $0 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $15,032 | $685 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $8,221 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,007 | not reported in the loaded dataset |