Maloney Properties, Inc. 401(K) Plan — Form 5500 plan (Maloney Properties, Inc.)

Plain-English plan 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, Maloney Properties, Inc. 401(K) Plan is a benefit plan reported by Maloney Properties, Inc. under EIN 04-2722433 and plan number 001. The latest loaded filing year is 2023. The filing reports 503 participants and $21,507,222 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Maloney Properties, Inc.
EIN
04-2722433
Plan number
001
Plan type
2
Location
Wellesley, MA
Latest filing year
2023
Participants
503
End-of-year plan assets
$21,507,222

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023503H, C20240911123514NAL0008497745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,507,222
Total liabilities (EOY)
$0
Net assets (EOY)
$21,507,222
Net assets (BOY)
$17,668,877

Income & contributions

Employer contributions
$259,632
Participant contributions
$2,150,726
Total contributions
$2,559,161
Total income / additions
$5,416,942

Expenses & distributions

Benefits paid
$1,496,616
Administrative expenses
$81,981
Total expenses
$1,578,597
Net increase / (decrease)
$3,838,345

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$44,419not reported in the loaded dataset2023
Rbc Wealth ManagementADVISOR$37,562not reported in the loaded dataset2023

Related Form 5500 pages