Banner Property Management, LLC 401(K) Plan And Trust — Form 5500 plan (Banner Property Management, LLC)
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, Banner Property Management, LLC 401(K) Plan And Trust is a benefit plan reported by Banner Property Management, LLC under EIN 20-1342591 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $10,555,926 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Banner Property Management, LLC
- EIN
- 20-1342591
- Plan number
- 001
- Plan type
- 2
- Location
- Deerfield, IL
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $10,555,926
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241003152947NAL0017362048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,555,926
- Total liabilities (EOY)
- $1,824
- Net assets (EOY)
- $10,554,102
- Net assets (BOY)
- $8,323,034
Income & contributions
- Employer contributions
- $251,608
- Participant contributions
- $833,793
- Total contributions
- $1,467,414
- Total income / additions
- $3,013,987
Expenses & distributions
- Benefits paid
- $736,859
- Administrative expenses
- $39,980
- Total expenses
- $782,919
- Net increase / (decrease)
- $2,231,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates Inc. | INVESTMENT ADVISOR | $25,822 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $11,948 | $0 | 2023 |
| Shore Tompkins Actuarial Resources | CONTRACT ADMINISTRATOR | $2,435 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Banner Property Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Deerfield, IL
- Raymond James & Associates Inc. — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Shore Tompkins Actuarial Resources — Schedule C compensation