Elderoak Properties, Inc. 401(K) Plan — Form 5500 plan (Elderoak 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, Elderoak Properties, Inc. 401(K) Plan is a benefit plan reported by Elderoak Properties, Inc. under EIN 20-4706426 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $12,432,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elderoak Properties, Inc.
- EIN
- 20-4706426
- Plan number
- 002
- Plan type
- 2
- Location
- Thousand Oaks, CA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $12,432,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240523102500NAL0009895154001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,432,648
- Net assets (EOY)
- $12,432,648
- Net assets (BOY)
- $10,585,624
Income & contributions
- Employer contributions
- $97,080
- Participant contributions
- $105,000
- Total income / additions
- $1,908,503
Expenses & distributions
- Benefits paid
- $58,968
- Administrative expenses
- $2,511
- Total expenses
- $61,479
- Net increase / (decrease)
- $1,847,024
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.