Affordable Housing Retirement Trust — Form 5500 plan (Allied Affordable Housing 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, Affordable Housing Retirement Trust is a benefit plan reported by Allied Affordable Housing LLC under EIN 27-0258356 and plan number 001. The latest loaded filing year is 2023. The filing reports 562 participants and $3,256,330 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Affordable Housing LLC
- EIN
- 27-0258356
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Monica, CA
- Latest filing year
- 2023
- Participants
- 562
- End-of-year plan assets
- $3,256,330
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 562 | H, C | 20250613130515NAL0028733664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,256,330
- Total liabilities (EOY)
- $26,953
- Net assets (EOY)
- $3,229,377
- Net assets (BOY)
- $2,201,867
Income & contributions
- Employer contributions
- $218,752
- Participant contributions
- $950,736
- Total contributions
- $1,285,117
- Total income / additions
- $1,708,218
Expenses & distributions
- Benefits paid
- $658,454
- Administrative expenses
- $22,254
- Total expenses
- $680,708
- Net increase / (decrease)
- $1,027,510
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Human Interest Advisor LLC | RECORDKEEPER | $22,254 | not reported in the loaded dataset | 2023 |