Strategic Property Associates, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Strategic Property Associates, 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, Strategic Property Associates, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Strategic Property Associates, LLC under EIN 58-2447158 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $6,340,550 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Strategic Property Associates, LLC
- EIN
- 58-2447158
- Plan number
- 001
- Plan type
- 2
- Location
- Foothill Ranch, CA
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $6,340,550
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241011223429NAL0012981827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,340,550
- Total liabilities (EOY)
- $5,294
- Net assets (EOY)
- $6,335,256
- Net assets (BOY)
- $5,222,319
Income & contributions
- Employer contributions
- $105,901
- Participant contributions
- $273,293
- Total contributions
- $379,194
- Total income / additions
- $1,430,365
Expenses & distributions
- Benefits paid
- $274,125
- Administrative expenses
- $38,009
- Total expenses
- $317,428
- Net increase / (decrease)
- $1,112,937
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Ins. Co | NONE | $591 | $41,393 | 2023 |
| Financial Mgm Ntwk Inc | NONE | $0 | $14,014 | 2023 |
| Withumsmith&Brown Pc | NONE | $12,955 | not reported in the loaded dataset | 2023 |
| Raymond, Reeves & Stout Llp | NONE | $8,125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Strategic Property Associates, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Foothill Ranch, CA
- American United Life Ins. Co — Schedule C compensation
- Financial Mgm Ntwk Inc — Schedule C compensation
- Withumsmith&Brown Pc — Schedule C compensation
- Raymond, Reeves & Stout Llp — Schedule C compensation