Boxer Property 401(K) Plan — Form 5500 plan (Boxer Property Management Corporation)

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, Boxer Property 401(K) Plan is a benefit plan reported by Boxer Property Management Corporation under EIN 75-2501156 and plan number 001. The latest loaded filing year is 2023. The filing reports 881 participants and $10,091,890 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boxer Property Management Corporation
EIN
75-2501156
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
881
End-of-year plan assets
$10,091,890

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023881H, C20240820132600NAL0001480579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,091,890
Total liabilities (EOY)
$0
Net assets (EOY)
$10,091,890
Net assets (BOY)
$8,965,270

Income & contributions

Employer contributions
$0
Participant contributions
$1,315,460
Total contributions
$1,315,460
Total income / additions
$2,785,831

Expenses & distributions

Benefits paid
$1,573,754
Administrative expenses
$51,173
Total expenses
$1,659,211
Net increase / (decrease)
$1,126,620

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$45,052$02023
Massachusetts Mutual Life Ins CompBROKER/ADVISER$0$20,2392023
Empower Advisory Group, LLCINVESTMENT MGMT$6,121not reported in the loaded dataset2023

Related Form 5500 pages