Essex Portfolio L.P. 401(K) Plan — Form 5500 plan (Essex Portfolio L.P.)
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, Essex Portfolio L.P. 401(K) Plan is a benefit plan reported by Essex Portfolio L.P. under EIN 77-0369575 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,463 participants and $120,993,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Essex Portfolio L.P.
- EIN
- 77-0369575
- Plan number
- 001
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 2,463
- End-of-year plan assets
- $120,993,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,463 | H, C | 20240913122712NAL0019710962001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,993,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,993,825
- Net assets (BOY)
- $97,521,815
Income & contributions
- Employer contributions
- $3,582,702
- Participant contributions
- $8,985,129
- Total contributions
- $13,525,228
- Total income / additions
- $32,473,996
Expenses & distributions
- Benefits paid
- $8,703,780
- Administrative expenses
- $279,030
- Total expenses
- $9,001,986
- Net increase / (decrease)
- $23,472,010
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $202,206 | $0 | 2023 |
| Raymond James Financial Services | ADVISOR | $24,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $20,624 | not reported in the loaded dataset | 2023 |
| Mun Cpas, Llp | ACCOUNTANT/AUDITOR | $20,200 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors LLC | ADVISOR | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Essex Portfolio L.P.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Mateo, CA
- Fidelity Investments Institutional — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Mun Cpas, Llp — Schedule C compensation
- Concurrent Investment Advisors LLC — Schedule C compensation