Associate Realty & Investments Inc 401k Plan — Form 5500 plan (Associate Realty & Investments 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, Associate Realty & Investments Inc 401k Plan is a benefit plan reported by Associate Realty & Investments Inc under EIN 81-0633921 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $217,542 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associate Realty & Investments Inc
- EIN
- 81-0633921
- Plan number
- 001
- Plan type
- 2
- Location
- Winter Haven, FL
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $217,542
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20250521180008NAL0002443747001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $217,542
- Net assets (EOY)
- $217,542
- Net assets (BOY)
- $162,875
Income & contributions
- Employer contributions
- $6,127
- Participant contributions
- $21,570
- Total income / additions
- $54,667
Expenses & distributions
- Net increase / (decrease)
- $54,667
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.