Plan5500

Midpen Property Management Corp. 403(B) Plan — Form 5500 plan (Midpen Property Management Corp.)

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, Midpen Property Management Corp. 403(B) Plan is a benefit plan reported by Midpen Property Management Corp. under EIN 94-1738105 and plan number 001. The latest loaded filing year is 2023. The filing reports 748 participants and $43,158,138 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midpen Property Management Corp.
EIN
94-1738105
Plan number
001
Plan type
2
Location
Foster City, CA
Latest filing year
2023
Participants
748
End-of-year plan assets
$43,158,138

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023748H, C20241008121955NAL0016602433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,158,138
Total liabilities (EOY)
$0
Net assets (EOY)
$43,158,138
Net assets (BOY)
$34,874,137

Income & contributions

Employer contributions
$2,156,006
Participant contributions
$3,083,683
Total contributions
$5,675,391
Total income / additions
$12,237,573

Expenses & distributions

Benefits paid
$3,833,698
Administrative expenses
$96,284
Total expenses
$3,953,572
Net increase / (decrease)
$8,284,001

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$68,660$02023
Multnomah GroupINVESTMENT ADVISORY$27,624not reported in the loaded dataset2023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages