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, Usa Properties Fund 401(K) Savings Plan is a benefit plan reported by Usa Properties Fund, Inc. under EIN 95-3584895 and plan number 001. The latest loaded filing year is 2023. The filing reports 489 participants and $31,930,504 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,930,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,930,504
- Net assets (BOY)
- $26,419,188
Income & contributions
- Employer contributions
- $776,079
- Participant contributions
- $2,228,579
- Total contributions
- $3,172,248
- Total income / additions
- $7,971,216
Expenses & distributions
- Benefits paid
- $2,302,367
- Administrative expenses
- $140,249
- Total expenses
- $2,459,900
- Net increase / (decrease)
- $5,511,316