Preferred Apartment Advisors, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Preferred Apartment Advisors, LLC (EIN 27-2609991) is a plan sponsor located in Atlanta, GA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-2609991
Location
Atlanta, GA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Preferred Apartment Advisors, LLC

  • 3 loaded plans hold $14.4M in reported assets.
  • The largest, Preferred Apartment Advisors, LLC 401(K) Profit Sharing Plan, holds 99% of this company's reported plan assets.
  • Plans cover 441 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.4MSummed across loaded plans$14,425,405
Total reported assets$14.4M$14,426,058
Total reported participants441
Total reported liabilities$653

Reported net position

Reported assets = net assets + liabilities (summed)$14.4M total assets
Net assets$14.4MLiabilities$653
Contributions & income
Employer contributions$938.1K
Participant contributions$1.1M
Total income / additions$4.4M
Expenses & distributions
Benefits paid / distributions$4M
Total expenses$4.3M
Net increase / (decrease)$142.7K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets99%Preferred Apartment Advisors, LLC 401(K) Profit Sharing Plan
Participants per plan147Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 441 participants · 2023
  2. 2
    Plan #505 · 0 participants · 2023
  3. 3
    Plan #503 · 0 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Preferred Apartment Advisors, LLC. Open one for its full reported snapshot.

  1. 2023
    Preferred Apartment Advisors, LLC Group Benefit Plan0 participants · 2Sch I
    View filing →
  2. 2023
    Preferred Apartment Advisors, LLC Welfare Benefit Plan0 participants · 2No schedules
    View filing →
  3. 2023
    Preferred Apartment Advisors, LLC 401(K) Profit Sharing Plan441 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Preferred Apartment Advisors, LLC report on Form 5500?
Preferred Apartment Advisors, LLC (EIN 27-2609991) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Preferred Apartment Advisors, LLC?
The Employer Identification Number (EIN) reported for Preferred Apartment Advisors, LLC is 27-2609991.
What is the latest Form 5500 filing year for Preferred Apartment Advisors, LLC?
The latest loaded Form 5500 filing year for Preferred Apartment Advisors, LLC is 2023.

Related Form 5500 pages