Timberly Properties, Inc. — 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, Timberly Properties, Inc. (EIN 36-3376293) is a plan sponsor located in Morton Grove, IL with 1 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
36-3376293
Location
Morton Grove, IL
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$39,573
Total reported liabilities (EOY)
$1,722
Total reported net assets (EOY)
$37,851

Contributions & income

Total income / additions
$4

Expenses & distributions

Total expenses
$510
Net increase / (decrease)
-$506

Coverage

Total reported participants
1
Plans with financial statements
1
Plans with provider compensation
0

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.

Largest loaded plans by reported assets

Timberly Properties, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Heritage Realty Inc. Profit Sharing Plan And Trust0011$39,5732023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Timberly Properties, Inc.
YearPlanParticipantsSchedulesFiling
2023Heritage Realty Inc. Profit Sharing Plan And Trust1I20240813100948NAL0018115616002

Related Form 5500 pages