Plan5500

Green Street 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, Green Street Advisors, LLC (EIN 47-2030941) is a plan sponsor located in Newport Beach, CA 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
47-2030941
Location
Newport Beach, CA
Loaded plans
2
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 Green Street Advisors, LLC

  • 2 loaded plans hold $35M in reported assets.
  • The largest, Green Street Advisors Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 542 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$35MSummed across loaded plans$35,043,095
Total reported assets$35M$35,043,095
Total reported participants542
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$35M total assets
Net assets$35MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$2.7M
Total income / additions$9.7M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2M
Net increase / (decrease)$7.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 assets100%Green Street Advisors Retirement Savings Plan
Participants per plan271Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Green Street Advisors Retirement Savings Plan$35M
    Plan #002 · 321 participants · 2023
  2. 2
    Green Street Advisors, LLC Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 221 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

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

  1. 2023
    Green Street Advisors Retirement Savings Plan321 participants · 2Sch HSch C
    View filing →
  2. 2023
    Green Street Advisors, LLC Health And Welfare Plan221 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Green Street Advisors, LLC report on Form 5500?
Green Street Advisors, LLC (EIN 47-2030941) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Green Street Advisors, LLC?
The Employer Identification Number (EIN) reported for Green Street Advisors, LLC is 47-2030941.
What is the latest Form 5500 filing year for Green Street Advisors, LLC?
The latest loaded Form 5500 filing year for Green Street Advisors, LLC is 2023.

Related Form 5500 pages