Plan5500

Shapell Investment Properties — 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, Shapell Investment Properties (EIN 80-0958642) is a plan sponsor located in Los Angeles, 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
80-0958642
Location
Los Angeles, 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 Shapell Investment Properties

  • 2 loaded plans hold $37M in reported assets.
  • The largest, Shapell Investment Properties, Inc. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 517 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$37MSummed across loaded plans$36,964,990
Total reported assets$37M$36,964,990
Total reported participants517
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$37M total assets
Net assets$37MLiabilities$0
Contributions & income
Employer contributions$654.6K
Participant contributions$1.1M
Total income / additions$8.1M
Expenses & distributions
Benefits paid / distributions$7.8M
Total expenses$7.8M
Net increase / (decrease)$303.8K

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%Shapell Investment Properties, Inc. 401(K) Profit Sharing Plan
Participants per plan259Average 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
    Shapell Investment Properties, Inc. 401(K) Profit Sharing Plan$37M
    Plan #002 · 369 participants · 2023
  2. 2
    Shapell Investment Properties Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 148 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 Shapell Investment Properties. Open one for its full reported snapshot.

  1. 2023
    Shapell Investment Properties Health And Welfare Plan148 participants · 2No schedules
    View filing →
  2. 2023
    Shapell Investment Properties, Inc. 401(K) Profit Sharing Plan369 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Shapell Investment Properties report on Form 5500?
Shapell Investment Properties (EIN 80-0958642) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Shapell Investment Properties?
The Employer Identification Number (EIN) reported for Shapell Investment Properties is 80-0958642.
What is the latest Form 5500 filing year for Shapell Investment Properties?
The latest loaded Form 5500 filing year for Shapell Investment Properties is 2023.

Related Form 5500 pages