How many benefit plans does Shorenstein Realty Services, L.P. report on Form 5500?

Shorenstein Realty Services, L.P. (EIN 94-3286598) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Shorenstein Realty Services, L.P.?

The Employer Identification Number (EIN) reported for Shorenstein Realty Services, L.P. is 94-3286598.

What is the latest Form 5500 filing year for Shorenstein Realty Services, L.P.?

The latest loaded Form 5500 filing year for Shorenstein Realty Services, L.P. is 2023.

Shorenstein Realty Services, L.P. — 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, Shorenstein Realty Services, L.P. (EIN 94-3286598) is a plan sponsor located in San Francisco, CA 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: 94-3286598
Location: San Francisco, CA
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 Shorenstein Realty Services, L.P.

3 loaded plans hold $129.8M in reported assets.
The largest, The Shorenstein 401(K) Tax Sheltered Savings Plan, holds 100% of this company's reported plan assets.
Plans cover 859 reported participants.
1 of 3 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$129.8MSummed across loaded plans$129,839,214

Total reported assets$129.8M$129,839,214

Total reported participants859

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$129.8M total assets

Net assets$129.8MLiabilities$0

Contributions & income

Employer contributions$1M

Participant contributions$4M

Total income / additions$25.1M

Expenses & distributions

Benefits paid / distributions$8.4M

Total expenses$8.4M

Net increase / (decrease)$16.7M

Data coverage

Plans with financial statements1 / 3 (33%)

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 assets100%The Shorenstein 401(K) Tax Sheltered Savings Plan

Participants per plan286Average 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
The Shorenstein 401(K) Tax Sheltered Savings Plan$129.8M
Plan #001 · 375 participants · 2023
2
Shorenstein Realty Services, L.P. Group Benefit Plannot reported in the loaded dataset
Plan #501 · 247 participants · 2023
3
Shorenstein Realty Services, L.P. Severance Benefit Plannot reported in the loaded dataset
Plan #502 · 237 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 Shorenstein Realty Services, L.P.. Open one for its full reported snapshot.

2023
The Shorenstein 401(K) Tax Sheltered Savings Plan375 participants · 2Sch HSch C
View filing →
2023
Shorenstein Realty Services, L.P. Group Benefit Plan247 participants · 2No schedules
View filing →
2023
Shorenstein Realty Services, L.P. Severance Benefit Plan237 participants · 2No schedules
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Shorenstein Realty Services, L.P. report on Form 5500?: Shorenstein Realty Services, L.P. (EIN 94-3286598) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Shorenstein Realty Services, L.P.?: The Employer Identification Number (EIN) reported for Shorenstein Realty Services, L.P. is 94-3286598.
What is the latest Form 5500 filing year for Shorenstein Realty Services, L.P.?: The latest loaded Form 5500 filing year for Shorenstein Realty Services, L.P. is 2023.