2023 Form 5500 filing — Southeast Property Management, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240122171949NAL0019524754001) for Southeast Property Management, Inc. 401(K) Plan, reported by Southeast Property Management, Inc. under EIN 65-0170672 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2MReported net assets$1,953,419
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240122171949NAL0019524754001
Plan sponsor
Southeast Property Management, Inc.
EIN
65-0170672
Plan number
001
Location
Miami, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.1M total assets
Net assets$2MLiabilities$1.1M
Money in vs. money out
Total income / additions$777.8K
Total expenses$732.7K
Benefits paid / distributions$94.5K
Full reported line items
Total assets (EOY)
$3,090,862
Total liabilities (EOY)
$1,137,443
Net assets (EOY)
$1,953,419
Total income / additions
$777,782
Benefits paid
$94,475
Administrative expenses
$638,254
Total expenses
$732,729
Net increase / (decrease)
$45,053

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240122171949NAL0019524754001 cover?
It is the 2023 Form 5500 filing for Southeast Property Management, Inc. 401(K) Plan, reported by Southeast Property Management, Inc. (EIN 65-0170672).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages