2023 Form 5500 filing — Acadia Realty Trust 401(K) Savings And Retirement 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 20240719135524NAL0011283776001) for Acadia Realty Trust 401(K) Savings And Retirement Plan, reported by Acadia Realty Limited Partnership under EIN 23-2724653 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240719135524NAL0011283776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Acadia Realty Limited Partnership
- EIN
- 23-2724653
- Plan number
- 001
- Location
- Rye, NY
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,281,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,281,529
- Employer contributions
- $528,264
- Participant contributions
- $1,468,730
- Total income / additions
- $5,894,824
- Benefits paid
- $2,305,479
- Administrative expenses
- $39,840
- Total expenses
- $2,345,319
- Net increase / (decrease)
- $3,549,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cfs Investment Advisory Services | ADVISOR | $20,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $17,457 | $0 |