2023 Form 5500 filing — Heritage Realty Inc. Profit Sharing Plan And Trust
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 20240813100948NAL0018115616002) for Heritage Realty Inc. Profit Sharing Plan And Trust, reported by Timberly Properties, Inc. under EIN 36-3376293 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240813100948NAL0018115616002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Timberly Properties, Inc.
- EIN
- 36-3376293
- Plan number
- 001
- Location
- Morton Grove, IL
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,573
- Total liabilities (EOY)
- $1,722
- Net assets (EOY)
- $37,851
- Total income / additions
- $4
- Administrative expenses
- $510
- Total expenses
- $510
- Net increase / (decrease)
- -$506
- Schedule source
- Schedule I