2023 Form 5500 filing — Boxer Property 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 20240820132600NAL0001480579001) for Boxer Property 401(K) Plan, reported by Boxer Property Management Corporation under EIN 75-2501156 and plan number 001. It reports 881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.1MReported net assets$10,091,890
Participants881
Provider compensation$71.4K3 Schedule C row(s)$71,412
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240820132600NAL0001480579001
Plan sponsor
Boxer Property Management Corporation
EIN
75-2501156
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$10.1M total assets
Net assets$10.1MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$0
Participant$1.3M
Full reported line items
Total assets (EOY)
$10,091,890
Total liabilities (EOY)
$0
Net assets (EOY)
$10,091,890
Employer contributions
$0
Participant contributions
$1,315,460
Total income / additions
$2,785,831
Benefits paid
$1,573,754
Administrative expenses
$51,173
Total expenses
$1,659,211
Net increase / (decrease)
$1,126,620

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$45,052$0
Massachusetts Mutual Life Ins CompBROKER/ADVISER$0$20,239
Empower Advisory Group, LLCINVESTMENT MGMT$6,121not reported in the loaded dataset

Related Form 5500 pages