2023 Form 5500 filing — Maloney Properties, 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 20240911123514NAL0008497745001) for Maloney Properties, Inc. 401(K) Plan, reported by Maloney Properties, Inc. under EIN 04-2722433 and plan number 001. It reports 503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911123514NAL0008497745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maloney Properties, Inc.
- EIN
- 04-2722433
- Plan number
- 001
- Location
- Wellesley, MA
- Participants
- 503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,507,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,507,222
- Employer contributions
- $259,632
- Participant contributions
- $2,150,726
- Total income / additions
- $5,416,942
- Benefits paid
- $1,496,616
- Administrative expenses
- $81,981
- Total expenses
- $1,578,597
- Net increase / (decrease)
- $3,838,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,419 | not reported in the loaded dataset |
| Rbc Wealth Management | ADVISOR | $37,562 | not reported in the loaded dataset |