2023 Form 5500 filing — Essex Portfolio L.P. 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 20240913122712NAL0019710962001) for Essex Portfolio L.P. 401(K) Plan, reported by Essex Portfolio L.P. under EIN 77-0369575 and plan number 001. It reports 2,463 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913122712NAL0019710962001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Essex Portfolio L.P.
- EIN
- 77-0369575
- Plan number
- 001
- Location
- San Mateo, CA
- Participants
- 2,463
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,993,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,993,825
- Employer contributions
- $3,582,702
- Participant contributions
- $8,985,129
- Total income / additions
- $32,473,996
- Benefits paid
- $8,703,780
- Administrative expenses
- $279,030
- Total expenses
- $9,001,986
- Net increase / (decrease)
- $23,472,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $202,206 | $0 |
| Raymond James Financial Services | ADVISOR | $24,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $20,624 | not reported in the loaded dataset |
| Mun Cpas, Llp | ACCOUNTANT/AUDITOR | $20,200 | not reported in the loaded dataset |
| Concurrent Investment Advisors LLC | ADVISOR | $12,000 | not reported in the loaded dataset |