2023 Form 5500 filing — Steward Realty Management Company 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 20240917163215NAL0005720416001) for Steward Realty Management Company Profit Sharing Plan And Trust, reported by Steward Realty Management Co. under EIN 95-2273568 and plan number 002. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5MReported net assets$1,450,364
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240917163215NAL0005720416001
Plan sponsor
Steward Realty Management Co.
EIN
95-2273568
Plan number
002
Location
Los Angeles, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

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

Reported balance (end of year)$1.5M total assets
Net assets$1.5MLiabilities
Money in vs. money out
Total income / additions$237.1K
Total expenses$4.4K
Benefits paid / distributionsNot reported
Contributions
Employer$69.9K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,450,364
Net assets (EOY)
$1,450,364
Employer contributions
$69,884
Total income / additions
$237,083
Administrative expenses
$4,375
Total expenses
$4,375
Net increase / (decrease)
$232,708

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917163215NAL0005720416001 cover?
It is the 2023 Form 5500 filing for Steward Realty Management Company Profit Sharing Plan And Trust, reported by Steward Realty Management Co. (EIN 95-2273568).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages