2023 Form 5500 filing — Steadfast 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 20240919105320NAL0010324160001) for Steadfast 401(K) Plan, reported by Steadfast Investment Properties, Inc. under EIN 20-2114294 and plan number 001. It reports 605 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)$19.3MReported net assets$19,343,719
Participants605
Provider compensation$193.7K3 Schedule C row(s)$193,699
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240919105320NAL0010324160001
Plan sponsor
Steadfast Investment Properties, Inc.
EIN
20-2114294
Plan number
001
Location
Irvine, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$19.3M total assets
Net assets$19.3MLiabilities
Money in vs. money out
Total income / additions$4.3M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$200.9K
Participant$1.2M
Full reported line items
Total assets (EOY)
$19,343,719
Net assets (EOY)
$19,343,719
Employer contributions
$200,884
Participant contributions
$1,192,669
Total income / additions
$4,261,486
Benefits paid
$1,591,049
Administrative expenses
$145,730
Total expenses
$1,736,779
Net increase / (decrease)
$2,524,707
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $115.2K · Indirect $0
  2. 2
    BROKER · Direct $0 · Indirect $48K
  3. 3
    ADVISORY · Direct $30.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919105320NAL0010324160001 cover?
It is the 2023 Form 5500 filing for Steadfast 401(K) Plan, reported by Steadfast Investment Properties, Inc. (EIN 20-2114294).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages