2023 Form 5500 filing — Safeguard Properties Management, LLC 401(K) Profit Sharing 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 20240925133757NAL0014389617001) for Safeguard Properties Management, LLC 401(K) Profit Sharing Plan, reported by Safeguard Properties Management, LLC under EIN 90-0881590 and plan number 001. It reports 562 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925133757NAL0014389617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Safeguard Properties Management, LLC
- EIN
- 90-0881590
- Plan number
- 001
- Location
- Valley View, OH
- Participants
- 562
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,469,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,469,763
- Employer contributions
- $349,807
- Participant contributions
- $1,301,402
- Total income / additions
- $6,426,297
- Benefits paid
- $2,348,840
- Administrative expenses
- $74,323
- Total expenses
- $2,428,807
- Net increase / (decrease)
- $3,997,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $73,923 | $0 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |