2023 Form 5500 filing — Mg Properties Retirement 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 20241007064420NAL0030247842001) for Mg Properties Retirement Plan, reported by Gleiberman Properties Inc. under EIN 33-0711832 and plan number 001. It reports 672 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007064420NAL0030247842001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gleiberman Properties Inc.
- EIN
- 33-0711832
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 672
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,138,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,138,750
- Employer contributions
- $613,646
- Participant contributions
- $2,159,350
- Total income / additions
- $6,024,984
- Benefits paid
- $1,221,921
- Administrative expenses
- $120,739
- Total expenses
- $1,395,856
- Net increase / (decrease)
- $4,629,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $87,538 | $0 |
| Axa Advisors, LLC | INVESTMENT ADVISORS | $33,201 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |