2023 Form 5500 filing — Aperto Property Management, Inc. 401k 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 20241009110151NAL0018195713001) for Aperto Property Management, Inc. 401k Plan, reported by Aperto Property Management, Inc. under EIN 82-1897113 and plan number 001. It reports 462 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)$6.4MReported net assets$6,354,089
Participants462
Provider compensation$11.1K1 Schedule C row(s)$11,070
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009110151NAL0018195713001
Plan sponsor
Aperto Property Management, Inc.
EIN
82-1897113
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)$6.4M total assets
Net assets$6.4MLiabilities$1.1K
Money in vs. money out
Total income / additions$2.2M
Total expenses$472.4K
Benefits paid / distributions$461.3K
Contributions
Employer$389.4K
Participant$888.4K
Full reported line items
Total assets (EOY)
$6,355,192
Total liabilities (EOY)
$1,103
Net assets (EOY)
$6,354,089
Employer contributions
$389,416
Participant contributions
$888,392
Total income / additions
$2,248,579
Benefits paid
$461,315
Administrative expenses
$11,070
Total expenses
$472,385
Net increase / (decrease)
$1,776,194
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $11.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009110151NAL0018195713001 cover?
It is the 2023 Form 5500 filing for Aperto Property Management, Inc. 401k Plan, reported by Aperto Property Management, Inc. (EIN 82-1897113).
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