2023 Form 5500 filing — Nals Apartment Homes, LLC 401(K) Profit Sharing Plan & 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 20241011152307NAL0023097249001) for Nals Apartment Homes, LLC 401(K) Profit Sharing Plan & Trust, reported by Nals Apartment Homes, LLC under EIN 80-0876815 and plan number 001. It reports 477 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)$15MReported net assets$15,028,567
Participants477
Provider compensation$29K3 Schedule C row(s)$29,017
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011152307NAL0023097249001
Plan sponsor
Nals Apartment Homes, LLC
EIN
80-0876815
Plan number
001
Location
Santa Barbara, 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)$15M total assets
Net assets$15MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$601K
Benefits paid / distributions$532.7K
Contributions
Employer$313K
Participant$952.9K
Full reported line items
Total assets (EOY)
$15,028,567
Total liabilities (EOY)
$0
Net assets (EOY)
$15,028,567
Employer contributions
$312,981
Participant contributions
$952,900
Total income / additions
$3,557,498
Benefits paid
$532,745
Administrative expenses
$29,017
Total expenses
$600,953
Net increase / (decrease)
$2,956,545
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $20.6K
  2. 2
    ACCOUNTANT/AUDITOR · Direct $15K
  3. 3
    RECORDKEEPER · Direct -$6.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011152307NAL0023097249001 cover?
It is the 2023 Form 5500 filing for Nals Apartment Homes, LLC 401(K) Profit Sharing Plan & Trust, reported by Nals Apartment Homes, LLC (EIN 80-0876815).
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