2023 Form 5500 filing — Strategic Property Associates, 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 20241011223429NAL0012981827001) for Strategic Property Associates, LLC 401(K) Profit Sharing Plan, reported by Strategic Property Associates, LLC under EIN 58-2447158 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011223429NAL0012981827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Strategic Property Associates, LLC
- EIN
- 58-2447158
- Plan number
- 001
- Location
- Foothill Ranch, CA
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,340,550
- Total liabilities (EOY)
- $5,294
- Net assets (EOY)
- $6,335,256
- Employer contributions
- $105,901
- Participant contributions
- $273,293
- Total income / additions
- $1,430,365
- Benefits paid
- $274,125
- Administrative expenses
- $38,009
- Total expenses
- $317,428
- Net increase / (decrease)
- $1,112,937
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Ins. Co | NONE | $591 | $41,393 |
| Financial Mgm Ntwk Inc | NONE | $0 | $14,014 |
| Withumsmith&Brown Pc | NONE | $12,955 | not reported in the loaded dataset |
| Raymond, Reeves & Stout Llp | NONE | $8,125 | not reported in the loaded dataset |