2023 Form 5500 filing — Harrison Street Real Estate Capital 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 20241014095400NAL0025864129001) for Harrison Street Real Estate Capital 401(K) Profit Sharing Plan, reported by Harrison Street Real Estate Capital, LLC under EIN 20-3677351 and plan number 001. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095400NAL0025864129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harrison Street Real Estate Capital, LLC
- EIN
- 20-3677351
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,582,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,582,629
- Employer contributions
- $1,474,304
- Participant contributions
- $3,738,884
- Total income / additions
- $11,147,759
- Benefits paid
- $768,468
- Administrative expenses
- $82,620
- Total expenses
- $851,202
- Net increase / (decrease)
- $10,296,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Embree Financial Group | INVESTMENT ADVISOR | $81,840 | not reported in the loaded dataset |