2023 Form 5500 filing — Shapell Investment Properties, Inc. 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 20241015080341NAL0014221971001) for Shapell Investment Properties, Inc. 401(K) Profit Sharing Plan, reported by Shapell Investment Properties In under EIN 80-0958642 and plan number 002. It reports 369 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)$37MReported net assets$36,964,990
Participants369
Provider compensation$4.9K3 Schedule C row(s)$4,899
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015080341NAL0014221971001
Plan sponsor
Shapell Investment Properties In
EIN
80-0958642
Plan number
002
Location
Los Angeles, 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)$37M total assets
Net assets$37MLiabilities$0
Money in vs. money out
Total income / additions$8.1M
Total expenses$7.8M
Benefits paid / distributions$7.8M
Contributions
Employer$654.6K
Participant$1.1M
Full reported line items
Total assets (EOY)
$36,964,990
Total liabilities (EOY)
$0
Net assets (EOY)
$36,964,990
Employer contributions
$654,596
Participant contributions
$1,097,322
Total income / additions
$8,135,713
Benefits paid
$7,822,850
Administrative expenses
$4,899
Total expenses
$7,831,914
Net increase / (decrease)
$303,799
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $4.9K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0
  3. 3
    ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015080341NAL0014221971001 cover?
It is the 2023 Form 5500 filing for Shapell Investment Properties, Inc. 401(K) Profit Sharing Plan, reported by Shapell Investment Properties In (EIN 80-0958642).
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