2023 Form 5500 filing — Alexandria Real Estate Equities, 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 20241015125248NAL0016431555001) for Alexandria Real Estate Equities, Inc. 401(K) Profit Sharing Plan, reported by Alexandria Real Estate Equities, Inc. under EIN 95-4502084 and plan number 001. It reports 737 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125248NAL0016431555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alexandria Real Estate Equities, Inc.
- EIN
- 95-4502084
- Plan number
- 001
- Location
- Pasadena, CA
- Participants
- 737
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $171,977,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $171,977,529
- Employer contributions
- $8,684,995
- Participant contributions
- $9,709,103
- Total income / additions
- $46,105,126
- Benefits paid
- $4,271,021
- Administrative expenses
- $47,505
- Total expenses
- $4,318,526
- Net increase / (decrease)
- $41,786,600
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Triad Advisors LLC | ADVISOR | $0 | $171,763 |
| Holthouse Carlin & Van Trignt Llp | AUDITOR | $25,000 | not reported in the loaded dataset |
| Futureplan By Ascensus | NONE | $14,077 | not reported in the loaded dataset |
| Groom Law Group Chartered | ATTORNEY | $8,428 | not reported in the loaded dataset |
| Fidelity Investments | RECORDKEEPER | -$181,353 | $0 |