2023 Form 5500 filing — Olympus Property Taking Care Of Family Retirement 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 20241015142737NAL0014840195001) for Olympus Property Taking Care Of Family Retirement Plan, reported by Sra Mgmt, Lllc Dba Olympus Property under EIN 81-0635300 and plan number 001. It reports 673 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)$12.3MReported net assets$12,347,921
Participants673
Provider compensation$7.6K2 Schedule C row(s)$7,627
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015142737NAL0014840195001
Plan sponsor
Sra Mgmt, Lllc Dba Olympus Property
EIN
81-0635300
Plan number
001
Location
Fort Worth, TX
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)$12.3M total assets
Net assets$12.3MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$751.8K
Benefits paid / distributions$741.8K
Contributions
Employer$796.1K
Participant$2.3M
Full reported line items
Total assets (EOY)
$12,347,921
Total liabilities (EOY)
$0
Net assets (EOY)
$12,347,921
Employer contributions
$796,143
Participant contributions
$2,252,086
Total income / additions
$4,580,180
Benefits paid
$741,797
Administrative expenses
$7,627
Total expenses
$751,765
Net increase / (decrease)
$3,828,415
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $7K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $593

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015142737NAL0014840195001 cover?
It is the 2023 Form 5500 filing for Olympus Property Taking Care Of Family Retirement Plan, reported by Sra Mgmt, Lllc Dba Olympus Property (EIN 81-0635300).
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