2023 Form 5500 filing — Combined Properties, Incorporated 401(K) 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 20241015154902NAL0057056370001) for Combined Properties, Incorporated 401(K) Plan, reported by Combined Properties, Incorporated under EIN 52-1372133 and plan number 001. It reports 95 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.9MReported net assets$18,878,521
Participants95
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015154902NAL0057056370001
Plan sponsor
Combined Properties, Incorporated
EIN
52-1372133
Plan number
001
Location
Bethesda, MD
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.9M total assets
Net assets$18.9MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$307K
Participant$821.4K
Full reported line items
Total assets (EOY)
$18,878,521
Total liabilities (EOY)
$0
Net assets (EOY)
$18,878,521
Employer contributions
$306,954
Participant contributions
$821,382
Total income / additions
$3,909,398
Benefits paid
$1,698,330
Administrative expenses
$54,857
Total expenses
$1,753,187
Net increase / (decrease)
$2,156,211

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015154902NAL0057056370001 cover?
It is the 2023 Form 5500 filing for Combined Properties, Incorporated 401(K) Plan, reported by Combined Properties, Incorporated (EIN 52-1372133).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages