2023 Form 5500 filing — Affordable Housing Retirement Trust
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 20250613130515NAL0028733664001) for Affordable Housing Retirement Trust, reported by Allied Affordable Housing LLC under EIN 27-0258356 and plan number 001. It reports 562 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613130515NAL0028733664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied Affordable Housing LLC
- EIN
- 27-0258356
- Plan number
- 001
- Location
- Santa Monica, CA
- Participants
- 562
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,256,330
- Total liabilities (EOY)
- $26,953
- Net assets (EOY)
- $3,229,377
- Employer contributions
- $218,752
- Participant contributions
- $950,736
- Total income / additions
- $1,708,218
- Benefits paid
- $658,454
- Administrative expenses
- $22,254
- Total expenses
- $680,708
- Net increase / (decrease)
- $1,027,510
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Human Interest Advisor LLC | RECORDKEEPER | $22,254 | not reported in the loaded dataset |