2023 Form 5500 filing — Landmark Properties Real Estate Partners, LLC 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 20251105133255NAL0008330033001) for Landmark Properties Real Estate Partners, LLC 401(K) Plan, reported by Landmark Properties Real Estate Partners, LLC under EIN 31-1831114 and plan number 001. It reports 1,403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20251105133255NAL0008330033001
Filing year
2023
Form type
2
Plan sponsor
Landmark Properties Real Estate Partners, LLC
EIN
31-1831114
Plan number
001
Location
Athens, GA
Participants
1,403
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$17,352,310
Total liabilities (EOY)
$0
Net assets (EOY)
$17,352,310
Employer contributions
$3,055,470
Participant contributions
$3,195,459
Total income / additions
$9,094,818
Benefits paid
$1,907,256
Administrative expenses
$144,815
Total expenses
$2,166,286
Net increase / (decrease)
$6,928,532
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$144,814$0
J.P. Morgan Securities LLCINVESTMENT ADVISORY$0$44,540

Related Form 5500 pages