2023 Form 5500 filing — Srei 401k

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 20260217154254NAL0005887281001) for Srei 401k, reported by Smith Real Estate Investments Inc under EIN 93-2739786 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$230.2KReported net assets$230,160
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20260217154254NAL0005887281001
Plan sponsor
Smith Real Estate Investments Inc
EIN
93-2739786
Plan number
001
Location
Calimesa, CA
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)$230.2K total assets
Net assets$230.2KLiabilities
Money in vs. money out
Total income / additions$230.2K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$230,160
Net assets (EOY)
$230,160
Total income / additions
$230,160
Total expenses
$0
Net increase / (decrease)
$230,160

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20260217154254NAL0005887281001 cover?
It is the 2023 Form 5500 filing for Srei 401k, reported by Smith Real Estate Investments Inc (EIN 93-2739786).
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