Sentinel Real Estate 401(K) Plan 401k Savings Plan — Form 5500 plan (Sentinel Real Estate Corporation)

Plain-English plan 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, Sentinel Real Estate 401(K) Plan 401k Savings Plan is a benefit plan reported by Sentinel Real Estate Corporation under EIN 13-2957368 and plan number 150. The latest loaded filing year is 2023. The filing reports 963 participants and $56,102,377 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sentinel Real Estate Corporation
EIN
13-2957368
Plan number
150
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
963
End-of-year plan assets
$56,102,377

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023963H, C20241011114959NAL0010882435002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,102,377
Total liabilities (EOY)
$19,000
Net assets (EOY)
$56,083,377
Net assets (BOY)
$47,937,450

Income & contributions

Employer contributions
$358,070
Participant contributions
$3,151,613
Total contributions
$3,845,326
Total income / additions
$13,588,284

Expenses & distributions

Benefits paid
$5,309,845
Administrative expenses
$40,000
Total expenses
$5,442,357
Net increase / (decrease)
$8,145,927

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pkf O'Connor DaviesOTHER SERVICES$18,500not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$16,044not reported in the loaded dataset2023

Related Form 5500 pages