Harrison Street Real Estate Capital 401(K) Profit Sharing Plan — Form 5500 plan (Harrison Street Real Estate Capital, LLC)

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, Harrison Street Real Estate Capital 401(K) Profit Sharing Plan is a benefit plan reported by Harrison Street Real Estate Capital, LLC under EIN 20-3677351 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $39,582,629 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harrison Street Real Estate Capital, LLC
EIN
20-3677351
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
291
End-of-year plan assets
$39,582,629

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023291H, C20241014095400NAL0025864129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,582,629
Total liabilities (EOY)
$0
Net assets (EOY)
$39,582,629
Net assets (BOY)
$29,286,072

Income & contributions

Employer contributions
$1,474,304
Participant contributions
$3,738,884
Total contributions
$5,368,730
Total income / additions
$11,147,759

Expenses & distributions

Benefits paid
$768,468
Administrative expenses
$82,620
Total expenses
$851,202
Net increase / (decrease)
$10,296,557

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Embree Financial GroupINVESTMENT ADVISOR$81,840not reported in the loaded dataset2023

Related Form 5500 pages