Silver Tree Residential, LLC 401(K) Plan — Form 5500 plan (Silver Tree Residential, 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, Silver Tree Residential, LLC 401(K) Plan is a benefit plan reported by Silver Tree Residential, LLC under EIN 26-4426092 and plan number 001. The latest loaded filing year is 2023. The filing reports 637 participants and $8,810,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Silver Tree Residential, LLC
- EIN
- 26-4426092
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 637
- End-of-year plan assets
- $8,810,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 637 | H, C | 20241009133114NAL0032861680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,810,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,810,189
- Net assets (BOY)
- $5,722,137
Income & contributions
- Employer contributions
- $525,318
- Participant contributions
- $1,616,117
- Total contributions
- $2,357,157
- Total income / additions
- $3,635,716
Expenses & distributions
- Benefits paid
- $486,709
- Administrative expenses
- $50,664
- Total expenses
- $547,664
- Net increase / (decrease)
- $3,088,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $50,664 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Fidelity Investments | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Silver Tree Residential, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Vanguard Group — Schedule C compensation
- American Funds — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Fidelity Investments — Schedule C compensation