Plan5500

Sovereign Property Management, LLC Employee Benefit Plan — Form 5500 plan (Sovereign Property Management, 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, Sovereign Property Management, LLC Employee Benefit Plan is a benefit plan reported by Sovereign Property Management, LLC under EIN 27-0427100 and plan number 501. The latest loaded filing year is 2023. The filing reports 100 participants and $24,439 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sovereign Property Management, LLC
EIN
27-0427100
Plan number
501
Plan type
2
Location
Wilmington, DE
Latest filing year
2023
Participants
100
End-of-year plan assets
$24,439

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023100I, C20241119072209NAL0002159217001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$24,439
Total liabilities (EOY)
$29,447
Net assets (EOY)
-$5,008
Net assets (BOY)
-$156,434

Income & contributions

Employer contributions
$367,949
Participant contributions
$178,471
Total income / additions
$548,432

Expenses & distributions

Benefits paid
$175,143
Administrative expenses
$7,258
Total expenses
$397,006
Net increase / (decrease)
$151,426

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Weiner Benefits GroupBROKER$12,604not reported in the loaded dataset2023
The Benecon GroupBROKER$12,491not reported in the loaded dataset2023
Highmark Of DeADMIN$7,258not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,646not reported in the loaded dataset2023

Related Form 5500 pages