Security Properties Residential, LLC 401(K) Plan — Form 5500 plan (Security Properties Residential, Ll)

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, Security Properties Residential, LLC 401(K) Plan is a benefit plan reported by Security Properties Residential, Ll under EIN 27-3854827 and plan number 002. The latest loaded filing year is 2023. The filing reports 823 participants and $13,420,683 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Security Properties Residential, Ll
EIN
27-3854827
Plan number
002
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
823
End-of-year plan assets
$13,420,683

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023823H, C20241007084702NAL0015836145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,420,683
Total liabilities (EOY)
$0
Net assets (EOY)
$13,420,683
Net assets (BOY)
$9,585,959

Income & contributions

Employer contributions
$1,241,453
Participant contributions
$2,491,962
Total contributions
$3,849,697
Total income / additions
$5,598,057

Expenses & distributions

Benefits paid
$1,671,944
Administrative expenses
$91,389
Total expenses
$1,763,333
Net increase / (decrease)
$3,834,724

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United 401(K) Plans, Inc.CONTRACT ADMINISTRATOR$69,633$02023
Global Retirement Partners, LLCADVISOR$21,756not reported in the loaded dataset2023

Related Form 5500 pages