Landmark Properties Real Estate Partners, LLC 401(K) Plan — Form 5500 plan (Landmark Properties Real Estate Partners, 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, Landmark Properties Real Estate Partners, LLC 401(K) Plan is a benefit plan reported by Landmark Properties Real Estate Partners, LLC under EIN 31-1831114 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,403 participants and $17,352,310 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Landmark Properties Real Estate Partners, LLC
EIN
31-1831114
Plan number
001
Plan type
2
Location
Athens, GA
Latest filing year
2023
Participants
1,403
End-of-year plan assets
$17,352,310

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,403H, C20251105133255NAL0008330033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,352,310
Total liabilities (EOY)
$0
Net assets (EOY)
$17,352,310
Net assets (BOY)
$10,423,778

Income & contributions

Employer contributions
$3,055,470
Participant contributions
$3,195,459
Total contributions
$6,850,241
Total income / additions
$9,094,818

Expenses & distributions

Benefits paid
$1,907,256
Administrative expenses
$144,815
Total expenses
$2,166,286
Net increase / (decrease)
$6,928,532

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$144,814$02023
J.P. Morgan Securities LLCINVESTMENT ADVISORY$0$44,5402023

Related Form 5500 pages