Warren Properties, Inc. Profit Sharing & Savings Plan — Form 5500 plan (Warren Properties, Inc.)

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, Warren Properties, Inc. Profit Sharing & Savings Plan is a benefit plan reported by Warren Properties, Inc. under EIN 33-0450200 and plan number 002. The latest loaded filing year is 2023. The filing reports 257 participants and $10,399,360 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Warren Properties, Inc.
EIN
33-0450200
Plan number
002
Plan type
2
Location
Rancho Santa Fe, CA
Latest filing year
2023
Participants
257
End-of-year plan assets
$10,399,360

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023257H, C20241011131917NAL0012530531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,399,360
Total liabilities (EOY)
$0
Net assets (EOY)
$10,399,360
Net assets (BOY)
$8,878,259

Income & contributions

Employer contributions
$152,432
Participant contributions
$347,325
Total contributions
$514,750
Total income / additions
$1,975,213

Expenses & distributions

Benefits paid
$419,846
Administrative expenses
$34,266
Total expenses
$454,112
Net increase / (decrease)
$1,521,101

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$5,831$02023

Related Form 5500 pages