Heritage Realty Inc. Profit Sharing Plan And Trust — Form 5500 plan (Timberly 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, Heritage Realty Inc. Profit Sharing Plan And Trust is a benefit plan reported by Timberly Properties, Inc. under EIN 36-3376293 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $39,573 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Timberly Properties, Inc.
- EIN
- 36-3376293
- Plan number
- 001
- Plan type
- 2
- Location
- Morton Grove, IL
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $39,573
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240813100948NAL0018115616002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $39,573
- Total liabilities (EOY)
- $1,722
- Net assets (EOY)
- $37,851
- Net assets (BOY)
- $38,357
Income & contributions
- Total income / additions
- $4
Expenses & distributions
- Administrative expenses
- $510
- Total expenses
- $510
- Net increase / (decrease)
- -$506
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.