Soli Real Estate LLC Profit-Sharing Plan And Trust — Form 5500 plan (Soli Real Estate 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, Soli Real Estate LLC Profit-Sharing Plan And Trust is a benefit plan reported by Soli Real Estate LLC under EIN 47-1650419 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $2,436,798 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Soli Real Estate LLC
EIN
47-1650419
Plan number
001
Plan type
2
Location
Incline Village, NV
Latest filing year
2023
Participants
2
End-of-year plan assets
$2,436,798

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20240214162931NAL0015704416002

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,436,798
Net assets (EOY)
$2,436,798
Net assets (BOY)
$2,072,536

Income & contributions

Employer contributions
$87,000
Participant contributions
$60,000
Total income / additions
$383,904

Expenses & distributions

Administrative expenses
$19,642
Total expenses
$19,642
Net increase / (decrease)
$364,262

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages