Mahaffey Apartment Company 401(K) Plan — Form 5500 plan (The Mahaffey Apartment Company)
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, Mahaffey Apartment Company 401(K) Plan is a benefit plan reported by The Mahaffey Apartment Company under EIN 59-2881799 and plan number 001. The latest loaded filing year is 2023. The filing reports 417 participants and $2,175,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Mahaffey Apartment Company
- EIN
- 59-2881799
- Plan number
- 001
- Plan type
- 2
- Location
- St. Petersburg, FL
- Latest filing year
- 2023
- Participants
- 417
- End-of-year plan assets
- $2,175,030
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 417 | H, C | 20241014151016NAL0013508867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,175,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,175,030
- Net assets (BOY)
- $800,034
Income & contributions
- Employer contributions
- $595,484
- Participant contributions
- $564,536
- Total contributions
- $1,315,910
- Total income / additions
- $1,532,022
Expenses & distributions
- Benefits paid
- $100,756
- Administrative expenses
- $56,270
- Total expenses
- $157,026
- Net increase / (decrease)
- $1,374,996
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,570 | $0 | 2023 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $15,032 | $685 | 2023 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $8,221 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,007 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Mahaffey Apartment Company
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in St. Petersburg, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation