Stream Realty Partners 401(K) Savings Plan — Form 5500 plan (Stream Realty Partners)

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, Stream Realty Partners 401(K) Savings Plan is a benefit plan reported by Stream Realty Partners under EIN 75-2680688 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,485 participants and $73,190,632 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stream Realty Partners
EIN
75-2680688
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
1,485
End-of-year plan assets
$73,190,632

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,485H, C20240731161142NAL0034507456001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$73,190,632
Total liabilities (EOY)
$0
Net assets (EOY)
$73,190,632
Net assets (BOY)
$51,286,084

Income & contributions

Employer contributions
$3,343,130
Participant contributions
$10,799,325
Total contributions
$17,378,255
Total income / additions
$26,435,811

Expenses & distributions

Benefits paid
$4,279,551
Administrative expenses
$251,712
Total expenses
$4,531,263
Net increase / (decrease)
$21,904,548

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$251,711$02023
Prospera Financial ServicesINVESTMENT ADVISORY$0$91,3572023

Related Form 5500 pages