Affordable Property Management Cash Balance Plan — Form 5500 plan (Affordable Property Management)
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, Affordable Property Management Cash Balance Plan is a benefit plan reported by Affordable Property Management under EIN 81-4246539 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $1,990,108 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2MPlan net assets, end of year$1,990,108
Participants8Covered participants reported
Assets / participant$248.8KComputed: assets ÷ participants$248,764 (computed)
Provider compensationNone reported
- Plan sponsor
- Affordable Property Management
- EIN
- 81-4246539
- Plan number
- 001
- Plan type
- 2
- Location
- not reported in the loaded dataset
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20241014181739NAL0047135600001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2M total assets
Net assets$2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,990,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,990,108
- Net assets (BOY)
- $1,611,391
Income & contributions
- Employer contributions
- $300,000
- Total income / additions
- $378,717
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $378,717
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.