Midatlantic Realty Partners, LLC 401(K) Plan — Form 5500 plan (Midatlantic Realty Partners, 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, Midatlantic Realty Partners, LLC 401(K) Plan is a benefit plan reported by Midatlantic Realty Partners, LLC under EIN 87-0744291 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $7,923,472 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midatlantic Realty Partners, LLC
- EIN
- 87-0744291
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $7,923,472
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20240925101902NAL0014542225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,923,472
- Net assets (EOY)
- $7,923,472
- Net assets (BOY)
- $7,132,832
Income & contributions
- Employer contributions
- $864,423
- Total contributions
- $864,423
- Total income / additions
- $2,196,286
Expenses & distributions
- Benefits paid
- $1,358,257
- Administrative expenses
- $40,205
- Total expenses
- $1,405,646
- Net increase / (decrease)
- $790,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $31,777 | not reported in the loaded dataset | 2023 |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISO R | $0 | $16,406 | 2023 |
| Lafayette Life Insurance Company | CONTRACT ADMIN | $5,171 | not reported in the loaded dataset | 2023 |
| Empower Advisor Group, LLC | INVESTMENT MGMNT | $2,028 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions LLC | OTHER | $1,439 | not reported in the loaded dataset | 2023 |
| Lafayette Life Insurance Company | OTHER | $1 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midatlantic Realty Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- Lafayette Life Insurance Company — Schedule C compensation
- Empower Advisor Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation