American Property Management Retirement Plan — Form 5500 plan (Weston Investment Company, LLC Dba American 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, American Property Management Retirement Plan is a benefit plan reported by Weston Investment Company, LLC Dba American Property Management under EIN 93-0475156 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $10,462,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weston Investment Company, LLC Dba American Property Management
- EIN
- 93-0475156
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $10,462,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241014141724NAL0027535761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,462,617
- Total liabilities (EOY)
- $8,154
- Net assets (EOY)
- $10,454,463
- Net assets (BOY)
- $9,360,066
Income & contributions
- Employer contributions
- $250,328
- Participant contributions
- $535,355
- Total contributions
- $785,683
- Total income / additions
- $2,114,221
Expenses & distributions
- Benefits paid
- $977,916
- Administrative expenses
- $36,797
- Total expenses
- $1,019,824
- Net increase / (decrease)
- $1,094,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pinnacle Wealth Advisors | INVESTMENT ADVISOR | $23,817 | not reported in the loaded dataset | 2023 |
| Independent Retirement Consulting | TPA-CONTRACT ADMIN | $6,614 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,091 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weston Investment Company, LLC Dba American Property Management
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Pinnacle Wealth Advisors — Schedule C compensation
- Independent Retirement Consulting — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation