Alexandria Real Estate Equities, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Alexandria Real Estate Equities, Inc.)
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, Alexandria Real Estate Equities, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Alexandria Real Estate Equities, Inc. under EIN 95-4502084 and plan number 001. The latest loaded filing year is 2023. The filing reports 737 participants and $171,977,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alexandria Real Estate Equities, Inc.
- EIN
- 95-4502084
- Plan number
- 001
- Plan type
- 2
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 737
- End-of-year plan assets
- $171,977,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 737 | H, C | 20241015125248NAL0016431555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $171,977,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $171,977,529
- Net assets (BOY)
- $130,190,929
Income & contributions
- Employer contributions
- $8,684,995
- Participant contributions
- $9,709,103
- Total contributions
- $19,130,075
- Total income / additions
- $46,105,126
Expenses & distributions
- Benefits paid
- $4,271,021
- Administrative expenses
- $47,505
- Total expenses
- $4,318,526
- Net increase / (decrease)
- $41,786,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Triad Advisors LLC | ADVISOR | $0 | $171,763 | 2023 |
| Holthouse Carlin & Van Trignt Llp | AUDITOR | $25,000 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | NONE | $14,077 | not reported in the loaded dataset | 2023 |
| Groom Law Group Chartered | ATTORNEY | $8,428 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | RECORDKEEPER | -$181,353 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alexandria Real Estate Equities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Triad Advisors LLC — Schedule C compensation
- Holthouse Carlin & Van Trignt Llp — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Groom Law Group Chartered — Schedule C compensation
- Fidelity Investments — Schedule C compensation