Original filing (PDF)20230706151639NAL0008418035001

THE PAUL SACK PROPERTIES II INC

Name: THE PAUL SACK PROPERTIES II INC — THE PAUL SACK PROPERTIES II INC 401K PROFIT SHARING PLAN AND TRU, Form 5500 (2022)
Creator: THE PAUL SACK PROPERTIES II INC

Form 5500-SF

FILING_RECEIVED

THE PAUL SACK PROPERTIES II INC 401K PROFIT SHARING PLAN AND TRU

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PAUL SACK PROPERTIES II INC.

Plan sponsor

Name

THE PAUL SACK PROPERTIES II INC

EIN

94-3035139

Address

111 PINE STREET STE 1600 · SAN FRANCISCO, CA · 94111

Phone

(415) 981-8320

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

COMMERCIAL CONDOMINIUM MANAGEM

COMMERCIAL CONDOMINIUM MANAGEM 401(K) PROFIT SHARING PLAN & TRUST

$2.2M · 23 participants

COLONY APARTMENT HOMES

COLONY APARTMENT HOMES 401(K) PROFIT SHARING

$2.2M · 35 participants

MIDWEST CAPITAL MANAGERS, LTD.

MIDWEST CAPITAL MANAGERS, LTD. 401(K) PROFIT SHARING PLAN AND TRUST

$2.2M · 36 participants

MAHLER REALTY ADVISORS, INC.

MAHLER REALTY ADVISORS 401K SAVINGS PLAN

$2.2M · 8 participants

SHAW & BAUGH, INC

SHAW & BAUGH, INC 401(K) PLAN