401k Plan data: ESSEX PROPERTY TRUST, INC. 401(K) PLAN plan

ESSEX PROPERTY TRUST, INC. 401(K) PLAN 401k Plan overview

Plan Name	ESSEX PROPERTY TRUST, INC. 401(K) PLAN
Plan identification number	001

ESSEX PROPERTY TRUST, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ESSEX PROPERTY TRUST, INC. has sponsored the creation of one or more 401k plans.

Company Name: ESSEX PROPERTY TRUST, INC.

Employer identification number (EIN): 770369576

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ESSEX PROPERTY TRUST, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 KRISTEN KURLAND
001 2015-01-01 KRISTEN KURLAND

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	KRISTEN KURLAND
001	2015-01-01	KRISTEN KURLAND

Plan Statistics for ESSEX PROPERTY TRUST, INC. 401(K) PLAN

401k plan membership statisitcs for ESSEX PROPERTY TRUST, INC. 401(K) PLAN

Measure Date Value
2016: ESSEX PROPERTY TRUST, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,780
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,773
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 637
Total of all active and inactive participants 2016-01-01 2,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 2,411
Number of participants with account balances 2016-01-01 2,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 211
2015: ESSEX PROPERTY TRUST, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,275
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,778
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1,000
Total of all active and inactive participants 2015-01-01 2,778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 2,780
Number of participants with account balances 2015-01-01 2,633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 264

Measure	Date	Value
2016: ESSEX PROPERTY TRUST, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,780
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,773
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	637
Total of all active and inactive participants	2016-01-01	2,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	2,411
Number of participants with account balances	2016-01-01	2,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	211
2015: ESSEX PROPERTY TRUST, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,275
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,778
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1,000
Total of all active and inactive participants	2015-01-01	2,778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	2,780
Number of participants with account balances	2015-01-01	2,633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	264

Financial Data on ESSEX PROPERTY TRUST, INC. 401(K) PLAN

Measure	Date	Value
2016 : ESSEX PROPERTY TRUST, INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$-77,490
Total unrealized appreciation/depreciation of assets	2016-12-31	$-77,490
Total income from all sources (including contributions)	2016-12-31	$11,220,559
Total loss/gain on sale of assets	2016-12-31	$-176,254
Total of all expenses incurred	2016-12-31	$7,159,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$6,959,365
Value of total corrective distributions	2016-12-31	$5,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$7,566,566
Value of total assets at end of year	2016-12-31	$56,886,962
Value of total assets at beginning of year	2016-12-31	$52,826,223
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$194,741
Total interest from all sources	2016-12-31	$26,856
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,131,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$2,130,646
Administrative expenses professional fees incurred	2016-12-31	$159,434
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$5,351,064
Participant contributions at end of year	2016-12-31	$541,421
Participant contributions at beginning of year	2016-12-31	$837,651
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$5,748
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$339,927
Other income not declared elsewhere	2016-12-31	$170,235
Administrative expenses (other) incurred	2016-12-31	$3,300
Total non interest bearing cash at end of year	2016-12-31	$3,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,060,739
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$56,886,962
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$52,826,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$32,007
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$47,641,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$40,988,074
Interest on participant loans	2016-12-31	$25,614
Interest earned on other investments	2016-12-31	$1,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$4,442,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$4,195,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$4,195,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,579,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$4,258,199
Assets. Invements in employer securities at beginning of year	2016-12-31	$6,712,424
Contributions received in cash from employer	2016-12-31	$1,875,575
Income. Dividends from common stock	2016-12-31	$741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$6,959,365
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$87,012
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$17,199,696
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$17,375,950
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2016-12-31	350921680
2015 : ESSEX PROPERTY TRUST, INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$920,981
Total unrealized appreciation/depreciation of assets	2015-12-31	$920,981
Total transfer of assets to this plan	2015-12-31	$20,673,987
Total income from all sources (including contributions)	2015-12-31	$7,815,350
Total loss/gain on sale of assets	2015-12-31	$-5,316
Total of all expenses incurred	2015-12-31	$5,367,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,190,512
Value of total corrective distributions	2015-12-31	$524
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$6,589,857
Value of total assets at end of year	2015-12-31	$52,826,223
Value of total assets at beginning of year	2015-12-31	$29,704,478
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$176,556
Total interest from all sources	2015-12-31	$35,791
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,396,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,394,677
Administrative expenses professional fees incurred	2015-12-31	$153,206
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$4,594,372
Participant contributions at end of year	2015-12-31	$837,651
Participant contributions at beginning of year	2015-12-31	$747,842
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$5,748
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$467,658
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$170,839
Other income not declared elsewhere	2015-12-31	$120,187
Administrative expenses (other) incurred	2015-12-31	$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,447,758
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$52,826,223
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$29,704,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$22,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$40,988,074
Interest on participant loans	2015-12-31	$35,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$4,195,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$28,956,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$28,956,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,242,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$6,712,424
Contributions received in cash from employer	2015-12-31	$1,527,827
Income. Dividends from common stock	2015-12-31	$2,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,019,673
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$87,012
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$24,832,799
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$24,838,115
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2015-12-31	350921680

Form 5500 Responses for ESSEX PROPERTY TRUST, INC. 401(K) PLAN

2016: ESSEX PROPERTY TRUST, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ESSEX PROPERTY TRUST, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ESSEX PROPERTY TRUST, INC.
Employer identification number (EIN):	770369576
NAIC Classification:	531310