401k Plan data: SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN plan

SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 401k Plan overview

Plan Name	SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN
Plan identification number	002

SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SECURITY PROPERTIES RESIDENTIAL LLC has sponsored the creation of one or more 401k plans.

Company Name: SECURITY PROPERTIES RESIDENTIAL LLC

Employer identification number (EIN): 273854827

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-04-01
002 2019-04-01
002 2019-04-01

Plan Statistics for SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN

401k plan membership statisitcs for SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN

Measure Date Value
2022: SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 865
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 599
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 199
Total of all active and inactive participants 2022-01-01 804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 804
Number of participants with account balances 2022-01-01 757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 237
2021: SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 762
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 577
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 269
Total of all active and inactive participants 2021-01-01 853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 853
Number of participants with account balances 2021-01-01 811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 260
2020: SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 786
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 630
Number of retired or separated participants receiving benefits 2020-01-01 12
Number of other retired or separated participants entitled to future benefits 2020-01-01 123
Total of all active and inactive participants 2020-01-01 765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 766
Number of participants with account balances 2020-01-01 655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 123
2019: SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 533
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 695
Number of retired or separated participants receiving benefits 2019-04-01 2
Number of other retired or separated participants entitled to future benefits 2019-04-01 69
Total of all active and inactive participants 2019-04-01 766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 766
Number of participants with account balances 2019-04-01 714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 0

Measure	Date	Value
2022: SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	865
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	599
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	199
Total of all active and inactive participants	2022-01-01	804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	804
Number of participants with account balances	2022-01-01	757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	237
2021: SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	762
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	577
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	269
Total of all active and inactive participants	2021-01-01	853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	853
Number of participants with account balances	2021-01-01	811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	260
2020: SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	786
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	630
Number of retired or separated participants receiving benefits	2020-01-01	12
Number of other retired or separated participants entitled to future benefits	2020-01-01	123
Total of all active and inactive participants	2020-01-01	765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	766
Number of participants with account balances	2020-01-01	655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	123
2019: SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	533
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	695
Number of retired or separated participants receiving benefits	2019-04-01	2
Number of other retired or separated participants entitled to future benefits	2019-04-01	69
Total of all active and inactive participants	2019-04-01	766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	766
Number of participants with account balances	2019-04-01	714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	0

Financial Data on SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN

Measure	Date	Value
2022 : SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$1,287,486
Total loss/gain on sale of assets	2022-12-31	$-247,548
Total of all expenses incurred	2022-12-31	$1,200,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,117,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,049,010
Value of total assets at end of year	2022-12-31	$9,585,959
Value of total assets at beginning of year	2022-12-31	$9,498,969
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$82,747
Total interest from all sources	2022-12-31	$12,666
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$198,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$198,545
Administrative expenses professional fees incurred	2022-12-31	$82,747
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,022,064
Participant contributions at end of year	2022-12-31	$276,649
Participant contributions at beginning of year	2022-12-31	$318,222
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$38,045
Other income not declared elsewhere	2022-12-31	$-67,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$86,990
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,585,959
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,498,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,085,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,079,421
Interest on participant loans	2022-12-31	$12,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$223,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$101,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$101,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,658,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$988,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,117,749
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$2,023,177
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$2,270,725
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2022-12-31	910189318
2021 : SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,879,133
Total loss/gain on sale of assets	2021-12-31	$200,666
Total of all expenses incurred	2021-12-31	$967,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$862,897
Expenses. Certain deemed distributions of participant loans	2021-12-31	$19,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,800,112
Value of total assets at end of year	2021-12-31	$9,498,969
Value of total assets at beginning of year	2021-12-31	$6,587,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$84,766
Total interest from all sources	2021-12-31	$10,946
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$199,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$199,174
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,806,927
Participant contributions at end of year	2021-12-31	$318,222
Participant contributions at beginning of year	2021-12-31	$211,939
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$53,181
Other income not declared elsewhere	2021-12-31	$-6,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,911,857
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,498,969
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,587,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$17,547
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,079,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,362,590
Interest on participant loans	2021-12-31	$10,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$101,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$12,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$12,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$674,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$940,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$862,897
Contract administrator fees	2021-12-31	$67,219
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$7,448,948
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$7,248,282
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2021-12-31	910189318
2020 : SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,053,262
Total loss/gain on sale of assets	2020-12-31	$26,067
Total of all expenses incurred	2020-12-31	$602,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$529,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,194,681
Value of total assets at end of year	2020-12-31	$6,587,112
Value of total assets at beginning of year	2020-12-31	$4,136,434
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$73,147
Total interest from all sources	2020-12-31	$12,607
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$146,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$146,301
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,373,286
Participant contributions at end of year	2020-12-31	$211,939
Participant contributions at beginning of year	2020-12-31	$139,471
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$114,145
Other income not declared elsewhere	2020-12-31	$-26,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,450,678
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,587,112
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,136,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$12,942
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,362,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,983,720
Interest on participant loans	2020-12-31	$12,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$12,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$13,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$13,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$699,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$707,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$529,437
Contract administrator fees	2020-12-31	$60,205
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$1,341,473
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$1,315,406
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2020-12-31	910189318
2019 : SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$3,081,345
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,449,028
Total loss/gain on sale of assets	2019-12-31	$15,459
Total of all expenses incurred	2019-12-31	$393,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$345,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,050,469
Value of total assets at end of year	2019-12-31	$4,136,434
Value of total assets at beginning of year	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$48,024
Total interest from all sources	2019-12-31	$2,661
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$93,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$93,344
Administrative expenses professional fees incurred	2019-12-31	$48,024
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$848,621
Participant contributions at end of year	2019-12-31	$139,471
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$34,889
Total non interest bearing cash at end of year	2019-12-31	$13,243
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$1,055,089
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,136,434
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,983,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$2,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$287,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$166,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$345,915
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$539,635
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$524,176
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2019-12-31	910189318

Form 5500 Responses for SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN

2022: SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SECURITY PROPERTIES RESIDENTIAL, LLC 401(K) PLAN 401(K) PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	First time form 5500 has been submitted	Yes
2019-04-01	Submission has been amended	Yes
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

SECURITY PROPERTIES 401(K) SALARY DEFERRAL AND PROFIT SHARING PLAN [EIN = 261580242]

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Company Name:	SECURITY PROPERTIES RESIDENTIAL LLC
Employer identification number (EIN):	273854827
NAIC Classification:	531310