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ESSEX PORTFOLIO, L.P. 401(K) PLAN 401k Plan overview

Plan NameESSEX PORTFOLIO, L.P. 401(K) PLAN
Plan identification number 001

ESSEX PORTFOLIO, L.P. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

ESSEX PORTFOLIO L.P. has sponsored the creation of one or more 401k plans.

Company Name:ESSEX PORTFOLIO L.P.
Employer identification number (EIN):770369575
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ESSEX PORTFOLIO, L.P. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KRISTEN KURLAND
0012016-01-01KRISTEN KURLAND
0012015-01-01KRISTEN KURLAND
0012014-01-01KRISTEN KURLAND
0012013-01-01KRISTEN KURLAND
0012012-01-01SUZANNE GOLDEN SUZANNE GOLDEN2013-07-25
0012011-01-01SUZANNE GOLDEN SUZANNE GOLDEN2012-10-04
0012009-01-01SUZANNE M GOLDEN SUZANNE M GOLDEN2010-07-23

Plan Statistics for ESSEX PORTFOLIO, L.P. 401(K) PLAN

401k plan membership statisitcs for ESSEX PORTFOLIO, L.P. 401(K) PLAN

Measure Date Value
2022: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,266
Total number of active participants reported on line 7a of the Form 55002022-01-011,755
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01703
Total of all active and inactive participants2022-01-012,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-012,463
Number of participants with account balances2022-01-012,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01306
2021: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,381
Total number of active participants reported on line 7a of the Form 55002021-01-011,604
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01658
Total of all active and inactive participants2021-01-012,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,266
Number of participants with account balances2021-01-012,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01346
2020: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,397
Total number of active participants reported on line 7a of the Form 55002020-01-011,787
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01592
Total of all active and inactive participants2020-01-012,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-012,381
Number of participants with account balances2020-01-012,305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01301
2019: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,382
Total number of active participants reported on line 7a of the Form 55002019-01-011,824
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01569
Total of all active and inactive participants2019-01-012,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,397
Number of participants with account balances2019-01-012,288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01333
2018: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,314
Total number of active participants reported on line 7a of the Form 55002018-01-011,816
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01563
Total of all active and inactive participants2018-01-012,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,382
Number of participants with account balances2018-01-012,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01192
2017: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,411
Total number of active participants reported on line 7a of the Form 55002017-01-011,756
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01558
Total of all active and inactive participants2017-01-012,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,314
Number of participants with account balances2017-01-012,240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01130
2016: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,780
Total number of active participants reported on line 7a of the Form 55002016-01-011,773
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01637
Total of all active and inactive participants2016-01-012,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,411
Number of participants with account balances2016-01-012,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01211
2015: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,275
Total number of active participants reported on line 7a of the Form 55002015-01-011,778
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,000
Total of all active and inactive participants2015-01-012,778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-012,780
Number of participants with account balances2015-01-012,633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01264
2014: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,176
Total number of active participants reported on line 7a of the Form 55002014-01-011,160
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01112
Total of all active and inactive participants2014-01-011,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,275
Number of participants with account balances2014-01-01762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0139
2013: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,149
Total number of active participants reported on line 7a of the Form 55002013-01-011,063
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01110
Total of all active and inactive participants2013-01-011,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,176
Number of participants with account balances2013-01-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0132
2012: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,098
Total number of active participants reported on line 7a of the Form 55002012-01-011,039
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01107
Total of all active and inactive participants2012-01-011,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,149
Number of participants with account balances2012-01-01647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0132
2011: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01873
Total number of active participants reported on line 7a of the Form 55002011-01-011,006
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0188
Total of all active and inactive participants2011-01-011,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-011,098
Number of participants with account balances2011-01-01581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01801
Total number of active participants reported on line 7a of the Form 55002009-01-01807
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0148
Total of all active and inactive participants2009-01-01856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01857
Number of participants with account balances2009-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on ESSEX PORTFOLIO, L.P. 401(K) PLAN

Measure Date Value
2022 : ESSEX PORTFOLIO, L.P. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,496,973
Total unrealized appreciation/depreciation of assets2022-12-31$-1,496,973
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,844,053
Total loss/gain on sale of assets2022-12-31$-10,178
Total of all expenses incurred2022-12-31$9,427,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,132,576
Expenses. Certain deemed distributions of participant loans2022-12-31$2,182
Value of total corrective distributions2022-12-31$13,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,555,171
Value of total assets at end of year2022-12-31$97,521,815
Value of total assets at beginning of year2022-12-31$115,792,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$278,432
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$163,552
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,641,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,641,422
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,575,234
Participant contributions at end of year2022-12-31$1,761,892
Participant contributions at beginning of year2022-12-31$1,692,250
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$760,569
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$260,068
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-18,271,162
Value of net assets at end of year (total assets less liabilities)2022-12-31$97,521,815
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$115,792,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$18,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$87,591,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$104,893,040
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$75,747
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,906,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,402,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,402,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$87,805
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-24,697,047
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31Yes
Assets. Invements in employer securities at end of year2022-12-31$2,261,416
Assets. Invements in employer securities at beginning of year2022-12-31$3,805,586
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$3,219,368
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,132,576
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$37,018
Aggregate carrying amount (costs) on sale of assets2022-12-31$47,196
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MUN CPAS & ASSOCIATES, LLP
Accountancy firm EIN2022-12-31200276349
2021 : ESSEX PORTFOLIO, L.P. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,240,386
Total unrealized appreciation/depreciation of assets2021-12-31$1,240,386
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$29,354,859
Total loss/gain on sale of assets2021-12-31$77,989
Total of all expenses incurred2021-12-31$10,592,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,316,666
Expenses. Certain deemed distributions of participant loans2021-12-31$3,852
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,306,161
Value of total assets at end of year2021-12-31$115,792,977
Value of total assets at beginning of year2021-12-31$97,030,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$271,499
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$66,649
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,844,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,844,355
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,987,037
Participant contributions at end of year2021-12-31$1,692,250
Participant contributions at beginning of year2021-12-31$1,100,333
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$963,847
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$253,837
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$18,762,842
Value of net assets at end of year (total assets less liabilities)2021-12-31$115,792,977
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$97,030,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$17,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$104,893,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$87,240,095
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$57,878
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,402,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,718,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,718,621
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$8,771
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,819,319
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31Yes
Assets. Invements in employer securities at end of year2021-12-31$3,805,586
Assets. Invements in employer securities at beginning of year2021-12-31$2,971,086
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$3,355,277
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,316,666
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$483,875
Aggregate carrying amount (costs) on sale of assets2021-12-31$405,886
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : ESSEX PORTFOLIO, L.P. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-793,742
Total unrealized appreciation/depreciation of assets2020-12-31$-793,742
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$23,873,357
Total loss/gain on sale of assets2020-12-31$3,648
Total of all expenses incurred2020-12-31$10,825,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,593,999
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$5,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,688,520
Value of total assets at end of year2020-12-31$97,030,135
Value of total assets at beginning of year2020-12-31$83,982,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$226,369
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$71,647
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,810,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,810,763
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,283,277
Participant contributions at end of year2020-12-31$1,100,333
Participant contributions at beginning of year2020-12-31$415,965
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$690,232
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$214,690
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$13,047,916
Value of net assets at end of year (total assets less liabilities)2020-12-31$97,030,135
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$83,982,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$11,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$87,240,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$73,551,682
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$41,363
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,718,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,942,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,942,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$30,284
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,092,521
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$2,971,086
Assets. Invements in employer securities at beginning of year2020-12-31$4,072,129
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$2,715,011
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,593,999
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$311,530
Aggregate carrying amount (costs) on sale of assets2020-12-31$307,882
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : ESSEX PORTFOLIO, L.P. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$753,062
Total unrealized appreciation/depreciation of assets2019-12-31$753,062
Total transfer of assets to this plan2019-12-31$0
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
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$25,982,754
Total loss/gain on sale of assets2019-12-31$85,158
Total of all expenses incurred2019-12-31$8,124,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,912,833
Expenses. Certain deemed distributions of participant loans2019-12-31$-14,028
Value of total corrective distributions2019-12-31$2,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,199,275
Value of total assets at end of year2019-12-31$83,982,219
Value of total assets at beginning of year2019-12-31$66,124,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$223,715
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$148,196
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,298,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,298,591
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,870,826
Participant contributions at end of year2019-12-31$415,965
Participant contributions at beginning of year2019-12-31$460,624
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$840,551
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$215,560
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$17,857,782
Value of net assets at end of year (total assets less liabilities)2019-12-31$83,982,219
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$66,124,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$8,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$73,551,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,742,987
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$25,354
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,942,443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,255,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,255,637
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$122,842
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,498,472
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$4,072,129
Assets. Invements in employer securities at beginning of year2019-12-31$3,665,189
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$2,487,898
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,912,833
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$431,439
Aggregate carrying amount (costs) on sale of assets2019-12-31$346,281
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : ESSEX PORTFOLIO, L.P. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$93,643
Total unrealized appreciation/depreciation of assets2018-12-31$93,643
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,733,594
Total loss/gain on sale of assets2018-12-31$1,630
Total of all expenses incurred2018-12-31$7,552,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,315,833
Expenses. Certain deemed distributions of participant loans2018-12-31$44,103
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,535,076
Value of total assets at end of year2018-12-31$66,124,437
Value of total assets at beginning of year2018-12-31$67,943,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$192,789
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$169,579
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,022,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,994,002
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,005,117
Participant contributions at end of year2018-12-31$460,624
Participant contributions at beginning of year2018-12-31$445,875
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,393,691
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-88,434
Administrative expenses (other) incurred2018-12-31$192,318
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$2,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,819,131
Value of net assets at end of year (total assets less liabilities)2018-12-31$66,124,437
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$67,943,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$471
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$56,742,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$58,756,407
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$20,713
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,255,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,446,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,446,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$148,866
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,000,052
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$3,665,189
Assets. Invements in employer securities at beginning of year2018-12-31$4,292,802
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$2,136,268
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$28,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,315,833
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$67,609
Aggregate carrying amount (costs) on sale of assets2018-12-31$65,979
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE
Accountancy firm EIN2018-12-31350921680
2017 : ESSEX PORTFOLIO, L.P. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$157,754
Total unrealized appreciation/depreciation of assets2017-12-31$157,754
Total income from all sources (including contributions)2017-12-31$17,747,545
Total loss/gain on sale of assets2017-12-31$6,241,041
Total of all expenses incurred2017-12-31$6,690,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,458,057
Value of total corrective distributions2017-12-31$9,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,440,736
Value of total assets at end of year2017-12-31$67,943,568
Value of total assets at beginning of year2017-12-31$56,886,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$223,532
Total interest from all sources2017-12-31$19,087
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,705,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,705,153
Administrative expenses professional fees incurred2017-12-31$187,532
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,885,586
Participant contributions at end of year2017-12-31$445,875
Participant contributions at beginning of year2017-12-31$541,421
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$692,782
Other income not declared elsewhere2017-12-31$195,612
Total non interest bearing cash at end of year2017-12-31$2,350
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$11,056,606
Value of net assets at end of year (total assets less liabilities)2017-12-31$67,943,568
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,886,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$36,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$58,756,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$47,641,982
Interest on participant loans2017-12-31$19,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,446,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,442,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,442,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-11,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$4,292,802
Assets. Invements in employer securities at beginning of year2017-12-31$4,258,199
Contributions received in cash from employer2017-12-31$1,862,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,458,057
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$72,326,918
Aggregate carrying amount (costs) on sale of assets2017-12-31$66,085,877
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE HORWATH LLP
Accountancy firm EIN2017-12-31350921680
2016 : ESSEX PORTFOLIO, L.P. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-77,490
Total unrealized appreciation/depreciation of assets2016-12-31$-77,490
Total income from all sources (including contributions)2016-12-31$11,220,559
Total loss/gain on sale of assets2016-12-31$-176,254
Total of all expenses incurred2016-12-31$7,159,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,959,365
Value of total corrective distributions2016-12-31$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 year2016-12-31$56,886,962
Value of total assets at beginning of year2016-12-31$52,826,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$194,741
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,130,646
Administrative expenses professional fees incurred2016-12-31$159,434
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,351,064
Participant contributions at end of year2016-12-31$541,421
Participant contributions at beginning of year2016-12-31$837,651
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,748
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$339,927
Other income not declared elsewhere2016-12-31$170,235
Administrative expenses (other) incurred2016-12-31$3,300
Total non interest bearing cash at end of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$32,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$47,641,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$40,988,074
Interest on participant loans2016-12-31$25,614
Interest earned on other investments2016-12-31$1,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,442,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,195,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$4,258,199
Assets. Invements in employer securities at beginning of year2016-12-31$6,712,424
Contributions received in cash from employer2016-12-31$1,875,575
Income. Dividends from common stock2016-12-31$741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,959,365
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$87,012
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$17,199,696
Aggregate carrying amount (costs) on sale of assets2016-12-31$17,375,950
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : ESSEX PORTFOLIO, L.P. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$920,981
Total unrealized appreciation/depreciation of assets2015-12-31$920,981
Total transfer of assets to this plan2015-12-31$20,673,987
Total income from all sources (including contributions)2015-12-31$7,815,350
Total loss/gain on sale of assets2015-12-31$-5,316
Total of all expenses incurred2015-12-31$5,367,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,190,512
Value of total corrective distributions2015-12-31$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 year2015-12-31$52,826,223
Value of total assets at beginning of year2015-12-31$29,704,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$176,556
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,394,677
Administrative expenses professional fees incurred2015-12-31$153,206
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,594,372
Participant contributions at end of year2015-12-31$837,651
Participant contributions at beginning of year2015-12-31$747,842
Assets. Other investments not covered elsewhere at end of year2015-12-31$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 elsewhere2015-12-31$120,187
Administrative expenses (other) incurred2015-12-31$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$22,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$40,988,074
Interest on participant loans2015-12-31$35,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,195,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$28,956,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$28,956,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,242,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$6,712,424
Contributions received in cash from employer2015-12-31$1,527,827
Income. Dividends from common stock2015-12-31$2,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,019,673
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$87,012
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$24,832,799
Aggregate carrying amount (costs) on sale of assets2015-12-31$24,838,115
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : ESSEX PORTFOLIO, L.P. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,759
Total unrealized appreciation/depreciation of assets2014-12-31$2,759
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,696,514
Total loss/gain on sale of assets2014-12-31$1,629,783
Total of all expenses incurred2014-12-31$2,251,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,118,563
Expenses. Certain deemed distributions of participant loans2014-12-31$106,122
Value of total corrective distributions2014-12-31$14,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,314,279
Value of total assets at end of year2014-12-31$29,704,478
Value of total assets at beginning of year2014-12-31$25,259,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,925
Total interest from all sources2014-12-31$28,412
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,644,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,644,322
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,542,712
Participant contributions at end of year2014-12-31$747,842
Participant contributions at beginning of year2014-12-31$691,252
Participant contributions at beginning of year2014-12-31$9,486
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$44,181
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$7,036
Administrative expenses (other) incurred2014-12-31$12,925
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$4,444,669
Value of net assets at end of year (total assets less liabilities)2014-12-31$29,704,478
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,259,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,265,173
Interest on participant loans2014-12-31$29,064
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$2,555,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$28,956,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$45,972
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$23,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$3,737,694
Contributions received in cash from employer2014-12-31$727,386
Employer contributions (assets) at beginning of year2014-12-31$7
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,118,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$5,375,731
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,745,948
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ARMANINO LLP
Accountancy firm EIN2014-12-31946214841
2013 : ESSEX PORTFOLIO, L.P. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-81,780
Total unrealized appreciation/depreciation of assets2013-12-31$-81,780
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,240,944
Total loss/gain on sale of assets2013-12-31$3,505
Total of all expenses incurred2013-12-31$1,122,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,038,136
Expenses. Certain deemed distributions of participant loans2013-12-31$35,711
Value of total corrective distributions2013-12-31$29,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,018,975
Value of total assets at end of year2013-12-31$25,259,809
Value of total assets at beginning of year2013-12-31$20,141,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,174
Total interest from all sources2013-12-31$25,279
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$931,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$931,038
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,271,495
Participant contributions at end of year2013-12-31$691,252
Participant contributions at beginning of year2013-12-31$568,089
Participant contributions at end of year2013-12-31$9,486
Participant contributions at beginning of year2013-12-31$145
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$47,525
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$5,968
Administrative expenses (other) incurred2013-12-31$19,174
Total non interest bearing cash at end of year2013-12-31$375
Total non interest bearing cash at beginning of year2013-12-31$325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$5,118,605
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,259,809
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,141,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,265,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,341,396
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$25,279
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$2,555,411
Value of interest in common/collective trusts at beginning of year2013-12-31$2,316,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$26,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$26,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,313,049
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$24,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$3,737,694
Assets. Invements in employer securities at beginning of year2013-12-31$3,887,656
Contributions received in cash from employer2013-12-31$699,955
Employer contributions (assets) at end of year2013-12-31$7
Employer contributions (assets) at beginning of year2013-12-31$35
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,038,136
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$78,693
Aggregate carrying amount (costs) on sale of assets2013-12-31$75,188
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ARMANINO LLP
Accountancy firm EIN2013-12-31946214841
2012 : ESSEX PORTFOLIO, L.P. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$163,447
Total unrealized appreciation/depreciation of assets2012-12-31$163,447
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,409,226
Total loss/gain on sale of assets2012-12-31$6,514
Total of all expenses incurred2012-12-31$1,127,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,063,911
Expenses. Certain deemed distributions of participant loans2012-12-31$26,708
Value of total corrective distributions2012-12-31$17,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,354,702
Value of total assets at end of year2012-12-31$20,141,204
Value of total assets at beginning of year2012-12-31$16,859,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,338
Total interest from all sources2012-12-31$22,395
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$429,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$429,977
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,703,280
Participant contributions at end of year2012-12-31$568,089
Participant contributions at beginning of year2012-12-31$519,798
Participant contributions at end of year2012-12-31$145
Participant contributions at beginning of year2012-12-31$32
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$99,280
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$4,599
Administrative expenses (other) incurred2012-12-31$19,338
Total non interest bearing cash at end of year2012-12-31$325
Total non interest bearing cash at beginning of year2012-12-31$1,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$3,282,188
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,141,204
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,859,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,341,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,555,689
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$22,395
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$2,316,622
Value of interest in common/collective trusts at beginning of year2012-12-31$1,920,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$26,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,399,196
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$28,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$3,887,656
Assets. Invements in employer securities at beginning of year2012-12-31$3,860,840
Contributions received in cash from employer2012-12-31$552,142
Employer contributions (assets) at end of year2012-12-31$35
Employer contributions (assets) at beginning of year2012-12-31$16
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,063,911
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$112,904
Aggregate carrying amount (costs) on sale of assets2012-12-31$106,390
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ARMANINO LLP
Accountancy firm EIN2012-12-31946214841
2011 : ESSEX PORTFOLIO, L.P. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$722,651
Total unrealized appreciation/depreciation of assets2011-12-31$722,651
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,454,934
Total loss/gain on sale of assets2011-12-31$7,576
Total of all expenses incurred2011-12-31$730,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$701,762
Expenses. Certain deemed distributions of participant loans2011-12-31$6,068
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,719,972
Value of total assets at end of year2011-12-31$16,859,016
Value of total assets at beginning of year2011-12-31$15,134,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,837
Total interest from all sources2011-12-31$20,934
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$256,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$256,951
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,348,637
Participant contributions at end of year2011-12-31$519,798
Participant contributions at beginning of year2011-12-31$424,055
Participant contributions at end of year2011-12-31$32
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$49,989
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$8,574
Administrative expenses (other) incurred2011-12-31$22,837
Total non interest bearing cash at end of year2011-12-31$1,390
Total non interest bearing cash at beginning of year2011-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$1,724,267
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,859,016
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,134,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,555,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,484,871
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$20,933
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$1,920,545
Value of interest in common/collective trusts at beginning of year2011-12-31$1,817,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-310,513
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$28,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$3,860,840
Assets. Invements in employer securities at beginning of year2011-12-31$3,202,887
Contributions received in cash from employer2011-12-31$321,346
Employer contributions (assets) at end of year2011-12-31$16
Employer contributions (assets) at beginning of year2011-12-31$204,405
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$701,762
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$87,543
Aggregate carrying amount (costs) on sale of assets2011-12-31$79,967
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ARMANINO MCKENNA LLP
Accountancy firm EIN2011-12-31946214841
2010 : ESSEX PORTFOLIO, L.P. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,078,074
Total unrealized appreciation/depreciation of assets2010-12-31$1,078,074
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,468,283
Total loss/gain on sale of assets2010-12-31$14,778
Total of all expenses incurred2010-12-31$1,734,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,713,580
Expenses. Certain deemed distributions of participant loans2010-12-31$13,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,763,878
Value of total assets at end of year2010-12-31$15,134,749
Value of total assets at beginning of year2010-12-31$12,400,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,749
Total interest from all sources2010-12-31$15,485
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$287,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$287,445
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,171,805
Participant contributions at end of year2010-12-31$424,055
Participant contributions at beginning of year2010-12-31$260,663
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$125,480
Other income not declared elsewhere2010-12-31$6,969
Administrative expenses (other) incurred2010-12-31$7,749
Total non interest bearing cash at end of year2010-12-31$250
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,733,812
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,134,749
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,400,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,484,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,373,513
Interest on participant loans2010-12-31$15,480
Value of interest in common/collective trusts at end of year2010-12-31$1,817,630
Value of interest in common/collective trusts at beginning of year2010-12-31$1,697,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,151,305
Net investment gain or loss from common/collective trusts2010-12-31$150,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$3,202,887
Assets. Invements in employer securities at beginning of year2010-12-31$3,067,474
Contributions received in cash from employer2010-12-31$466,593
Employer contributions (assets) at end of year2010-12-31$204,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,713,580
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$99,685
Aggregate carrying amount (costs) on sale of assets2010-12-31$84,907
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ARMANINO MCKENNA LLP
Accountancy firm EIN2010-12-31946214841
2009 : ESSEX PORTFOLIO, L.P. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ESSEX PORTFOLIO, L.P. 401(K) PLAN

2022: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ESSEX PORTFOLIO, L.P. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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