401(k)
2022 plan-year 401(k) DOL Form 5500

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Satellite Affordable Housing Affordable Housing Associates · California · Real Estate

What the 2023 filing shows

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates holds $12M for 218 participants — about $57,034 per participant, down 3.5% over the 2022 plan year.

$12M
total plan assets (2022 EOY)
218
covered participants
$57,034
avg assets per participant
-3.5%
assets change YoY

The plan reported a net loss of $453K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$12M
Participants
218
State
Industry
Real Estate

What the Filing Says About Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates is a 401(k) retirement plan sponsored by Satellite Affordable Housing Affordable Housing Associates, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 218 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 943186770, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2022 to $12M at year-end — a decline of 3.5%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-453,026 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$-453,026
Plan Type401(k)
Employer EIN943186770
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Satellite Affordable Housing Affordable Housing Associates)

Year Plans Participants Total Assets
2022 1 218 $12M
2023 1 252 $16M
2024 1 265 $20M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates?
As of the 2022 Form 5500 filing, Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates holds $12M in total assets with 218 participants. It is sponsored by Satellite Affordable Housing Affordable Housing Associates.
What type of plan is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates?
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates is a 401(k) plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 943186770.
Who sponsors the Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates?
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates is sponsored by Satellite Affordable Housing Affordable Housing Associates, located in California. The sponsor's EIN is 943186770 and the plan operates in the Real Estate industry.
How did Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates perform in 2022?
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates declined by 3.5% during 2022, moving from $13M to $12M in total assets. Net income was $-453,026.
Where can I find official filings for Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates?
Official Form 5500 filings for Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 943186770 or plan name at efast.dol.gov.
How does Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates compare to other plans?
You can compare Safe-Harbor 401(k) Profit Sharing Plan for Employees of Satellite Affordable Housing Associates against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 943186770.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.