401(k)
2023 plan-year 401(k) DOL Form 5500

Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan

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

Sponsored by Preferred Apartment Advisors, LLC · Georgia · Management of Enterprises

What the 2023 filing shows

Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan holds $14M for 302 participants — about $47,277 per participant, up 3.1% over the 2023 plan year.

$14M
total plan assets (2023 EOY)
302
covered participants
$47,277
avg assets per participant
+3.1%
assets growth YoY
Total Assets (2023)
$14M
Participants
302
State
Industry
Management of Enterprises

What the Filing Says About Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan

Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Preferred Apartment Advisors, LLC, headquartered in Georgia. As of the 2023 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 302 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 272609991, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2023 to $14M at year-end — a gain of 3.1%. Net assets (after liabilities) closed the year at $14M, with reported net income of $429K 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 1 prior plan-year filing 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)$14M
Total Assets (End of Year)$14M
Net Assets (End of Year)$14M
Net Income$429K
Plan Type401(k)
Employer EIN272609991
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Preferred Apartment Advisors, LLC)

Year Plans Participants Total Assets
2023 1 302 $14M
2024 1 401 N/A

Nearby 401(k) Plans in Georgia

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Frequently Asked Questions

How much money is in the Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan holds $14M in total assets with 302 participants. It is sponsored by Preferred Apartment Advisors, LLC.
What type of plan is Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan?
Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 272609991.
Who sponsors the Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan?
Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan is sponsored by Preferred Apartment Advisors, LLC, located in Georgia. The sponsor's EIN is 272609991 and the plan operates in the Management of Enterprises industry.
How did Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan perform in 2023?
Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan grew by 3.1% during 2023, moving from $14M to $14M in total assets. Net income was $429K.
Where can I find official filings for Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan?
Official Form 5500 filings for Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 272609991 or plan name at efast.dol.gov.
How does Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan compare to other plans?
You can compare Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Georgia 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 272609991.

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.