Sobert Realty Corp. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sobert Realty Corp.
  • Sponsor EIN: 133096865
  • Sponsor Address: 2500 WESTCHESTER AVENUE, SUITE 403, PURCHASE, NY, 10577
  • Plan Type: DC
  • Total Participants: 9
  • Total Assets: $6.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$6.4M$264,198$0
20236$6.9M$175,610$0
20225$5.7M$159,235$0

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