Camillo Properties, Ltd 401(k) Plan (terminated 2023): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2023, when $17.0 million was transferred out of the plan. Assets moved to the CAMILLO COMPANIES 401(K) RETIREMENT SAVINGS PLAN (sponsored by CAMILLO PROPERTIES LTD.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Camillo Properties, Ltd 401(k) Plan Facts (plan year 2023)

Plan name
ASSOCIATIONS OF TEXAS MEP
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CAMILLO PROPERTIES, LTD
Participants
670
Former employees with a balance
0
Employer contributions
$490,678 in plan year 2023 (15% of all contributions)
Recordkeeper
Transamerica Financial Life Insuran
Plan year
Jan 1, 2023 – Oct 30, 2023
Plan established
Jan 1, 2019
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Oct 30, 2023), filed Aug 14, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $3.25 million went into the plan in contributions, $490,678 of it from the employer (15%).
  • $2.50 million was paid out to participants.
  • Investment and other income added $514,229.

How the Camillo Properties, Ltd 401(k) changed, 2019–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019254$8.93 million$286,070$189,857
2020352$12.2 million$365,202$431,904
2021460$16.0 million$464,734$1.05 million
2022605$15.8 million$581,108$1.77 million
2023 (final)670$0$490,678$2.50 million

Camillo Properties, Ltd 401(k) Contact Information

Phone
281-566-5045
Mailing address
13141 NORTHWEST FRWY, HOUSTON TX 77040
Plan sponsor
CAMILLO PROPERTIES, LTD
Plan administrator
3(16) FIDUCIARY SERVICES CORPORATIO
Employer identification number (EIN)
27-5109401
Plan number
001

Questions about the Camillo Properties, Ltd 401(k)

Is the Camillo Properties, Ltd 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2023. Its assets were transferred to the CAMILLO COMPANIES 401(K) RETIREMENT SAVINGS PLAN.

Does Camillo Properties, Ltd contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $490,678, 15% of all contributions.

Does the Camillo Properties, Ltd 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Camillo Properties, Ltd 401(k) plan?

670 participants at the start of plan year 2023.

Who manages the Camillo Properties, Ltd 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA FINANCIAL LIFE INSURAN) is the plan's recordkeeper, which is where participants log in to see their balance.

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