Pezold Management Associateds Valley Hospitality — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pezold Management Associateds Valley Hospitality (EIN 58-1179998) is a plan sponsor located in Columbus, GA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-1179998
Location
Columbus, GA
Loaded plans
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,497,884
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$9,497,884

Contributions & income

Employer contributions
$335,385
Participant contributions
$477,271
Total income / additions
$2,176,854

Expenses & distributions

Benefits paid / distributions
$1,979,947
Total expenses
$2,063,395
Net increase / (decrease)
$113,459

Coverage

Total reported participants
879
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Pezold Management Associateds Valley Hospitality plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Pezold Management Associates, Inc. 401(K) Profit Sharing Plan001545$9,497,8842023
Pezold Management Company Benefit Plan Medical & Dental501179not reported in the loaded dataset2023
Pezold Management Life And Add50268not reported in the loaded dataset2023
Pezold Management Ltd50344not reported in the loaded dataset2023
Pezold Management Std50443not reported in the loaded dataset2023

Search all 5 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Pezold Management Associateds Valley Hospitality
YearPlanParticipantsSchedulesFiling
2023Pezold Management Company Benefit Plan Medical & Dental179C20240731132629NAL0021550193001
2023Pezold Management Life And Add6820240731134849NAL0022345969001
2023Pezold Management Std4320240801125510NAL0036091104001
2023Pezold Management Ltd4420240801125528NAL0049554418001
2023Pezold Management Associates, Inc. 401(K) Profit Sharing Plan545H, C20241014094514NAL0026939537001

Related Form 5500 pages