2023 Form 5500 filing — Puget Sound Hospitality 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913105033NAL0005034435001) for Puget Sound Hospitality 401(K) Plan, reported by Puget Sound Hospitality, LLC under EIN 37-1869363 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913105033NAL0005034435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Puget Sound Hospitality, LLC
- EIN
- 37-1869363
- Plan number
- 001
- Location
- Bellevue, WA
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $715,398
- Total liabilities (EOY)
- $5,679
- Net assets (EOY)
- $709,719
- Participant contributions
- $187,211
- Total income / additions
- $302,191
- Benefits paid
- $48,724
- Administrative expenses
- $18,370
- Total expenses
- $72,773
- Net increase / (decrease)
- $229,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $14,896 | $0 |
| Hunnex And Shoemaker, Inc. | CONTRACT ADMIN | $3,461 | $581 |
| Morgan Stanley Insurance | ADVISER | not reported in the loaded dataset | $2,052 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $264 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $2 |