2023 Form 5500 filing — Employee 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 20240926204657NAL0001202305001) for Employee 401(K) Plan, reported by Stanford Hotels Corporation under EIN 93-1189544 and plan number 001. It reports 1,490 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$51.7MReported net assets$51,685,881
Participants1.5K1,490
Provider compensation$214K3 Schedule C row(s)$214,025
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926204657NAL0001202305001
Plan sponsor
Stanford Hotels Corporation
EIN
93-1189544
Plan number
001
Location
San Francisco, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$51.7M total assets
Net assets$51.7MLiabilities
Money in vs. money out
Total income / additions$12M
Total expenses$3.8M
Benefits paid / distributions$3.6M
Contributions
Employer$1.4M
Participant$3.1M
Full reported line items
Total assets (EOY)
$51,685,881
Net assets (EOY)
$51,685,881
Employer contributions
$1,365,748
Participant contributions
$3,113,563
Total income / additions
$11,950,053
Benefits paid
$3,597,845
Administrative expenses
$214,028
Total expenses
$3,811,873
Net increase / (decrease)
$8,138,180

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Gallagher Fiduciary Advisors, LLCCONSULTANT$122,500not reported in the loaded dataset
Transamerica Retirement SolutionsRECORD KEEPER$91,525$0
National Financial ServicesSECURITIES BROKER$0$0

Related Form 5500 pages