2023 Form 5500 filing — Valor Hospitality Partners 401(K) Retirement Savings 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 20241010154757NAL0020469137001) for Valor Hospitality Partners 401(K) Retirement Savings Plan, reported by Valor Hospitality Partners, LLC under EIN 46-0931469 and plan number 001. It reports 1,929 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010154757NAL0020469137001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Valor Hospitality Partners, LLC
- EIN
- 46-0931469
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 1,929
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,948,318
- Net assets (EOY)
- $8,948,318
- Employer contributions
- $807,471
- Participant contributions
- $1,641,468
- Total income / additions
- $3,848,843
- Benefits paid
- $1,267,493
- Administrative expenses
- $50,747
- Total expenses
- $1,318,240
- Net increase / (decrease)
- $2,530,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Duncan Williams Asset Management | RIA | $23,649 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $7,596 | not reported in the loaded dataset |