2023 Form 5500 filing — Waterford Hotel Group, LLC 401k 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 20241014073759NAL0026770305001) for Waterford Hotel Group, LLC 401k Savings Plan, reported by Waterford Hotel Group, LLC under EIN 06-1117701 and plan number 333. It reports 1,007 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014073759NAL0026770305001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Waterford Hotel Group, LLC
- EIN
- 06-1117701
- Plan number
- 333
- Location
- Waterford, CT
- Participants
- 1,007
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,858,674
- Total liabilities (EOY)
- $25,926
- Net assets (EOY)
- $22,832,748
- Employer contributions
- $232,527
- Participant contributions
- $1,441,448
- Total income / additions
- $5,354,655
- Benefits paid
- $2,639,742
- Administrative expenses
- $13,057
- Total expenses
- $2,652,799
- Net increase / (decrease)
- $2,701,856
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pasi, LLC | THIRD PARTY ADMIN | $3,807 | $10,565 |
| Empower Annuity Insurance Company | CONTRACT ADMINISTRATOR | $5,250 | $0 |
| Hoyt Filippetti & Malaghan, LLC | AUDITOR | $4,000 | not reported in the loaded dataset |