2023 Form 5500 filing — Hotel Valencia Corporation 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 20241014214445NAL0028336113001) for Hotel Valencia Corporation 401(K) Plan, reported by Hotel Valencia Corporation under EIN 76-0649836 and plan number 002. It reports 588 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014214445NAL0028336113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hotel Valencia Corporation
- EIN
- 76-0649836
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 588
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,787,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,787,581
- Employer contributions
- $229,252
- Participant contributions
- $512,555
- Total income / additions
- $1,934,293
- Benefits paid
- $986,063
- Administrative expenses
- $28,884
- Total expenses
- $1,015,658
- Net increase / (decrease)
- $918,635
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wm | NONE | $27,819 | not reported in the loaded dataset |
| American United Life Insurance Co. | NONE | $1,540 | $18,345 |