2023 Form 5500 filing — Hospitality Industry 401k 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 20241015132910NAL0014719507003) for Hospitality Industry 401k Plan, reported by Board Of Trustees Hospitality Industry 401k Plan under EIN 52-2231158 and plan number 001. It reports 5,349 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132910NAL0014719507003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Hospitality Industry 401k Plan
- EIN
- 52-2231158
- Plan number
- 001
- Location
- Sparks, MD
- Participants
- 5,349
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,474,819
- Total liabilities (EOY)
- $28,947
- Net assets (EOY)
- $46,445,872
- Participant contributions
- $4,437,190
- Total income / additions
- $11,256,486
- Benefits paid
- $3,383,958
- Administrative expenses
- $613,378
- Total expenses
- $3,997,336
- Net increase / (decrease)
- $7,259,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Ret. Insurance & Ann. Co | NONE | $252,959 | $0 |
| Associated Administrators LLC | NONE | $156,626 | not reported in the loaded dataset |
| Bredhoff & Kaiser | NONE | $32,243 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $11,914 | not reported in the loaded dataset |
| Seyfarth Shaw | NONE | $8,140 | not reported in the loaded dataset |
| Meketa Investment Group Inc | NONE | $5,000 | not reported in the loaded dataset |