2023 Form 5500 filing — Retirement And Savings Plan For Employees Of Nikko Hotels

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 20241015145518NAL0056794242001) for Retirement And Savings Plan For Employees Of Nikko Hotels, reported by Hotel Nikko (Usa), Inc. under EIN 13-3252761 and plan number 001. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015145518NAL0056794242001
Filing year
2023
Form type
2
Plan sponsor
Hotel Nikko (Usa), Inc.
EIN
13-3252761
Plan number
001
Location
San Francisco, CA
Participants
303
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$42,199,646
Total liabilities (EOY)
$0
Net assets (EOY)
$42,199,646
Employer contributions
$499,133
Participant contributions
$861,980
Total income / additions
$7,992,575
Benefits paid
$1,156,683
Administrative expenses
$59,626
Total expenses
$1,223,200
Net increase / (decrease)
$6,769,375
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Baybridge Capital Group LLCADVISOR$45,000not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$14,588$0

Related Form 5500 pages