2023 Form 5500 filing — Marriott Vacations Worldwide Corp. 401(K)
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 20241015175511NAL0015204099001) for Marriott Vacations Worldwide Corp. 401(K), reported by Marriott Vacations Worldwide Corp. under EIN 45-2598330 and plan number 001. It reports 20,724 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175511NAL0015204099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marriott Vacations Worldwide Corp.
- EIN
- 45-2598330
- Plan number
- 001
- Location
- Orlando, FL
- Participants
- 20,724
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $903,033,467
- Total liabilities (EOY)
- $276,933
- Net assets (EOY)
- $902,756,534
- Employer contributions
- $36,965,624
- Participant contributions
- $69,767,818
- Total income / additions
- $233,315,443
- Benefits paid
- $65,368,862
- Administrative expenses
- $1,548,137
- Total expenses
- $69,606,185
- Net increase / (decrease)
- $163,709,258
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fedility Investments Institutional | RECORD KEEPER | $1,373,792 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $145,017 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | ACCOUNTANT/AUDITOR | $29,328 | not reported in the loaded dataset |