2023 Form 5500 filing — Westmont Hospitality Group 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 20250123145729NAL0006214257001) for Westmont Hospitality Group 401(K) Plan, reported by Westmont Hospitality Management, LLC under EIN 26-1589372 and plan number 001. It reports 2,168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250123145729NAL0006214257001
Filing year
2023
Form type
2
Plan sponsor
Westmont Hospitality Management, LLC
EIN
26-1589372
Plan number
001
Location
Houston, TX
Participants
2,168
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$48,520,106
Total liabilities (EOY)
$0
Net assets (EOY)
$48,520,106
Employer contributions
$1,610,371
Participant contributions
$3,036,003
Total income / additions
$10,851,949
Benefits paid
$2,886,877
Administrative expenses
$232,792
Total expenses
$3,131,611
Net increase / (decrease)
$7,720,338
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$232,792$0
Northwestern Mutual Investment ServOTHER SERVICES$0$56,962
Alliance Benefit Group Of HoustonOTHER SERVICES$0$18,992
Wilshire Advisors LLCINVESTMENT ADVISORY$0$0

Related Form 5500 pages