Westmont Hospitality Group 401(K) Plan — Form 5500 plan (Westmont Hospitality Management, LLC)
Plain-English plan 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, Westmont Hospitality Group 401(K) Plan is a benefit plan reported by Westmont Hospitality Management, LLC under EIN 26-1589372 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,168 participants and $48,520,106 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westmont Hospitality Management, LLC
- EIN
- 26-1589372
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 2,168
- End-of-year plan assets
- $48,520,106
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,168 | H, C | 20250123145729NAL0006214257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,520,106
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,520,106
- Net assets (BOY)
- $40,799,768
Income & contributions
- Employer contributions
- $1,610,371
- Participant contributions
- $3,036,003
- Total contributions
- $4,888,572
- Total income / additions
- $10,851,949
Expenses & distributions
- Benefits paid
- $2,886,877
- Administrative expenses
- $232,792
- Total expenses
- $3,131,611
- Net increase / (decrease)
- $7,720,338
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $232,792 | $0 | 2023 |
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $56,962 | 2023 |
| Alliance Benefit Group Of Houston | OTHER SERVICES | $0 | $18,992 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Westmont Hospitality Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Principal Life Insurance Company — Schedule C compensation
- Northwestern Mutual Investment Serv — Schedule C compensation
- Alliance Benefit Group Of Houston — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation