Sports, Hospitality And Entertainment 401(K) Plan — Form 5500 plan (Fertitta Entertainment, Inc.)
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, Sports, Hospitality And Entertainment 401(K) Plan is a benefit plan reported by Fertitta Entertainment, Inc. under EIN 27-3287832 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,950 participants and $165,223,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fertitta Entertainment, Inc.
- EIN
- 27-3287832
- Plan number
- 001
- Plan type
- 3
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 10,950
- End-of-year plan assets
- $165,223,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,950 | H, C | 20241015151459NAL0014938387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $165,223,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $165,223,342
- Net assets (BOY)
- $145,614,263
Income & contributions
- Employer contributions
- $1,029,667
- Participant contributions
- $10,020,853
- Total contributions
- $13,107,341
- Total income / additions
- $36,668,825
Expenses & distributions
- Benefits paid
- $16,454,475
- Administrative expenses
- $547,296
- Total expenses
- $17,059,746
- Net increase / (decrease)
- $19,609,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $363,015 | $0 | 2023 |
| Ubs Financial Services, Inc. | NONE | $88,375 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | NONE | $28,062 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fertitta Entertainment, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation