Who sponsors the Puget Sound Hospitality 401(K) Plan?

Puget Sound Hospitality 401(K) Plan is reported as sponsored by Puget Sound Hospitality, LLC (EIN 37-1869363, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Puget Sound Hospitality 401(K) Plan?

The latest Form 5500 filing year loaded for Puget Sound Hospitality 401(K) Plan is 2023.

How many participants does Puget Sound Hospitality 401(K) Plan report?

Puget Sound Hospitality 401(K) Plan reports 181 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Puget Sound Hospitality 401(K) Plan?

Puget Sound Hospitality 401(K) Plan reports $715,398 in end-of-year plan assets in its latest loaded Form 5500 filing.

Puget Sound Hospitality 401(K) Plan — Form 5500 plan (Puget Sound Hospitality, 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, Puget Sound Hospitality 401(K) Plan is a benefit plan reported by Puget Sound Hospitality, LLC under EIN 37-1869363 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $715,398 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Puget Sound Hospitality, LLC
EIN: 37-1869363
Plan number: 001
Plan type: 2
Location: Bellevue, WA
Latest filing year: 2023
Participants: 181
End-of-year plan assets: $715,398

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	181	H, C	20240913105033NAL0005034435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $715,398
Total liabilities (EOY): $5,679
Net assets (EOY): $709,719
Net assets (BOY): $480,301

Income & contributions

Participant contributions: $187,211
Total contributions: $187,211
Total income / additions: $302,191

Expenses & distributions

Benefits paid: $48,724
Administrative expenses: $18,370
Total expenses: $72,773
Net increase / (decrease): $229,418

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Empower Annuity Insurance Company	RECORDKEEPER	$14,896	$0	2023
Hunnex And Shoemaker, Inc.	CONTRACT ADMIN	$3,461	$581	2023
Morgan Stanley Insurance	ADVISER	not reported in the loaded dataset	$2,052	2023
Empower Advisory Group, LLC	INVESTMENT MGMT	$264	$0	2023
Morgan Stanley Smith Barney LLC	BROKER/ADVISER	$0	$2	2023