Marriott Vacations Worldwide Corp. 401(K) — Form 5500 plan (Marriott Vacations Worldwide Corp.)
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, Marriott Vacations Worldwide Corp. 401(K) is a benefit plan reported by Marriott Vacations Worldwide Corp. under EIN 45-2598330 and plan number 001. The latest loaded filing year is 2023. The filing reports 20,724 participants and $903,033,467 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marriott Vacations Worldwide Corp.
- EIN
- 45-2598330
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 20,724
- End-of-year plan assets
- $903,033,467
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,724 | H, C | 20241015175511NAL0015204099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $903,033,467
- Total liabilities (EOY)
- $276,933
- Net assets (EOY)
- $902,756,534
- Net assets (BOY)
- $739,047,276
Income & contributions
- Employer contributions
- $36,965,624
- Participant contributions
- $69,767,818
- Total contributions
- $112,168,213
- Total income / additions
- $233,315,443
Expenses & distributions
- Benefits paid
- $65,368,862
- Administrative expenses
- $1,548,137
- Total expenses
- $69,606,185
- Net increase / (decrease)
- $163,709,258
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fedility Investments Institutional | RECORD KEEPER | $1,373,792 | $0 | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $145,017 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | ACCOUNTANT/AUDITOR | $29,328 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marriott Vacations Worldwide Corp.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Fedility Investments Institutional — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation