Plan5500

The Lodgeworks 401(K) Plan — Form 5500 plan (Lodgeworks Payroll, 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, The Lodgeworks 401(K) Plan is a benefit plan reported by Lodgeworks Payroll, LLC under EIN 48-1227325 and plan number 001. The latest loaded filing year is 2023. The filing reports 851 participants and $17,756,615 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lodgeworks Payroll, LLC
EIN
48-1227325
Plan number
001
Plan type
3
Location
Wichita, KS
Latest filing year
2023
Participants
851
End-of-year plan assets
$17,756,615

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023851H, C20241014102425NAL0027018753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,756,615
Net assets (EOY)
$17,756,615
Net assets (BOY)
$15,279,531

Income & contributions

Employer contributions
$807,587
Participant contributions
$1,349,394
Total contributions
$2,191,929
Total income / additions
$4,655,277

Expenses & distributions

Benefits paid
$2,075,531
Administrative expenses
$102,662
Total expenses
$2,178,193
Net increase / (decrease)
$2,477,084

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$60,651not reported in the loaded dataset2023
Wealth Alliance Advisory Group, LLCBROKERAGE FIRM$33,519not reported in the loaded dataset2023
Preferred Pension SolutionsTPA$8,492not reported in the loaded dataset2023

Related Form 5500 pages