Plan5500

Hei Hotels And Resorts 401(K) Plan — Form 5500 plan (Merritt 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, Hei Hotels And Resorts 401(K) Plan is a benefit plan reported by Merritt Hospitality LLC under EIN 52-2353526 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,228 participants and $165,472,409 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Merritt Hospitality LLC
EIN
52-2353526
Plan number
001
Plan type
2
Location
Norwalk, CT
Latest filing year
2023
Participants
10,228
End-of-year plan assets
$165,472,409

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,228H, C20241009112012NAL0036845154001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$165,472,409
Total liabilities (EOY)
$2,724
Net assets (EOY)
$165,469,685
Net assets (BOY)
$130,875,991

Income & contributions

Employer contributions
$7,431,076
Participant contributions
$15,768,493
Total contributions
$29,299,940
Total income / additions
$50,928,088

Expenses & distributions

Benefits paid
$15,795,906
Administrative expenses
$445,404
Total expenses
$16,334,394
Net increase / (decrease)
$34,593,694

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$351,554$02023
Mayflower Financial Advisors LLCADVISOR$55,000not reported in the loaded dataset2023
Cohnreznick LlpACCOUNTANT/AUDITOR$38,850not reported in the loaded dataset2023

Related Form 5500 pages