Sree Hotels, LLC 401(K) Plan — Form 5500 plan (Sree Hotels, 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, Sree Hotels, LLC 401(K) Plan is a benefit plan reported by Sree Hotels, LLC under EIN 56-2073512 and plan number 001. The latest loaded filing year is 2023. The filing reports 593 participants and $7,606,909 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sree Hotels, LLC
- EIN
- 56-2073512
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 593
- End-of-year plan assets
- $7,606,909
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 593 | H, C | 20241009130232NAL0009220643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,606,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,606,909
- Net assets (BOY)
- $6,668,864
Income & contributions
- Employer contributions
- $230,698
- Participant contributions
- $350,383
- Total contributions
- $581,190
- Total income / additions
- $1,616,879
Expenses & distributions
- Benefits paid
- $612,098
- Administrative expenses
- $65,827
- Total expenses
- $678,834
- Net increase / (decrease)
- $938,045
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Citizens Bank And Trust | INVESTMENT ADVISOR | $27,456 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $23,365 | $0 | 2023 |
| Pentegra Services Inc | CONTRACT ADMINISTRATOR | $17,354 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $4,278 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sree Hotels, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- First Citizens Bank And Trust — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Pentegra Services Inc — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation