Plan5500

Ksl Resorts 401(K) Plan — Form 5500 plan (Ksl/Ms Management, 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, Ksl Resorts 401(K) Plan is a benefit plan reported by Ksl/Ms Management, LLC under EIN 57-1210922 and plan number 001. The latest loaded filing year is 2023. The filing reports 435 participants and $11,541,068 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ksl/Ms Management, LLC
EIN
57-1210922
Plan number
001
Plan type
2
Location
La Quinta, CA
Latest filing year
2023
Participants
435
End-of-year plan assets
$11,541,068

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023435H, C20241015124256NAL0014649283001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,541,068
Total liabilities (EOY)
$0
Net assets (EOY)
$11,541,068
Net assets (BOY)
$10,259,630

Income & contributions

Participant contributions
$312,814
Total contributions
$495,840
Total income / additions
$2,066,385

Expenses & distributions

Benefits paid
$749,322
Administrative expenses
$35,625
Total expenses
$784,947
Net increase / (decrease)
$1,281,438

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burnham GibsonRETAINED BY EMPLOYER$26,654not reported in the loaded dataset2023
John Hancock Retirement Plan SrvcsRETAINED BY EMPLOYER$8,971$02023
Capital AnalystRETAINED BY EMPLOYER$0$02023

Related Form 5500 pages