Azul Hospitality 401k Plan — Form 5500 plan (Azul 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, Azul Hospitality 401k Plan is a benefit plan reported by Azul Hospitality, LLC under EIN 82-3588795 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,344 participants and $6,345,783 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Azul Hospitality, LLC
- EIN
- 82-3588795
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 1,344
- End-of-year plan assets
- $6,345,783
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,344 | H, C | 20240821175643NAL0006644416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,345,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,345,783
- Net assets (BOY)
- $4,070,451
Income & contributions
- Employer contributions
- $506,972
- Participant contributions
- $1,268,086
- Total contributions
- $1,969,072
- Total income / additions
- $2,683,859
Expenses & distributions
- Benefits paid
- $376,695
- Administrative expenses
- $29,014
- Total expenses
- $408,527
- Net increase / (decrease)
- $2,275,332
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $25,846 | $0 | 2023 |
| San Diego Pension Consultants | CONTRACT ADMIN | $10,460 | $2,195 | 2023 |
| Jgd & Associates Llp | OTHER | $12,500 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,696 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT ADVISOR | $268 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Azul Hospitality, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Ubs Financial Services, Inc. — Schedule C compensation
- San Diego Pension Consultants — Schedule C compensation
- Jgd & Associates Llp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation