Averill Hospitality LLC 401(K) Plan — Form 5500 plan (Averill Hospitality Employment Services, 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, Averill Hospitality LLC 401(K) Plan is a benefit plan reported by Averill Hospitality Employment Services, LLC under EIN 84-4234509 and plan number 001. The latest loaded filing year is 2023. The filing reports 335 participants and $964,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Averill Hospitality Employment Services, LLC
- EIN
- 84-4234509
- Plan number
- 001
- Plan type
- 2
- Location
- Whitefish, MT
- Latest filing year
- 2023
- Participants
- 335
- End-of-year plan assets
- $964,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 335 | H | 20241015133046NAL0016495411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $964,966
- Total liabilities (EOY)
- $12,628
- Net assets (EOY)
- $952,338
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $152,842
- Participant contributions
- $219,820
- Total contributions
- $579,911
- Total income / additions
- $667,600
Expenses & distributions
- Benefits paid
- $31,928
- Administrative expenses
- $1,439
- Total expenses
- $33,367
- Net increase / (decrease)
- $634,233
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.