La Posada Employee Savings And Retirement Plan — Form 5500 plan (La Posada At Park Centre, Inc.)

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, La Posada Employee Savings And Retirement Plan is a benefit plan reported by La Posada At Park Centre, Inc. under EIN 86-0828160 and plan number 001. The latest loaded filing year is 2023. The filing reports 658 participants and $18,555,968 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
La Posada At Park Centre, Inc.
EIN
86-0828160
Plan number
001
Plan type
2
Location
Green Valley, AZ
Latest filing year
2023
Participants
658
End-of-year plan assets
$18,555,968

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023658H, C20241014121518NAL0014905075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,555,968
Total liabilities (EOY)
$0
Net assets (EOY)
$18,555,968
Net assets (BOY)
$16,303,749

Income & contributions

Employer contributions
$570,198
Participant contributions
$1,245,835
Total contributions
$1,816,033
Total income / additions
$4,302,635

Expenses & distributions

Benefits paid
$1,968,428
Administrative expenses
$81,988
Total expenses
$2,050,416
Net increase / (decrease)
$2,252,219

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$56,096$02023
Cbiz Investment Advisory ServiceADVISOR$25,893not reported in the loaded dataset2023

Related Form 5500 pages