Ols Hotels & Resorts LLC 401(K) Plan — Form 5500 plan (Ols Hotels & Resorts, 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, Ols Hotels & Resorts LLC 401(K) Plan is a benefit plan reported by Ols Hotels & Resorts, LLC under EIN 95-4181890 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,223 participants and $22,799,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ols Hotels & Resorts, LLC
- EIN
- 95-4181890
- Plan number
- 002
- Plan type
- 3
- Location
- Encino, CA
- Latest filing year
- 2023
- Participants
- 2,223
- End-of-year plan assets
- $22,799,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,223 | H, C | 20241011184640NAL0011286083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,799,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,799,848
- Net assets (BOY)
- $17,894,910
Income & contributions
- Employer contributions
- $1,155,009
- Participant contributions
- $3,015,378
- Total contributions
- $4,406,387
- Total income / additions
- $7,010,465
Expenses & distributions
- Benefits paid
- $1,983,623
- Administrative expenses
- $121,904
- Total expenses
- $2,105,527
- Net increase / (decrease)
- $4,904,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Troug-Ryding Company, Inc. | CONTRACT ADMIN | $60,436 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance | RECORD KEEPER | $29,510 | $0 | 2023 |
| Monarch Corporate Advisors, Inc. | INVESTMENT ADVISOR | $28,340 | not reported in the loaded dataset | 2023 |
| Pension Assurance Llp | AUDITOR | $19,200 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $15,122 | not reported in the loaded dataset | 2023 |
| Empower | OTHER | $30 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ols Hotels & Resorts, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Encino, CA
- Troug-Ryding Company, Inc. — Schedule C compensation
- Empower Annuity Insurance — Schedule C compensation
- Monarch Corporate Advisors, Inc. — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Empower — Schedule C compensation