2023 Form 5500 filing — Happy Valley Hospitality, Inc. Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240429093914NAL0022398385001) for Happy Valley Hospitality, Inc. Retirement Plan, reported by Happy Valley Hospitality, Inc. under EIN 86-3619834 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$822.5KReported net assets$822,506
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240429093914NAL0022398385001
Plan sponsor
Happy Valley Hospitality, Inc.
EIN
86-3619834
Plan number
001
Location
Asheville, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$822.5K total assets
Net assets$822.5KLiabilities
Money in vs. money out
Total income / additions$411.5K
Total expenses$349
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$822,506
Net assets (EOY)
$822,506
Total income / additions
$411,540
Administrative expenses
$349
Total expenses
$349
Net increase / (decrease)
$411,191

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240429093914NAL0022398385001 cover?
It is the 2023 Form 5500 filing for Happy Valley Hospitality, Inc. Retirement Plan, reported by Happy Valley Hospitality, Inc. (EIN 86-3619834).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages