2023 Form 5500 filing — Azul Hospitality 401k 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 20240821175643NAL0006644416001) for Azul Hospitality 401k Plan, reported by Azul Hospitality, LLC under EIN 82-3588795 and plan number 001. It reports 1,344 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821175643NAL0006644416001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Azul Hospitality, LLC
- EIN
- 82-3588795
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 1,344
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,345,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,345,783
- Employer contributions
- $506,972
- Participant contributions
- $1,268,086
- Total income / additions
- $2,683,859
- Benefits paid
- $376,695
- Administrative expenses
- $29,014
- Total expenses
- $408,527
- Net increase / (decrease)
- $2,275,332
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $25,846 | $0 |
| San Diego Pension Consultants | CONTRACT ADMIN | $10,460 | $2,195 |
| Jgd & Associates Llp | OTHER | $12,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,696 | $0 |
| Empower Advisory Group LLC | INVESTMENT ADVISOR | $268 | not reported in the loaded dataset |