2023 Form 5500 filing — Coastal Hospitality Associates, LLC 401(K) 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 20240920120747NAL0010381760001) for Coastal Hospitality Associates, LLC 401(K) Plan, reported by Coastal Hospitality Associates, LLC under EIN 46-1045825 and plan number 001. It reports 432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920120747NAL0010381760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coastal Hospitality Associates, LLC
- EIN
- 46-1045825
- Plan number
- 001
- Location
- Virginia Beach, VA
- Participants
- 432
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,578,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,578,327
- Employer contributions
- $141,913
- Participant contributions
- $400,961
- Total income / additions
- $1,229,929
- Benefits paid
- $288,963
- Administrative expenses
- $54,880
- Total expenses
- $343,843
- Net increase / (decrease)
- $886,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPER | $33,483 | $0 |
| Newedge Advisors LLC | REG INVESTMENT ADVISOR | $20,574 | not reported in the loaded dataset |
| Wilshire Associates Inc (Usa) | REG INVESTMENT ADVISOR | $823 | not reported in the loaded dataset |