2023 Form 5500 filing — Evans Hotels 401(K) Employee 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 20241003095446NAL0004755907001) for Evans Hotels 401(K) Employee Retirement Plan, reported by Evans Hotels, LLC under EIN 81-0750751 and plan number 001. It reports 1,304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003095446NAL0004755907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evans Hotels, LLC
- EIN
- 81-0750751
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 1,304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,701,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,701,299
- Employer contributions
- $417,859
- Participant contributions
- $2,766,985
- Total income / additions
- $7,901,262
- Benefits paid
- $1,717,223
- Administrative expenses
- $122,915
- Total expenses
- $1,840,138
- Net increase / (decrease)
- $6,061,124
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | RECORDKEEPER | $101,168 | not reported in the loaded dataset |
| Pkf, Llp | ACCOUNTING | $10,080 | not reported in the loaded dataset |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset |
| Matrix Trust Company | DIRECTED TRUSTEE | $0 | $0 |
| Mscs Fin Services Div Of Broadridge | DIRECTED TRUSTEE | $0 | $0 |