2023 Form 5500 filing — Sree Hotels, 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 20241009130232NAL0009220643001) for Sree Hotels, LLC 401(K) Plan, reported by Sree Hotels, LLC under EIN 56-2073512 and plan number 001. It reports 593 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009130232NAL0009220643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sree Hotels, LLC
- EIN
- 56-2073512
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 593
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,606,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,606,909
- Employer contributions
- $230,698
- Participant contributions
- $350,383
- Total income / additions
- $1,616,879
- Benefits paid
- $612,098
- Administrative expenses
- $65,827
- Total expenses
- $678,834
- Net increase / (decrease)
- $938,045
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Citizens Bank And Trust | INVESTMENT ADVISOR | $27,456 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $23,365 | $0 |
| Pentegra Services Inc | CONTRACT ADMINISTRATOR | $17,354 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $4,278 | not reported in the loaded dataset |