2023 Form 5500 filing — Ols Hotels & Resorts 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 20241011184640NAL0011286083001) for Ols Hotels & Resorts LLC 401(K) Plan, reported by Ols Hotels & Resorts, LLC under EIN 95-4181890 and plan number 002. It reports 2,223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011184640NAL0011286083001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ols Hotels & Resorts, LLC
- EIN
- 95-4181890
- Plan number
- 002
- Location
- Encino, CA
- Participants
- 2,223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,799,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,799,848
- Employer contributions
- $1,155,009
- Participant contributions
- $3,015,378
- Total income / additions
- $7,010,465
- Benefits paid
- $1,983,623
- Administrative expenses
- $121,904
- Total expenses
- $2,105,527
- Net increase / (decrease)
- $4,904,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Troug-Ryding Company, Inc. | CONTRACT ADMIN | $60,436 | not reported in the loaded dataset |
| Empower Annuity Insurance | RECORD KEEPER | $29,510 | $0 |
| Monarch Corporate Advisors, Inc. | INVESTMENT ADVISOR | $28,340 | not reported in the loaded dataset |
| Pension Assurance Llp | AUDITOR | $19,200 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $15,122 | not reported in the loaded dataset |
| Empower | OTHER | $30 | not reported in the loaded dataset |