2023 Form 5500 filing — The New Castle Hotels 401(K) Savings 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 20241014131012NAL0052373282001) for The New Castle Hotels 401(K) Savings Plan, reported by New Castle Hotels LLC under EIN 06-1428405 and plan number 001. It reports 1,146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131012NAL0052373282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Castle Hotels LLC
- EIN
- 06-1428405
- Plan number
- 001
- Location
- Ridgefield, CT
- Participants
- 1,146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,073,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,073,720
- Employer contributions
- $198,708
- Participant contributions
- $801,130
- Total income / additions
- $2,953,793
- Benefits paid
- $2,397,038
- Administrative expenses
- $29,572
- Total expenses
- $2,431,999
- Net increase / (decrease)
- $521,794
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $19,794 | not reported in the loaded dataset |
| Fust Charles Chambers Llp | AUDITOR | $9,131 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,697 | $0 |