2023 Form 5500 filing — Welk Hospitality Group Profit Sharing 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 20241014181606NAL0028065409001) for Welk Hospitality Group Profit Sharing Plan, reported by Champagne Resorts, Inc. under EIN 45-3672278 and plan number 002. It reports 2,271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014181606NAL0028065409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Champagne Resorts, Inc.
- EIN
- 45-3672278
- Plan number
- 002
- Location
- San Marcos, CA
- Participants
- 2,271
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $636,763
- Benefits paid
- $11,710,779
- Administrative expenses
- $302,680
- Total expenses
- $12,013,459
- Net increase / (decrease)
- -$11,376,696
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal | RECORDKEEPER/BOOKKEEPER | $230,680 | not reported in the loaded dataset |
| Roorda Piquet & Bessee | ACCOUNTANT | $39,000 | not reported in the loaded dataset |