2023 Form 5500 filing — La Fonda Hotel 401(K) 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 20241015135651NAL0049743008001) for La Fonda Hotel 401(K) Profit Sharing Plan, reported by Lfh Management, LLC under EIN 47-1984926 and plan number 002. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.9MReported net assets$4,892,304
Participants251
Provider compensation$13.1K1 Schedule C row(s)$13,113
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015135651NAL0049743008001
Plan sponsor
Lfh Management, LLC
EIN
47-1984926
Plan number
002
Location
Santa Fe, NM
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$677.3K
Benefits paid / distributions$669.2K
Contributions
Employer$163.5K
Participant$299.8K
Full reported line items
Total assets (EOY)
$4,892,304
Total liabilities (EOY)
$0
Net assets (EOY)
$4,892,304
Employer contributions
$163,547
Participant contributions
$299,782
Total income / additions
$1,010,024
Benefits paid
$669,217
Administrative expenses
$8,113
Total expenses
$677,330
Net increase / (decrease)
$332,694
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $0 · Indirect $13.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015135651NAL0049743008001 cover?
It is the 2023 Form 5500 filing for La Fonda Hotel 401(K) Profit Sharing Plan, reported by Lfh Management, LLC (EIN 47-1984926).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages