2023 Form 5500 filing — Sports, Hospitality And Entertainment 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 20241015151459NAL0014938387001) for Sports, Hospitality And Entertainment 401(K) Plan, reported by Fertitta Entertainment, Inc. under EIN 27-3287832 and plan number 001. It reports 10,950 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015151459NAL0014938387001
Filing year
2023
Form type
3
Plan sponsor
Fertitta Entertainment, Inc.
EIN
27-3287832
Plan number
001
Location
Houston, TX
Participants
10,950
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$165,223,342
Total liabilities (EOY)
$0
Net assets (EOY)
$165,223,342
Employer contributions
$1,029,667
Participant contributions
$10,020,853
Total income / additions
$36,668,825
Benefits paid
$16,454,475
Administrative expenses
$547,296
Total expenses
$17,059,746
Net increase / (decrease)
$19,609,079
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$363,015$0
Ubs Financial Services, Inc.NONE$88,375not reported in the loaded dataset
Clifton Larson Allen LlpNONE$28,062not reported in the loaded dataset

Related Form 5500 pages