2023 Form 5500 filing — The Ivy Hotel 401k 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 20250403050351NAL0011250881001) for The Ivy Hotel 401k Plan, reported by Mount Vernon Mansion, LLC under EIN 27-3444025 and plan number 001. It reports 206 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)$915KReported net assets$915,000
Participants206
Provider compensation$2.7K2 Schedule C row(s)$2,713
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250403050351NAL0011250881001
Plan sponsor
Mount Vernon Mansion, LLC
EIN
27-3444025
Plan number
001
Location
Baltimore, MD
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)$915K total assets
Net assets$915KLiabilities$0
Money in vs. money out
Total income / additions$312.6K
Total expenses$70.4K
Benefits paid / distributions$63.3K
Contributions
Employer$61K
Participant$130.5K
Full reported line items
Total assets (EOY)
$915,000
Total liabilities (EOY)
$0
Net assets (EOY)
$915,000
Employer contributions
$61,043
Participant contributions
$130,538
Total income / additions
$312,640
Benefits paid
$63,295
Administrative expenses
$2,713
Total expenses
$70,423
Net increase / (decrease)
$242,217
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $2.7K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250403050351NAL0011250881001 cover?
It is the 2023 Form 5500 filing for The Ivy Hotel 401k Plan, reported by Mount Vernon Mansion, LLC (EIN 27-3444025).
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