2023 Form 5500 filing — Belvedere Hotel Partnership Dba The Peninsula Beverly Hills 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 20250428035343NAL0026324066001) for Belvedere Hotel Partnership Dba The Peninsula Beverly Hills 401(K) Profit Sharing Plan, reported by Belvedere Hotel Partnership Dba The Peninsula Beverly Hills under EIN 95-4205099 and plan number 001. It reports 567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250428035343NAL0026324066001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Belvedere Hotel Partnership Dba The Peninsula Beverly Hills
- EIN
- 95-4205099
- Plan number
- 001
- Location
- Beverly Hills, CA
- Participants
- 567
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,807,713
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,807,713
- Employer contributions
- $644,056
- Participant contributions
- $1,311,138
- Total income / additions
- $4,523,913
- Benefits paid
- $1,446,978
- Administrative expenses
- $101,703
- Total expenses
- $1,548,681
- Net increase / (decrease)
- $2,975,232
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $63,568 | $0 |
| Lockton Investment Advisors | LOCKTON INVESTMENT ADV | $29,005 | $0 |
| Futureplan By Ascensus - Qbi | TPA | $5,400 | $0 |