2023 Form 5500 filing — Western States Lodging Employee Savings 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 20251013191409NAL0001871265001) for Western States Lodging Employee Savings Plan, reported by Western States Lodging & Management L.C. under EIN 87-0520716 and plan number 001. It reports 3,918 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)$18.5MReported net assets$18,463,189
Participants3.9K3,918
Provider compensation$116.4K2 Schedule C row(s)$116,362
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251013191409NAL0001871265001
Plan sponsor
Western States Lodging & Management L.C.
EIN
87-0520716
Plan number
001
Location
South Jordan, UT
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)$18.5M total assets
Net assets$18.5MLiabilities$0
Money in vs. money out
Total income / additions$6.1M
Total expenses$2.1M
Benefits paid / distributions$1.9M
Contributions
Employer$1.1M
Participant$2.3M
Full reported line items
Total assets (EOY)
$18,463,189
Total liabilities (EOY)
$0
Net assets (EOY)
$18,463,189
Employer contributions
$1,115,970
Participant contributions
$2,253,386
Total income / additions
$6,102,065
Benefits paid
$1,937,163
Administrative expenses
$116,362
Total expenses
$2,056,780
Net increase / (decrease)
$4,045,285
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $78.8K · Indirect $0
  2. 2
    ADVISOR · Direct $37.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251013191409NAL0001871265001 cover?
It is the 2023 Form 5500 filing for Western States Lodging Employee Savings Plan, reported by Western States Lodging & Management L.C. (EIN 87-0520716).
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