Hilton Head Hospitality 401(K) Plan — Form 5500 plan (Hilton Head Hospitality)

Plain-English plan 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, Hilton Head Hospitality 401(K) Plan is a benefit plan reported by Hilton Head Hospitality under EIN 01-0700933 and plan number 001. The latest loaded filing year is 2023. The filing reports 81 participants and $2,348,560 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.3MPlan net assets, end of year$2,348,560
Participants81Covered participants reported
Assets / participant$29KComputed: assets ÷ participants$28,995 (computed)
Provider compensationNone reported
Plan sponsor
Hilton Head Hospitality
EIN
01-0700933
Plan number
001
Plan type
2
Location
Hilton Head, SC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202381I20241011114234NAL0044161010001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$527.9K
Total expenses$236.7K
Benefits paid / distributions$235.1K
Contributions
Employer$26.9K
Participant$70.4K
Full reported line items

Net assets

Total assets (EOY)
$2,348,560
Total liabilities (EOY)
$0
Net assets (EOY)
$2,348,560
Net assets (BOY)
$2,057,388

Income & contributions

Employer contributions
$26,903
Participant contributions
$70,383
Total income / additions
$527,910

Expenses & distributions

Benefits paid
$235,054
Administrative expenses
$2,610
Total expenses
$236,738
Net increase / (decrease)
$291,172
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income45%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages