Waterford Hotel Group, LLC 401k Savings Plan — Form 5500 plan (Waterford Hotel Group, LLC)

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, Waterford Hotel Group, LLC 401k Savings Plan is a benefit plan reported by Waterford Hotel Group, LLC under EIN 06-1117701 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,007 participants and $22,858,674 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Waterford Hotel Group, LLC
EIN
06-1117701
Plan number
333
Plan type
3
Location
Waterford, CT
Latest filing year
2023
Participants
1,007
End-of-year plan assets
$22,858,674

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,007H, C20241014073759NAL0026770305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,858,674
Total liabilities (EOY)
$25,926
Net assets (EOY)
$22,832,748
Net assets (BOY)
$20,130,892

Income & contributions

Employer contributions
$232,527
Participant contributions
$1,441,448
Total contributions
$1,727,450
Total income / additions
$5,354,655

Expenses & distributions

Benefits paid
$2,639,742
Administrative expenses
$13,057
Total expenses
$2,652,799
Net increase / (decrease)
$2,701,856

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pasi, LLCTHIRD PARTY ADMIN$3,807$10,5652023
Empower Annuity Insurance CompanyCONTRACT ADMINISTRATOR$5,250$02023
Hoyt Filippetti & Malaghan, LLCAUDITOR$4,000not reported in the loaded dataset2023

Related Form 5500 pages