One Off Hospitality Group, Ltd. 401(K) Plan — Form 5500 plan (One Off Hospitality Group, Ltd.)

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, One Off Hospitality Group, Ltd. 401(K) Plan is a benefit plan reported by One Off Hospitality Group, Ltd. under EIN 20-2337928 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $3,146,039 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
One Off Hospitality Group, Ltd.
EIN
20-2337928
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
342
End-of-year plan assets
$3,146,039

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023342H, C20250129145652NAL0009306467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,146,039
Total liabilities (EOY)
$0
Net assets (EOY)
$3,146,039
Net assets (BOY)
$2,448,326

Income & contributions

Employer contributions
$173,928
Participant contributions
$305,153
Total contributions
$479,081
Total income / additions
$964,880

Expenses & distributions

Benefits paid
$242,781
Administrative expenses
$24,386
Total expenses
$267,167
Net increase / (decrease)
$697,713

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Great-West Life & Annuity InsuranceREORDKEEPER$12,632not reported in the loaded dataset2023
Cliftonlarsonallen Wealth AdvisorsCONTRACT ADMIN$10,686not reported in the loaded dataset2023
Map Retirement Usa LLCCONTRACT ADMIN$2,565not reported in the loaded dataset2023
Leafhouse Financial Advisors, LLCOTHER$1,363not reported in the loaded dataset2023

Related Form 5500 pages