Peachtree Hotel Group 401(K) Plan — Form 5500 plan (Peachtree 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, Peachtree Hotel Group 401(K) Plan is a benefit plan reported by Peachtree Hotel Group, LLC under EIN 26-1186759 and plan number 001. The latest loaded filing year is 2023. The filing reports 424 participants and $14,369,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peachtree Hotel Group, LLC
- EIN
- 26-1186759
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 424
- End-of-year plan assets
- $14,369,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 424 | H, C | 20241011133532NAL0022845809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,369,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,369,903
- Net assets (BOY)
- $8,399,740
Income & contributions
- Employer contributions
- $909,016
- Participant contributions
- $2,326,606
- Total contributions
- $5,244,962
- Total income / additions
- $7,065,895
Expenses & distributions
- Benefits paid
- $1,063,708
- Administrative expenses
- $32,024
- Total expenses
- $1,095,732
- Net increase / (decrease)
- $5,970,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $17,326 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,362 | $0 | 2023 |
| Bluechip Wealth Advisors LLC | INVESTMENT ADVISOR | $2,101 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,504 | not reported in the loaded dataset | 2023 |
| Acg Wealth Inc | INVESTMENT ADVISOR | $1,399 | not reported in the loaded dataset | 2023 |
| Mercer Global Advisors Inc | INVESTMENT ADVISOR | $1,332 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peachtree Hotel Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Transamerica Retirement Solutions — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Bluechip Wealth Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Acg Wealth Inc — Schedule C compensation
- Mercer Global Advisors Inc — Schedule C compensation