Welk Hospitality Group Profit Sharing Plan — Form 5500 plan (Champagne Resorts, Inc.)

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, Welk Hospitality Group Profit Sharing Plan is a benefit plan reported by Champagne Resorts, Inc. under EIN 45-3672278 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,271 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Champagne Resorts, Inc.
EIN
45-3672278
Plan number
002
Plan type
2
Location
San Marcos, CA
Latest filing year
2023
Participants
2,271
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,271H, C20241014181606NAL0028065409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$11,376,696

Income & contributions

Total contributions
$0
Total income / additions
$636,763

Expenses & distributions

Benefits paid
$11,710,779
Administrative expenses
$302,680
Total expenses
$12,013,459
Net increase / (decrease)
-$11,376,696

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PrincipalRECORDKEEPER/BOOKKEEPER$230,680not reported in the loaded dataset2023
Roorda Piquet & BesseeACCOUNTANT$39,000not reported in the loaded dataset2023

Related Form 5500 pages