Valor Hospitality Partners 401(K) Retirement Savings Plan — Form 5500 plan (Valor Hospitality Partners, 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, Valor Hospitality Partners 401(K) Retirement Savings Plan is a benefit plan reported by Valor Hospitality Partners, LLC under EIN 46-0931469 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,929 participants and $8,948,318 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valor Hospitality Partners, LLC
EIN
46-0931469
Plan number
001
Plan type
3
Location
Atlanta, GA
Latest filing year
2023
Participants
1,929
End-of-year plan assets
$8,948,318

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,929H, C20241010154757NAL0020469137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,948,318
Net assets (EOY)
$8,948,318
Net assets (BOY)
$0

Income & contributions

Employer contributions
$807,471
Participant contributions
$1,641,468
Total contributions
$2,898,324
Total income / additions
$3,848,843

Expenses & distributions

Benefits paid
$1,267,493
Administrative expenses
$50,747
Total expenses
$1,318,240
Net increase / (decrease)
$2,530,603

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Duncan Williams Asset ManagementRIA$23,649not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$7,596not reported in the loaded dataset2023

Related Form 5500 pages