The Lodgeworks 401(K) Plan — Form 5500 plan (Lodgeworks Payroll, 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, The Lodgeworks 401(K) Plan is a benefit plan reported by Lodgeworks Payroll, LLC under EIN 48-1227325 and plan number 001. The latest loaded filing year is 2023. The filing reports 851 participants and $17,756,615 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17.8MPlan net assets, end of year$17,756,615
Participants851Covered participants reported
Assets / participant$20.9KComputed: assets ÷ participants$20,866 (computed)
Provider compensation$102.7K3 Schedule C provider row(s)$102,662
- Plan sponsor
- Lodgeworks Payroll, LLC
- EIN
- 48-1227325
- Plan number
- 001
- Plan type
- 3
- Location
- Wichita, KS
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 851 | H, C | 20241014102425NAL0027018753001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$17.8M total assets
Net assets$17.8MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $17,756,615
- Net assets (EOY)
- $17,756,615
- Net assets (BOY)
- $15,279,531
Income & contributions
- Employer contributions
- $807,587
- Participant contributions
- $1,349,394
- Total contributions
- $2,191,929
- Total income / additions
- $4,655,277
Expenses & distributions
- Benefits paid
- $2,075,531
- Administrative expenses
- $102,662
- Total expenses
- $2,178,193
- Net increase / (decrease)
- $2,477,084
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $60,651 | not reported in the loaded dataset | 2023 |
| Wealth Alliance Advisory Group, LLC | BROKERAGE FIRM | $33,519 | not reported in the loaded dataset | 2023 |
| Preferred Pension Solutions | TPA | $8,492 | not reported in the loaded dataset | 2023 |