Hospitality Industry 401k Plan — Form 5500 plan (Board Of Trustees Hospitality Industry 401k Plan)
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, Hospitality Industry 401k Plan is a benefit plan reported by Board Of Trustees Hospitality Industry 401k Plan under EIN 52-2231158 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,349 participants and $46,474,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Hospitality Industry 401k Plan
- EIN
- 52-2231158
- Plan number
- 001
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 5,349
- End-of-year plan assets
- $46,474,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,349 | H, C | 20241015132910NAL0014719507003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,474,819
- Total liabilities (EOY)
- $28,947
- Net assets (EOY)
- $46,445,872
- Net assets (BOY)
- $39,186,722
Income & contributions
- Participant contributions
- $4,437,190
- Total contributions
- $4,575,950
- Total income / additions
- $11,256,486
Expenses & distributions
- Benefits paid
- $3,383,958
- Administrative expenses
- $613,378
- Total expenses
- $3,997,336
- Net increase / (decrease)
- $7,259,150
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Ret. Insurance & Ann. Co | NONE | $252,959 | $0 | 2023 |
| Associated Administrators LLC | NONE | $156,626 | not reported in the loaded dataset | 2023 |
| Bredhoff & Kaiser | NONE | $32,243 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $11,914 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw | NONE | $8,140 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group Inc | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Hospitality Industry 401k Plan
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Prudential Ret. Insurance & Ann. Co — Schedule C compensation
- Associated Administrators LLC — Schedule C compensation
- Bredhoff & Kaiser — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Seyfarth Shaw — Schedule C compensation
- Meketa Investment Group Inc — Schedule C compensation