Hotel & Restaurant Supply 401(K) Plan — Form 5500 plan (Hotel & Restaurant Supply)
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, Hotel & Restaurant Supply 401(K) Plan is a benefit plan reported by Hotel & Restaurant Supply under EIN 64-0434659 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $12,771,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hotel & Restaurant Supply
- EIN
- 64-0434659
- Plan number
- 001
- Plan type
- 2
- Location
- Meridian, MS
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $12,771,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20240927140504NAL0001106291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,771,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,771,041
- Net assets (BOY)
- $12,203,372
Income & contributions
- Employer contributions
- $335,995
- Participant contributions
- $567,523
- Total contributions
- $903,518
- Total income / additions
- $3,267,118
Expenses & distributions
- Benefits paid
- $2,692,385
- Administrative expenses
- $7,064
- Total expenses
- $2,699,449
- Net increase / (decrease)
- $567,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $7,014 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $50 | $0 | 2023 |