Wdi Hospitality, LLC 401(K) Plan — Form 5500 plan (Wdi Hospitality 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, Wdi Hospitality, LLC 401(K) Plan is a benefit plan reported by Wdi Hospitality LLC under EIN 65-1179298 and plan number 001. The latest loaded filing year is 2023. The filing reports 494 participants and $6,717,145 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wdi Hospitality LLC
EIN
65-1179298
Plan number
001
Plan type
2
Location
Durham, NC
Latest filing year
2023
Participants
494
End-of-year plan assets
$6,717,145

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023494H, C20240731143445NAL0012775395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,717,145
Total liabilities (EOY)
$0
Net assets (EOY)
$6,717,145
Net assets (BOY)
$6,125,538

Income & contributions

Employer contributions
$170,216
Participant contributions
$592,260
Total contributions
$769,783
Total income / additions
$1,916,751

Expenses & distributions

Benefits paid
$1,236,095
Administrative expenses
$52,148
Total expenses
$1,325,144
Net increase / (decrease)
$591,607

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Life Insurance Co.RECORD KEEPER$52,148$14,1712023

Related Form 5500 pages