Expotel Hospitality Services, LLC, 401(K) Plan — Form 5500 plan (Expotel Hospitality Services, 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, Expotel Hospitality Services, LLC, 401(K) Plan is a benefit plan reported by Expotel Hospitality Services, LLC under EIN 72-1456101 and plan number 001. The latest loaded filing year is 2023. The filing reports 622 participants and $3,748,347 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Expotel Hospitality Services, LLC
- EIN
- 72-1456101
- Plan number
- 001
- Plan type
- 2
- Location
- Metairie, LA
- Latest filing year
- 2023
- Participants
- 622
- End-of-year plan assets
- $3,748,347
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 622 | H, C | 20240927105937NAL0001183203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,748,347
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,748,347
- Net assets (BOY)
- $3,018,621
Income & contributions
- Employer contributions
- $140,268
- Participant contributions
- $324,330
- Total contributions
- $572,955
- Total income / additions
- $1,009,954
Expenses & distributions
- Benefits paid
- $221,143
- Administrative expenses
- $59,085
- Total expenses
- $280,228
- Net increase / (decrease)
- $729,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $26,884 | $0 | 2023 |
| Bourgeois Bennett LLC | AUDIT | $25,500 | not reported in the loaded dataset | 2023 |
| Sma Services Inc | RECORDKEEPER | $6,025 | $0 | 2023 |
| Mesirow Financial Inc | INVESTMENT ADVISORY-PLAN | $676 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Expotel Hospitality Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Metairie, LA
- Transamerica Life Insurance Company — Schedule C compensation
- Bourgeois Bennett LLC — Schedule C compensation
- Sma Services Inc — Schedule C compensation
- Mesirow Financial Inc — Schedule C compensation