Evans Hotels 401(K) Employee Retirement Plan — Form 5500 plan (Evans Hotels, 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, Evans Hotels 401(K) Employee Retirement Plan is a benefit plan reported by Evans Hotels, LLC under EIN 81-0750751 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,304 participants and $30,701,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evans Hotels, LLC
- EIN
- 81-0750751
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 1,304
- End-of-year plan assets
- $30,701,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,304 | H, C | 20241003095446NAL0004755907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,701,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,701,299
- Net assets (BOY)
- $24,640,175
Income & contributions
- Employer contributions
- $417,859
- Participant contributions
- $2,766,985
- Total contributions
- $3,266,651
- Total income / additions
- $7,901,262
Expenses & distributions
- Benefits paid
- $1,717,223
- Administrative expenses
- $122,915
- Total expenses
- $1,840,138
- Net increase / (decrease)
- $6,061,124
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | RECORDKEEPER | $101,168 | not reported in the loaded dataset | 2023 |
| Pkf, Llp | ACCOUNTING | $10,080 | not reported in the loaded dataset | 2023 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | DIRECTED TRUSTEE | $0 | $0 | 2023 |
| Mscs Fin Services Div Of Broadridge | DIRECTED TRUSTEE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evans Hotels, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Pkf, Llp — Schedule C compensation
- Raymond James Fin Svcs Advisors — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Mscs Fin Services Div Of Broadridge — Schedule C compensation