Kingwood Reunion Resort 401(K) Plan — Form 5500 plan (Kingwood Orlando Reunion Resort, 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, Kingwood Reunion Resort 401(K) Plan is a benefit plan reported by Kingwood Orlando Reunion Resort, LLC under EIN 83-2315866 and plan number 001. The latest loaded filing year is 2023. The filing reports 391 participants and $4,556,615 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kingwood Orlando Reunion Resort, LLC
EIN
83-2315866
Plan number
001
Plan type
2
Location
Kissimmee, FL
Latest filing year
2023
Participants
391
End-of-year plan assets
$4,556,615

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023391H, C20250424131817NAL0015642114001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,556,615
Total liabilities (EOY)
$0
Net assets (EOY)
$4,556,615
Net assets (BOY)
$3,546,344

Income & contributions

Employer contributions
$236,278
Participant contributions
$724,586
Total contributions
$973,567
Total income / additions
$1,588,943

Expenses & distributions

Benefits paid
$519,904
Administrative expenses
$38,427
Total expenses
$578,672
Net increase / (decrease)
$1,010,271

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$38,160$02023

Related Form 5500 pages